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10 Best Personal CRM Tools: An Ultimate Review of the Top in 2024

Liucija Adomaite
LAST UPDATED
April 8, 2024
READING TIME
7 min.

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.

What Is a Personal CRM?

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.

Why do you need a Personal CRM?

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.

The benefits of using a Personal CRM

✔️ 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

Who needs a Personal CRM?

Personal contact management tools are ideal for:

  • SME Owners
  • Freelancers
  • Solopreneurs
  • Busy professionals

CRM VS. Personal CRM

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.

The 10 Best Personal CRM Apps in 2024

PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Rich
square-check
Team: $20/month
Business: $45/month
Dex
4.7
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Very rich
square-xmark
7-day trial
$12/month
4.75
Block Functions
High customization capability
Not a dedicated CRM
square-check
Limited
square-check
Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
square-xmark
Limited
square-check
Self-hosted
$9/month or
$90/year
3.1
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
square-check
iOS only
Limited
square-xmark
1-month trial
$1.49/month or
$14.99/month
3.6
Smart Contact Management
Feature-rich and flexible
Reported bugs
square-check
Rich
square-xmark
7-day trial
Premium: $13.99/month Teams: $17.99/month
4.4
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member Premium: $39/member
4.7
Integrated Calling
Integrated calling
Too sales-oriented & pricey
square-check
Rich
square-xmark
14-day trial
Startup: $59/user/month Professional: $329/user/month
4.8
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
160+ app integrations
Comprehensive integrations
No free app version
square-check
Very rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)

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.

1. Airtable

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:

  • Enables org-wide alignment through shared data
  • Seamlessly connect to your daily tools – like Google Drive, Outlook calendar, Github, Slack, and more
  • Sync, structure, and store data according to your needs
  • Easily keep track of your contacts’ information
  • Customizable and flexible templates to cultivate your network systematically
  • Personal CRM template available

💸 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:

  • User-friendly spreadsheet layout
  • Network database
  • Various layout views to choose from (timelines, Kanban cards, calendars)
  • Embeds to your website and imports results back to Airtable
  • Auto-scans spreadsheets

❌ Cons:

  • Since it’s a multipurpose solution, it may not be optimal as a personal CRM.

2. Dex

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:

  • Import your contacts from Facebook, LinkedIn, iCloud, Gmail, and more.
  • Integrate easily with Facebook, LinkedIn, Twitter, iCloud, and more.
  • Set smart notifications when it’s time to reach out
  • Take notes on the timeline
  • Shortcuts (⌘K) for quick action
  • Jot down a note or look up where you left off

💸 Pricing:

Free plan: Yes, for 7 days.

Unlimited plan → $12/month/billed annually

Pros:

  • Easy pick up where you left off
  • Seamless contact data collection via a browser extension
  • Various social media integrations (Facebook, LinkedIn, Twitter, Gmail, and Instagram)
  • Intuitive to use
  • Works on various devices (web and mobile, iOS and Android)
  • Offers a 7-day free trial period with all the unlocked features

Cons:

  • No features for marketing and sales
  • No teamwork features

3. Notion

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:

  • Use blocks as the foundation of any page you build to manage projects, track productivity, organize notes, etc.
  • User-friendly in-built text editor
  • Minimalist look
  • Saving and displaying bookmarks
  • Use the board database block to outline any process with more than one stage
  • Use checklists for better workflow
  • Create public pages
  • Customize everything to create your own personal CRM

💸 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:

  • A free plan is very feature-rich

💡Lemtip: Send leads to your lemlist campaigns from Notion and all the lemlist activities back to Notion.

Cons:

  • It’s not exactly a personal CRM.

4. Monica

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:

  • Unique open-source personal CRM: Monica's code is publicly available
  • Features a very simple interface
  • Manages, organizes, and tracks all your interactions in one place
  • Web based: Monica is either hosted on your device or their servers.

💸 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

5. Hippo App

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:

  • Lightweight iOS-only app for easy use
  • Adds notes, and to-do lists, gets reminders, schedules meetings and events
  • Ideal for those less tech-savvy

💸 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

6. Contacts+

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:

  • Indexes all your contact info
  • Captures email signatures
  • Organize your contacts with notes and tags to group, search, and filter
  • Advanced granular searching
  • In-built business card scanner
  • Deduplicated your contacts: The algorithm automatically detects duplicates and merges them for you
  • Cleans up your contact list: flags undeliverable email addresses
  • Syncs two-way: any change you make on one account is applied to all connected accounts
  • Identifies calls and blocks spammers

💸 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

7. Folk

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:

  • Integrate into different contact apps with its Chrome extensions
  • Import contacts from Twitter, LinkedIn, Gmail, etc.
  • Contact pipelines and lists
  • Filtering options
  • Bulk messaging + message templates
  • Categorize your contacts
  • Multipurpose: use it for different groups, pipelines, notes, reminders, and bulk operations

💵 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

8. Close

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:

  • Multiple integrations: Calling, SMS, Zoom, and email + calendar integrations.
  • Fully customizable: Custom Activities, Custom Fields, and Custom Objects, you can customize the tool to work for you.
  • Automated selling
  • Custom reports and analytics
  • API Access

💵 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

9. Covve App

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

10. Nimble

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:

  • Integration with 160+ apps
  • Note-taking and updates for follow-ups
  • Contact categorization and organization
  • Pipeline management
  • Personalized content creation
  • Execute and track email marketing campaigns

💵 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

Key Takeaways

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.

Liucija Adomaite
Liucija Adomaite is a viral content writer and organic traffic expert on a mission to help turn ambitious businesses into big names.
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