PeopleThread · a shared relationship workspace and lightweight CRM
Never lose the threadwith anyone.
PeopleThread organizes knowledge about people, companies, tasks, events, and notes in one shared relationship workspace. Conversations, meetings, research, and next steps come together in one place, ready for you, your team, and your AI agents to use.
AI helps expand that knowledge, see what matters, and act on it.
the problem
Knowledge about your customers and other important relationships is fragmented, scattered across inboxes, calendars, spreadsheets, notes, and whatever you and your teammates happen to remember. Important details are easy to miss, and part of the picture disappears when someone leaves the team.
- A traditional CRM doesn't fix it.
- Sales-shaped tools capture only the deal-shaped part of a relationship — stage, amount, close date. The pain point someone raised on a call, the reason they didn't buy, the thing they asked for next: none of that has anywhere to go.
- AI is only as useful as the context it can reach.
- An assistant pointed at one folder sees only what one person has collected. It misses what teammates know, what happened on another device, and the context needed to help when it matters.
what it looks like
One person. Everything you know about them.
what it is
PeopleThread is for people whose work runs on relationships — solopreneurs, founders, freelancers, recruiters, and researchers who meet more people than they can keep track of. It is organized around people, not deals or pipelines: every person and company gets one durable thread of context that you and your team build over time. Use it as your lightweight CRM, or alongside the one you already have — without heavyweight setup, dashboards, or sales process.
how it stays current
It builds context as you work.
- 1
Connect Google Calendar.
When you connect Google Calendar, PeopleThread uses event and attendee data to add meetings to your workspace, match attendees with people records, and send you reminders before upcoming events.
- 2
Add what matters — with help from AI.
Write a note yourself, or let your AI agents research a person, summarize a call, or save useful context through MCP.
- 3
Stay ready for what comes next.
PeopleThread sends email or SMS reminders before upcoming events, so you can prepare, follow through, and reduce no-shows.
why people use it
One shared context — for your team and your AI.
PeopleThread gives your team and your AI agents access to the same relationship records. Agents connect through MCP to research or enrich a contact, summarize notes across interactions, add useful context, and help with follow-through. The results stay in PeopleThread, where the whole team can use them.
Your CRM can remain the system of record for deals, quotas, and forecasting. PeopleThread is the system of context beside it — the conversations, history, research, and next steps that do not fit neatly into a pipeline.
Shared knowledge, available wherever you work.
Teammates see the same people, history, and next steps. You can reach PeopleThread from a laptop or phone, and your AI agents can reach it too — instead of the context being stranded in one person's notes or on one computer. Work and Personal workspaces remain separate.
Structured enough to act on, flexible enough to think in.
Add the custom fields your work needs — renewal date, customer stage, where you met. Use Markdown, wiki-style [[links]], and #tags for the notes, relationships, and themes that do not belong in a rigid field.
Portable by construction.
Export your workspace as Markdown in an open format, with links and history intact. Open it in Obsidian, keep it in version control, or use it with any tool that reads Markdown. What you build in PeopleThread is yours to take with you.
what people use it for
Bring it to the work you already do.
A lightweight CRM
Track customers and prospects as people, not rows in a pipeline. Keep what they asked for, what gave them pause, and what should happen next where your whole team can use it.
Customer research
Keep each participant's interviews, feedback, and history together. Use calendar reminders to reduce no-shows, tag recurring themes, and let your AI agents summarize research into shared notes your team can act on.
Your professional network
Remember how you met, what someone is good at, and when you last spoke — so a warm introduction becomes a search instead of a memory exercise.
Alongside the CRM you already have
Keep deals, quotas, and forecasts in your existing CRM. Use PeopleThread for the relationship context beside it — conversations, research, history, and next steps that your team and your AI agents can read and update.
A personal workspace, kept separate
Keep personal relationships and context in a private Personal workspace. Nothing in it mixes with your work workspace.
on pricing
The core is free.
PeopleThread is useful from day one without a trial or required upgrade. Optional paid services can add capabilities, but the knowledge you put in remains readable, exportable, and yours.
ready when you are
