Check out these low-cost personal CRMs for individual use or for business use.
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 […]
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 […]
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 […]
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 […]
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. […]
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. […]
Keep My Friends is a privacy-focused personal CRM app that helps you to add your friends, family and professional contacts, pick how often you want to stay in touch then send you an email when it is time for you to reach out. Building a Personal CRM with Keep My Friends: A Comprehensive Guide […]
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 […]
Queue is an iOS-focused personal CRM for iPhone that helps you keep in touch with people. Queue is a nice, simple CRM for your personal life. Add the people you’d most like to keep in touch with, get reminders to reach out on a regular basis, take notes on your catch ups, and easily search […]
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.