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CRM
10 Best Personal CRM Tools: An Ultimate Review of the Top in 2024
Liucija Adomaite
July 25, 2024
|
7 min. read
Liucija Adomaite
LAST UPDATED
May 21, 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.
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
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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.
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
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.
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.
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
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
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
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.
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A CRM system supports sales, while a CDP creates a more complete view of customer relationships beyond the sales cycle. But they are most powerful when used together.
CRM methods are practices businesses use to manage and analyze customer interactions and data throughout the lifecycle. This is what you need to know about the most effective ones.
CRM is a system that manages and stores all your company's customer interactions, activities, and data. It's the most effective tool to enhance sales reps' performance, create stronger relationships with clientele, and boost your business revenue. This article explains everything you need to know about choosing, using, and implementing the best CRM tool for your business.
CRM, or "Customer Relationship Management", is a software system that manages all customer relationships. The goal of CRM is to build and nurture stronger relationships with your leads and clients. Using CRM can increase work efficiency, enhance sales teams' performance, make your customers more satisfied, and boost sales.
Liucija Adomaite
Jul 25, 2024
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