What does personal CRM mean? Let' get to it.
There’s too much information everywhere, and we can’t afford to forget things.
Every encounter is an opportunity that’s not to be missed. If you’re in sales, missed opportunities cost money.
On a personal level, forgotten relationships cost something money can’t afford, which is friends.
Because we have to nurture relationships to make them last.
But staying in sync with your loved ones may be challenging and too time-consuming.
The CRM (Customer Relationship Management) enters the screen as an excellent solution.
It helps boost your relationships and keep all the contact details organized.
CRM is a popular tool because it makes things easier. According to Finances Online, CRM software can boost conversion rates by as much as 300%.
This article will teach you what a personal CRM is and why you need it.
We will then present you with a list of the ten best personal CRM tools of 2024 so that you can choose the right one.
A Personal CRM, or Personal Relationship Management, is a tool designed for individuals to efficiently organize and manage their personal and professional relationships.
It enables users to track interactions, schedule reminders for important dates, and streamline communication with contacts such as friends, family, and business associates.
This system is geared towards enhancing productivity and ensuring no important task or communication is overlooked, making it a vital solution for personal relationship management.
It’s impossible to remember everything and everyone. And you don’t have to.
A personal CRM system helps you ensure that you don’t forget crucial information, whether it’s the people you meet, the events you attend, or the deadlines you have to meet.
This way, you can get the most out of the encounters you have on a daily basis with no effort.
✔️ Organize all your contacts in one database
✔️ Don’t let you forget important information
✔️ Help you nurture relationships
✔️ Enhance your communication with automation
✔️ Stay in sync with your tasks and deadlines
✔️ Analyze your contact and network data
✔️ Save time
✔️ Boost productivity
Personal contact management tools are ideal for:
Customer Relationship Management (CRM) is software designed to organize customer contacts.
It allows businesses and professionals to keep track of their clients, customers, prospects, partners, and anyone they work with.
It advances collaboration and communication, increases productivity, optimizes business systems and practices, and improves customer relationships.
Similarly, a personal CRM, also known as PRM (Personal Relationship Management), is a multi-purpose tool to organize important personal relationships.
They can include colleagues, friends, family, private business acquaintances, etc.
A Personal CRM
A personal CRM is a solution that organizes your private relationships and syncs them with your daily routine.
It’s typically used to manage your contacts, schedule events and meetings, receive reminders, get notified of personal affairs, etc.
Essentially, a personal CRM system allows busy people to organize their private and professional network circles.
Choosing the right personal CRM tool for your needs is crucial because it allows you to nurture relationships, both professional and private, in a way that’s customized for you.
Moreover, organized life is key to maintaining work-life balance and personal CRM is a great way to achieve it.
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Today, we break down the list of the best personal CRM tools. It features the top ten systems, apps, and software that everyone is using in 2024.
We will look at their key features, pricing, benefits, and pros and cons so you can get a clear view of what to expect when using them.
Rating ⭐ ⭐ ⭐ ⭐ ⭐
G2 - 4.6/5 (2228 reviews) │ Capterra - 4.7/5 (1959 reviews)
Overview:
Airtable is a popular organizational tool that can serve multiple purposes.
It’s great for managing your thoughts, contacts, relationships, projects, goals, and tasks in customizable spreadsheets.
It can be used as a personal CRM, but salespeople and teams are most likely to benefit the most.
Empower your team to work faster and more confidently than ever before.
📔 Key features:
💸 Pricing:
Free version: Yes, ideal for individuals and small teams
Team → $20/seat/month/billed annually or $24 billed monthly
Business → $45/seat/month/billed annually or $54 billed monthly
✅ Pros:
❌ Cons:
Rating ⭐ ⭐ ⭐ ⭐
Product Hunt - 4.4/5 (8 reviews) │ Capterra - 5 (2 reviews)
Overview:
Dex is a personal CRM app that gathers contact data from your social media accounts as an extension. It focuses on building and nurturing relationships with minimal effort.
One place for your relationships — impress with thoughtfulness
📔 Key features:
💸 Pricing:
Free plan: Yes, for 7 days.
Unlimited plan → $12/month/billed annually
✅ Pros:
❌ Cons:
Rating ⭐ ⭐ ⭐ ⭐ ⭐
G2 - 4.7/5 (5239 reviews) │ Capterra - 4.8 (2124 reviews)
Overview:
Everyone has been buzzing about Notion lately. But does it live up to its hype?
Notion is an excellent tool for anyone who needs a personal CRM experience tailored from zero. Its active community serves as a knowledge hub where users can share tips and experiences.
Notion gives you space to create almost anything thanks to its block functions and features.
We’re more than a doc. Or a table. Customize Notion to work the way you do.
📔 Key features:
💸 Pricing:
Free plan: Yes
Plus plan → €7.50 user/month/billed annually or €9.50 billed monthly
Business plan → €14 user/month/billed annually or €17 billed monthly
✅ Pros:
💡Lemtip: Send leads to your lemlist campaigns from Notion and all the lemlist activities back to Notion.
❌ Cons:
Rating❓
Overview:
Monica is an open-source personal CRM that helps you organize social interactions with your friends and family.
It’s a minimalist solution for busy people in search of a better work-life balance. It helps you to keep track of your day-to-day interactions with your loved ones. Unlike many other CRM, this tool is primarily built not for business purposes.
Organize. Follow-up. Strengthen your relationships.
📔 Key features:
💸 Pricing:
Free plan: Yes, if you host Monica yourself
Unlimited features → $9/month
Unlimited features → $90/year
Pros:
✅ Open source
✅ Secure because data is stored in your device
✅ Simple and user-friendly interface
✅ Flat pricing
Cons:
❌ No mobile version
❌ No automated contact imports
❌ Requires a lot of manual input
Rating ⭐ ⭐ ⭐
App Store - 3.1/5 (7 reviews)
Overview:
Hippo is a straightforward personal CRM that helps you to keep track of personal relationships, important details, and things you care for.
Forgetting personal details? Hippo helps you stay attentive.
📔 Key features:
💸 Pricing:
Free plan: Yes, for 1 month
→ $1.49/month
→ $14.99/year
Pros:
✅ Simple, minimal, and user-friendly
✅ Cheap
Cons:
❌ Works only on iPhone
❌ No advanced features like automation and workflows
❌ Minimalist approach to relationship management may not be for everyone
Rating ⭐ ⭐ ⭐ ⭐G2 - 4.4/5 (14 reviews) │ Capterra - 2.8/5 (8 reviews)
Overview:
Contacts+ is a smart contact management tool for power-networkers. The app is available across the Web, iOS, Android, and Chrome to ensure all your contacts are synced and up-to-date.
Smart Contact Management for Power-networkers.
📔 Key features:
💸 Pricing:
Free plan: Yes, for 7 days
Premium plan → $13.99/month or $9.99/year
Teams plan → $17.99/month or $12.99/year
Pros:
✅ Feature-rich software
✅ Flexibility: allows users to bounce between operating systems and devices
✅ Discount for annual subscription
Cons:
❌ Users report bugs
Rating ⭐ ⭐ ⭐ ⭐ ⭐G2 - 4.3/5 (6 reviews) │ Capterra - 4.5/5 (18 reviews)
Overview:
Folk is a very customizable personal CRM tool designed to manage different types of relationships.
Inspired by Notion’s layout, it allows you to build and tailor the CRM according to your needs and goals.
Folk is an excellent solution for businesses in need of collaborative space for their teams.
“Simple as a spreadsheet, powerful as a CRM.”
📔 Key features:
💵 Pricing/month:
Free plan: No
Standard plan → $24/member
Premium plan →$39/member
Pros:
✅ Customizable interface
✅ Great for business purposes
✅ Excellent for teams
✅ Users praise its customer service
Cons:
❌ While it may be a great CRM, we doubt it caters to those in need of a personal CRM
❌ Pricey
Rating ⭐ ⭐ ⭐ ⭐ ⭐G2 - 4.7/5 (971 reviews) │ Capterra - 4.7/5 (159 reviews)
Overview:
Close is a CRM platform designed to help sales teams close more deals. It offers integrated calling, two-way email syncing, and sales automation features to manage relationships with leads and customers effectively.
Fast, all-in-one sales communication.
📔 Key features:
💵 Pricing:
Free plan: Yes, for 14 days
Startup → $59/month/user
Professional → $329/month/user
Pros:
✅ Integrated Calling: Close offers integrated calling, allowing sales teams to make calls directly from the platform.
✅ Two-Way Email Sync: Emails are automatically synced, ensuring that all communications are tracked.
✅ Custom Reporting: Users can generate custom reports to gain insights into their sales activities.
Cons:
❌ Too sales-oriented to work as an optimal personal CRM
❌ Pricing is on the higher side
❌ Lacks more advanced integrations
Rating ⭐ ⭐ ⭐ ⭐ ⭐Capterra - 4.8/5 (42 reviews)
Overview:
Ranked #1 personal CRM in the US app stores, Covve is used by professionals across industries, including entrepreneurs, realtors, and business executives.
Build meaningful relationships and improve your life & career.
📔 Key features:
→ Business card scanning + your personalized digital business card
→ Reminders to follow up
→ Notes on your contacts and your interactions
→ A weekly reminder schedule
→ Latest news on your contacts’ jobs and hobbies
→ Tags for organizing and grouping your network
→ Statistics on your weekly networking progress
→ Email AI assistant
💵 Pricing:
Free plan: Yes
Pro plan → $9.99/month
Pros:
✅ Automated reminders
✅ An easy-to-use mobile app
✅ Dedicated business card scanner
✅ Automatic web scraper
✅No setup required
Cons:
❌ Availability is limited to mobile devices
❌ Manual contact inputs
❌ Limited integrations
❌ Business-oriented
Rating ⭐ ⭐ ⭐ ⭐ ⭐G2 4.5/5 (1055 reviews) │ Capterra - 4.4/5 (1869 reviews)
Overview:
Nimble is a relationship-focused CRM for solopreneurs and business teams.
With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler.
The CRM for more than just salespeople.
📔 Key features:
💵 Pricing:
Free plan: Yes, for 14 days
$29.90 seat/month/billed monthly or $24.90 billed annually
Pros:
✅ Great for email marketing
✅ Multi-purpose tool that can be used for marketing, sales, CRM, planning, etc.
✅ Automatic contact information updates
Cons:
❌ No free app version
Every encounter matters. And the people who are closest to you matter the most. A personal CRM allows you to stay in sync with your meaningful connections.
A personal CRM tool is a must for better managing relationships and staying in sync with daily encounters.
While there is no all-around solution for the best personal CRM, it is important to choose a tool that meets your particular needs.
Since the CRM industry is constantly evolving, we expect many more solutions to be released soon. Stay tuned!The CRM industry is booming. It’s expected to reach over $80 billion by 2025.