Lagoda is an AI chief of staff you talk to in a messenger. You tell it who someone is, by voice note or text. It remembers what you said last, reminds you when it's time to follow up, and pulls the name back up when they come around again. You ask "who was that guy from the trade show" and it tells you. One thread, no forms to fill.
You don't feed a database. You talk to it. That's the whole loop. Below is how it goes, and where this fits.
The name you lost by Tuesday
You met a project manager at a supplier's yard on a Wednesday. Nice guy. You said you'd send him a quote on the Maple Street roof, shook hands, drove off. Two weeks later his name is gone and so is the quote. That handshake was a job. Now it's an awkward blank you can't fill.
It's more than the name. It's showing up to a call and not remembering what you promised, or that he was the one waiting on you. You forget his daughter started college last fall. You forget he wanted a call, not an email. You look flaky to the exact people you want trusting you, and the good ones slip away. You never even see the job you lost.
Everybody says get a CRM. So you started one once. You typed in nine contacts on a slow Sunday and never opened it again, because feeding a database is a job and you already have one. The stuff you need is trapped in a text thread from March, a voicemail, a business card wedged in the truck door. Everywhere but where you can reach it.
Why the usual fixes don't stick
Your phone contacts hold a name and a number and nothing else. No note on who he is, what you said last, or that you owe him a call. So the number's there, but the person is a stranger by the time they matter. Nothing taps you to reach back out.
A CRM like a HubSpot or a Pipedrive is built for a sales team with someone to run it. For a one-person shop it's a database you have to feed, and feeding it is a second job. You set it up on a slow day, enter a handful of contacts, and never log back in. It's dead inside a week.
A spreadsheet remembers only if you open it, and only holds what you already typed. The follow-up still lives in your head. So the sheet is one more tab to check. It never taps you on the shoulder when a follow-up comes due.
A part-time VA is better, but there's a gap. You brief them, but what they need is still in your head, so you spend the first while explaining who's who before they can help. And half the details, that he likes a call over email, that he went dark last month, never make it out of your memory into theirs.
How Lagoda does it, step by step
1. You tell it who someone is. A voice note from the truck works. "Add Ray Delgado, PM at Coastal Builders, met him at the Henderson job, wants a quote on the Maple Street roof, said call him not email." Or you type it. Lagoda logs the name, the details, and how they like to be reached, all in their own line.
2. It keeps the whole picture on every person. Everything you said about Ray sits in Ray's line. What you last talked about, what you promised, when you spoke. You add to it any time. "Ray, talked Tuesday, sent the quote, he's deciding by the fifteenth." You don't dig through March texts and a voicemail to rebuild who he is.
3. You pull up anyone in a line. You ask "who was that guy from the Henderson job" and it comes back. Ray Delgado, Coastal Builders, you sent him the Maple Street quote on the ninth, he decides by the fifteenth. No scrolling your phone. No digging through old texts. You ask like you'd ask a person who was there.
4. It reminds you when to follow up. You set when to check in again and Lagoda holds the date. "Nudge me on Ray if he goes dark past the fifteenth." When it comes due it tells you, with the details attached, so you're not staring at a name wondering what you owed them. The reminder lands in the morning brief or right in the thread.
5. It drafts the reach-out, you press send. When it's time, Lagoda writes the follow-up, matched to what you last said and how you talk to Ray. You read it, change a word, send it, or tell Lagoda to send it. Nothing goes out to a contact without your ok. The draft sits there until you say go.
The whole thing runs by voice or text in Telegram. You request access, a person sets you up over about a week, and it answers only to you. Same privacy rule as everything else Lagoda touches. It doesn't read your other chats and it doesn't pull anything out of your accounts you didn't hand it.
Who this isn't for
If you run a sales team with reps and a pipeline that needs stages, dashboards, and reporting, Lagoda isn't a CRM. It's for the owner who keeps it all in his head and needs that head backed up, not the team that needs a shared system of record.
And if you want it to scrape your inbox and your LinkedIn and auto-build a contact list off your whole digital life, this isn't that. Lagoda knows only who you tell it about, by voice or text. It doesn't crawl your accounts to fill itself in. That's on purpose.
Does Lagoda pull my contacts from my phone or email automatically?
No. You add people yourself, in a voice note or a text, and it saves what you said. There's no import of your phone book and no crawl of your inbox. It knows the people you hand it, and only what you told it about each one. Nothing gets pulled in behind your back.
How is this different from a CRM?
A CRM is a database you feed, built for a sales team with someone to run it. Lagoda is more like a person you talk to. You rattle off who a guy is from the truck, it holds the details and the follow-up, and it pokes you when it's time. No forms, no login, no setup you'll abandon by next week.
Can it remind me to follow up with someone?
Yes. You tell it when to check back and it holds the date. When the day comes it tells you, with what you last said and what you promised pulled up next to the name. The reminder lands in your morning brief or in the thread. You decide what goes out.
Will it message my contacts on its own?
No. Lagoda drafts the follow-up and holds it until you press send, or until you tell it to send that one for you. Nothing goes to a contact without your ok. It answers only to you, and it never reaches out to anyone on its own. The send is always your call.
Is my contact info kept private?
Yes. Lagoda answers only to you and lives in its own thread. It doesn't read your other chats, doesn't scrape your messengers, and doesn't pull from your accounts. The notes you keep on each person stay yours. That's the privacy-by-design rule the whole product runs on.