Need a personal CRM to add tasks to contacts? 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.
Close is the best personal CRM for small business leaders who need to increase revenue. Close lets you email, call, and text your leads — all without add-ons. Import contacts, outreach via phone, email or SMS, keep track of connections through stages plus set tasks & reminders to follow-up.
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.
Rows is not like your average personal CRM spreadsheet. You can still keep track of connections in a spreadsheet-like interface but the advanced features in Rows will make this a solid DIY personal CRM option for Excel lovers. Add buttons, forms and charts to your sheet but also track tasks and use data enrichment so […]
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.
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.
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.
ActiveCampaign is definitely more tailored towards business users and email communication than most personal CRMs. People who will love using ActiveCampaign as a personal CRM, will be using their features like group emails, tasks related to contacts and contacts buckets so you can ensure your contacts can be shown in different stages of your relationship.
Salesflare is a powerful personal CRM for small business owners, freelancers and individual users. Salesflare helps with data input and automatic follow-ups as well as connecting to Gmail, Office 365, Exchange, iCloud, LinkedIn and Zapier.
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.
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.
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.
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.