Personal CRM systems is a tool that combines a detailed address book, a day planner with set reminders, a calendar, an event manager, and a streamlined way that handles 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 a there would be no difference between personal and professional. Every lead can become a customer, a contact, or a client. The individual professionals would go for CRM software for individuals to start their networking. The CRM for personal use is a tool that enables you to keep in touch with known persons like family, friends, colleagues, leads, etc., organize business processes, nurture relationships, remember significant appointments, and maintain a healthy work-life balance. However, you need to pick the CRM suitable for your profession while researching the list of top CRM software for personal use.
- United Kingdom
- $10 /seat /month
- United States
- Not provided by vendor
What are the Best Personal CRM Software in 2023?
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List of Top CRM Software For Personal Use | Best Personal CRM Systems Reviews
1. Pipedrive – The Best CRM for Personal Use
About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.
Pipedrive Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier” – Mitchell Workman
501 – 1000
2. monday.com – Best Personal CRM Software for Single Users
About monday.com: monday.com offers businesses an opportunity to save money on the cost of a dedicated tech team and system administrators by building their own CRM system around their company’s existing services. monday.com markets itself as a fully customizable CRM platform, making it easy for business owners to build and expand their own businesses without having to invest in dedicated staff, or extreme computer skills. monday’s software is designed to be highly intuitive and user-friendly, making it possible for the average business owner to set up a system in one day.
monday.com Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“monday.com CRM has opened countless doors of opportunities that we never had before. We were able to customize the CRM on top of monday.com Work OS to fit the needs of our day-to-day activities.” – Kyle Dorman | Operations Manager at Ray White
1001 – 5000
Not provided by vendor
3. Airtable – Next Generation Personal CRM
About Airtable: Personal CRM software like Airtable allows users to customize their workflows and speed up the process. The platform lets users organize, connect, and edit information as needed. Airtable integrates with hundreds of market apps and services. Users can also integrate their apps using its API. With Airtable, users can manage all their data in one place. Users can make their work more accessible and more reliable with Airtable’s built-in apps and scripts.
Airtable Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“Airtable allows us to do more without tearing our hair out. We’re a small team covering multiple disciplines, so the more we can simplify our workflow and stay organized, the better. It means that we can put everything into making these events impactful.” – Larry Gale
501 – 1000
Not provided by vendor
4. HubSpot CRM – Affordable CRM Software for Personal Use
About HubSpot CRM: HubSpot CRM is a software application that primarily focuses on managing your business’s online presence and online marketing practices. The HubSpot CRM software is the backbone of every company’s website; it allows for managing and monitoring web traffic, tracking analytics, creating content for social media, and measuring success. Having access to HubSpot CRM can give you more insight into your customer’s behavior and customer relationship, which ultimately can help improve your company’s bottom line.
HubSpot CRM Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“One of the most dangerous things a software company can do is remain static, HubSpot does a great job of listening to its customers and keeping up with the shifting world of technology. It’s a trustworthy platform that will keep pace with whatever the future brings.” – Haley Irwin
1001 – 5000
Not provided by vendor
5. Bitrix24 – Free Personal CRM
About Bitrix24: Bitrix24 CRM is a web-based CRM software marketed as an all-inclusive solution that can be used by small and large enterprises. It can customize its interface to specific business needs. Bitrix24’s users have access to a suite of powerful CRM tools and other publishing and collaboration options for personal and business use. It features social media & email marketing technology that enables users to build trusting relationships and track their interactions.
Bitrix24 Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off.” – Üwen Ergün
51 – 200
6. Streak – Smarter Personal CRM Solution
About Streak: Streak is one of the best CRM solutions and solves most of your shortcomings through its features, an in-built software that offers full statistics, mobile support, and customer insights. The software works fast and can be customized to meet your business needs. In addition to its basic features, Streak also offers a number of advanced features that help to keep track of leads, appointments, and note-taking. The software also helps you to improve sales through smart call routing.
Streak Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“Extremely easy to use and powerful. Having the CRM as part of gmail saves a ton of time. Only problem I have is that within my 2 months of using Streak there were already 2 downtimes.” – Lior Zichron
11 – 50
Not provided by vendor
7. Freshsales – Top CRM Software for Individuals
About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.
Freshsales Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery
1001 – 5000
Not provided by vendor
8. Zoho CRM – Zoho’s Free CRM Software – rich in features, free of cost.
About Zoho CRM: Zoho CRM is a cloud-based platform that helps you organize your business and track your projects. It comes with a variety of features; this CRM has made it possible for anyone, regardless of their experience or level in their field, to manage their business effectively without having to worry about anything else. Zoho CRM offers numerous features to manage sales and business where you can find process management, sales enablement, sales forecasting, marketing automation, customization, team collaboration, etc.
Zoho CRM Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.” – K.C Watson
5001 – 10000
Not provided by vendor
9. Insightly CRM – Personal CRM Software for Individuals
About Insightly CRM: Insightly CRM is a software solution for small and large businesses. Insightly CRM has plenty of features to help you manage your workflow and stay in touch with your customers. Insightly CRM is available for U.S. and Canada only. It is available in several languages, including English, French, German, Italian, Spanish, Dutch, and more. CRM system is designed for teams that want to manage their clients, leads, and contacts on the go. It’s a very flexible tool that can be adapted to different industries with its modules.
Insightly CRM Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“Bridging the gap between sales and marketing has always been important to us, and Insightly makes it easy to facilitate open communication between departments. We are excited to continue to capitalize on the tools that we’ve never had before. The opportunities within Insightly are endless.” – Chris Reider
51 – 200
10. OnePageCRM – Personal CRM for Sales-Focused Solopreneurs
About OnePageCRM: OnePageCRM is a free and open-source web-based cloud application that allows users to create diagrams of their contact networks. Individuals can map the relationships in their personal or business life as well as track activities that involve multiple parties. With OnePageCRM, users can provide a list of other contacts for each person in order to get a clearer picture of who knows whom better and who is more connected overall. OnePageCRM’s updates are also automatically pushed to users real-time, meaning that users do not have to refresh data in order to utilize the most current information.
OnePageCRM Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“The process goes like this. We create a deal, send the quote, discuss it with a client, and then follow the Next Actions that start to organically unfold. That process keeps me focused on what needs to be done next. I would recommend OnePageCRM to any small business that want to grow their business. It’s a fantastic tool” – Quint Boa
11 – 50
$29.00 /month /user
11. CompanyHub – We Make Personal CRM Simpler, Smarter and Truly Personal
About CompanyHub: A CompanyHub CRM is one of the best in the market today; it provides you with a 360° view of leads for efficient lead generation. Businesses can save time by scheduling emails, sending bulk emails, and using email templates easily. You can drag and drop tools, add conversations, automate day-to-day activities, generate reports, and manage your sales pipeline within the CompanyHub CRM. The best thing about CRM is that it can integrate with any third-party software. You can keep a track record of events, payments, projects, bookings, insurances, properties, and much more.
CompanyHub Features: Contact Management, Appointment Scheduling, Task Reminders, Notifications, Email Tracking, Communication Tracking, Workflow Automation, Productivity, Mobile App, Third-Party Integration
“Simple Powerful Customizable CRM that Doesn’t Need a PhD. Customer service has been quick, courteous and helpful since day 1. Right out of the box, it’s super simple to set up and onboard. It’s field based, so you can customize it in an infinite number of way. I run 3 different companies and can differentiate each lead / contact in the the system according to the Project (my company) they are associated with.” – Howard O
11 – 50
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.
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.
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.
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.
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 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.
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.
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.