Contact Rating + Daily Relationship/Reach-Out Suggestions

I have another feature idea that I believe could make the CRM much more proactive and useful for daily prospecting and relationship building.

1. Rate contacts from 1–5 stars

I would love the ability to give every contact/prospect a 1–5 star rating based on how high-priority that person is.

For example:

★★★★★ – Very high priority / hot prospect
Someone I really want to stay connected with and potentially move forward with soon.

★★★★ – High potential

★★★ – Medium potential

★★ – Lower priority

★ – Low priority / no need for proactive reminders

This rating should ideally be visible directly on the contact card and easy to change at any time.

2. Daily Reach-Out Suggestions

The bigger feature I would love is a separate area in SAGA for something like:

“Today’s Reach-Outs”
or
“People to Connect With Today”

Instead of only seeing contacts when I manually search for them or move them through stages such as Contacting → Inviting → Informing, SAGA could proactively suggest people from my database that I should reconnect with.

The purpose would not necessarily be to invite or sell something.

Often the action might simply be:

“Reach out to Sara today.”

And I might send:

“Hi Sara! It’s been such a long time. How are you? ❤️”

The goal is to help us consistently build and maintain relationships, especially with people we may otherwise completely forget about.

3. Suggestions based on star rating

The star rating could determine how frequently a contact comes back into the suggested reach-out list.

For example:

★★★★★ → every 30 days
★★★★ → every 60 days
★★★ → every 90 days
★★ → every 120 days
★ → no automatic suggestion

So if I rated someone 5 stars but haven't interacted with them for 30 days, SAGA could automatically bring that person back into my daily suggestions.

Once I contact them, I could simply click:

“Contacted today”

and their timer resets.

4. Connect it to the user's activity goal

It would be even more powerful if each user could set a goal such as:

“I want to connect with 10 people per day.”

SAGA could then generate that day's suggested list:

TODAY'S 10 PEOPLE

based on things such as:

Star rating
Time since last contact
Existing pipeline status
Previous interactions
People who are due for reconnection

Higher-rated contacts that are due would naturally receive priority.

This means that instead of opening SAGA and thinking:

“Who should I talk to today?”

SAGA actually helps answer that question.

5. This could also work for existing Partners

I would love this functionality not only for prospects/customers, but also for Partners in my team.

As leaders, we often have people in our organizations who become less active or whom we simply haven't spoken to for a long time.

SAGA could occasionally suggest:

“Reconnect with Anna.”

Not necessarily because Anna needs a business follow-up, but simply because relationships need attention.

A leader could then reach out naturally:

“Hey Anna! I realized it’s been ages since we talked. How are things with you?”

Why I think this would be valuable

For me, this is slightly different from the existing Contacting → Inviting → Informing pipeline.

The pipeline helps us manage people who are already moving through a process.

This feature would help us manage the relationships before, between and around those stages.

That is why I would ideally love to see it as its own section or dashboard – something you open every day and immediately see:

TODAY'S REACH-OUTS – 0/10 completed

Then as you contact people:

3/10 → 6/10 → 10/10 ✓

It turns a large contact database into a practical daily action list, while still keeping the focus on genuine relationship building rather than simply sending more invitations.

I believe this could be extremely valuable both for individual Partners and for leaders managing large organizations.

Thank you for considering it!

Best regards,
Elina