Sales processes can be more manageable when you use a CRM. One of the best things about CRM software is that it automatically keeps track of your leads and customers for you, so there’s no need to organize your contacts by hand. This makes small businesses more efficient, especially if you’re a sole proprietor or work alone most days without a dedicated sales manager.
In this guide, we review the Best Crm For One Person, open source personal crm, best personal contact management software, and best crm for contact management.
Best Crm For One Person
If you’re a small business, it’s tempting to think that you don’t need a CRM. After all, if you’re the only one in your company then there’s no point in using CRM software for sales because no one else is buying anything. However, even the smallest businesses can benefit from having a way to organize their contacts and manage their sales process.
You can use HubSpot CRM to manage your sales pipeline, leads and deals.
HubSpot CRM is a great choice for small businesses that are looking for a CRM that can help them improve their marketing and sales. The program offers a number of features including:
- Lead nurturing emails
- Campaign management tools
- Contact database management
Salesforce CRM is a cloud-based customer relationship management platform that helps companies manage their business. It helps you to track your customers, leads, and sales opportunities. It also helps you to automate the sales process, manage your customer relationships, and improve your sales performance. There are two versions of Salesforce: Lightning and Classic. The classic version is free but not supported anymore by its developers; however, there are many third party plugins available for it on the internet which makes it quite powerful when combined with other tools like Zapier or Slackbot if used together with other apps in your company’s ecosystem (like Google Drive).
Features of Salesforce CRM include lead generation tracking tools that allow for better targeting as well as automated email campaigns based on user activity within the app itself – an invaluable resource when developing long term relationships with clients over time!
The main benefits of using this type of software include being able to track marketing efforts through social media platforms such as Facebook Ads or LinkedIn Ads using built-in analytics features; these types of features allow businesses owners who don’t have extensive knowledge about how these programs work yet still want results fast without having to spend lots of money upfront first before seeing results back!
When it comes to CRM software for one person, Freshsales is a great choice. This cloud-based sales CRM helps small businesses manage their sales pipeline, leads and customer relationships. It’s easy to set up and use, with a simple interface and no minimum number of users required.
- Agile CRM is a cloud-based customer relationship management (CRM) software designed for small businesses.
- It was launched in 2009 and has since grown to be one of the most popular CRMs for small businesses.
The takeaway from this post is that a CRM is an essential tool for any business. A good CRM will help you manage your contacts and leads, take care of customer service, and make sure that you’re always on top of what’s happening with your customers.
It should be user-friendly, easy to use, and have a good user interface. It should also be affordable (but not too cheap!) With a good customer support team behind it in case anything goes wrong or you need some guidance or training.
open source personal crm
What is a personal CRM program?
Unlike business-oriented CRM solutions, personal CRM applications are minimal versions of CRM aimed to help individual users organize their contacts.
It is challenging to keep track or manually organize your contacts, events, and notes.
A Personal CRM system is a minimal CRM app that helps you organize your contact, events, journals, and appointments in one software package.
Some personal CRM solutions took it further by managing family members, tasks, chores, shopping lists, and more.
Some may disagree with the term CRM “Customer Relationship Management”, and they prefer to call it PRM “Personal Relationship Management”, a solution.
What is a personal information manager (PIM)?
Personal information managers are another term that describes a similar app that aims to help users organize their private information and records like notes, contacts, and events.
In this article, we highlight the best personal CRM and assistant software that anyone can use.
Monica is our first pick on this list, simply because it is a miniature version of a complete CRM solution.
With Monica personal CRM, you can manage your contacts, events, relations, contact information, and log all important events and records.
It also offers a debt manager, tool to manage your pets, helps you record information about family members, activities, gifts, and ideas.
Monica CRM is a web-based system written with PHP and uses MySQL (MariaDB).
2- Personal Management System
This one is a feature-rich open-source personal assistant and management system for busy individuals. As a web-based system, it can be installed on a remote or a local server and allows people access from anywhere.
The Personal Management System app comes with a rich informative dashboard and a long list of features that you can access from the sidebar.
Installation of this app may seem easy for experienced technical users, but it is not hard or easy for non-technical users.
3- Personal CRM
Originally built for personal usage, Personal CRM is a minimal CRM open-source system, built to manage contacts, interactions, and contact cards.
Personal CRM supports importing Trello cards directly to the system.
The system is built with Django the popular Python web framework. The developer is working on new features and updates, so stay tuned for the next updates.
It can be installed using Docker with simple commands.
4- My Personal RM (PRM) Android
If you are an avid user of Android phones and/ or tablets, then this app is for you. It is a native skeletal personal relationship manager for Android devices.
My Personal RM helps you to organize your contact, relationships, add notes, use tags, set reminders, and offers a simple graphical timeline.
You can download the application for free from Google Play Store, or the source code from GitHub.
The main downside is that it did not receive any update since 2019.
NextCloud is a modular, open-source, self-hosted cloud solution for individuals, families, teams, and enterprises.
NextCloud offers more than file uploading, storing, and sharing, it has a vast ecosystem filled with official and community extensions for almost anything.
With a simple NextCloud setup, you can manage your contacts, notes, events, reminders, files, and even office documents.
NextCloud comes with a rich set of apps for desktops and mobiles.
Osmo is a lightweight personal organizer application that many Linux users use and love. It helps to manage contacts, address book, calendar, personal tasks, record notes, and journals.
Osmo offers a private encrypted backup, a simple easy-to-use, and highly customizable interface, and detailed task with attached notes.
Thunderbird is a free multi-platform desktop email client, contact manager, and calendar (with extension) application for Windows, Linux, and macOS.
Thunderbird can be transformed into a rich personal information organizer with the help of dozens of extensions listed for free download.
We highly recommend Thunderbird for non-technical users on Windows, Linux, and macOS.
best personal contact management software
We are living in an extremely busy world with tons of personal responsibilities and appointments. The speed of life is increasingly rising, which forces us to limit the time we spend with our friends and family. At the same time, the modern world has given us a variety of helpful tools to manage our business and personal relationships. While traditional CRM (Customer Relationship Management) refers to dealing with business clients, a personal CRM helps people organize their private relationships, such as friends and family.
If you are the kind of person who keeps forgetting your friends’ birthdays, misses personal appointments, or has troubles maintaining a healthy work-life balance, dive into our guide. In this article, we will go over the top ten best personal CRM tools that will help you manage a fruitful social life, without jeopardizing your business schedule.
Before we take a look at every personal CRM tool individually, let’s learn more about this type of app and its business logic. What is a personal CRM and why would you need one?
What is a personal CRM?
A personal CRM is a suite of tools and features to streamline your communications, organize your day, and receive reminders about upcoming events. Also used for individual entrepreneurship, personal CRM systems allow users to organize their private and professional network circles. This tool provides an address book to preserve important contact information, a calendar to organize personal and work events and deadlines, as well as a notebook for creating to-do lists.
Specifically tailored to the needs of sole proprietors, freelancers, and just plain busy people, a personal CRM is a great way to nurture relationships and find the much-needed work-life balance. Besides storing your important information, a personal relationship manager can send you reminders of upcoming events, deadlines, meetings, personal affairs, birthdays, etc.
Finally, personal CRM software can optimize your small business by unifying all of your communication channels. Users no longer need to check their professional and personal emails and text messages separately, which saves a ton of time and effort. Some programs will also help you keep track of your business performance, such as sales revenue and marketing campaigns.
Have a project in mind?
Why do you need a personal CRM?
How can a personal CRM tool improve your life? What are the benefits that you will get from employing such an app?
Organize your business processes
Remembering significant personal appointments
Maintain a healthy work-life balance
Who Can Benefit from a Personal CRM?
The short answer would be that everyone could benefit from using a contact management software solution in their daily lives. However, as mentioned earlier, a personal contact relationship manager mostly caters to the needs of sole proprietors, small business owners, freelancers, and individual entrepreneurs.
Top 10 Personal CRM apps in 2022
If you are asking yourself how to keep track of networking contacts and stay in touch with friends and family, getting a personal CRM tool might be the answer. Personal CRM systems can be very helpful to many people from various industries and occupations. In this section, we will focus on the top 10 best personal CRM systems for individual use. We will touch on the features, benefits, use cases, and pricing of each system.
Who can use Dex?
The Dex app is the best CRM for individuals such as students, investors, and creators. The Dex team claims they cater to the needs of these three groups as networking is a crucial part of their lives that helps them expand their career potential.
Advantages and disadvantages of Dex
Who can use Queue?
The Queue application is not the most extensive CRM networking system. The creator himself promotes the app as a personal relationship management tool that helps busy people stay in touch with their loved ones.
Advantages and disadvantages of Queue
Who can use the Garden App?
The idea was to support people with multiple projects and responsibilities, at managing their personal and professional networks, just like the creator himself. This personal relationship management software is built for any Apple device owner who feels that they are losing touch with friends and family, as well as overwhelmed by the number of their business contacts.
Advantages and disadvantages of Garden App
Who can use UpHabit?
The UpHabit is a personal CRM tool with a large focus on professional networking. The application is a great help for entrepreneurs and business owners who get overwhelmed with the number of contacts in their business and personal lives.
Advantages and disadvantages of UpHabit
Who can use Covve?
The Covve personal CRM tool is mainly built for business owners and entrepreneurs to manage their professional relationships and broaden their network circles.
Advantages and disadvantages of Covve
Who can use Monica?
Monica is a CRM for a personal life that solely focuses on maintaining private relationships. Anyone who feels overwhelmed with keeping up with their friends and family and remembering dates and events will benefit from the app.
Advantages and disadvantages of Monica
Who can use Circles?
Circles by ZooWho is a great CRM system for keeping track of friends and family, as well as managing business contacts, leads, and clients. Freelancers, entrepreneurs, and small business owners can all benefit from using the app and streamline their communication channels.
Advantages and disadvantages of Circles
Who can use Nimble?
Nimble is the best personal contact management software for business owners who need to store and organize hundreds of contacts. The tool is diverse and robust and is suitable for users with a large base of clients, colleagues, relatives, and friends they would like to stay in touch with.
Advantages and disadvantages of Nimble
Who can use Clay?
Clay is a personal CRM app that suits many potential users. The features are diverse and helpful, but at the same time the tool is not saturated with professional marketing and sales functions, which makes it usable for freelancers and entrepreneurs.
Advantages and disadvantages of Clay
Who can use Nat?
The Nat application is a perfect fit for freelancers, entrepreneurs, consultants, and salespeople. Basically, anyone who extensively uses email accounts will benefit from the app.
best crm for contact management
There’s nothing worse than calling up a prospect you thought was ready to close only to find out they barely know what your product is — leading to a polite request for you to take them off your list. Whoops. It looks like you missed a step.
This happens all the time to sales teams that don’t effectively manage their contacts, which is true whether you’re in B2B or direct-to-consumer sales.
As everyone in sales knows, it takes multiple “touches” to turn a lead into a customer, because if someone doesn’t know who you are, they can’t buy from you (as sales guru Grant Cardone is fond of saying).
As a result, it is paramount not only that you have a way to keep all your contacts organized by details like name and contact info, but that you also know where each of your contacts stands in the sales process, and that can quickly get complicated.
That’s where sales contact management software comes in, and there are some great options on the market.
Here the top contact management software options:
What to look for in a great contact management software
Every lead management software option will be able to provide some direct marketing tools and basic organization of information such as names, phone numbers, and the like, but great customer contact software will go a little bit further.
The following three features have the most potential to improve your business.
1. Customizable fields
Software that simply lists the most basic details about a contact miss out on an opportunity to really wow a client.
A contact management solution that offers customizable fields for extra details — such as, say, the fact that a customer really likes features A and B about your product — will give you that edge in your next phone call to hone in on what the customer cares about and improve your chances of getting that sale.
2. Visual dashboard
Given all of the customers a contact manager has to deal with, it’s easy to get lost in the huge amount of information available.
This can result in lost sales — not just because you lose track of clients who might be ready to close, but because you make a sales pitch to a client at the wrong time and drive them away.
A visual sales dashboard that keeps all client information on one page in a logical format can greatly improve your sales team’s efficiency.
There are so many great tools available today that we didn’t have 20 years ago, and automation is one that can really help your sales team.
Software with automation features can keep track of when you called a client and automatically record it. Then, each time you load your software, you can see which clients you need to reach out to again based on the date of your last contact.
Our top 11 picks for contact management software
Most CRM software options have a contact management database because that is their bread and butter. However, they all seem to have a different approach to it.
We took our top-rated CRM software options and broke them down based on how they handled contact management. Here they are, listed in alphabetical order (except for Insightly, our top choice):
1. Best overall: Insightly
The great thing about Insightly’s contact management system is how automatic it is. The software tracks potential sales activity on your leads and then automatically routes those leads to the correct member of your sales team so they can strike when the iron is hot.
Insightly can also send bulk emails to customers and notify the sales team whenever contacts open emails, and its account management features keep everything in order.