Investors

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 Personal CRM

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 […]

22
$1 - $9
1.3K

Close Personal CRM

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. Building a Personal CRM with […]

21
$20 - $29
1.3K

Coda Personal CRM

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 […]

21
Activities done together
1.3K

Rows Personal CRM

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 […]

21
Activities done together
1.4K

LeadDelta Personal CRM

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-ups. Tag contacts, add notes to contacts and integrate with other apps using Zapier. Building a Personal CRM with LeadDelta: A Comprehensive […]

20
$20 - $29
1.3K

Capsule Personal CRM

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 […]

20
$20 - $29
1.3K

Clay Personal 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. Building a Personal […]

18
$20 - $29
1.2K

Monica Personal CRM

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 […]

16
$1 - $9
1.3K

Smartsheet Personal CRM

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 […]

15
$1 - $9
1.2K

Asana Personal CRM

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. […]

15
$1 - $9
1.2K

Google Docs Personal CRM

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 […]

15
$1 - $9
1.2K

Octopus Personal CRM

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 […]

15
$1 - $9
1.2K

Airtable Personal CRM

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 […]

15
$10 - $19
1.2K

OnePageCRM Personal CRM

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 […]

15
$1 - $9
1.3K

UpHabit Personal CRM

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. Building a Personal CRM with UpHabit: A Comprehensive Guide In the digital age, managing personal and professional relationships can be a daunting task. […]

13
$1 - $9
1.3K

ActiveCampaign Personal CRM

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. […]

13
$1 - $9
1.2K

Folk Personal CRM

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. Customer Relationship Management (CRM) tools are essential for managing and improving your relationships with customers and clients. One such tool that stands out from the […]

11
$10 - $19
1.3K

Salesflare 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. Building a Personal CRM with Salesflare: A Comprehensive Guide Why Use Salesflare for a Personal CRM? Salesflare is a […]

10
$20 - $29
1.2K

About

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.