Monday is a strong contender in the DIY personal CRM space. With features like email sync, email tracking, email templates, activity management, dashboards and easy data import, you’ll love Monday if you want a customised personal CRM that you can make your own.
Monday CRM is a versatile and customizable CRM (Customer Relationship Management) software that is simple to set up and easy to use. It allows you to manage all your work in one place, making it an excellent choice for a personal CRM. Here’s why:
Building a personal CRM in Monday CRM involves several steps, which are not explicitly detailed on the website. However, based on the features provided, the steps would likely include:
Monday CRM offers several pricing plans, each with different features:
Yes, you can start with a free version of Monday CRM. It allows you to organize all your team’s leads, contacts, and deals, and offers unlimited customizable pipelines, unlimited contacts, unlimited boards, and templates for lead, contact, and deal management.
While Monday CRM offers a comprehensive set of features, there may be some features that are missing or not as robust as in other CRM platforms. These could potentially include advanced analytics, detailed reporting, and specific integrations with other tools. The exact missing features would depend on your specific needs and how you intend to use the CRM. It’s always a good idea to compare several CRM platforms before deciding on the one that best fits your needs.
Dex brings together LinkedIn, email, and all your daily tools in a simple, minimal design. Keep in touch, remember where you left off, and see everyone you know. Dex lets you connect to LinkedIn and other sources in minutes. New job titles will be synced automatically. 📚 ContentsUser Reviews of Dex Personal CRMKey Strengths […]
Copper organizes all your emails, calls, files, and notes for every contact—so you have a full view of that relationship history. Tired of looking for contact info in multiple spreadsheets, digging through emails or wrangling teams for updates? Look no further, Copper organizes all your emails, calls, files, and notes in one place. Copper suggests […]
With a focus on business/personal CRM users, Nection imports contacts from your contact book, LinkedIn, Facebook, Google and Microsoft Outlook then allows you to set follow-up reminder frequencies weekly, monthly, quarterly, yearly or at custom intervals. 📚 ContentsBuilding a Personal CRM with Nection: A Comprehensive GuideWhy Use Nection for a Personal CRM?Building Your Personal […]
We’ve researched close to 100 personal CRM software options so we can recommend the best personal CRM for your specific needs. We’ll show you how to build your own personal CRM, how to find personal CRM templates and what personal CRM apps are worth your time and money.