CDB | Client DataBase
AI & ML-native personal CRM & CDP — unifying contact identities, communication streams, business leads, and active client engagements into a single self-hosted system of record.
Analytics
Intelligence, SLA & Revenue ROIPipeline & Engagements
CRM & Relationship LifecycleActivities
Reading from all LinkedIn Messages, Notion meeting notes, and potentially work emails
Leads
Distill from Activities, potential leads to job opportunities (Full Time employment, Freelance, Consultancy jobs, etc.)
Opportunities
Tangibly convertible Leads to Engagement (e.g. Interviewing, Negotiating terms with clients, etc.)
Engagements
NewOngoing jobs with existing Clients, with all relevant activities & deliverable milestones
Signals Radar
RadarOpportunity & risk detection catalog across dormant accounts, conversations, contracts, and market movements
Directory
Core Entities & Identity GraphPersons
PrimaryThe very first class citizen in CDB
Entity Resolution
ML EngineML feature to merge different records of the same natural person into the same golden record (e.g. LinkedIn + Substack + Manual ingestion)
Companies
Potential Clients & peer organizations with historical relationships