Get Started with Monica - A CRM for your Personal Relations

Monica is a personal relationship management app designed to help you effectively manage your relationships. Whether it’s personal connections or professional networks, Monica provides comprehensive tools for relationship tracking and maintenance. In this guide, we’ll introduce you to the fundamental features of Monica CRM to get you started.

Watch the video tutorial for a visual demonstration.

Add a new contact

You can add as many contacts as you like. The more contacts you add, the more useful the app will become. Here are the steps to adding a new contact to your Monica database:

  1. Click on Add your first contact on your main dashboard.
  2. Fill out the fields: First name is mandatory, while other fields are optional.
  3. Click Add to finish the process.

Add a new relationship

Each contact has some type of relationship connection to you or some other person. You can log all connections and thus track all relevant dates and events. Here are the steps to adding relationship connections:

  1. On the left-side menu, click Add Relationship.
  2. Toggle between Add a new person or An existing contact.
  3. Write the First name. The last name is optional.
  4. Pick a gender from the dropdown menu.
  5. Add a birth date if you know it.
  6. Click Create an annual birthday reminder if you know this person’s birthday.
  7. From the dropdown menu, pick a relationship connection.
  8. Click Add to finish the process.

Log conversations

You can log conversations, phone calls, activities, debts, and tasks for each contact. Logging conversations can be useful for business contacts. Here are the steps for logging conversations:

  1. Click Log conversation.
  2. Pick a date when you had this conversation.
  3. From the dropdown menu, choose how you communicated with this person: WhatsApp, email, phone, etc.
  4. Write the details of the conversation.
  5. Click Add to finish the process.

Log life events

Life events let you log what happens in the life of your contacts for future reference. Here are the steps to adding life events:

  1. Toggle to Life events.
  2. Click Add life event.
  3. Choose from different categories what you want to log and remember.
  4. Add details such as ‘date’, ‘story’, ‘names’, etc.
  5. Mark Add yearly reminder if you want to be reminded of a certain event.
  6. Click Add to finish the process.