I'm trying to understand how smaller VC/investment teams deal with relationships because they seem to get messy fast.

One person might be a founder at a portfolio company, an angel in another deal, an LP connection and someone we'd potentially introduce to another founder later. Six months pass and remembering why somebody matters can involve searching emails, old notes and probably asking whoever originally knew them.

The CRM options I've looked at mostly seem good at storing the information. I'm more interested in whether they help you make sense of it later.

Anyone here managing this for a small investment team? What does your setup handle for you day to day that you wouldn't want to go back to doing manually?