Bring the context together
Keep people, organizations, notes, and project activity connected so the next conversation starts with context.
FOR PEOPLE WHO BUILD BUSINESSES THROUGH RELATIONSHIPS
Your relationships.
Your next step.
One clear place.
Keep the people who matter close—and the work moving. Bring contacts, conversations, projects, follow-ups, and learning offers together in a CRM built for entrepreneurs and small teams.
Applications are reviewed before an account is created. Submitting does not start billing or activate integrations.
r. Studio workspaceToday
LESS SEARCHING. MORE FOLLOWING THROUGH.
A good day starts
with a clear next step.
03Follow-ups
02Active projects
01Meeting to review
AL
Check in with Alex
TodayNorthstar Studio · Partnership
Turn a conversation into action
Review meeting notes and choose a follow-up.
✓ Context, right where you need it
People + organization + project + next step
Illustrative workflow · fictional sample data
Made for the way small businesses workConsultantsCoachesFoundersService teams
SEE RELATIONSHIP CRM IN ABOUT 35 SECONDS
From connected context
to a clear next step.
See how Relationship CRM connects people, projects, tasks, and reviewed activity—without blurring source dates or promising integrations that have not been authorized.
- Natural narration, captions, and a written transcript are included.
- Fathom recording, notes-created, and CRM import times remain distinct.
- Integration availability depends on provider permissions and configuration.
Natural narration is ready when you press play.
Read the video transcript
Relationship CRM turns meaningful conversations into clear next steps. Keep people, organizations, projects, and tasks connected in one reliable view. Review supported Gmail, calendar, Microsoft 365, and Fathom activity without losing the original source date. Turn approved meeting notes and email follow-ups into assigned work in a few clicks. Start each day with the relationships, reviews, and tasks that need your attention. Begin with reviewed access. Plans start at $29 per month.
FROM CONVERSATION TO FOLLOW-THROUGH
Good relationships deserve
more than a scattered to-do list.
A practical rhythm for keeping track of your business, without losing the human side.
Choose what matters
Review incoming activity. Decide what belongs in your CRM, what needs a task, and what you can dismiss.
Make the next move
Assign follow-ups, track opportunities, and come back to a clear view of the work that needs your attention.
A SHARED PICTURE OF YOUR BUSINESS
Everything connects
back to a relationship.
People & organizations
Keep contacts, categories, organizations, and subgroups organized around the way you actually work.
Tasks & follow-ups
Turn reviewed emails and meeting actions into tasks. Give the next step an owner and a place to live.
Projects & opportunities
Connect your work to the people behind it, with linked activity, notes, and documents.
Connected conversations
Bring in supported Microsoft 365, Google, and Fathom activity with account authorization and review controls.
Courses & enrollment
Build modular courses, publish branded landing pages, set your course price, and track enrollment from the same relationship workspace.
Integration availability depends on provider permissions and configuration. Some connections require renewal; automatic checks may require the CRM to remain open.
ONE OWNER. MORE THAN ONE BUSINESS.
Room for every
part of your work.
Use separate workspaces for your businesses, teams, or initiatives. Invite colleagues to the workspaces they need and keep the rest separate.
- Additional workspaces within your customer account
- Workspace roles and assigned access
- Multiple connected Gmail accounts per workspace
SC
Your consulting business
Clients · Projects · Follow-ups
VS
Your next venture
Partners · Opportunities · Tasks
PT
Your project team
People · Notes · Shared work
Access is assigned to each workspace.
FROM EXPERTISE TO A LEARNING OFFER
Create a course without
leaving your relationship workflow.
Organize modules and lessons, use review-first AI to draft introductions, worksheets, articles, reflections, assessments and thumbnails, add PowerPoint presentations, Word documents, PDFs, graphics, videos, and curated links, publish a branded landing page, capture enrollment, and connect a secure payment-provider checkout. You set the course price, and Relationship CRM currently takes 0% of course sales.
Build the curriculum
Turn your expertise into modules and lessons, then create or add engaging activities, presentations, documents, graphics, video, and selected links.
Review and publish
Edit every AI-assisted draft, choose public previews, and publish a landing page with the outcome, audience, price, and curriculum.
Follow the relationship
Connect learners to people, projects, tasks, and follow-up instead of managing a disconnected list.
AFTER YOUR TRIAL
Plans from $29 per month.
Nonprofit $29 · Essential $39 · Professional $79 · Business $149. Plans offer course-building capacity and planned AI credit allowances; credit metering and top-up purchases remain unavailable until verified. Self-service setup is included, and initial AI setup consumes no allowance. Relationship CRM currently takes 0% of course sales; payment-provider fees apply. Existing agreements are preserved.
A FEW THINGS TO KNOW
Start with a conversation.
Who is Relationship CRM for?
Entrepreneurs, consultants, coaches, nonprofits, and small business teams who want a more organized way to manage relationships and follow-through.
Can I try it with my business?
We are welcoming inquiries for a controlled pilot. Email us about your business and how you would like to use the CRM. Access is arranged individually; this page does not create an account.
Can I manage more than one business?
Yes. Customer owners can create additional workspaces and assign access to colleagues. Workspace records remain separate, and existing users count once across the customer’s workspaces.
What does it cost?
After your trial, base plans are $29, $39, $79 or $149 per month. Each includes course capacity and a planned AI credit allowance. Current AI usage uses daily request limits; credit balances and top-ups are not active. Relationship Compass and additional capacity are optional. Billing begins only after an agreement is arranged and accepted.
Can I sell a course?
Yes. Create a course and public landing page, set your price, and link a supported payment-provider checkout. Relationship CRM currently takes 0% of course sales; provider fees and the published plan limits apply.
Do I need Relationship Compass?
No. Relationship CRM works independently. Relationship Compass is an optional intelligence layer and can be enabled later only for selected workspaces.
Can I attach files and import contacts?
Yes. Tasks can hold notes, files, photos and secure links. Import contacts from a CSV with column mapping and labels, or extract a reviewable contact from a business card or file. Relationship Compass sync carries notes and file references when authorized.
How do I protect my CRM data?
Owners can create file-inclusive workspace backups, download them and preview an uploaded bundle before recovering missing records. Choose a daily or weekly cadence. Closed-app automatic execution requires verified background scheduling; full replacement recovery is managed separately.
Is there a setup charge?
Self-service templates and initial AI setup are included without a setup charge or AI allowance consumption. Optional hands-on migration and configuration is quoted separately.
Are posting and ads different?
Yes. Posts have a content review and publication workflow. Ads require an audience, budget, end date and explicit spending approval; advertising fees are paid to the platform.
What data should I use during the pilot?
Use ordinary business contact and project information within the agreed pilot data policy. Do not upload patient information, protected health information, passwords, or other restricted sensitive records.
BUILD YOUR BUSINESS. KEEP THE CONNECTION.
More meaningful relationships.
Fewer forgotten next steps.
Apply for access Already have access? Sign in to your CRM