Managing personal and professional relationships is very important in today’s digital worlds. Personal CRM tools help with this. They are software that help people keep track of contacts, talk, and networking.
Personal CRMs make it easy to remember things about people you know. They help you plan when to talk next and keep up good relationships.
The CRMs are great for freelancers, business owners, or anyone who wants to organize their friends and contacts. These tools turn messy piles of business cards and forgotten online contacts into neat and useful information.
These tools are good for work and personal life. They help workers keep up with clients and sales and make sure they remember every potential customer. These help you not forget birthdays, important talks, and parties for a better life.
Choosing the right personal CRM tool can be hard. You need to know what to look for.
What is important in a good Personal CRM Tool?
When picking a personal CRM tool, consider it’s easy to use. A simple experience means you use the tool well without learning too much.
The tool should have good features that fit what you need, like task lists, planning events, or understanding your data well.
You should not ignore how it works with other tools. It should connect well with email and calendars to make you work better. You should also think about how much it costs.
Choose a tool that gives good value for money whether you buy it once or with a subscription. Help from customer support and a lively community is key because they give support when needed. Security and privacy features are important to protect your private data well.
Going through the list, we have gathered the most favorite and most popular personal CRMs out there in the market.
1. DejaOffice
DejaOffice gives a strong CRM system great for managing your private and work life together. It has great integration with platforms like Outlook, Google, and iPhone. This makes it very versatile. The app keeps your contacts, tasks, notes, and meetings in sync on all devices.
The tool has many features, like a good calendar, linked contacts, and custom fields for different jobs. Its sync across devices lets you change devices without losing important data.
It has different prices for different needs. The free version has basic features. On the other hand, the paid options offer more and start at a few dollars a month.
One big plus of DejaOffice is its easy integration with many platforms. This is important for people using various devices. However, the user interface looks old, and problems with sync can be annoying for some.
2. HubSpot
HubSpot CRM is a top choice for small companies and people who want a full CRM system for free. Being free makes it good for those new to CRM tools.
The CRM is good at giving lots of features like email tracking, deal management, and strong analytics. Its easy user interface lets tech beginners use it well.
Amazingly, it is free for all users. You can pay more for extra features if you need them.
This CRM is best because it is free. It is easy to design, and strong features are good. But paying more for extra features is a lot, and they are hard to learn.
3. Zoho CRM
Zoho CRM is a good personal management tool. It is flexible and has many features for different users. This platform can be changed a lot, which is good for special needs.
The CRM has tools for managing leads and analyzing data. You can change the tool a lot.
It has different prices for different users. A free plan has simple features for beginners. Paid plans start at $14 a month for each user.
This tool is good because it grows with your needs and has many features. However, too many options can confuse new users. Also, some users may find it hard to use.
4. Agile
Agile CRM is flexible and has many features. This tool is good for professionals and small to middle businesses. Agile CRM has strong tools but is easy to use.
This CRM has tools for managing contacts and projects. It also has marketing tools. The platform lets you create workflows and email campaigns easily with drag-and-drop. Agile CRM works with over 50 known apps like Google Workspace and MailChimp.
When we talk about the cost, the CRM has a pricing model with different levels. It has a free plan for up to 10 users, which is good for small teams. The paid plans begin at $8.99 each month for every user. These plans have more features like email tracking and custom reports.
Agile CRM has many functions that can make work more productive. But some people think it has too many features at the start. The customization might not be as much as other CRMs.
5. Freshsales
Freshsales is a powerful CRM from the Freshworks suite. It is for sales professionals. It has an easy interface and advanced AI for sales pipelines.
It is known for its strong AI, Freddy AI. Freddy helps with scoring leads and predicting things. It has an in-built phone, email tracking, and campaigns. You can manage leads by their regions, too.
The tool has a free basic plan. Paid plans start at $12 per month for each user. These have more features like AI insights and advanced reports.
Automation and AI are its plus features. It helps sales teams a lot. But, it can cost too much for small companies. And some find it hard to learn all its features.
6. EngageBay
EngageBay is a CRM for small businesses and startups. It combines marketing, sales, and customer service.
It has features like automation for marketing, making landing pages, and managing social media. The CRM in EngageBay helps you manage customers and follow sales chances. EngageBay also has a good helpdesk and live chat for when you need to support customers right away.
The CRM gives out a free plan that lasts forever for up to 15 users, which is very big. If you pay, plans begin at $8.99 a month for each person and let you use more things like marketing automation CRM and sales automation.
The cost is not too much, and it is a good all-in-one product. It has features for marketing, sales, and service, which are perfect for companies that want to do everything on one platform. However, some users may think it has too many things to use and that more advanced features are available only in the more expensive plans.
7. Insightly
Insightly is a CRM that is known for having a lot of features and being easy to use. It is made for small to mid-sized companies and has many tools to make managing contacts, projects, and sales easy. It works really well with tools like G Suite and Office 365, which helps you work better.
This tool has great features for managing leads, tracking projects, and making strong custom reports. It is good at making workflows automatic, which makes it easier when you have to do the same tasks many times. You can access Insightly on mobile, so you can work anywhere.
It has different prices for different levels. Their Plus plan starts at $29 a month for each user, and the Professional plan is $49 a month for each user. The Enterprise plan, which has more features and lets you change things more, is $99 a month for each user.
There are many good points with multiple features: it is simple to use, and it works well with other software. But, some users may think it is too expensive compared with other CRMs. The options to change things are good but could be too much for people who are new to it.
8. Streak
Streak has a special way of working straight within your Gmail. It lets users handle contacts and deals without having to switch tools. This makes Streak popular for email-heavy users.
The main things Streak does are track emails, manage your workflow, and merge emails. It is easy to use, so you can add jobs and follow what is happening in your emails. Streak also allows team members to share information and work together.
Likewise, other competitors have different prices. The free version has simple CRM tools. On the other hand, the Solo plan costs $15 per month for each person and has better features like email tracking. At the same time, the Pro plan is $49 per month for each person and offers more automated tools and better reports.
The benefits include its strong Gmail connection, simple setup, and teamwork features. However, some might not like that it only works with Gmail. Also, it might not have all the advanced CRM tools that some need.
9. GetAccept
GetAccept changes CRM by looking at the whole sales process from the start to the finish. It has CRM features with tools for tracking documents, signing them electronically, and making videos. This gives a full way to manage sales and customers.
Its main things are making personal video messages, sending automated responses, and tracking documents live. The platform’s good analytics help us understand how customers act and how to sell better.
The system has several price options. The Basic plan starts at $25 each month for every user, and the Professional plan is $40 each month for each user. The Enterprise plan is priced based on your needs.
GetAccept offers a unique video-centric approach, ideal for personalized outreach and engagement. However, its focus on video might not be suitable for all businesses, and its pricing structure might be less transparent compared to some competitors.
10. Cloze
Cloze is good at making relationships because it is smart with managing contacts. It makes tasks automatic and keeps track of talks well. Some users may think Cloze’s interface is old and its features less than other CRM systems.
The CRM is a new way to manage personal relationships. It puts your email, contacts, calendar, social media, and notes on one platform. Cloze works by itself to manage your connections and tasks. It organizes your contacts and shows all of your relationships together.
It has special options like AI tips, automatic updates for contacts, and email tracking. It tells you when to talk to people so you do not forget. Cloze works well with Google, Office 365, and Slack. It also has timelines to show your full history with each contact.
The company offers a good free version, but the premium options cost money. The Pro plan for one person is $19.99 a month, and the Silver plan for teams is $29.99 for each person every month. The Gold plan is $49.99 each person each month and it has better data analysis.
This personal CRM is good for working on its own, linking to many systems, and AI help. The way it shows contacts and reminds you is helpful too. But it can be expensive, especially for only one person. Some find it hard to learn because it has a lot of options.
Conclusion
It is important to pick the right CRM tool for work and relationship management. Make sure the tool’s options fit how you will use it. A tool should be easy to use and not just have lots of features.
You should look for more than just fancy options. See how the tool fits your daily life and work habits. Check if it is easy to use. See how well it can combine with other tools. Look at how much it costs. Make sure it is safe and keeps your data private.
Cloze has a lot of functions. But you can also look at DejaOffice. DejaOffice is easy to use. It works on many devices. It does not cost much. It might be the CRM tool you want. It is simple and works well.