What is a personal CRM?
Pros: Circles is available on iOS and Android and is completely free. To use Circles, you import your contacts from your phone and then can write notes and facts about each contact. Circles also allows you to set contact frequency goals for how often you’d like to reach out to a particular contact.
With Circles you can also attach events to each contact and set email or push reminders. This is useful to remember birthdays, anniversaries, or other special events or times that you want to reach out to your contact. When these special events come, Circles has a page of gifting suggestions.
Cons: Circles is a newer app and is still in development. Some of the features that it will have later are still in the works.
Pros: It’s best features center around tracking emails, calls, and notes about your clients or personal contacts. Cloze helps you keep track of your business clients and reminds you to follow up so that you can close the deal. Cloze is available as an app or desktop application.
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.
Pros: Monica is formatted like a CRM, but with features that focus on personal relationships. It has space to write notes about your friends’ work, family, pets, gift ideas, money they owe you, and set reminders about important dates. Monica also has a feature that allows you to keep a personal online journal.
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.
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.
Cons: After a two-week free trial, Contactually’s basic plan (called “Professional”) will cost you $69 per month. The app has a poor average rating on the App Store with negative reviews complaining about problems syncing contacts, signing up, or other glitches.
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.
Cons: With its heavy features, it will be easiest to use Airtable as a desktop app. Some Android users complain about slow load speed with the mobile app. If you’re looking for something that you can update on the go, a different app might be better.
Cons: LincSphere is currently available only on iOS. In addition to this, LincSphere’s free version caps at 25 contacts. For unlimited contacts, you’ll need to pay $5 per month.
Pros: Sellf is more like a light business customer relationship manager than it is a personal CRM. However, this tool could be used by an independent salesperson to keep track of their leads and customers. The app is available on iOS and Android and has a sleek interface design.
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.
Everyone likes to keep track of their favorite people differently. If none of these options are quite what you’re looking for, here are some alternative ways to manage contacts:
Streak – a gmail extension to better keep track of your email contacts.
Switchit – a digital business card creator, scanner, and distributor.
Followup – a light CRM tailored to construction companies or contractors that includes the feature to schedule meetings from Gmail.
Hubspot CRM – the free plan includes some general features like form creation, email marketing, and reporting dashboards.
Freshsales – a business CRM known for its clean and streamlined interface.
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.
Garden – a personal CRM that sends you reminders to stay in touch and reach out to friends.
Try Circles, a free personal CRM app for iPhone and Android.