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Relationship Manager

Smarter Follow-Ups. Stronger Connections. Meeting people is easy. Maintaining meaningful relationships? That’s the real challenge. With MyProfile’s Relationship Manager, you can organize, categorize, and follow up with your contacts like a pro — all from your dashboard. Whether you're building a business, managing leads, recruiting talent, or simply growing your network, this feature ensures that every connection turns into an opportunity.

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What is the Relationship Scanner?

The Relationship Manager is your smart contact management system, built into MyProfile. It automatically stores people who interact with your profile and gives you tools to:

  • Label, tag, and categorize connections

  • Add notes and context to each interaction

  • Set reminders and follow-up actions

  • Segment contacts by event, profile, or priority

  • View contact timelines and update history

It’s like a lightweight CRM — tailored for individuals, freelancers, and small teams.

What You Can Do

  • Automatically Log New Connections
    Every lead captured through your profile, form, or device is saved instantly.

  • Categorize & Prioritize
    Tag contacts as Hot, Warm, Cold, Investor, Recruiter, Client, Friend, etc.

  • Add Custom Notes
    Log where you met, what you discussed, and what to follow up with later.

  • Set Follow-Up Reminders
    Never forget to reconnect — receive alerts for meetings, calls, or check-ins.

  • Search & Filter Smartly
    Easily find contacts by name, tag, event, or interaction type.

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Use Cases

  • Entrepreneurs
    Track investor conversations, potential partners, and loyal customers.

  • Job Seekers
    Keep tabs on recruiters, interviewers, or reference connections.

  • Freelancers
    Organize leads by project stage, type, or potential value.

  • Event Hosts
    See who you connected with at specific events and follow up personally.

  • Sales Teams
    Segment and nurture leads across multiple profiles or product lines.

Integrated with MyProfile Ecosystem

The Relationship Manager works seamlessly with:

  • Lead Capture Forms – All captured leads auto-sync here

  • Smart Devices (MyCard, MyBand, etc.) – Log contacts from taps and scans

  • Analytics – Combine with scan/view data for deeper insight

  • Custom Signatures – Capture leads from link clicks in emails or messages

Everything is connected — so your contact strategy is effortless and efficient.

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Secure & Private

  • Your contacts are visible only to you (or your team on shared accounts)

  • All data is securely stored and encrypted

  • GDPR-compliant with opt-in options via forms

Your network is protected — and always within your control.

Get Started in 3 Steps

  • Log into your MyProfile dashboard

  • Click on Relationship Manager

  • View, label, and organize your connections

Start building real relationships — not just lists.

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Relationship Manager FAQs


They are automatically logged when someone fills out your form, scans your device, or interacts with your profile (with consent).

Yes, you can add people manually and assign tags or notes as needed.

Absolutely. You can segment by profile, campaign, device, or event.

Yes. Each contact has a timeline that shows interactions, notes, and updates.

You’ll receive email and/or dashboard alerts based on your settings.

Yes. You can export contact lists as CSV files for external use.

It’s a simplified, profile-focused CRM designed for individuals, solopreneurs, and small teams.

Yes, with team and enterprise accounts, you can assign access levels and share contact data securely.

Yes. You can filter by tags like “Warm Lead,” “Client,” “Recruiter,” or any custom label you create.

You’ll see updated details in their profile, and a log entry will appear in the timeline.

Yes. You can archive inactive contacts or permanently delete them if needed.

Basic contact logging is free. Advanced features (reminders, analytics, team sync) are available on premium plans.