Best Personal CRM Tools to Manage Your Relationships

As our personal and professional networks grow, maintaining relationships and staying updated on everyone becomes increasingly challenging. That’s where the best personal CRM tools come in. They help you manage your contacts, prioritize follow-ups, and streamline communication. 

Looking for a personal CRM tool? Check out our review of the top options on the market, including their features and benefits. Keep reading to find the perfect solution for your needs.

What Is a Personal CRM?

Personal CRM software is a specialized tool to help individuals manage and organize their private communications and relationships. Unlike traditional CRM systems, which cater to businesses, personal CRM software focuses on the needs of individuals, allowing them to track interactions, set reminders, and maintain connections with friends, family, and private networks.

The best personal CRM solutions are user-friendly and customizable and offer a range of features to simplify relationship management. For those on a budget, free personal contact management software options are available, providing essential features to help users stay organized and connected with their personal contacts.

Why Do You Need a Personal CRM?

If you’re constantly juggling clients, friends, family, and other network circles and struggling to keep track of their needs, a personal relationship manager’s software could be the solution you’ve been looking for. Manage and organize your contacts, track your interactions with them, and stay on top of important deadlines and tasks with this software. 

Whether you operate as a freelancer, consultant, or small business owner, embracing personal CRM software can optimize your workflow. It can help you direct your attention to building strong, sustainable relationships with your valuable clients.

Benefits of Using Personal CRM

Here are some benefits of using a personal CRM manager:

• Keeps all customer information in one place
• Helps you to stay organized and on top of follow-ups
• Improves communication with clients
• Increases efficiency and productivity
• Provides insights into customer behavior and preferences
• Helps you to build stronger, long-lasting relationships with clients
• Customizable to fit your specific needs

How to Choose the Best Personal CRM Software

In choosing the best personal relationship management tool for your needs, it’s important to consider a few key factors. Determine if you need free personal CRM software suitable for a single-user CRM or multiple users. 

The software selection focuses on the needs of individuals for personal use. Look for a personal contact relationship manager to integrate with your existing tools, such as email.

When choosing software, you should consider key factors like customization, automation, and user-friendliness. Looking at these things will help you find the perfect personal CRM app.

What Is the Best Personal CRM Software

Are you looking for the best CRM for individuals? A personal contact manager or relationship management app can help you stay on top of your relationships. According to Fit Small Business, some of the best personal CRM tool options include Pipedrive, Zoho CRM, and HubSpot CRM. Other options include Salesforce, Freshsales, and Covve. Explore your options and find the perfect CRM networking system for your needs. 

Overview of Contacts+

With Contacts+, you can keep your contacts organized and efficiently manage your personal relationship management app through a straightforward and intuitive platform. Its key features include contact import from various sources, automatic updates of contact information, and contact syncing across devices.

Contacts+ offers contact tagging, grouping, and segmentation, as well as the ability to create notes and tasks related to specific contacts. This app is great for anyone wanting to organize their personal and work contacts.

The pricing for Contacts+ ranges, for example:

• Free plan: $0
• Premium: $9.99/month
• Teams: $12.99 per user/month

Pros of Contacts+

• Ability to merge duplicate contacts 
• Integration with various apps such as Gmail and Salesforce 
• Automatic updates of contact information
• Ability to add notes and tasks related to contacts 
• Ease of use 

Cons of Contacts+

• Limited features on the free plan 
• It’s primarily designed for individual use rather than team collaboration

Overview of Dex

Learn more about what is a personal CRM and how Dex can help. Dex is a personal relationship manager that helps individuals manage their contacts and relationships. Its key features include contact organization, task management, and LinkedIn integration. Dex is useful for busy professionals who need to keep track of their contact relationship management system and tasks in one place. 

Pricing for Dex:

It starts with a free 7-day trial, but a subscription is required to access features like LinkedIn sync. There’s only one package starting at $12 per month, which is billed yearly.

Pros of Dex:

• User-friendly interface
• Customizable tags
• Powerful search capabilities
• Mobile app
• Email integration

Cons of Dex:

• Limited integrations with other tools
• It may not be suitable for larger teams

Overview of Hippo

Hippo is a personal CRM for one person designed to help individuals manage their contacts and stay organized. Its principal features include contact management, task management, and note-taking. Hippo is a helpful tool for those looking to merge their personal and professional contacts in a single location.

Pricing for Hippo: 

Familiarize yourself with one of the best personal CRM programs and secure a free trial for one month, which will be followed by a fee of $1.99 per month or $14.99 per year. 

Pros of Hippo

• User-friendly interface 
• Affordability
• Ability to set reminders and follow-ups 
• Mobile app  
• Offers integrations with other tools such as Zapier 

Cons of Hippo 

• Limited customization options 
• Lack of team collaboration features

Overview of Circles

Circles CRM is a personal contact relationship manager software that helps individuals manage and organize their contacts. Its key features include contact management, task management, and project management. 

It also has email connection functionality that permits users to send and receive emails within the software. Circles CRM is perfect for individuals who are looking for the best personal CRM software to manage their contacts and projects.

Pricing for Circles: 

This CRM offers four pricing packages, which all come with a free 14-day trial. 

• Free (limited features) 
• Monthly $49.99/month
• Annual $499.99/month (save $99.89)

Pros of Circles

• Easy-to-use interface
• Affordable pricing plans
• Task and project management features
• Email integration feature
• Mobile app available

Cons of Circles

• Limited integration options
• Limited customization options

Overview of FollowUp

FollowUp CRM is a personal relationship manager’s software that helps individuals manage their contacts and follow-ups. Its main features include contact management, email tracking, and task management. 

FollowUp CRM networking system is useful for individuals who want to stay on top of their sales and marketing communications by tracking their emails and follow-ups. FollowUp CRM is perfect for individuals such as salespeople, marketers, and freelancers who want to streamline their communication and follow-up process.

Pricing for FollowUp CRM is available on request only.

Pros of FollowUp

• User-friendly interface
• Email tracking and templates
• Automated follow-up reminders
• Mobile app available
• Integrations with popular tools such as Gmail and Outlook

Cons of FollowUp

• Limited customization options for email templates
• Limited reporting options

Overview of Streak

Streak CRM is a personal relationship manager that allows individuals to manage their customer relationships within their Gmail inbox. Its main features include email tracking, pipeline management, and task management. 

Streak CRM for one person is useful for individuals who want to streamline their workflow and communication process by managing their customer relationships within their inbox emails. Streak CRM is perfect for single-user CRM for freelancers, entrepreneurs, and small business owners.

Pricing for Streak:

• Free $0 per user/month – For individuals trying out Streak for an unlimited period of time
• Solo $15 per user/month
• Pro $49 per user/month
• Pro+ $69 per user/month
• Enterprise $129 per user/month

Pros of Streak

• Integration with Gmail
• Pipeline management feature
• Email tracking and scheduling
• Task management feature
• Mobile app available

Cons of Streak

• Limited customization options
• Limited reporting options

Overview of Keep My Friends

Keep My Friends CRM is a personal contact manager software designed to help individuals manage and organize their personal contacts. Its key features include contact management, task management, and event management. 

Keep My Friends CRM is useful for individuals who want to keep track of their personal contacts and stay connected with them. Keep My Friends personal CRM tool is great for students, stay-at-home parents, and people who want to maintain contact with their family and friends.

Pricing for Keep My Friends:

They priced the software at $9 per month, which comes with a 60-day money-back guarantee, unlimited contacts, and all features.

Pros of Keep My Friends

• User-friendly interface
• Affordable pricing
• Automated reminders for follow-ups
• Event management feature
• Mobile app available

Cons of Keep My Friends

• Limited customization options
• Limited integration options

Overview of Cloze

Cloze is a relationship management app that helps individuals and businesses manage their contacts and communication. Its main features include contact management, email tracking, and task management. 

Cloze is useful for individuals who want to stay organized and keep track of their communication with their contacts. Cloze CRM is perfect for individuals and businesses who want to streamline their communication and stay organized.

Pricing for Cloze:

• Cloze Pro essential tools for individuals: $19.99/month 
• Business Silver essential tools for small businesses: $24.99 per user/month
• Business Gold everything for a growing business: $34.99 per user/month
• Business Platinum is the choice of pros and top businesses: $49.99 per user/month

Pros of Cloze

• Smart Inbox feature
• Automated reminders for follow-ups
• Mobile app available
• Customizable email templates
• Integration with popular tools such as Gmail, Outlook, and Slack

Cons of Cloze

• Can be overwhelming for some users
• Limited customization options for contact fields

Overview of Covve

Covve CRM is a personal contact manager designed to help individuals manage their professional relationships. Its main features include contact management, relationship insights, and reminders. Covve CRM is useful for individuals who want to stay organized and keep track of their professional contacts. Covve CRM is perfect for professionals such as salespeople, entrepreneurs, and freelancers.

Pricing for Covve:

• The Covve Free plan is a free personal CRM for new users just starting out.
• The Covve Pro plan costs $9.99/month.

Pros of Covve

• User-friendly interface
• AI-powered relationship insights
• Automated reminders for follow-ups
• Contact enrichment feature
• Mobile app available

Cons of Covve

• Limited customization options
• Limited integration options

Which Is the Best Option?

CRM tools are essential to establishing and maintaining client and customer relationships. Choosing the right option from so many options can be overwhelming. Our comparison of the top personal CRM tools will help you decide which is the best for you.

Contacts+ vs. Hippo

Contacts+ is a great option if you’re looking for a personal CRM tool with an intuitive interface and great features like templates and automated emails. However, Hippo might be a better choice if you need a CRM with more customization options and social media integration. 

Hippo also offers collaboration tools for teams working on projects within the platform. It’s ideal if your business needs more than just basic contact management capabilities.

Streak vs. FollowUp

Streak is a CRM that’s integrated with Gmail, making it easy to use and customize. FollowUp is a straightforward CRM with a minimal learning curve. Streak is a great option if you’re looking for a CRM that’s easy to integrate with your existing email system. If you want a CRM with more advanced features like lead scoring or sales intelligence reports, then FollowUp might be your better choice.

Keep My Friends vs. Cloze

Keep My Friends is a CRM that’s designed specifically for small businesses. It’s easy to use and has all the basic features you need to manage your contacts and leads. Conversely, Cloze is a more advanced CRM that offers features like email tracking, reminders, and automatic follow-up. 

If you’re looking for a simple and straightforward CRM, then Keep My Friends might be your best option. However, if you need more advanced features to help you manage your customer relationships, then Cloze is the better choice.

Which CRM Is the Best Option?

All the CRMs mentioned in this article have their own strengths and weaknesses, so it really depends on what you’re looking for. In terms of ease of use, a simple interface, and all the basic features you need, Contacts+ may be your best option. It’s affordable, easy to use, and has outstanding features like templates and automated emails.

The Top 3 Best Personal CRM Tools

• Contacts+ – Best for templates, automated emails, and great features
• Hippo – Best for customization options and social media integration
• FollowUp – Best for lead management or sales intelligence reports

Final Thoughts

Personal CRM tools can be incredibly helpful for managing your personal and professional contacts. When choosing a personal CRM tool, consider factors like pricing, features, and accessibility. Some popular options include Streak, Cloze, Zoho CRM, and HubSpot. Make the right choice of the best personal CRM based on its unique features and benefits.

If you’re looking for a browser-based solution to help you stay on top of your correspondence, consider InboxCRM from PandaDoc. PandaDocs’ InboxCRM is easy to use, integrates with your email, and gives you a clear view of your communication history with each contact. 
With InboxCRM, you can prioritize follow-ups, set reminders, and even automate tasks. It’s free to use, you can track any process with unlimited personal pipelines. So, download this InboxCRM from PandaDoc browser extension, check out this personal CRM tool, and see how it can make your life easier.