Authentic
Relationship-first CRM
Relationships, not Deals.
Built for boutique professional services. Track real human moments, not lead scores. Stay genuinely helpful over months and years.
Relationship memory
Keep the details that matter
Milestones + tasks
Real reasons to reach out
AI suggestions
Thoughtful, never automated
What makes Authentic different
Touches, not activities
Log meaningful interactions with context and intent, not just a timestamp.
Milestones that matter
Promotions, funding, life events, and wins become the reason to reach out.
Love Library
Store gift ideas, gestures, and thoughtful touches that fit each milestone.
AI that suggests, never sends
AI reads your notes and proposes thoughtful touches with clear reasoning.
The CRM your future self needs
Capture freely. Let AI infer when it matters.
Jot raw notes, paste meeting transcripts, and save personal context without wrestling forms. Authentic uses that context to surface the right reasons to reach out, right on time.
Example suggestion
"You mentioned David is training for Boston. Peak mileage is now through March. A quick check-in could mean a lot."
People + companies
See relationships in the context of the firm, not a single contact.
Tasks that stay human
Follow-ups and actions tied to a relationship, not a pipeline.
Milestone inbox
New job, funding, awards, life events. Never miss the moment.
Knowledge base
Keep firm resources and thought leadership ready to share.
Designed for genuine, long-term business development.
Authentic CRM is intentionally not a pipeline tool. It does not score leads, blast emails, or chase automation metrics. It helps you remember what matters and show up with relevance.
Track real touches with notes and follow-ups.
Capture milestones, tasks, and life events in one view.
Save love ideas and firm resources for reuse.
AI suggests what to do next, never sends for you.