Need a personal CRM to keep track of gifts given? Find the best personal CRM so you can keep track of the interactions & details of the people, contacts & connections who matter most to you.
ClickUp is a solid choice for a DIY, free personal CRM that can be tailored to suit your unique needs. Set up your contact databases, label your contacts, group contacts, set recurring tasks for contacts and use automation to ensure you’re always reminded to keep in touch. Building a Personal CRM Using ClickUp: A […]
Coda is a simple, free personal CRM that you can use and tailor to your individual needs. Build a dashboard of your contacts and easily see your connections in terms of the criteria you set. Well-designed pages, buttons and tables make this a good choice in the simple DIY CRM space. Building a Personal […]
Capsule is a modern personal CRM with all your basic contact management covered as well as advanced features like group emails, contact segmentation, appointment management and advanced tasks. This powerful, premium CRM is a delight to use to manage your personal and business contacts. Building a Personal CRM with CapsuleCRM: A Comprehensive Guide In […]
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. Building a Personal […]
Monica is a simple but powerful personal CRM that is available as a self-hosted (free) or a hosted (paid) option. See your friends, family and colleagues on a single page with their contact info, notes, reminders, tasks gifts, debts and more. Building a Personal CRM with Monica CRM: A Comprehensive Guide Why Use Monica […]
Building a Personal CRM using Smartsheet Customer Relationship Management (CRM) systems are not just for businesses. As individuals, we also have networks of relationships that we need to manage and maintain. A personal CRM can help us keep track of our personal and professional contacts, manage our interactions with them, and ensure we’re nurturing these […]
Building a Personal CRM using Asana Customer Relationship Management (CRM) is a crucial aspect of any business, and it’s equally important for individuals who want to manage their personal relationships effectively. Asana, a popular project management tool, can be repurposed into a personal CRM to help you keep track of your contacts, interactions, and tasks. […]
Building a Personal CRM using Google Docs Customer Relationship Management (CRM) systems are essential tools for businesses to manage and analyze customer interactions and data. However, for individuals or small businesses, traditional CRM systems might be overkill. This is where Google Docs comes in. Google Docs is a free, web-based word processor that allows for […]
Use Airtable to create a custom personal CRM that you can use for free (up to 1200 records in your personal CRM). Use a single base (like a friendly, powerful spreadsheet) or connect bases to manage personal, business and other connections. Building a Personal CRM with Airtable: A Comprehensive Guide Why Use Airtable for […]
OnePageCRM works well as a powered-up address book with all your contacts saved, tagged and ready to keep in touch with. Add custom fields to keep track of additional contact details and see which contact you should get in contact with next in their simple list-format view. Building a Personal CRM with OnePageCRM Why […]
Notion has a generous free plan that can be used to build your own Notion Personal CRM. Using Notion templates, you can start with the basics for a Notion CRM and then add the features that you need to manage your connections. Why Use Notion for a Personal CRM? Notion is a versatile tool […]
Nimble personal CRM is perfect for people who need a CRM for family, friends and business contacts. Nimble connects to Office 365 / Outlook & Gmail, enriches data, connects to your social media accounts and makes keeping in touch a breeze. User Reviews of Nimble Personal CRM Nimble CRM is touted as a personal […]
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 […]
Pipedrive Personal CRM is more geared towards business users with a dynamic pipeline view that will help you keep track of contacts as they move through stages. If you’re looking for a personal CRM for fundraising, getting investors, keeping track of networking opportunities, managing real estate clients, finding donors, managing board members etc and need […]
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.