Management

A personal CRM for new managers

The first months as a manager are mostly about people: learning what each direct report cares about, building trust with your own boss and peers, and keeping the promises you make in a dozen one-on-ones a week. It’s easy to forget who mentioned a sick parent or who asked for a stretch project. A personal CRM keeps those notes and reminders in one place. This page covers how to set one up and how BlackBook, a private personal CRM for iPhone, handles it.

Download BlackBook on the App Store

Who to keep track of as a new manager

  • Direct reports. What motivates each person, what they want to grow into, and what they told you in your last one-on-one.
  • Your own manager. Their priorities, how they like updates, and what you agreed on.
  • Peer managers and stakeholders. Who depends on your team, what they need, and the favors that go both ways.
  • Mentors and former teammates. The people you’ll want advice from, and who are easy to lose touch with after a promotion.

What to write down after a one-on-one

  • One personal or career detail that matters to them
  • Anything you promised to do, with a reminder
  • A question to ask next time

Keep formal performance notes and anything HR-related in your company’s official tools. BlackBook is for your own relationship notes, not employee records.

Notes app vs personal CRM

 A notes app or docBlackBook
Organized byWhatever file or folder you madeEach person’s own page
HistoryScroll and searchInteraction history on each person’s page
Follow-up remindersSeparate appReminders per person, with notifications
Who to check in with nextUp to you to noticePulse suggests who to reach out to next from your notes, history and reminders
AccountDepends on the toolNo BlackBook account; data on your iPhone and in your own private iCloud

A simple weekly routine

Right after each one-on-one, add a line about what you heard and set a reminder for anything you promised. Once a week, open Pulse and check in with a peer or stakeholder you haven’t talked to lately. Small, kept promises are how a new manager earns trust.

More on this: how to remember details about people, an app to keep notes on people, and a personal CRM for job seekers.

BlackBook facts

  • Platform: iPhone, iOS 17.6 or later
  • Price: free download; optional BlackBook Pro subscription (prices shown in the app)
  • Free plan: 25 people, 2 notes per person, 30 days of interaction history
  • Pro: optional subscription with VIP reminders and insights, relationship notes with tags, duplicate detection, BlackBook AI
  • AI: on-device via Apple Intelligence (Pro, iOS 26, compatible iPhone)
  • Privacy: data lives on your iPhone and in your private iCloud, no account, no ad SDKs, data never sold
  • Developer: Preston Earnest / Earnestly Studios LLC

Frequently asked questions

Should I use BlackBook for performance reviews or HR records?

No. Keep formal performance notes, reviews and anything HR-related in your company’s official tools and follow your company’s policies. BlackBook is for your own relationship notes and reminders, like what someone cares about and what you said you’d follow up on.

What should I write down after a one-on-one?

One or two things that matter to the person, anything you promised to do, and when to check back. Short notes you’ll actually reread beat long transcripts.

Who besides my team should I keep track of?

Your manager, peer managers, key stakeholders in other teams, mentors, and people from your previous role. Those relationships matter more once you’re leading a team.

Is my data private?

BlackBook needs no account. Your people and notes live on your iPhone and in your own private iCloud, not on a BlackBook server. There are no ad SDKs, and your data is never sold.

Is BlackBook free?

BlackBook is free to download with a free plan of 25 people, two notes per person and 30 days of interaction history. BlackBook Pro is an optional subscription: in the US it’s $4.99 a month or $29.99 a year, and the annual plan includes a 1-week free trial. Prices are shown in the app.

What iPhones does it run on?

BlackBook requires iOS 17.6 or later. On iOS 26 with a compatible iPhone, BlackBook Pro adds on-device Apple Intelligence features.

Remember what matters to your team. Start with 25 people.

BlackBook is free to download for iPhone (iOS 17.6+). Start with 25 people, no account needed.

Get BlackBook – Personal CRM

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