Personal CRM

People: keep track of the people who matter

A personal CRM for the people in your life: one page per person, with what you're doing for them, what they're doing for you, and every note, plan and habit you share.

What you can do with People

  • Take stock of everyone in one place. People now sits in the menu. Filter the list by relationship or area of life, and see when you were last in touch.
  • One page for each person. Open someone and everything linked to them is there: the tasks you're doing for them and the ones they're delivering to you, habits like a weekly call, and the notes and lists they're part of. With Pro, their events, projects, meetings and captures too.
  • Never lose someone to a second name. Add the names they go by and their email address, so "Jen" and "Jenny Park" are the same person. When you add someone new, Xale asks "Did you mean…?" if they might already be there.
  • Link people from anywhere. Link People from any card's menu, a task, a habit or a note. Tick several at once, or select a handful of cards and link them to someone in one go, with Undo if you change your mind.
  • Keep relationships, not just contacts. Tag each person as a spouse, child, parent, friend, colleague or contact, or add your own, and keep the circles that matter close.

Why I built People into Xale

I never had the discipline to do the things necessary despite all the positive and negative talk in the world.

But one thing that did work on my people pleasing soul was to start organizing tasks, topics, projects, notes etc around the People in my life that matter.

And I wanted to build this People capability into Xale for others whose brain may work the same way.

Rachit, founder of Xale

The ideas behind People

Small promises build trust

Trust grows from many small commitments kept, not from one big gesture.

  • Worth reading: David H. Maister, Charles H. Green and Robert M. Galford, The Trusted Advisor (2000). Trust is built over time through reliability: doing what you said you would, again and again.
  • The usual way: a promise made in a chat, remembered too late.
  • In this release: every task for someone sits on their page, so what you owe them is in plain sight.

Relationships are an account you keep paying into

Kept promises and small kindnesses add up; forgotten ones quietly take away.

  • Worth reading: Stephen R. Covey, The 7 Habits of Highly Effective People (1989). Covey's "emotional bank account": every kept commitment is a deposit, every broken one a withdrawal.
  • The usual way: people kept in a contacts app that knows their number but not what you share.
  • In this release: a person's page shows the thread between you, so the next deposit is easy to see.

Happiness comes from between

The people around us shape a good life more than most things we plan for.

  • Worth reading: Jonathan Haidt, The Happiness Hypothesis (2006). Haidt argues that happiness comes from between: from our connections to other people, to work and to something larger than ourselves.
  • In this release: the work you organise and the people it's for live in the same place.

Further reading

  • Robert Waldinger and Marc Schulz, The Good Life: Lessons from the World's Longest Scientific Study of Happiness (2023). Over eighty years of the Harvard Study of Adult Development point to close relationships as central to a good life.
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