Recommendations on the "new" generation of outliners?

Posted by Tumbleweed
Jul 7, 2023 at 12:28 PM

Hi again, so my CRIMP is getting serious!

My main issues are:
1) Build a knowledge base that includes not only personal information and research, but also information on companies, meetings, etc.
2) Somehow integrates with email history to become a CRM with the last contact of an individual being visible. By this I mean I want to easily see the last phone call, email or meeting for all contacts, but still have these meetings be tied into the knowledge base.

I’m quite sure 2) is borderline impossible. I’ve tried this with so many systems: UltraRecall (email sync will become slow), EPIM (should be ideal but incredibly buggy and unreliable), Outlook + CloseContact (works but siloed), DoogiePim (missing many features, need Exchange), InfoQube (email integration poor), Zoot (don’t get me started), Chaos Intellect (no external linking).

Is there any way to actually accomplish this? EPIM should have been the perfect solution but it crashes and stops working constantly. Or perhaps I should just give up trying to have all info for a company, say a lead for my business, in one place and have separate email and “all other” information stores?

If I go with a split solution, which is what I’ve been doing, the issue becomes not fully committing to it and then CRIMPING to other things. Here are the different software I think are very powerful and interesting as knowledge managers:
LogSeq
Capacities
Tana
Obsidian
Anytype

Any tips on this? I’ve had serious case of CRIMP since at least 2011!