Personal Relationship Management Software

With personal relationship management software (PRM), you can connect with all of your contacts quickly and easily to follow up on leads. Get instant access to the right contact details, view your prospect’s company information, and create and send invitations automatically. You can also collaborate with other members of your team in real time across different distribution channels and from any device. Personal relationship management software makes it easy for salespeople to manage their network and accelerate growth.

In this guide, we review the aspects of Personal Relationship Management Software, What is a personal CRM, What is the most popular customer relationship management software, and best personal contact management software.

Personal Relationship Management Software

When you’re a salesperson, it’s important that you stay on top of your contacts list. That way, when someone calls or emails you for the first time, you can contact them quickly and make sure they become a customer. Personal relationship management software (PRM) makes this process easier by helping salespeople organize their network of contacts and automate the follow-up process so they don’t have to waste valuable time manually keeping track of their leads.

Why use it? The key to staying on top of your contacts is to be able to make notes about your conversations.

If you’ve been in the industry for any length of time, you know that staying organized is key. The more contacts you have, the harder it can be to keep them straight. The key to staying on top of your contacts is to be able to make notes about your conversations.

In today’s world, there are so many ways that people connect with each other: emails, text messages, social media posts and even phone calls — which can lead to a lot of information being sent back and forth very quickly.

When someone asks me a question about something I wrote or said in another email thread (which happens quite often), I don’t always remember who asked what and when they asked it — I need some way of keeping track of all this information inside one place so I don’t forget anything important!

How does it work? Salesforce also provides a social app that allows you to send out updates and messages to all of your contacts at once.

Salesforce also provides a social app that allows you to send out updates and messages to all of your contacts at once. Or, you can also send out a message just to one person if you’d like. If you’re looking for a way to network with others who might be interested in the same things as you, try using hashtags. This will allow them to see how many people are communicating around this topic so they know there’s an active community surrounding it.

How much does it cost? There is a free version of Nimble that you can sign up for.

Nimble is a subscription-based service, which means that you pay on a monthly or yearly basis. There are three different plans:

  • Nimble Free – This plan is free for up to 5 users and allows unlimited contacts and tasks.
  • Nimble Standard – This plan costs $12/month for up to 50 users and unlimited contacts, tasks, files, chats and more.
  • Nimble Enterprise – This plan costs $24/month for unlimited users within your organization as well as all features from the Standard plan (including calendar sync).

When should you buy? Nimble allows you to create complex work flows that automate prospecting and other sales tasks.

It’s important to consider your business needs when choosing a relationship management software. If you’re a salesperson, it makes sense to focus on automation tools that help you keep track of your leads and automate follow-up tasks like messages or emails—like Nimble.

If you’re a marketing professional, it might be more useful to have features that connect with other tools like Google Analytics or Salesforce as well as self-service reporting so you can see how your campaigns are doing without having to rely on someone else for data.

Nimble is also great for networking because it allows users to create groups based on shared interests so they can stay in touch with people who would be interested in connecting with them. That way, when someone joins one of their groups (or sends them an invite), they’ll know exactly why they’ve done so—and whether or not they want them around!

Lastly–and perhaps most importantly–Nimble is ideal for entrepreneurs because it helps businesses become more efficient at managing their teams by tracking employee activity together in one place

How long will set-up take? Highrise doesn’t offer the same kind of automation features as Nimble, so you’ll have to do a lot more manual updating.

When you’re on the hunt for a sales CRM, it’s important to know how long it will take to set up. Highrise doesn’t offer the same kind of automation features as Nimble, so you’ll have to do a lot more manual updating. But if you’re looking for an easy-to-use CRM with straightforward functionality, Highrise is your best bet.

Setting up a free account only takes about five minutes—the longest part being creating your login credentials (they suggest using Google Authenticator or 2FA). Once that’s done and you’ve created your first customer profile, you can immediately start adding contacts and tracking basic sales activity.

It should be noted that there are some limitations to the free version: You’ll have access only 5 leads at any time; there are ads in place; contacts must be manually added one by one; email templates can’t be customized; access control is limited; custom fields aren’t supported; any activity outside the US won’t sync properly; and no data exports are available (however these limitations may change over time).

Any other important details? Because Highrise was created by the folks behind Basecamp, there are deep integrations between the two services that allow for a smoother user experience.

The integrations between Highrise and Basecamp are seamless, and they provide you with a lot of powerful features that you can use to improve your work. In addition to allowing you to connect your accounts in the Settings section of each platform, there is also an app for the iPhone that allows you to sync your contacts and projects right from your phone.

Personal Relationship Management Software is great for networking, sales and marketing

Personal Relationship Management Software is great for networking, sales and marketing. You can keep track of all your contacts in one place. You can make notes about each contact and create workflows to automate tasks. With Nimble you can send out updates and messages at once. There is a free version of Nimble so you don’t have to break the bank to use it!

What is a personal CRM

A slew of new start-ups want to help people manage their relationships the way they would sales leads. Should we be worried about our friends turning us into data points?

“I want a dating app where all I can see is the person’s metadata,” the poet Noel Black tweeted Monday. It reminded me of a passage in the fashion and culture critic Natasha Stagg’s new book, in which she confesses: “I want to organize the people I know. I feel simultaneously like I miss every person I’ve ever met, and like I could go without seeing any of them again.” It also reminded me of a college friend who kept a spreadsheet of boys she’d kissed (organized by frat), the Google Calendar invite I sent my former roommate so we wouldn’t forget to have a conversation next Thursday, and the recent mini-boom in “personal CRM” apps.

CRM stands for “customer relationship management,” and it is a horrifically boring category of software. It was popularized in the late ’90s and early 2000s as a way of keeping track of all the ways an individual customer interacts with a business, and of systematically maintaining contact with that customer over years and years. (Salesforce is a CRM, as is HubSpot. Mailchimp also includes quite a few CRM features in its email-marketing service.) A personal CRM is the same thing, but for your personal life—networking, dating, making new friends, making friends with people who could also turn out to be valuable professional connections, going on dates with people who turned out to be useless professional connections.

The most recent class of start-ups to come out of the prestigious Y Combinator accelerator program included three such companies, Axios reported in August, under the headline “Startups’ New Frontier: Optimizing Your Friendships.” In fact, there are so many personal-CRM apps, you might need a spreadsheet to keep track of all their names and taglines—each a little remix of the others, contorting adorably around the limitations of the friendship-software vocabulary to say, ultimately, the same chilling thing.

There’s Dex, “a tool to turn acquaintances into allies.” Clay, “an extension of your brain, purposefully built to help you remember people.” “Forgetting personal details?” Hippo “helps you stay attentive [and] keep track of friends, family and colleagues you care for,” for just $1.49 a month. Plum Contacts sends reminders to message your friends, and rewards you with cartoon berries that “indicate how strong your relationship is.” “Build the relationships you always wish you had,” the UpHabit site promises.

There are more! “When life gets busy, sometimes we need to be reminded to enjoy our most meaningful relationships,” the creators of Garden write on their website. “Your relationships are secured for today!” the activity-completion page on Ryze announces once you’ve taken care of all your “following up.” Ntwrk promises to make its users into better friends, mentors, siblings, salespeople, and networkers; reminders to reach out also come with a summary of “what you last chatted about.” Social Contact Journal provides anniversary reminders and prewritten message templates.

While many of the apps have an explicit professional-networking utility, the Irish company Monaru, one of the Y Combinator companies, is focused specifically on users’ 10 to 15 closest relationships. Not only will Monaru remind you of a loved one’s birthday, but it will also suggest specific gifts to buy her. It can help you plan a date night, or remember to call your parents regularly. “Millennials are four times lonelier than seniors,” the company’s homepage reads, probably erroneously. The service costs $20 a month, and its tagline is “Be the most thoughtful person you know.” (The creators declined to be interviewed, saying they were “heads down” on the product.)

The idea of people as self-contained collections of data points is not a new one—the Quantified Self movement has been booming and busting since 2007. The idea of offloading your brain into a computer is not new either, though it’s a little more controversial now that we’re more aware of what happens to our personal information after we do so. But quantifying other people is different, and mediating relationships with software isn’t a purely personal decision.

All these apps released their first version in 2018 or 2019 (though Monaru is in private beta and Clay has a waitlist). They appear in the “Productivity” section of the App Store. They are, on their surface, another blurring of work and life, another viral tweet about how modern life is like a dystopian Mad Lib, and while you can fill in whatever nouns you like, the overarching story will be about exploitation, isolation, and capitalism run wild. Is that all they are?

“Sometimes I feel paralyzed by the thought of unstructured, unmediated interaction with friends,” the Real Life editor Rob Horning wrote in September. “There are times when I think about reaching out to someone who I haven’t talked to in a while but then look at their social media profiles and feel sated.”

If you talk with people who use apps to organize their friendships, they’ll tell you that this is exactly the kind of malaise they’re combatting.

Stéfano Demari, an UpHabit user who works in finance and lives in Paris, emailed me: “On one side, technology has taken a big part of our personal lives. On another side, the most brilliant and nicest people [have] always set up notes not to forget to reach out to the ones they care about.” Joan Westenberg, an Australian writer and publicist, uses HubSpot and keeps detailed notes about everyone she knows. (“If I’m seeing one of my friends, I shouldn’t wear my spider earrings as they make her arachnophobia uncomfortable.”) Having a database to look at makes her feel less alone, she told me. And it helps her to organize her time so that she can be literally alone less.

Some people are using jerry-rigged personal CRMs, even if they wouldn’t call them that. Daniel Salgado, a journalist from Rio de Janeiro, says he made a spreadsheet of all his friends early last year, adding notes about activities to do together and when he’d last seen them. If the friendship was going strong, he color-coded the cell green. If they hadn’t interacted in a while, he changed it to orange. And if it’d been a really long time, the cell would become red, and then he’d have to decide if the person should even count as a friend anymore.

“Eventually I dropped the [activity] suggestions tab,” Salgado says. “I thought it was a little crazy. I know these people; I don’t need to be reminded of what I like to do with them. If I’m at that point, I shouldn’t use it.” Still, he finds the colors helpful. “If I look at my friend’s name and it’s orange I think, Okay, I need to be there for them. I’m kind of being a bad friend.”

But when he told some of the people on the list about it, they didn’t care what color they were coded—it was the list’s very existence that they said signals something awry in a friendship.“They were bothered because I transformed our friendship into something on a Google Docs and not something that was lived,” he says. “They don’t like the mediation of technology helping our friendship growing stronger.”

Another spreadsheet maker, Carl—who is 33, works for the U.S. Foreign Service, and asked to be referred to by first name only, because he works for the government—said his friends were split when he told them about his organizational system. Some thought his lists were “clinical” or “strange”; others used the language of self-care to talk about being “intentional” with maintaining relationships.

“I was like, Okay, who do I enjoy? Who makes me feel better? Do I feel lighter after I’ve hung out with someone, or do I feel like I’ve put in a ton of energy?” he explained. But that system made him feel too neurotic, so he pared it down to “When did I see someone? How many times in a particular month or particular quarter have I seen someone?” Then he could sort the list, and decide whom he wasn’t paying enough attention to, or whom he was paying too much attention to. “It feels really arch-capitalist and terrible to say, but I saved the spreadsheet kind of ironically as ‘social CRM’ because I used to use CRM software at work at one of my old jobs,” Carl told me. His was in Excel; he had not heard the term personal CRM.

The litter of companies racing to monetize and name what people are already doing will need to erase the stigma of doing it. And that term—personal CRM—is part of the problem. Relabeling our friends and family as our “customers” is not something most of us would do out loud.

Dex’s founder, Kevin Sun, is already aware of this. “I’ve been back and forth on whether the acronym CRM makes sense in this case,” he told me during a phone call. “I keep using it, because it’s been around for a while.” People know what it means; personal-relationship manager sounds vague and maybe even weirder.

Personal CRMs, or whatever you want to call them, are on the rise this year for several reasons, all of which Sun can name. We have broader networks now, and they’re digitally mediated: “For a lot of relationships, you can trace their path through your calendar events and communications,” he said. “You can keep pretty good records of who you met and how you met.” We are compelled by software that promises to make us more “productive and effective,” which is why Asana, Evernote, Airtable, Slack, and the like have become so popular in professional spaces, and then been repurposed as personal tools. And of course—this part isn’t new at all—some people just don’t think they’re very good at relationships, and they want to be better.

The type of person who would spend money every month on an app like this is probably someone who feels she doesn’t have much free time, or that he’s scrubbed at the line between work and life more than he intended to, and needs something that will help him set things in order. You could argue that turning the people in one’s life into items on a to-do list only workifies life even further, and that the other systems we have for organizing and representing our relationships—Instagram, Facebook, their predecessors—caused much of our anxiety about whether we are well liked and social enough in the first place. Or you could find yourself at the point where you’re willing to try anything.

Sun started the company after he noticed that people he knew were using—surprise!—spreadsheets to make sense of their friendships. And he thought he could make them a good alternative. According to Tarek Jisr, the marketing manager for the personal CRM UpHabit, every company in the category has the same primary competitor: spreadsheets.

Jackie, a 25-year-old Californian who works in film and asked to be referred to by only her first name for professional reasons, walked me through a couple of her spreadsheets over the phone. The first she ever made was a list of crushes, in college. There were about 30 of them: some real-life acquaintances, some celebrities, some former crushes assigned to a “crush graveyard.” They were ranked on a scale from zero to 100 in metrics including “personality,” “snuggability,” “assumed coolness,” and “magnetism,” with personality weighted the heaviest. Almost everyone who’s on the list knows about it, Jackie said, though the celebrity crushes (Paul Thomas Anderson, for one) probably do not.

To Jackie, riffing on “seemingly mundane things” is a good way to have fun in a boring environment—like sitting in front of a computer, which is what plenty of us do all the time. “Google Drive is a big part of my life in general. Spreadsheets are always around,” she explained. And crushes are the perfect thing to sort and quantify, because they are always a little bit of a joke, and always extremely serious.

She emailed me a few screenshots of her other spreadsheets.“Something that I want to flag is that like so many things in our ~modern world~ I do these somewhat in jest and somewhat in earnest,” she wrote. “I don’t use it in a dystopian way to erase qualitative characteristics of people, but I do use it as an organizational tool.” Spreadsheets with personality metrics are helpful for figuring out “what groups of people would vibe,” she argued. She can plan better parties that way. She used to worry about getting “canceled” by her friends because of the scoring system in her sheets, but they told her not to worry about it, because they know they’ll always score highly. On one sheet, made for organizing a birthday outing with a very specific theme, one of the columns was “Likeliness to not understand this [spreadsheet],” and those people were axed from the guest list immediately.

It’s not clear how well any of the personal-CRM companies will do financially, particularly because most of them rely on paid memberships. (And you should be wary of the free ones.) Each of the apps mentioned in this article has fewer than 1,000 Android downloads in the Google Play store right now; in the iOS App Store, UpHabit has the most downloads of its ilk: about 5,000. Google could obviously make a much more popular version of any of these products quite easily, given that it already kind of does with Google Sheets. Personal-CRM software could be a quick-burning fad, or it could be a conversation we keep having until everyone’s using it and we have to stop pretending it’s so strange—I remember being upset that Facebook provided all of my friends with a cheat sheet, making it impossible to know who could actually remember my birthday without a prompt. Before that, it was sad to admit that the rise of cellphones meant I didn’t have phone numbers memorized anymore.

“For most people, there is a cost of authenticity when you mediate with software,” Sun told me. The question, then, is whether the benefits pay it back. The obvious answer is no, but I think I would love to be added to a spreadsheet, or synced into an app. It’s so hard to know whom you’re important to anyway—it could be nice to be listed at least, labeled a priority.

What is the most popular customer relationship management software

Businesses can’t survive without customers, regardless of industry. Therefore, companies that want to be successful have to find an effective way to build and maintain their customer relationships. One of the best ways to improve your customer relationships is to implement CRM software.

What is CRM software?

Customer Relationship Manager (CRM), by the most straightforward definition, is a process of managing customer relations in your business. But it can also stand for a mindset, an approach, or a software solution.

CRM software was developed to make the process of customer management easier and less time-consuming. It helps businesses track and manage customer interactions, and record interactions between a business, its prospects, and existing customers.

The benefits of CRM software

CRM software gathers all customer data into one place and allows businesses to drive growth and profits. Among other things, it makes it easier for companies to:

Choosing the right CRM software

Choosing the right tool for your businesses is no easy task with thousands of CRM software solutions to choose from. From simple tools to more comprehensive solutions, it can get overwhelming quickly. And the truth is that there is no right or wrong answer – it all depends on your business needs.

To make your evaluation process easier, we did the hard work for you and tested most of the best CRM tools out there. Here is our selection of the 23 best CRM tools on the market.

Every CRM software listed here:

1. Scoro

Scoro CRM software helps to coordinate your sales process and improve your team’s performance with a complete set of features, including sales pipeline management, project & task management, collaboration, billing, and reporting.

What’s interesting about this tool: Scoro saves more than 50% of the time you’re currently spending on reporting, meetings, and double data entry.

Pricing: From $26 user/month

2. Accelo

Accelo is an end-to-end cloud-based professional service software utilizing simple and impactful tools to manage the business, carry out projects, develop the quality of work of staff and grow the customer relationship.

Pricing: Pricing is from $24 a month, per product and user with a minimum of 5 users.

3. Sugar CRM

Sugar CRM gives you an overview of the entire customer journey and the contextual intelligence needed for a complete customer view and opportunity anticipation.

What’s interesting about this tool: Create multiple personalized dashboards to optimize for short-term and long-term goals.

Pricing: From $80 user/month

4. Salesforce

Salesforce connects sales to service, marketing, and beyond — so you can find selling opportunities throughout your business.

What’s interesting about this tool: Salesforce gives you an accurate view of your entire business with comprehensive forecasts.

Pricing: Sales Cloud starting from $25 user/month

5. Pipedrive

Pipedrive is a sales management tool for small teams that visualizes your sales pipeline and helps to make sure important activities and conversations won’t get dropped.

What’s interesting about this tool: Pipedrive has completely redesigned the world of CRM from a bulky system to an easy-to-use solution.

Pricing: From $12.50 user/month for an essential package

6. WORKetc

WORKetc is a single cloud computing platform with integrated CRM, projects, billing, help desk, reporting, and collaboration capabilities.

What’s interesting about this tool: By integrating support cases directly inside all areas of WORKetc, you can ensure the customer is always looked after.

Pricing: From $78 user/month for two users

7. Insightly

What’s interesting about this tool: Insightly CRM is tailored for any level of experience – from first time CRM users to sales experts.

Pricing: From $29 month/user

8. Keap (formerly Infusionsoft)

Keap is a software designed specifically for small businesses that organizes your customer information and daily work in one place, freeing you up from repetitive tasks, so you have more time to focus on growing your business and delivering great service.

What’s interesting about this tool: With Smart Forms, you can collect the specific info you need right away when you add a new lead.

Pricing: From $79 per month

Read on: New Software Onboarding – The What, Why, and How

9. Freshdesk

Freshdesk combines customer relationship management with the automated help desk. This way, you’ll have more insight into your customers and can serve them the best.

What’s interesting about this tool: With Freshdesk, you can help your customers get instant answers by creating a knowledge base that is available whenever they need it.

Pricing: From $15 user/month

10. Zoho CRM

Zoho CRM helps to reach out to prospects at the right moment, engage with them across every channel, and close more deals the smarter way.

What’s interesting about this tool: Zoho CRM lets you turn routine tasks into contests and watch your salespeople compete to add the most notes or send the most emails.

Pricing: From $15 user/month

11. Creatio (formerly bpm ‘online)

Creatio is a unique synergy of unified CRM and intelligent BPM platform that connects the dots between marketing, sales, and customer service.

What’s interesting about this tool: The knowledge base takes on features of social networks — users can like posts and share ideas and comments.

Pricing: From $30 user/month

12. HubSpot CRM

HubSpot CRM makes it easy to organize, track, and grow your pipeline.

What’s interesting about this tool: HubSpot CRM is part of a full suite of sales productivity tools that sync up with your inbox and make every aspect of selling easier.

Pricing: From €36.80 per month

13. Apptivo

Apptivo CRM software helps to increase sales by following through on all prospects and closing deals.

What’s interesting about this tool: Take full control of how each app looks and customize it by adding or removing existing fields that pertain only to your business.

Pricing: Paid plans from $8 user/month

14. NetSuite CRM

NetSuite CRM takes the guesswork out of forecasts with real-time sales data, complete visibility into opportunities, and a rich set of forecasting tools.

What’s interesting about this tool: In addition to offering traditional CRM capabilities, NetSuite CRM delivers quotes, order management, commissions, sales forecasting, and integrated e-Commerce capabilities.

15. PipelineDeals

PipelineDeals CRM gives salespeople and their managers the ability to organize and develop their customer relationships while offering unparalleled visibility into each stage of their sales pipeline.

What’s interesting about this tool: Download the iPhone or Android apps to access your sales pipeline from your mobile device or tablet.

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.

Personal CRM

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.

Leave a Comment

sixteen − four =