FAQ

Frequently Asked Questions

Quick answers to common questions. Can't find what you're looking for? We're here to help.

General

What is Keepsake exactly?

Keepsake is your personal CRM — a private space to organize your relationships, notes, and tasks. Unlike traditional CRMs designed for sales teams, Keepsake is built for individuals who want to nurture their personal and professional relationships. Think of it as your relational memory: everything connected to the people who matter to you.

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Who is Keepsake for?

Keepsake is perfect for anyone who values their relationships: freelancers, consultants, entrepreneurs, community managers, or simply people who want to remember important details about the people in their lives. If you've ever forgotten a birthday, lost track of a conversation, or wished you had a better system to stay in touch — Keepsake is for you.

Is there a free trial?

Yes! You get 7 days of free trial with full access to all features. No credit card required to start. After the trial, you can choose the plan that fits your needs.

Features

Does Keepsake work offline?

Yes! Keepsake works offline. You can capture notes, create tasks, and browse your contacts even without an internet connection. Your changes will sync automatically when you're back online. This is especially useful for QuickNotes — capture your ideas anywhere, anytime.

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How do I link a note to a contact?

Simply type @ followed by the contact's name anywhere in your note. For example: "Had coffee with @John, discussed the project." The note will automatically appear in John's profile, creating a complete history of your interactions.

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What's the difference between tags and pages?

Tags (#tag) are for quick categorization — add them anywhere to group related content. Pages ([[Page name]]) are for more structured content that deserves its own dedicated space. Both automatically collect everything linked to them. Think of tags as labels and pages as folders with superpowers.

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What are Time Blocks and how do they work?

Time Blocks are Keepsake's unique approach to task management. Instead of scheduling tasks at specific times (like a calendar), you organize them in sequence — one after another. If you finish early, you're free. If it takes longer, the next block simply moves. No guilt, no rescheduling chaos. It's flexible productivity that adapts to real life.

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What happens to unfinished tasks at the end of the day?

Keepsake doesn't shame you for unfinished tasks! You can easily reschedule them to tomorrow, another date, or mark them for 'someday'. The philosophy is simple: life happens, and your task manager should work with you, not against you.

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Mobile & Installation

How do I install Keepsake on my phone?

Keepsake is a Progressive Web App (PWA). On iPhone: open Keepsake in Safari, tap the Share button, then "Add to Home Screen". On Android: open in Chrome, tap the menu (3 dots), then "Add to Home screen" or "Install app". You'll get an app-like experience with offline support!

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Can I add Keepsake to my computer's dock or taskbar?

Yes! In Chrome or Edge, go to app.keepsake.place, click the menu (3 dots) and select "Install Keepsake" or "Create shortcut". On Mac, you can also drag the URL from the address bar to your Dock. The installed app will open in its own window, just like a native application.

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Data & Privacy

Who owns my data?

You do. Your data belongs to you, always. We don't sell your data, we don't use it for advertising, and we don't share it with third parties. You can export all your data at any time in standard formats.

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Can I export my data?

Yes! You can export all your data (contacts, notes, tasks) at any time. Go to Settings > Data > Export. Choose from JSON (complete backup), CSV (spreadsheet-friendly), or Markdown (for notes). Your data is yours — we make it easy to take it with you.

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Can I import contacts from another app?

Yes! Keepsake supports importing contacts from CSV files, vCard (.vcf), and Google Contacts. Go to Settings > Data > Import, choose your source, and Keepsake will guide you through mapping the fields. It's easy to bring your existing network into Keepsake.

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Account & Billing

How do I cancel my subscription?

You can cancel anytime from Settings > Account > Subscription. Your access continues until the end of your billing period. No questions asked, no hoops to jump through. You can also export your data before canceling.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express) through our secure payment provider Stripe. All transactions are encrypted and we never store your card details.

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