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Personal CRM Door Mind Map: Personal CRM

1. Onboarding

1.1. Walkthrough

1.1.1. Sign up

1.1.1.1. Quiz

1.1.1.1.1. Processing(Hard Stop)

2. Profile/Settings

2.1. Integration

2.1.1. Facebook

2.1.2. Phone contacts

2.1.3. Google

2.1.4. Linkedin

2.2. Activity frequency

2.2.1. One day

2.2.2. Week

2.2.3. Month

3. Contacts

3.1. Search

3.1.1. Pinterest search

3.1.1.1. Name

3.1.1.2. Work

3.1.1.3. Tag

3.1.2. Shake to connect

3.1.3. Save segment

3.1.3.1. Contact segment

3.2. Add contact

3.2.1. Manual Adding

3.2.1.1. Grab data from different points

3.2.2. Tinder

3.2.2.1. Add context

3.2.2.1.1. Tag

3.2.2.1.2. Place

3.3. People

3.3.1. Contact

3.3.1.1. Info

3.3.1.1.1. Name

3.3.1.1.2. Phone number

3.3.1.1.3. Photo

3.3.1.1.4. Email

3.3.1.1.5. About

3.3.1.1.6. Work

3.3.1.1.7. Social Media

3.3.1.1.8. Location

3.3.1.1.9. Activity history

3.3.1.1.10. Messengers

3.3.1.2. Context

3.3.1.2.1. Tag

3.3.1.2.2. Meeting context

3.3.1.2.3. Note

3.3.1.2.4. To do

3.3.1.2.5. Segment

3.3.1.2.6. Related people

3.3.1.2.7. Contact data source

3.3.1.3. Type

3.3.1.3.1. Active (Activity from last 3 months)

3.3.1.3.2. Sorted (Added context)

3.3.1.3.3. Unsorted

3.4. Segements

3.4.1. Properties(Tag/Location/etc.)

3.5. Companies

3.5.1. Company Profile

3.5.1.1. Info

3.5.1.2. People

3.6. Filter

3.6.1. By activity

3.6.2. Alphabetic

3.6.3. By tag

3.6.4. etc

4. Home

4.1. Smart Notifications

4.2. Bulk contacts

4.2.1. Tinder

5. To do

5.1. Reminders

5.2. Follow up

5.3. Agenda/Meeting