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, and follow-ups together in a CRM built for entrepreneurs and small teams.
A personal approach to growing your business. Currently welcoming pilot inquiries.
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
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.
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.
A FEW THINGS TO KNOW
Start with a conversation.
Who is Relationship CRM for?
Entrepreneurs, consultants, coaches, 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?
Pilot terms and pricing are discussed before access is arranged. There is no payment or subscription signup on this page.
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.
Let’s talk about your business Already have access? Sign in to your CRM