In the digital age, it’s never been easier to find new people to connect with, but that’s a double-edged sword.
More people to connect with = More people to keep tabs on.
This presents a problem where you start forgetting who people are and important information about them leading to you not being able to hold on to relationships.
This is where personal CRMs present themselves as solutions to the relationship management problem you may be facing.
What Is A Personal CRM?
A personal CRM is a software individuals use to easily communicate with, store information, and organize their contacts better for better relationship management.
Sometimes called PRM (personal relationship management) software, unlike traditional CRM used in business to manage customer relationships, personal CRMs focus on organizing personal relationships with colleagues, friends, family, and private business acquaintances.
You can think of them as digital contact books.
But unlike old-fashioned contact books, they give you more information about your contacts, have powerful tools to improve your communication and help you develop relationships.
Why Do You Need A Personal CRM?
The main purpose of having a personal CRM is to store your contacts in one place instead of in your head. It’s impossible to remember everything about everyone.
But they don’t just act as a database for your contacts, they enhance the way you work with them with automated task reminders, contact categories, filters, communication automation…
Here are some of the biggest benefits of using a personal CRM:
- They organize all of your contacts in one database
- They ensure you remember important information about your contacts
- They help you nurture relationships with your contacts
- They improve your communication with automation
- They remind you of tasks needed to be done
- They analyze your contact and network data
- They save you time and keep you productive
Now that you know how a personal CRM can help you and ease your day-to-day life, let’s take a look at the best CRM to use.
The Best Personal CRM Software
If you are looking for a personal CRM, this list will help you find the perfect match for your needs.
We recommend you give each software a try and decide which one suits you best.
Let’s get into the list:
LeadDelta
With the rise of LinkedIn as a leading networking platform, many users are using it to connect with colleagues, customers, friends, and acquaintances. But people are getting lost in their network. This is where LeadDelta comes in.
LeadDelta is a LinkedIn Chrome extension that helps you organize your connections in a customized way that suits your needs letting you focus on building relationships.
With its simple CRM-like view, it gives you a better view of your whole LinkedIn network with the ability to find exactly who you are looking for, manage different groups of people, keep tabs on contacts, and manage your conversations.
It is well-suited for both individuals and teams looking to take back control of their LinkedIn network and use it to grow.
Pros
- Instant sync of your entire LinkedIn network (no need for manual imports).
- Intuitive interface and easy-to-grasp features.
- Bulk actions without the need to have LinkedIn open.
- A huge assortment of features to help you manage your network.
- Easily integrates into external tools and your workflow.
- 24/7 available customer support.
Cons
- Can take a bit of time to sync your connections if you have a large network.
- No mobile version.
Key Features
- A customizable table view of your whole LinkedIn network.
- Advanced filters with 15+ data points to filter by.
- Customizable Tags & Notes for managing your connections.
- Ability to import 2nd and 3rd-degree connections with the Sidebar.
- Smart Inbox which helps you manage your conversations.
- Bulk disconnect, message, and follow/unfollow actions.
- Connection sharing and collaboration features with Workspaces.
Pricing
LeadDelta offers an individual plan that starts at $34/month or $22/month if paid annually and a Workspaces plan meant for teams that starts at $55/month per user. It also includes a 10-day trial period with all features unlocked.
“Reclaim the power of your network to sell, hire, and grow.”
Clay
Clay aims to help you be more thoughtful with people in your life by letting you connect your LinkedIn, Twitter, Email, and Calendar contacts in a single place.
With Clay, you can have a single contact book with a deeper look into each contact as all of their information from different social media will be stored on their profiles.
It helps you build relationships and stay attentive with reminders, notes, categories, and a detailed contact history at your fingertips.
Pros
- Elegant and intuitive user interface.
- Connection with different social media platforms.
- Integration with your personal iMessages.
Cons
- Primarily built for iOS without a desktop version.
- Limited filtering options for your contacts.
Key Features
- Easy import of contacts from Twitter, LinkedIn, Email, and iMessage.
- Ability to add contacts to different groups.
- Personal reminders for different contacts.
- Adding custom notes about contacts.
Pricing
Clay has a free plan with a limited history and the number of contacts you can import. To get past this, it offers a personal plan that starts at $10/month and a team plan for $40/month per seat.
“It’s something we all know intuitively: to achieve more, to be more successful, to be happier, we need to start thinking about others first.”
Mogul
With Mogul you will always remember the important information about your contacts (birthdays, Interactions you had, goals with the contact).
It transforms your Google Sheets into an intuitive database of contacts with the ability to manage them in groups.
It’s a simple app that lets you remember “easy to forget” details about the people you meet and acts like a second brain for all contact information.
Pros
- Easy to use interface.
- An iOS app linked to your desktop.
- Very customizable.
- End-to-end encryption.
Cons
- Manual contact import.
- Limited feature set.
Key Features
- Organizing contacts into custom groups.
- CSV contact import.
- Quick search to find the right people you are looking for.
- A record of all of your interactions with a contact.
- Custom notes and reminders.
Pricing
Mogul offers a free option with very limited access to its features with an option to upgrade to the premium version which costs $10/month.
“Do you remember the names of all of your co-workers’ children? Probably not. But a personal CRM can!”
Covve
Covve is a lightweight CRM mobile app suited for business professionals looking to nurture their business relationships.
It helps you build relationships by reminding you when the best times are to reach out to your contacts and what you should say based on your notes.
With its web scraping tool, it helps you stay on top of anytime one of your contacts is mentioned allowing you to follow up on them.
Pros
- Automated reminders.
- An easy-to-use mobile app.
- Dedicated business card scanner.
- Automatic web scraper.
Cons
- Suited for business purposes.
- Only available on mobile devices.
- Manual contact inputs.
Key Features
- Lets you know when the best time is to contact someone.
- Easy way to take notes about your contacts.
- News scraper about your contacts.
- Personal performance tracker.
Pricing
Covve offers a free version that limits you to 20 contacts only with an option to go premium for $13/month.
“Stay in touch Build meaningful relationships and improve your life & career”
Streak
Streak is a Chrome extension built for better email management through the use of pipelines.
Streak seamlessly integrates with your email inbox and gives you the ability to customize your approach to email contact management and the way you communicate over email.
It is the go-to app for anyone spending a lot of time on email and managing numerous email connections at once.
Pros
- Very generous free option.
- Ability to customize every aspect of Streak.
- Easy to set up workflows.
- Available on mobile devices and desktops.
Cons
- Limited to Gmail.
- Occasional incorrect information.
Key Features
- Customizable contact pipelines.
- Custom pipeline views.
- Enhanced contact information.
- Email templates.
- Email tracking.
Pricing
Streak offers a free plan with limits to all of its features with the ability to upgrade to different plans depending on your need. These plans start from $15/month for a personal account to $69/month for a pro+ plan.
“Manage everything from Gmail”
Dex
Dex personal CRM takes data from your contacts’ social media accounts and stores them in one database.
Based on this data it helps you keep in touch with people and suggest new people to connect with based on your goals.
Dex is a great option to keep different social channels in one place, visualize them, and actually use them to achieve your networking goals.
Pros
- Easily syncs different channels.
- Intuitive user interface.
- Available on different devices.
Cons
- Lack of features for salespeople.
- No integration with your contact book.
- No team collaboration features.
Key Features
- Integration with LinkedIn, Facebook, Gmail…
- Connection categorization.
- Kanban board view.
- Reminders to reach out.
- Data enrichment, syncing, and deduplication.
- Note-taking features.
Pricing
Dex has a generous 7-day free trial period with all the features unlocked with a $12/month price tag afterward.
“One place for your relationships. Impress with thoughtfulness”
Folk
Folk is a highly customizable personal CRM inspired by Notion’s layout and design.
It is very integrative into different contact apps with its many Chrome extensions giving you the ability to import contacts from Twitter, LinkedIn, Gmail…
With its design, it’s easy to create a CRM you want to use with different groups, pipelines, notes, reminders, and plenty of bulk operations like messaging.
If you are looking to use your personal contacts for business purposes together with your team, then Folk is a great option.
Pros
- Extremely customizable interface.
- Easily integrate into your workflows.
- Supports sales processes.
Cons
- Need to have multiple installed Folk extensions.
- No mobile app.
- Caters to team usage more than personal.
Key Features
- Import of contacts from different channels.
- Contact pipelines and lists.
- Contact filtering options.
- Bulk messaging and message templates.
- Contact categorization.
- Team contact organization features.
Pricing
Folk has three plans for you to choose from. It has a free plan with a limit to the contacts you can import, a standard plan costing $19/month with more features unlocked, and a premium plan focused on customizations and big teams costing $39/month.
“Simple as a spreadsheet, powerful as a CRM.”
Notion
Notion on its own isn’t a personal CRM, but if set up properly it can give you everything your need and desire from a CRM.
With its block function and features, you can create almost everything even a personal CRM with a database of different data fields, and use it to store all of your contacts which you can categorize and take notes on.
It is a great tool for anyone looking to create a personal experience from scratch and has a rich community that can help you get started.
Pros
- Very customizable layout and interface.
- Numerous integrations for every purpose.
- A huge community and plenty of templates.
Cons
- Comes in empty and takes time to build a CRM.
- Requires external apps to take full advantage of.
Key Features
- Customizable Notion pages and block structure.
- Ability to create multiple customizable databases.
- Different database view options.
- Internal database linking.
- Notion text editor.
- Notion AI.
Pricing
Notions free plan is very feature rich for individual use and doesn’t require an upgrade unless you are looking to collaborate with your team.
“We’re more than a doc. Or a table. Customize Notion to work the way you do.”
Forge
If you are looking for a simple CRM for your mobile contact then Forge might be for you.
Forge helps you keep track of important dates, events, and information about your mobile contacts and reminds you to catch up with them.
It’s the best app to manage your mobile contacts, keep track of them and leave important notes you want to get back to.
Pros
- Intuitive design and interface.
- Syncs with your mobile contacts.
Cons
- Only usable on mobile.
- Limited in features.
Key Features
- A timeline to track catch-ups with your contacts.
- Reminders for important dates.
- Integrates with Google Calendar.
- Contact information view.
Pricing
Forge is currently a free mobile app without a monthly subscription.
“Ever wanted to keep in touch with a friend but just forgot?”
Nat
Nat’s biggest selling point is its focus on reconnecting with your contacts which are grouped into three categories based on its algorithm.
It gives you an easy way to determine who is important to you and who isn’t letting you focus on the former, deepening your relationships.
With plenty of contact management features, Nat is a great tool for anyone who has their business contacts scattered over different apps and wants to take better care of them.
Pros
- Easily integrates many business apps into one place.
- Great email integration.
- Easy to use interface.
Cons
- Might be too pricy for some.
- Focused on business connections (Gmail).
- No mobile app.
Key Features
- Integration with Gmail, stripe, calendar…
- Notifications to reach out to contacts.
- Contact note-taking and management.
- Automated follow-ups.
Pricing
Nat features one plan costing $39/month or $370/year after going through its trial period.
“Stay in touch with the customers that matter to your business”
Monica
Monica is one of the best CRMs to help you keep important information about the people you care about during a busy life.
If you are feeling guilty about forgetting important events, names, details… Monica gives you the ability to fill out your contacts’ profiles with all the information that you want to remember about them.
Monica is very different from any other CRM as it is the only open-source platform focusing on personal relationships.
Pros
- Secure as it’s hosted on your machine.
- Very customizable if you are into tech.
- Simple and easy-to-use interface.
Cons
- Manual contact imports.
- No mobile version.
- No new features in a while.
Key Features
- A database view of all of your contacts.
- Automated reminders and notifications.
- Data import and export.
- Call indicators.
- Private notes about contacts.
Pricing
Monica offers a free plan limited to 10 contacts only with a premium option costing $10/month unlocking more features and an unlimited number of contacts.
“Built for people. With people.”
Relatable
Relatable was built for people who want to nurture the key relationships that will lead to new opportunities.
It allows you to import contacts from various channels like LinkedIn, email, and calendar… into one place and tracks them giving you insights into who you should stay in touch with.
Like a personal networking coach, Relatable gives you a better view of your network, a way to manage it, and nudges on who can be a valuable connection.
Pros
- Easy to use interface.
- Reliable contact insights.
- Works without needing to be opened.
- Connects with numerous channels.
Cons
- Limited syncing options.
- No mobile version.
- Slowed down development.
- Very expensive.
Key Features
- Native email and calendar sync.
- CSV import options.
- Reminders and notifications.
- Quick task creation.
- Ability to organize contacts into categories.
- Many filtering options.
Pricing
Relatable offers a 10-day trial with all features unlocked with a $44/month price tag after the trial ends.
“Be even more amazing with people.”
Conclusion
The key to relationship management is to take care of the important people in your life and not let distractions keep you from nourishing those relationships.
In the digital age, a personal CRM is a must if you want to get on top of your contacts.
They allow you to have all of your important contacts in one place, organize them, and never forget important information.
Use this list to find the perfect personal CRM for your needs and start taking care of your relationships.
