CRM options (hover over the links for notes):

Specifically the live chat at the bottom of every page feature:

Ideas for a personal CRM:

https://airtable.com/templates/personal/exp7KcHbb6laaJkjU/personal-crm

I haven’t tried it but Fabriq — https://www.ourfabriq.com/ — seems to be in this category.

Also googling “Fabriq Dex” turned up this: https://www.theatlantic.com/technology/archive/2019/11/personal-crm-software-uphabit-dex-google-spreadsheets/601531/

And this: https://www.monicahq.com/

And this: https://www.indiehackers.com/post/have-you-paid-for-a-personal-crm-app-did-it-work-for-you-cb68ea9a7c

I’m interested in what you end up settling on!

PS: And https://nat.app/ and https://uphabit.com/

http://getdex.com

https://clay.earth/