Personal CRM

Internal Softwares

A mobile-first, AI-powered personal CRM for leadership to manage key relationships, automate engagement workflows, and drive business conversion. The tool integrates contact management, reminders, call and WhatsApp sync, travel-based suggestions, and voice-to-task features, empowering leaders to build deeper, data-driven networks at scale.I have removed mentions of your clients from the project descriptions you provided. If you have more descriptions or text you want edited, feel free to share them.

Jun 12, 2023

6 month

Mobile CRM, Admin, AI Features

Problem Statement

Rodic’s senior leadership needed a system to maintain meaningful engagement with hundreds of high-priority external contacts. With no centralized system, calls, WhatsApp interactions, meeting notes, and follow-ups were scattered, often resulting in missed opportunities and duplicated efforts. The lack of integration with existing tools also created workflow bottlenecks across the leadership and operations teams.

Problem Statement

Rodic’s senior leadership needed a system to maintain meaningful engagement with hundreds of high-priority external contacts. With no centralized system, calls, WhatsApp interactions, meeting notes, and follow-ups were scattered, often resulting in missed opportunities and duplicated efforts. The lack of integration with existing tools also created workflow bottlenecks across the leadership and operations teams.

Approach

We delivered a fully functional mobile CRM integrated with Firebase, iMazing, and RodicHub. The solution allowed users to log engagements, receive reactivation reminders, sync contact data, and log voice-to-task actions. Travel planners, event reminders, news feeds, and AI search interfaces were added in Phase 2. All components were built for cross-platform compatibility using Flutter and Flutterflow, ensuring fast deployment and robust scalability.

Solution Overview

Solution Overview

We built a secure mobile CRM for Rodic’s top leaders with contact journaling, call-note capture, re-engagement alerts, AI-assisted voice logging, and context-aware reminders. An admin dashboard was also developed for assistants to manage records and sync communications. In Phase 2, we added deep integrations including Rodic-centric news intelligence, GPT-powered search, calendar views, and multi-number support for each contact.

Solution Overview

We built a secure mobile CRM for Rodic’s top leaders with contact journaling, call-note capture, re-engagement alerts, AI-assisted voice logging, and context-aware reminders. An admin dashboard was also developed for assistants to manage records and sync communications. In Phase 2, we added deep integrations including Rodic-centric news intelligence, GPT-powered search, calendar views, and multi-number support for each contact.

Impact

Rodic Personal CRM transformed how leadership engages stakeholders—combining AI, automation, and contextual reminders into one platform. It centralized memory, improved timely outreach, and reduced manual overhead, all while providing admin teams a simple interface for data hygiene. The system is now a critical layer in Rodic's growth network.

5X faster follow-up cycles

1000+ contacts onboarded

90%+ adoption by leadership team

5X faster follow-up cycles

1000+ contacts onboarded

90%+ adoption by leadership team