Need a personal CRM to keep in touch with investors and potential investors? Find the best personal CRM so you can keep in touch with 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.
LeadDelta is perfect for people who want to see their LinkedIn connections in a database and then use this database to reach out to their connections using templated emails and more intentional follow-up. Tag contacts, add notes to contacts and integrate with other apps using Zapier.
Clay 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.
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.
Octopus is a personal CRM for LinkedIn users. Octopus is a powerful yet super simple autopilot for LinkedIn that automates your work and has a wide range of awesome features. Send automated (personalized) connection requests on LinkedIn. Send connection requests by email to bypass the weekly invite limit on LinkedIn. Message hundreds of 1st level […]
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.
Built for super connectors, UpHabit has standard personal CRM features like introductions, reminders, notes and tags but also has advanced features like Salesforce integration, email integration, address book integration and more.
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.
Folk is a modern, Airtable-like personal CRM app to manage your connections. Use this personal CRM for fundraising, press releases, partnerships, investors, real estate and as a classic personal CRM.
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.
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.
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.
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.