A full-featured CRM built for operators who run on relationships. Warmth tracking, cadence alerts, native AI tools for the whole team, and deep integration with Harold's knowledge vault.
A real CRM interface, not a spreadsheet with a skin. Dark-themed, keyboard-driven, and designed for operators who live in the terminal.
Every contact belongs to one or more categories. Multi-category support means an investor who's also a partner gets tracked in both pipelines, with different cadence rules for each.
Every contact has a warmth score that decays over time. Go too long without an interaction? Harold flags it before the relationship goes cold.
Not a spreadsheet with a login. A real CRM with audit trails, merge detection, bulk operations, and keyboard-first navigation.
Every interaction, note, email, and status change is logged with timestamps. See the complete history of any relationship at a glance. Nothing falls through the cracks.
complete historyDuplicate detection and intelligent merging. When you meet someone twice through different channels, merge their records. Interactions, notes, and categories all combined cleanly.
smart dedupFull keyboard-driven navigation. Search contacts, run actions, switch views, and trigger bulk operations. All without touching the mouse. Built for speed.
cmd+kSelect multiple contacts and batch-update categories, warmth levels, pipeline stages, or custom fields. Import from CSV, export anytime. Mass operations at scale.
csv import/exportExtend any contact with arbitrary key-value data using the EAV pattern. Track deal size, investment thesis, LinkedIn URL, or anything else. No schema changes needed.
eav patternBuilt on Supabase Realtime. Changes sync instantly across sessions. When Harold logs an interaction from the terminal, the web UI updates live. No refresh needed.
supabase realtimeEvery team member gets AI tools directly in the CRM. Contact research, outreach drafting, and meeting prep are native features, no Harold session required. For operators running Harold, the intelligence goes deeper with vault context and cross-referencing.
One-click enrichment pulls web data, news, and background into any contact profile. Harold operators get deeper context from the vault and CRM history layered on top.
AI-drafted emails grounded in actual relationship context, not generic templates. Available to any team member right from the contact detail page.
Generate a structured brief for any upcoming meeting: attendee backgrounds, relationship history, open tasks, and talking points. Built into the CRM for the whole team.
Built on open tools you control. Supabase for the database, MCP for the AI bridge, and a React frontend that runs locally or deployed.
Harold connects your CRM to a knowledge vault, task management, alerts engine, and multi-model AI council. The CRM doesn't work in isolation. It works because the whole system works together.