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Teams & consultants

Sales personal CRM: tables + AI follow-ups

A "your version" alongside the company CRM — clients, opportunities, follow-ups, billing; agent surfaces the to-dos.

Kition Team·Jun 30, 2026·6 min read

Why a personal CRM

  • Notes / intuition / context stay yours, not broadcast across the team
  • You can add private tags and ratings
  • A Monday "who to follow up with" report — company CRMs rarely do this

Monthly review

Ask the agent for "past-30-days deal motion, stalled deals, no-touch alerts." More actionable than any dashboard.

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