Personal CRM
Use Postal as your personal CRM. Create a card for every contact, track follow-ups with labels, and let the AI agent research people before your meetings. All stored locally on your machine.
You don't need a complicated CRM with pipelines and deal stages. You need a place to remember people and what you talked about. Postal gives you that in three simple pieces.
Create a card for each contact. The title is their name. The rich Markdown notes hold everything else — conversation history, meeting summaries, personal details, links, and file attachments. Over time each card becomes a living dossier. And because the AI can search across all your contacts, you can ask things like "who did I talk to about Series A last month?" and get an instant answer.
Use colored labels to group contacts — Investors (blue), Clients (green), Mentors (purple), Leads (orange), Friends (teal) — whatever fits your world. Click any label to filter the board and see all contacts in that category. Need to review every investor conversation before a board meeting? One click.
Ask the AI to "research John Smith's company" and it searches the web, summarizes what it finds, and saves a research note right on the contact card. Mention someone's name in chat and Postal surfaces everything you've noted about them — active recall without digging through files. You can even ask the AI to watch a contact's company page for news so you're never caught off guard.
Whether you're a founder, freelancer, or just someone who meets a lot of people, Postal adapts to your workflow.
Before a call or coffee meeting, ask the AI "what do I know about Sarah?" and it pulls up every note, every past interaction, every detail you've captured. Then ask "what has she been up to lately?" and it searches the web for recent news, social posts, and company updates, saving a fresh summary right in the notes. You walk in knowing more than you'd remember on your own.
After a meeting, jot down what you discussed and what you promised. Set a due date on the contact card so the follow-up shows up in your daily briefing — Postal reminds you who to reach out to each morning. Use labels like "Follow up this week" or "Waiting on reply" to keep track. Filter by label and you see exactly who needs attention. No follow-up falls through the cracks.
Track every investor conversation in one place. Label them by stage (Warm Intro, First Meeting, Due Diligence, Passed). Keep notes on what they're interested in, what questions they asked, and when to follow up. Your fundraise stays organized without a spreadsheet.
Freelancers and consultants: create a card for each client with project notes, deadlines, and communication history. Label by status (Active, On Hold, Completed). Everything is a local file, so client data never touches someone else's server.
After an event, voice-dictate quick notes about everyone you met. "Met Alex at TechCrunch, works on AI safety, wants intro to investors." The AI turns raw notes into structured contact cards with labels. A week later when you can't remember the name of that founder who was building something cool — search for "AI safety" and the card comes right up.
Contact data is sensitive. Postal stores everything as files on your machine — not in a cloud database you don't control. No sign-up, no data mining, no third-party access. Optional Dropbox sync if you want it across devices, but nothing is required.
Most CRM tools charge per contact and lock your data in their cloud. Postal stores everything as files on your computer. Export anytime. Use it free with your own AI key, or $20/month for managed AI and mobile sync.
Try Postal free for 10 days. Build your personal CRM with markdown notes, labels, and AI — all on your machine.
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