Need a personal CRM to keep in touch with real estate clients? 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.
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.
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.
Looking for a freelancer personal CRM? Bonsai is a great fit. Manage your own digital workspace and client list. From prospect to project and contract to payment, you can now manage everything all in one place. Quit losing clients in your inbox and have a reliable system to track them with your ongoing work together. […]
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.
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.
Looking for a LinkedIn personal CRM? Dux-Soup automatically engages with the prospects you select on LinkedIn. It endorses their skills, sends them personalized connection requests and multiple, delayed, personalized direct messages. It does this on your behalf, from your browser, providing you with full control and visibility of the activity in your LinkedIn account.
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.