I'm right there with you - I like this idea, but see my other comment about why I will absolutely not be using Clay for this.
Honestly, it's the sort of thing 95% of whose value I can get by setting up a spreadsheet, or a recurring task in my todo app. (Which I've already done.)
That’s what I’ve done: made repeating tasks in OmniFocus to handle it. It’s a little janky, and I can imagine a bunch of ways a trusted CRM could help with that, like seeing from my phone and message all logs that I’ve talked to them or texted them recently and marking it “done” automatically. Or maybe letting me create an “old friends” tag or group that managed all the reminders for me automatically. Maybe even local AI’s summary of our last chat in a contact’s notes.
But those are just nice-to-haves. Given that I do not trust Automattic to the level I’d need for those features, I’ll just keep slogging away in my to-do manager.
Honestly, it's the sort of thing 95% of whose value I can get by setting up a spreadsheet, or a recurring task in my todo app. (Which I've already done.)