7 Best Personal CRM Systems in 2020

1

ZooWho

Pros: ZooWho is available on iOS and Android and is completely free. To use ZooWho, you import your contacts from your phone and then can write notes and facts about each contact. ZooWho also allows you to set contact frequency goals for how often you’d like to reach out to a particular contact.

#Personal CRM #Networking #Personal Notes

2

Cloze

Cons: Cloze’s free version is skinny and only has a few limited features: the ability to organize your social media feeds by those most important to you, being able to view your contacts from email, social media, and phone in one place, and the ability to search your contacts. If you want any of Cloze’s more useful features, you’ll have to pay for one of the plans that range from $17 to $42 per month.

#Personal CRM #CRM #Contact Management 1 social mentions

3

Monica

Cons: Monica is only free if you host the software on your own server. If you’re not able to do that, it will cost you $9 a month. Monica is only available as a desktop software, not as an app where you can take notes about your friends while you’re on the go. Monica has no feature to automatically update when you were last in touch. Monica’s interface is simple and user-friendly, but its design is lacking.

#Personal CRM #CRM #Relationship Manager 4 social mentions

4

Contactually

Pros: Contactually is available via mobile and desktop. By connecting your email you can sync your contacts and communication history. This software allows you to prioritize the relationships that will be the most valuable to you. Contactually helps you create email templates and automation to simplify your workflow. You can group your clients into groups Contactually calls “buckets.” If you’re working with a team you can work together with a connected network of clients.

#CRM #Sales #Sales Tools

5

Airtable

Pros: Airtable is the build-a-bear of CRM systems. It is a flexible spreadsheet, calendar, and database system that you can configure to fit your needs. Its interface is user-friendly and its free version a high enough data storage unit that using it as a personal CRM wouldn’t be a problem.

#No Code #Spreadsheets #Databases 129 social mentions

6

Sellf

Cons: Sellf offers a 14–day free trial, but afterward the service isn’t free. The website does not disclose the pricing. Instead, you’ll have to contact a Sellf representative to talk about what kind of (paid) plan is best for you.

#CRM #Sales #Sales Workflow

Pros: LincSphere has several useful features including the ability to scan business cards, set follow-up reminders at specific time intervals, and streamline sending networking referrals and introductions. LincSphere also provides ideas to develop the acquaintances you’ve made while networking into meaningful relationships.

8

Streak

#CRM #Sales #Email Productivity 1 social mentions

9

Switchit

#CRM #Contact Management #Business Card Maker

10

Followup CRM

#Personal CRM #Personal Relationship Manager #CRM

11

HubSpot CRM

Hubspot CRM – the free plan includes some general features like form creation, email marketing, and reporting dashboards.

#CRM #Sales #Sales Workflow

12

Freshsales CRM

#CRM #Sales #Sales Workflow 1 social mentions

13

Covve

Covve – a personal CRM tool focused on organized and cultivating business contacts. Includes the feature to take notes on your phone calls and what you last talked about.

#CRM #Sales Workflow #Sales 1 social mentions