workbench/relationship-intelligence
Argus Relationship Intelligence
Relationship intelligence that works alongside your CRM — who you know, how well, and which relationships need attention.
Overview
Argus RI is a relationship-intelligence package for firms whose business runs on long-cycle professional relationships rather than inbound leads. It is not a CRM, and it does not ask the team to replace one. It sits alongside the system they already have and answers the questions a CRM leaves open: who the firm knows, how well, when someone last connected, and what that means for the work ahead.
Challenge
At the first firm to use it, the most valuable asset — who the firm knows, and the state of every relationship — lived in inboxes and individual memory. Generic CRMs demanded data entry nobody would do.
Solution
Argus RI imports the contacts and history a team already has, scores each relationship’s health with deterministic, explainable rules (no black-box AI), and gives the team one place to review a relationship before a call and record what happened after it. Global search, plain CSV and XLSX exports, and a local database file mean the data stays the client’s. Every page sits behind a password and a second factor.
Current status
In beta with its first client. Details anonymized under client agreement.
Vision
A relationship-intelligence package any relationship-driven firm can run next to the CRM it already pays for, without changing how the team works.