Contact detail upkeep

Parma keeps a simple record of who each customer is and what they like. A Beam agent reads contact records and recent interactions, applies your rule for what should be noted, and updates each profile with fresh details like a new role, preference, or last contact date. Straightforward changes are saved and dated automatically. Contradictory information, possible duplicates, or sensitive personal notes are set aside for a person to confirm. The agent keeps profiles accurate between check-ins so the relationship history stays useful without anyone editing every card by hand after each conversation.

Follow-up reminders

Parma reminds users when they last connected with someone. A Beam agent reads the last-contact dates across relationships, applies your rule for how often each contact should hear from them, and opens a reminder when someone is overdue. It notes the suggested reason and any recent context on the reminder. Reminders tied to important or delicate relationships are surfaced to the user to handle personally rather than nudged automatically. Routine check-in prompts are prepared on their own, so people keep in touch without scanning the whole contact list to see who has gone quiet.

Interaction history notes

Parma stores the history of each customer relationship. A Beam agent reads incoming signals like emails or meeting notes the connector exposes, applies your rule about what belongs on the record, and appends a short, dated entry to the right contact. Clear, relevant interactions are noted automatically and linked to the person. Ambiguous entries, or notes that could be misfiled, are routed to a user to place. This keeps each relationship's timeline current so the next conversation starts with real context, without anyone writing up every interaction manually afterward.