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.
Covve is a mobile-first personal CRM app that you can use to keep in touch with contacts, get smart reminders and better manage friendships and business opportunities. A simple personal CRM with the main features you need to stay connected. 📚 ContentsBuilding a Personal CRM with Covve CRM: A Comprehensive GuideWhy Use Covve CRM […]
Clay CRM is a sleek, modern personal CRM that connects to your everyone you know on email, your calendar, Twitter, LinkedIn and iMessage. Clay populates photos, bios, education & work history automatically upon signup. Available as an iOS, Mac and web-based personal CRM, Clay is currently accepting members via a waitlist. 📚 ContentsBuilding a […]
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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.