Warm context
Remember the personal and professional context that changes how you follow up.
Business development
A personal CRM alternative for business development.
Dossier keeps the human details around business development: who introduced whom, what they care about, what you promised, and what changed since last time.
Best for
When the useful part is more than the deal stage.
Introductions
Keep who connected you, why, and what each person expected.
Promises
Track small commitments without adding every person to sales software.
Not a CRM
Use Dossier alongside your system of record.
Dossier holds
- Context.
- Reasons.
- Follow-up threads.
Your CRM holds
- Revenue.
- Stages.
- Forecasting.
FAQ
BD questions.
Can Dossier replace HubSpot or Salesforce?
No. It is private relationship memory, not a revenue system.
Can it help before a follow-up?
Yes. Ask what you know about the person and what you promised last time.
Follow up remembering the actual person.
Keep the thread without turning every relationship into a record.