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/
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/