Best Personal CRM Software

Personal CRM systems are tools that combine a detailed address book, a day planner with set reminders, a calendar, an event manager, and a streamlined way to handle communications to get regular and real-time updates. It includes top CRM tools like business cards, scanners, trip planners, sales campaign planners and trackers, and journal features. Are you an individual seeking a CRM system for professional use? In such cases, you would need there would be no difference between personal and professional. Every lead can become a customer, a contact, or a client. The individual professionals ...

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List of Best Personal CRM Software

Pipedrive

Sales CRM & Pipeline Management Software

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ... read more about Pipedrive

NA

Contact Vendor

United States

OnePageCRM

Top-rated CRM for Consulting and Professional Services

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales ... read more about OnePageCRM

Available

$19.95 Per month

United States

Less Annoying CRM

All of your contact information in one place

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and events... read more about Less Annoying CRM

30 Days

$15 Per month

United States

CompanyHub

A Sales Automation CRM for Sales Teams

CompanyHub is a versatile CRM software designed to cater to the diverse needs of small and medium-sized businesses across various industries. Its standout feature is the highly customizable interface, which allows users to tailor the system to their specific business processes. The software offers robust contact management tools, enabling businesses to track and organize customer interactions ... read more about CompanyHub

14 Days

$15 Per month

British Indian Ocean Territory

Airtable

The platform to build next‒gen apps

Airtable is a top-notch app development platform that empowers users to extend the functionality of their databases effortlessly. With a user-friendly interface, creating custom apps becomes accessible even for non-developers. Start by defining data models, then add custom views and interfaces. Leverage Airtable's API to connect with external services and integrate data seamlessly. Its flexibility... read more about Airtable

7 Days

$20 Per month

United States

ClickUp

One app to replace them all

ClickUp is an all-in-one project management platform that caters to diverse team requirements. Its user-friendly interface simplifies task organization and collaboration. It also offers customizable views to adapt to different workflows. With features like Docs, Goals, and Time Tracking, ClickUp centralizes tools and eliminates the need for multiple applications. The platform fosters transparency ... read more about ClickUp

14 Days

$7 Per month

United States

Bitrix24

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly ... read more about Bitrix24

15 Days

$49 Per month

United States

HubSpot CRM

Free CRM Software & Tools for Your Whole Team

HubSpot CRM is a versatile software designed to simplify and optimize customer relationship management for businesses. With an intuitive and user-friendly interface, it allows organizations to manage contacts, track leads, and nurture customer relationships effectively. HubSpot CRM provides a centralized place for teams to collaborate, ensuring seamless communication and coordination. The software... read more about HubSpot CRM

14 Days

$20 Per month

United States

Zoho CRM

Top-rated Sales CRM Software by Customers

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to ... read more about Zoho CRM

15 Days

$14 Per month

India

Nimble

CRM Software To Grow Your Business

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales ... read more about Nimble

14 Days

$24.90 Per month

United States

Zendesk Sell

Sales CRM Software & All-in-One Sales Platform

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for easy communication and follow-up with prospects. It features detailed reporting tools, providing valuable insights into ... read more about Zendesk Sell

Available

$19 Per month

United States

Streak is a CRM tool uniquely integrated within Gmail, streamlining workflow directly in the inbox. It specializes in managing customer relationships and sales pipelines efficiently. Streak allows for tracking emails, which is crucial for timely follow-ups. It features customizable pipelines, adaptable to various business needs. Collaboration is facilitated as teams can share emails and pipelines... read more about Streak

Available

$49 Per month

United States

Contacts+

The Best Cross-Platform Contact Manager App

Contacts+ is a comprehensive contact management software designed for individuals and businesses seeking efficient organization and easy access to their connections. It stands out with its ability to sync contacts across multiple platforms, ensuring all your information is centralized and up-to-date. Contacts+ features powerful search and organization tools, allowing users to quickly find and ... read more about Contacts+

Available

$9.99 Per month

United States

Freshsales

Easy Sales CRM Software

Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes ... read more about Freshsales

Available

$9 Per month

United States

EngageBay CRM

All-in-One CRM - Marketing, Sales & Support Software

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... read more about EngageBay CRM

NA

$12.74 Per month

United States

Insightly CRM

The modern, scalable CRM teams love

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy ... read more about Insightly CRM

14 Days

$29 Per month

United States

BigContacts

Simple CRM, Email & Contact Management Software

BigContacts is a user-friendly CRM software designed for small businesses. It centralizes contact management, making it easy to store and access client information. The platform features calendar and task management, helping users organize meetings and follow-ups efficiently. Email integration allows for streamlined communication with contacts. BigContacts provides customizable templates for email... read more about BigContacts

NA

$9.99 Per month

United States

Salesflare

Simple yet powerful CRM for small businesses

Salesflare is an intelligent CRM (Customer Relationship Management) software designed for small and medium-sized businesses, particularly those focused on B2B sales. It stands out for its ease of use and automation features that minimize manual data entry. Salesflare automatically gathers data from emails, social profiles, and other sources to create comprehensive customer profiles, helping sales ... read more about Salesflare

NA

$29 Per month

United States

monday sales CRM

The sales CRM software that’s fully customizable

monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include ... read more about monday sales CRM

NA

Contact Vendor

Israel

Dex

One place for your relationships — impress with thoughtfulness

Dex is a user-friendly software designed for effective contact management, offering a seamless way to organize and maintain connections. It's equipped with intuitive tools that allow users to import contacts from various sources easily. With Dex, you can categorize contacts into customizable groups, making it simple to manage professional and personal networks separately. Its reminder feature ... read more about Dex

Available

$12 Per month

United States

UpHabit

Personal CRM for Business

UpHabit is an innovative personal CRM software designed to strengthen and manage your personal and professional relationships. It's built with a focus on simplicity and user-friendliness, ensuring ease of use for everyone. Key features include the ability to sync contacts from multiple platforms, ensuring all your connections are in one place. UpHabit also offers personalized reminders to reach ... read more about UpHabit

Available

$19.99 Per month

Canada

Monica

Open source personal CRM.

Monica is a versatile and user-centric personal relationship management software, designed to help users organize and enhance their social interactions. It stands out with its focus on recording the finer details of relationships, like important dates, personal preferences, and past interactions. Monica allows for the easy import of contacts, ensuring a seamless transition from other platforms. ... read more about Monica

7 Days

$9 Per month

United States

Clay

Finally, manage all your personal and professional relationships

Clay is a sophisticated, yet user-friendly software designed for relationship management, perfect for professionals seeking to build and maintain meaningful connections. Its standout feature is the intelligent organization of contacts, utilizing advanced algorithms to automatically update and categorize connections. Clay integrates seamlessly with various communication platforms, ensuring all your... read more about Clay

Available

$10 Per month

United States

Nat.app

Personal CRM for relationship building

Nat is a dynamic and intuitive personal CRM software designed to enhance networking and relationship management. It stands out for its automated contact syncing and updating feature, which effortlessly pulls information from various communication channels. With Nat, users can easily categorize contacts, enabling efficient organization of personal and professional networks. The software's smart ... read more about Nat.app

Available

$370 Per year

United States

LeadDelta

1 CRM for your professional relationships

LeadDelta is specialized software for optimizing LinkedIn networking and lead management. It's designed with a focus on simplifying and enhancing LinkedIn experiences, especially for professionals and businesses. The software offers an organized, spreadsheet-like view of LinkedIn connections, making it easy to manage and navigate through contacts. With LeadDelta, users can tag and categorize ... read more about LeadDelta

7 Days

$34 Per month

Canada

Personal CRM Software Buyer's Guide

» What is Personal CRM Software?

Personal CRM software can be the best way to manage your clients, projects, and opportunities. This program is designed to streamline sales and marketing tasks, keep your contacts organized, and help you become more successful in your profession. A personal CRM is about looking at a list of references and people you interact with regularly and keeping track of them in one central location. This can benefit your career and help you stay organized by monitoring the sales opportunities, clients, and team.

Personal CRM systems are software programs that manage contacts, activities, accounts, tasks, and more in a single location. They will usually include sales tools (invoicing software), customer relationship management software, and other features to help you lead your business more efficiently.

Personal CRM systems are designed to reduce your time on administrative tasks like email and back-end processing, helping you focus on what you do best: selling or marketing your products or services.

Personal CRM systems can help you with Billing tracking, Client management, Project management, Meeting schedules, Opportunity management, and File sharing.

Personal CRM is all about relationships and developing long-term agreements with your clients. A personal relationship manager thus aids in gathering these relationships by using additional tools to manage them. The CRM will be able to store information about clients and contacts, including their details, business details, phone numbers, email addresses, and important deadlines. This helps you keep track of clients and their demands and helps to represent them better in the market.

CRM does an exceptional job of monitoring your customer's activities, complaints, and pricing changes over time. In this way, CRM helps you maintain a courteous relationship with your customers continuously. It acts like a reminder in your day-to-day dealings with customers by keeping a note regarding the due dates of clients' payments or keeping track of loyalty programs they might have enrolled in.

» Why You Should Use a Personal CRM

Personal CRM will help you keep track of all your selling activities, including leads you've contacted, prospects you've joined up with, and customers who are ready to buy. In addition to giving you an overview of your recent activities in a single, easy-to-navigate view, all your important info is stored digitally and can be accessed from any device. A CRM should be at the top of your list if you want to increase sales over the long run and make contact tracking more manageable for yourself and those working for you.

You can keep track of all your essential info - emails, phone calls, appointments, and more - in one place. Your data will be accessible wherever you are, so you'll never miss an opportunity to connect with new prospects or current customers.

A CRM will help you stay organized by giving you a central hub for all your contact info and activity. You can take notes in the system, so there's no need for sticky notes or post-it notes around your desk or computer. The software will automatically save your progress as you fill out each field, so it's unnecessary to keep information after entering it.

If you have a lot of contacts that you're aiming to follow up with, you can use a CRM to stay on top of all interactions. It will help you keep track of contact history and activities, so it's easy to see the leads in your pipeline and determine which ones are ready to be contacted again. This is handy if you want to manage your time more efficiently and get as many people as possible without wasting time.

When you communicate with people, they need to know who they're dealing with. A CRM can help you stay organized professionally. You can use the system to store each lead's information, including their contact info, purchase history, and more.

» Features of Personal CRM Software

A personal CRM is not the same as a contact management system. A personal CRM is software that manages your relationships and where you stand with every person, prospect, vendor, and client. Here are some features of personal CRM software.

› Easy data import:

Your data can be imported from Outlook and Gmail. And it can also be imported from social media platforms such as Facebook, LinkedIn, Twitter, etc. You can import the data into the software if you have the data in a spreadsheet.

› Journaling:

A journal is where all your communication with a contact is stored. Every email, every call, every appointment, every message you send, and every reply you receive is kept in this journal.

› Business card scanning:

The business card scanning option of the CRM will let you import the contact from the business card into the software.

› Contact management:

This module has contacts and a pipeline view to manage your leads and opportunities through the sales cycle. In this module of personal CRM software, you can store multiple phone numbers for one contact, email addresses for them, social media profiles, etc. You can also keep details of the transaction every time you have some communication with that contact.

› Instant alerts and notifications:

Personal CRM software allows you to set up instant email alerts for reaching out to a contact at a particular time. You can also set up reminders for any particular task or activity on a specific date; it will send you an alert on that day letting you know your next action item with that contact or prospect etc.

› Calendar tracking:

The calendar tracking option of personal CRM software will enable you to track all your appointments for any particular contact. You can also start and stop the recordings of all your emails, calls, and messages you sent to a connection and received from them.

› Task management:

With the task management module, you can keep all the tasks related to a particular contact or project in one place. You can also assign assignments to an employee or team member at any given time, and these tasks will automatically be scheduled and carried out on the day that has been set.

› Meeting Scheduling:

You can schedule a meeting with a contact on behalf of yourself or behalf of your company, and you can prepare this meeting in the calendar of personal CRM software.

› Automation:

Personal CRM software handles all communications with prospects or clients from the automation window. You can create automated emails for various situations, set up automatic reminders for writing thank you letters, set up tasks, etc. The system will automatically send out those emails when you have set them up for them to be sent out.

› Pipeline management:

The pipeline management module lets you stay updated on your sales and marketing activities. Personal CRM software lets you track all the movements in your pipeline and gives you insights into each exercise's status. You can also set up multiple channels for different organizations.

› Follow-ups:

The follow-up module helps you stay in touch with your leads and customers over a specific period. You can send them messages after a particular number of days, weeks, or months, depending on whatever you have chosen in this module of CRM software.

› 3rd Party integration:

CRM software is integrated with many different channels of communication. You can incorporate your CRM with your email marketing and appointment scheduling software.

› Reporting & analytics:

CRM software gives you data to analyze where you stand with your prospects and customers. You can also get insights into what works for you and what does not and make changes accordingly.

» Benefits of Personal CRM Software

There are many benefits of using personal CRM software. If you're like most people, one of the reasons why you want to use this type of software is so that you can keep track of all your contacts, schedule meetings, and manage deadlines with ease. Another reason might be so that you can create prospect lists, market yourself more effectively, or send personalized form messages to your clients or potential customers. Despite all these potential benefits of using personal CRM systems in your business practices, it's also important to know that there are negatives.

› Saved times:

People tend to think that personal CRM software will save time because you can stay organized and access different contact information for one person, rather than having a few scraps of paper with the same information on them. However, if you're not careful, personal CRM software could slow your work while trying to organize it on a computer. Time is money, after all.

› Ease of use:

Knowing how to use certain types of software like these might be easy for you; however, if you aren't familiar with these types of programs, they can be complex and confusing. Many people try to use personal CRM software and then become frustrated when they can't figure it out quickly. It might be hard to keep track of all your contacts, make notes, or work on your calendar.

› Organized work:

Personal CRM software has many new ways to organize your contacts and information differently. Still, if you don't find a way to manage them the way you want them done, then this can be another reason why it's extremely difficult for people to use these types of computer programs.

› Increases productivity:

On the other hand, personal CRM software can be a way to increase your productivity because it allows you to set reminders and make notes on what you need to do. It simplifies many marketing practices by allowing you to track everything in one place.

› Better communication:

Personal CRM software can be beneficial when it comes to keeping track of emails, phone calls, and voice messages with your contacts. If you have a busy schedule, personal CRM software shines because it helps you organize these things in one place and easily access them whenever you need them.

› Easy data management:

One of the most significant benefits of using personal CRM software is that it also keeps track of all your contact data, which means you can easily update and change information, such as their address or phone number, at any time.

» How to Choose the Best Personal CRM software?

We all have different reasons why we choose specific software, and when it comes to selecting a personal CRM software, you have to decide what is most important to you. There are many options available, but here are some of the essential criteria that will help you make an informed decision:

› On-premise or cloud CRM:

The most significant difference is the amount of money you need to commit to the implementation. On-premise CRM is the cheapest option, but it is also a lot more secure and can yield better results as you will have access to all information where you are working. Cloud CRM is much cheaper than an on-premise solution, but there are some restrictions on what options are available. It depends on which cloud provider you choose and which tools they offer, but in general, it will be more expensive than an on-premise solution.

› Features:

It is essential to carefully evaluate the features you need based on the purpose of your CRM system. For instance, a cloud CRM is not a good option for sharing data with clients or colleagues since this feature might be missing. Also, some cloud providers only provide basic or core features and require you to pay for software extensions like customer service software.

› Scalability:

Scalability requires that your solution can accommodate your business growth in terms of time and space and that it should be able to adapt to new technologies.

› User interface:

The user interface is a significant factor. It is one of the differences between software, and it should be easy to use, not confusing, and offer a good user experience.

› Mobile application:

Mobile applications are essential to your communication with clients or customers because they allow you to receive or send instant messages even if you don't have access to a computer.

› Integration:

The integration allows you to easily integrate your CRM solution with other software and hardware solutions already in your business environment. Customization offers additional flexibility and the ability to match your business goals and objectives in terms of specific features provided by the software solution.

» How much does personal CRM software cost?

The cost of CRM software can vary greatly depending on the features and functionalities included. However, many companies find investing in this type of software valuable because it makes them more efficient in their day-to-day operations. If you're unsure how much CRM software will cost, plenty of free options may be worth checking out before shelling out the cash for a commercial product.

Free and open-source CRM software is an excellent way for small business owners and freelancers. This kind of software still provides many features in commercial products, but at no cost! Apart from this, there are paid CRM, which may range from $9-$500 / month depending on the CRM's features and usability. As the users and features increase, the price also increases.

» Conclusion

A CRM is that it will give you an overview of performance over time. This means you can learn how well leads convert and the most effective methods for reaching customers. This will help you improve your sales efforts over time. If your number of sales has decreased, you'll be able to see which aspects require improvement, so you know where to concentrate your efforts for future campaigns. In short, a CRM will help turn small businesses into large entities with more significant sales potential. So make sure that you choose the best CRM for personal use.