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CRM
A Review of The Best Personal CRM Tools
lemlist team
April 18, 2024
|
7 min. read
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.
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
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.
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
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
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
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
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
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.
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
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
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
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
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
These are the 9 best CRMs that offer customer management features without any cost. Track, organize, and optimize all your customer and sales interactions in a centralized platform free of charge.
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.
Liucija Adomaite
July 25, 2024
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