CRM

A Review of The Best Personal CRM Tools

lemlist team
LAST UPDATED
May 21, 2024
READING TIME
7 min.

If you’re struggling with keeping up with professional and personal relationships, then personal CRM tools are what you need

A personal CRM is used to consolidate contacts in one place to nurture relationships and improve communication.

Unlike a CRM that is used by businesses a personal CRM can be used for nurturing relationships with friends, family and personal connections. 

The Best Personal CRM Tools

Not sure where to start from? Here are a few personal CRM tools you should consider choosing. 

1. Airtable

Rating ⭐⭐⭐⭐⭐

G2 - 4.6/5 (2,236 reviews) | Capterra - 4.7/5 (1,963 reviews)

Airtable can be used to manage thoughts, contacts, relationships, projects, goals, and tasks. It features customizable spreadsheets, which can be used to track contact information, events planning, and so much more.  You can also import data from various sources and connect to other tools. 

Pricing: Free, $20/seat/month for Team and $54/seat/month  for Business

Pros

  • Simple interface via easy spreadsheet look
  • Multiple customisations like website embedding
  • 100+ pre-built templates
  • Great for small projects because you can easily integrate other personal apps
  • Free plan

Cons

  • Not great for multiple projects as there’s no clear navigation for multiple projects
  • It can get complicated fast as it only uses the spreadsheet format
  • Limited attachments allowed
  • Limits on records especially on the free plan

2. Covve App

Ratings ⭐⭐⭐⭐⭐

Product Hunt - 5/5 (110 votes), Appsumo - 4.4/5 (56 reviews)

Covve is a popular personal CRM that provides reminders, organizes and groups your contacts, and even attaches notes on interactions you have. An email AI assistant is available to help provide personalized messages to your contacts and even a news feed similar to Linkedin on contacts you’re interested in. 

Pricing: Free, $9.99/month for Covve Pro

✅ Pros

  • A business card scanner for easy contact upload
  • Mobile app available
  • No setup required

❌ Cons

  • No web version is available
  • Manual contact upload
  • Limited integrations

3. Close

Rating ⭐⭐⭐⭐⭐

Get App - 4.5/5 (159 reviews), G2 - 4.7/5 (1,027 reviews)

Close is a popular personal CRM that manages key communications like emails, phone calls, messages and more from one dashboard. Ideal for freelancers and small businesses, there are over 20 integrations to make tracking easier. 

✅ Pros

  • Integrated calling in the app
  • Simple interface and easy-to-navigate
  • Generate custom reports for specific activities like sales 
  • Well-documented API
  • Free trial

❌ Cons

  • Limited integrations
  • Doesn’t work well with HTML emails
  • Too sales robust to be efficient as a personal CRM

Pricing

$59/month for Startup, $109 for Professional, and $149 for Enterprise

4. Zoho 

Rating ⭐⭐⭐⭐

G2 - 4.1/5 (2,602 reviews) | Capterra - 4.3/5 (6,686 reviews)

Zoho is an easy CRM for users who aren’t familiar with CRMs. It's very intuitive for automating tasks like tracking tasks, and contact information. The CRM mobile app is particularly great for merging contacts, notes and to-dos. Directly place calls from the app when you get reminders to make a call.

Pricing: $16/user/month on Standard, $28/user/month on Professional, $40/user/month on Enterprise and $52/user/month for Ultimate plan.

✅ Pros

  • AI-assistant available
  • Free plan with limited features
  • Simple interface 
  • High customisation options for KPIs and more
  • Workflow and automation features available across all plans

❌ Cons

  • Limited custom fields for email messaging
  • A limited number of bulk contact uploads allowed
  • Reports of an unresponsive support team

5. Dex

Rating ⭐⭐⭐⭐

Product Hunt - 4.4/5 (15 votes)

Dex software is the go-to for contact consolidation. It builds and maintains a good relationship with your network by collecting details from your Gmail, Linkedin and other accounts. The platform merges these details and then sets reminders based on the data available such as birthdays, anniversaries, follow-ups and more.

Pricing: 7-day free trial, $12/month for the only paid plan.

✅ Pros

  • Mobile app and Chrome extension available
  • Contact consolidation in case of duplicates
  • Automated task management and updates
  • Social media integration like Twitter, Linkedin and more are available
  • A free trial

❌ Cons

  • Relatively expensive
  • Initial learning curve
  • Limited available integrations

6. Notion

Rating ⭐⭐⭐⭐⭐

G2 - 4.7/5 (5259 reviews) | Capterra - 4.8 (2140)

Notion is perfect for managing and organizing all projects in one place thanks to its nested pages. Integrate all your details from other platforms and track goals using this planner. It can also create workflows, websites, templates and guides that can be shared online. 

Pricing:  Free, $8/user/month for Plus, $18/user/month for Business and custom pricing for Enterprise. 

Pros

  • Free plan
  • Easy to use and customize
  • You can connect databases and make it a directory
  • AI writing assistant for emails and copy
  • Free available templates to choose from

❌ Cons

  • No advanced project management features
  • Complex table cell entry except on templates
  • Not suitable for too many projects as it can get cluttered fast
  • No workflows or in-built email messenger available

7. Monday

Rating ⭐⭐⭐⭐⭐

Gartner - 4.6/5 (201 reviews) | G2 - 4.7/5 (10,659 reviews)

This cloud-based software provides project management and tools for better organization. It can identify backlogs, send reminders and deadlines, manage records and contacts as well as manage expenses. Keep track of relationships, store files, and documents as well and integrate mobile apps for enhanced visualization

Pricing: Free, $9/seat/month for the Basic plan, $12/seat/month for the Standard plan, $19/seat/month/ for the Pro plan

Pros

  • Free plan
  • Simple and intuitive web interface
  • 200+ available templates
  • Great customer support available on all plans
  • Excellent tracking features like the sub-events, status updates

Cons

  • Time tracking is available only on paid plans
  • Expense tracker can get very complex
  • The mobile app is not as intuitive as the web version

8. Monica

Rating ⭐⭐⭐⭐

Product Hunt - 4.5/5 (99 votes), G2 - 4.4/5 (6 reviews)

Monica is an open-source CRM that helps organize and manage relationships, especially across social interactions. Unlike most tools, this one isn’t suitable for business use cases. It is entirely web-based and the code is publicly available.

Pricing: $9/month or $90/year

✅ Pros

  • Data is stored directly on your device
  • The interface is very simple
  • Operates on a flat pricing 

❌ Cons

  • No contact import options
  • No mobile app
  • Using the software requires lots of manual input

9. Hippo App

Rating ⭐⭐⭐

App Store - 3.1/5 (7 reviews)

Designed to help people stay more attentive, and keep track of personal relationships with this personal CRM. It's a simple iOS-only app that offers scheduling features for meetings, events and reminders. You can also include notes and to-do lists.

Pricing: Free trial, $1.99/month or $14.99/annum after free trial

Pros

  • Simple and minimal features like notes, events and to-do lists
  • No contact access is required
  • Inexpensive

❌ Cons

  • Not available on web and android
  • No workflows and automation

10. Contacts+

Rating ⭐⭐⭐⭐

G2 - 4.4/5 (14 reviews) | Google Play - 4.1/5 (211, 353 reviews)

This software is specifically designed for contact management so it collates your contacts, organizes them, blocks spammers, and even merges duplicates. These changes are cloud-based and so they are applied across all connected accounts. It is available on iOS, Android and web.

Pricing: $13.99/month for Premium plan and $17.99/month for Teams plan

✅✅ Pros

  • Two-way sync with device and cloud
  • Multiple high-end features like a contact assistant
  • High flexibility with managing contacts
  • Free trial available
  • Web and mobile apps available

❌ Cons

  • Paid plans can get expensive
  • Multiple reported bugs

11. Folk

Rating ⭐⭐⭐⭐⭐

Product Hunt - 4.7/5 (52 votes) | G2 - 4.5/5 (73 votes) 

Folk organizes contacts and automates personal relationship management. Import contacts from your existing networks like Linkedin, Twitter and Gmail, and get several pipelines and categories for easier sorting. Set notes, and reminders and even get inspired with several messaging templates for enhanced productivity.

Pricing: $24/member/month for Standard, $39/member/month for Premium

Pros

  • Customizable interface with templates to choose from
  • Import contacts from several apps
  • Chrome extensions available
  • Ideal for small businesses because of bulk email sends

❌ Cons

  • No free plans
  • May be complex for non-business owners because of pipeline views

12. Nutshell

Rating ⭐⭐⭐⭐

Gartner - 4.1/5 (35 reviews),  G2 - 4.3/5 (1,051 reviews)

Nutshell is a CRM with a simple and easy-to-use interface. Ideal for merging all your contacts and to-do lists, it has intuitive contact management and several integrations with Google apps to streamline your productivity. The software also offers extensive reporting so you get feedback on how well you’re doing with communication.

Pricing: $16/month for Foundations, $42/user/month for Pro, $52/user/month for Power AI and $67/user/month for Enterprise.

Pros

  • Easy to set up
  • Efficient contact import tool
  • No storage required
  • Free trial is available

Cons

  • The search feature is buggy
  • Not enough customisation for personal needs
  • Limited social media integrations

13. Close

Rating ⭐⭐⭐⭐⭐

G2 - 4.7/5 (1,027 reviews), GetApp - 4.7/5 (159 votes)

This flexible CRM is great for automating how you manage relationships and communication. You can double your productivity with several integrations like phone calls, zoom, emails, calendars, SMS, and more.

Pricing: $49/user/month for Startup, $99/user/month for Professional, and $139/user/month for Enterprise.

✅✅ Pros

  • Multiple integrations available
  • Highly customisable to suit your needs
  • Advance reporting and dashboard to track performance
  • Free plan available
  • Integrated calling on the app

Cons

  • Highly complex and geared towards sales teams
  • Expensive

14. Pipedrive

Rating ⭐⭐⭐⭐

G2- 4.2/5 (1,798 reviews), Capterra - 4.6/5 (2,949 reviews)

Pipedrive offers several contact management features that allow you to automate communication via emails, calls and more. It is highly customisable as you can set reminders, use chatbots, book meetings, and integrate with several third-party software like calendars. 

Pricing: $14/month for Essential, $29/month for Advanced, $49/month for Professional, $64/month for Power, and $99/month for Enterprise.

Pros

  • Workflow automation available
  • Built-in telephone feature
  • Intuitive sales platform

❌ Cons

  • Expensive
  • You have to overcome a learning curve
  • Limited features so there’s a lot of reliance on integrations

15. Nimble

Rating ⭐⭐⭐⭐

G2 - 4.5/5 (1,055 reviews)

Designed for maintaining relationships, Nimble CRM offers customisable workflows, enhanced contact management, note-taking and content management. Automate messages and follow-ups across all your important channels. 

Pricing: $24.90/seat/month billed annually or $29.90/seat/month

Pros

  • Automatic contact updates
  • Multi-purpose functionality like phone numbers and email lookup
  • Great note-taking feature

❌ Cons

  • No free version or trial
  • Paid plans are expensive

16. Streak

Rating ⭐⭐⭐⭐

G2 - 4.5/5 (235 reviews), Get App - 4.5/5 (470 votes)

Designed specifically for Gmail, this personal CRM is ideal for users who primarily use Google to manage their emails, meetings, calls and notes. Pick up right from where you stopped with email tracking, templates and more tools.

Pricing: $49/user/month for Pro, $69/user/month for Pro+, $129/user/month on Enterprise

Pros

  • Feature-rich
  • Easy integration
  • Customisable options
  • Advance tracking system

❌ Cons

  • Initial learning curves
  • Multiple bug reports
  • Too expensive for only Gmail use case

17. Clay

Rating ⭐⭐⭐⭐

Product Hunt - 4.3/5 (61 votes)

This personal CRM helps to organize personal and professional networks to improve relationships. It merges emails, calendars, text messages and notes and organizes them on a scale of importance which can be viewed from a dashboard.

 

Pricing: Free, $10/month for Pro, $40/seat/month for Teams

Pros

  • Notes and memory refresh feature
  • Multiple integrations like social apps
  • Free version and trial

❌ Cons

  • May occasionally pull out inaccurate information
  • Cannot decipher ambiguous queries

18. Less Annoying CRM

Ratings ⭐⭐⭐⭐⭐

G2 - 4.9/5 (583 reviews)

This simple CRM is ideal for users who need a simple solution to managing contacts, calendars, meetings, notes, lists and more. Access all these features directly from the mobile app. 

Pricing: $15/user/month 

✅ Pros

  • Easy to use
  • Contact details customisation options like background, personal and company information
  • Multiple integrations like Gmail and Google Calendar
  • Free customer support for workflow optimisation
  • 30-day free trial

❌ Cons

  • Learning curves
  • Very limited features

19. Capsule CRM

Ratings ⭐⭐⭐⭐⭐

G2 - 4.6/5 (233 reviews) | Capterra - 4.5/5 (160 reviews)

Capsule CRM is a great option for users looking for something simple to use to manage their relationships. Track conversations, set up processes and deliver more personalized experiences the next time you hop on a call or send a message. 

Pricing: $18/month for Starter, $36/month for Growth, $54/month for Advanced, and $72/month for Ultimate.

Pros

  • Extensive integrations
  • Two-factor authentication
  • Advanced task management tools like history updates
  • Easy customisation like uploading documents to a contact

❌ Cons

  • Integration issues
  • Reported incomplete information

20. Thryv

Rating ⭐⭐⭐

G2 - 4.6/5 (372 reviews) | GetApp - 4.2/5 (495 reviews)

Thryv is a great personal CRM, particularly for small business owners. Handle your business by communicating on time, sending prompt invoices and payments, booking appointments, handling your social media with automated messages and so much more. 

Pricing: Free plan, $20/seat/month on Plus, $30/seat/month on Professional

Pros

  • Central management system
  • Easy to use and several integrations like calendar
  • Mobile app and web version
  • Budgeting and payment tracking options
  • Free plan available

❌ Cons

  • Limited features especially on the free plan
  • Issues with integration

How to Choose the Right Personal CRM for You?

Here’s a more in-depth guide to choosing a personal CRM tool that’s right for you.

In summary, however, the only way to know the right personal CRM for you is to consider your needs.

Review your source of contacts (like Google, phone, email, or social media) and choose a CRM that imports easily from those sources

Also, review the features available and how easy it is to use. You can review free trials and plans before deciding on the right one for you.

lemlist team
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PRM Tool
G2 Rating
Price
Best for
Standout feature
Con
4.9
star
star
star
star
star
$30/mo
$75/mo
$2,999/mo
Large, distributed sales teams
AI evaluation precision, gamified KPIs
Lack of tracking system
4.6
star
star
star
star
star-half
Not publicly available
Sales operations and finance teams
Powerful configurability
Limited training resources and complex to navigate
4.4
star
star
star
star
star-half
Not publicly available
Mid-market and enterprise businesses
Comprehensive incentive management
Potentially high cost and steep learning curve
4.7
star
star
star
star
star-half
$15/user/mo
$40/user/mo
Enterprise: custom price
Complex sales structures and businesses of all sizes
Intelligent quota management and gamification
Steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Collaborative teams
Connected planning
Complexity and steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Companies with complex sales structures
Complex incentive compensation management (ICM) with high efficiency and accuracy
Complexity for smaller teams and potentially high costs
4.7
star
star
star
star
star-half
Not publicly available
Companies who want to automate commission calculations and payouts
Simplicity and ease of use
Lack of features like redirection
4.7
star
star
star
star
star-half
$30/user/mo
$35/user/mo
Custom: upon request
Businesses that need a comprehensive and user-friendly sales compensation management software
Ease of use and adoption
Lack of ability to configure the product based on user needs
4.8
star
star
star
star
star-half
Not publicly available
Companies with modern sales culture and businesses who want real-time insights
A built-in dispute management and real-time visibility
Users say it works slowly, customer support is slow
4.9
star
star
star
star
star
$30/user/mo
$50/user/mo
Smaller sales teams
Powerful automation
Lesser user base and average user interface
4.7
star
star
star
star
star-half
Not publicly available
Companies with scalable needs
Automated Commission Calculations
Lack of filtering by date, no mobile app
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Lack of tracking system
square-check
Team: $20/month
Business: $45/month
4.7
star
star
star
star
star-half
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Lack of tracking system
square-xmark
7-day trial
$12/month
4.75
star
star
star
star
star-half
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
star
star
star
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
star
star
star
star-half
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
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
star-half
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
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
star
star
star
star
star-half
160+ app integrations
Comprehensive integrations
No free app version
square-check
Rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)
PRM Tool
Capterra Rating
Free Trial
Free Plan
Starting Price (excluding the free plan)
Maximum Price (for the most expensive plan)
Best for
4.5
star
star
star
star
star-half
square-check
14-day
square-check
Up to 1,000,000 contacts
€15/month/seat billed annually
€792/month/3 seats billed annually + €45/month for each extra seat
Versatility and free plan
4.2
star
star
star
star
square-check
30-day
square-xmark
But it offers reduced price to authorised nonprofit organisations
€25/user/month
€500/user/month billed annually (includes Einstein AI)
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4.3
star
star
star
star
star-half
square-xmark
square-check
Limited to 3 users
Comprehensive incentive management
€52/user/month billed annually
Small-medium businesses and automation
4.5
star
star
star
star
star-half
square-check
14-day
square-xmark
€14/seat/month billed annually
€99/seat/month billed annually
Sales teams and ease of use
4.1
star
star
star
star
square-xmark
square-check
Limited 10 users
$9.99/user/month billed annually
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Free plan for very small teams up to 10

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