Check out these free 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 […]
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 […]
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 […]
Covve is a mobile-first personal CRM app that you can use to keep in touch with contacts, get smart reminders and better manage friendships and business opportunities. A simple personal CRM with the main features you need to stay connected. Building a Personal CRM with Covve CRM: A Comprehensive Guide Why Use Covve 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 […]
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 […]
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 […]
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. […]
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 […]
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. User Reviews of Dex Personal CRM Do you […]
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 […]
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. Why Use Monday CRM for a Personal CRM? Monday CRM is […]
Garden is a personal CRM app for iPhone. Never lose touch with friends, family or your network again. Set how often to get reminded about each contact, and Garden will notify you regularly. Garden is the personal relationship management app that sends you regular reminders to reach out to the people who matter most in […]
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.