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Why do I need a CRM?

10 Best Personal CRM 2023

Corporate solutions for client management



Personal CRM (customer relationship management) is a set of tools and features that help you organize, manage, and improve your personal and professional relationships. Whether your aim is to maintain connections with loved ones, expand your network of potential clients and partners, or cultivate your personal brand and business, a personal CRM system can assist you in reaching your objectives. By consolidating all your contact information into a single location, a personal CRM enables you to conveniently store, access, and update these details. Additionally, it facilitates tracking and follow-ups of your communications, setting reminders and tasks, scheduling events and meetings, and generating valuable reports and insights. 

While there are numerous personal CRM software tools and apps available, not all of them are equally suitable for your specific requirements. It’s crucial to find a personal CRM that aligns with your needs by offering user-friendly interfaces, affordability, and compatibility across your devices and platforms. Additionally, the ideal personal CRM should boast features and integrations that enable workflow streamlining, process automation, and increased productivity. In this article, we’ll assess the top 10 personal CRM software tools and apps for 2023, evaluating their functionality, ease of use, and pricing. We’ll also provide pros and cons for each, so you can better assess each of these listed CRMs.  The best three out of the stack, respectively are:

  1. Best overall CRM for personal: CostaRica CRM
  2. Best personal CRM relationship management: Hippo 
  3. Best free personal CRM software: Airtable 

Now we get into the nitty-gritty of the Top 10 CRM for personal use. 

  1. CostaRica CRM

If you’re seeking a personal CRM tailored to managing your contacts, leads, deals, and customer service, specifically in Costa Rica, then look no further than CostaRica CRM. With CostaRica CRM, you can efficiently organize your contacts, streamline your sales processes, and provide exceptional customer support, all within a centralized and user-friendly platform. 

Costarica CRM is a personal CRM that has numerous benefits. For instance, you can store all of your contacts, leads and deals in one easy-to-access system. Furthermore, you can monitor the progress of each lead as they move through the sales pipeline. You can also send and receive messages via WhatsApp from your CRM and automate your communication with templates and workflows.

Here are some of the features:

  • Compliance with regulations and security standards
  • Integration with payment gateways and accounting systems
  • Customization of workflows and fields according to your business model
  • Lead generation and nurturing from multiple sources
  • Document sharing and analysis for contracts and proposals

Rating: 

Pricing

CostaRica CRM offers various packages at different price points. You may contact info@CostaRicaCRM.com for more information about their services.

The best part about the pricing is that you only pay for how much you need.

ProsCons
A cloud-based solution,    hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Hippo

When it comes to nurturing personal and professional relationships, Hippo CRM stands out as an excellent app option that is both affordable and user-friendly. With its intuitive interface and budget-friendly pricing, Hippo CRM provides a seamless user experience. It offers a range of essential tools for effectively managing your contacts, including features like notes, to-do lists, reminders, and events.

One notable aspect of Hippo CRM is its mobile app, which is available exclusively for iPhone users. While it lacks web and Android versions, its iPhone compatibility ensures that you can conveniently access and manage your contacts on the go. Whether you’re a freelancer, consultant, agency owner, or simply someone with a busy schedule, Hippo CRM can cater to your needs.

Here are some of the features:

  • Live Chat
  • Customizable Chatbots
  • Advanced Dashboard
  • Automated Scheduling

Rating: 3.8/5 (G2 Rating)

Pricing

Hippo CRM offers various payment plans to suit different needs – from the Hippo Starter for $35/ user/month, Hippo Plus for $55/user/month, to the advanced Hippo Pro plan at $75 per user per month.

ProsCons
It allows you to segment customers and personalize your campaigns.It provides you with conversational support and ticketing features.It gives you analytics and insights to determine the success of your marketing campaigns.It does not have a customizable UI that lets you adjust the look and feel of your dashboard.A learning curve to understand the CRM. 
  1. Airtable CRM

Airtable’s user-friendly approach extends to both its features and pricing structure. With components designed to effectively manage critical data, including a free plan that grants limited access to its relational database, AI tools, and integrations, Airtable ensures that businesses have access to essential CRM functionalities without breaking the bank.

Notably, Airtable caters to a wide range of businesses and organizations, from small and medium-sized enterprises to renowned names like Netflix, Shopify, Khan Academy, and Doctors Without Borders. Its extensive compatibility extends to over 300 apps and services, including popular platforms like WordPress, email marketing firms, and lead-generating tools such as Zapier.

Here are some of the features:

  • Flexibility
  • Various automations
  • Data collection and organization functions

Rating: 4.6/5 (G2 Rating)

Pricing

Airtable CRM has a flexible pricing option that ranges from free to enterprise. The free plan includes basic features and is suitable for small teams. The paid plans start at $10 per seat per month (billed annually) and offer more advanced features such as custom branding, advanced calendar features, and more. There are also special plans for nonprofit and education organizations. 

ProsCons
Offers a user-friendly interface.Provides a wide range of templates for different industries.Offers a free version with limited features.Can integrate with other apps such as Slack, Trello, and Google Drive.The pricing can be expensive for larger teams. The mobile app is not as robust as the desktop version.
  1. Monica CRM

Monica CRM stands out as a versatile personal CRM app, offering users the choice between a self-hosted (free) or hosted (paid) option. With Monica CRM, you can effortlessly manage your contacts while capturing essential details that enhance your understanding of them. From birthdays and hobbies to interests, preferences, and goals, Monica CRM provides a comprehensive platform for organizing and maintaining a wealth of valuable information.

Monica CRM stands out as a versatile personal CRM app, offering users the choice between a self-hosted (free) or hosted (paid) option. With Monica CRM, you can effortlessly manage your contacts while capturing essential details that enhance your understanding of them. From birthdays and hobbies to interests, preferences, and goals, Monica CRM provides a comprehensive platform for organizing and maintaining a wealth of valuable information.

Here are some of the features:

  • Powerful Dashboard
  • Journal
  • Reminders
  • Define Relationships 
  • Tags

Rating: 4.4/5 (G2 Rating)

Pricing

Monica CRM offers a free version and a paid version. The free version includes basic features such as contact management, notes, and reminders. The paid version is priced at $7 per month and includes additional features such as email integration, custom fields, and advanced search.

ProsCons
Free and open-source.Offers a simple and intuitive interface.Allows you to keep track of your interactions with your contacts.Offers a mobile app for Android and iOS Not recommended for businesses or teams.Some users have reported that the software can be slow at times.
  1. Streak CRM

When it comes to user-friendly CRM solutions, Streak shines as a top contender. With its intuitive features and accessible pricing, Streak offers a hassle-free experience for managing contacts, leads, deals, and customer service—all directly within your inbox.

One of the standout features of Streak is its seamless integration with Google Apps. By syncing and sharing your data with Google Sheets, Calendar, and Drive, Streak ensures that your information remains up-to-date and easily accessible across platforms. With secure connectivity to Google Apps, you can confidently manage your CRM activities while leveraging the familiar tools and services provided by Google.

Here are some of the features:

  • Streak inbox
  • Streak mail merge
  • Streak pipelines
  • Streak task management
  • Streak asset management
  • Streak thread splitter

Rating: 4.4/5 (G2 Rating)

Pricing

Streak CRM has 4 different plans: Solo, Pro, Enterprise and Unlimited. The solo plan costs $15.00 per user per month, while the Pro plan costs $49.00 per user per month. Enterprise and Unlimited plans have custom pricing. You can choose to pay the fee monthly or pay for a year upfront and save 20%. 

ProsCons
It integrates seamlessly with Gmail and Google Apps.It allows you to collaborate with your team with a single click.It lets you customize your workflow and pipeline stages.It may not have some advanced features of a full-fledged CRM system.It may not integrate well with other platforms or tools that you use for your business.It may not be suitable for large teams or organizations that need more scalability and security features.
  1. FollowUp

FollowUp CRM is a simple and intuitive system that integrates with Gmail and syncs all your contacts in one place. By seamlessly integrating with Gmail, FollowUp CRM consolidates all your contacts into a single, convenient location. Say goodbye to scattered information and hello to organized efficiency.

The standout feature of FollowUp CRM lies in its innovative FollowUps functionality. This feature acts as your personal assistant, alerting you whenever a contact goes unattended for a certain period.

Here are some of the features:

  • Pipeline Management
  • Lead Management
  • Project Management
  • Reporting
  • Workflow Automation

Rating: 4.5/5 (G2 Rating)

Pricing

FollowUp CRM offers two pricing plans: Essentials and Professional. The Essentials plan is priced at $55 per user per month and includes Outlook integration, standard dashboards and reports. The Professional plan is priced at $100 per user per month plus a setup fee of $5000. It includes all features in the Essentials plan with additional custom dashboards and reports. 

ProsCons
Offers lead tracking, sales pipeline analysis and closing ratios.Can integrate with other marketing and accounting products.Offers a free trial.Not recommended for non-construction industries.Some users have reported that the software can be slow at times.
  1. Covve

Covve is an excellent CRM option that’s designed for busy professionals. It’s a great contact management software for keeping in touch with your network. Covve is a smart CRM that helps you stay connected with your contacts and grow your network. 

The user-friendly design of the Covve makes it easy for you to quickly go through your contacts and identify who you need to reach out to. Plus, it allows you to view past conversations and take notes for each contact – so that they can be quickly referred back at a later time. Additionally, you can get personalized tips on how best to start conversations with them.

Here are some of the features:

  • Two-Way Syncing
  • News and Updates
  • Smart Auto-Reminders
  • Digital Business Cards
  • Relationship Analytics

Rating: 4.6/5 (G2 Rating)

Pricing

Covve CRM software offers two tiers of subscription plans. Covve Free is available with limited features. Covve Pro is $9.99 per user per month, which is billed annually.

ProsCons
It notifies you when you are losing touch with your contacts.It allows you to keep notes on your discussions and track your performance and network health.It provides you with curated news affecting your contacts to help you break the ice.It may not have all the features of a full-fledged CRM system, such as email marketing, lead generation, pipeline management, etc.It may not integrate well with other platforms or tools that you use for your business.
  1. Cloze

Cloze is a powerful contact management system which allows you to keep track of all your interactions with your network in one app. The AI capabilities of this CRM make it easier for you to monitor and organize emails, calls, text messages, meetings, social media and more automatically.

Cloze provides a comprehensive suite of features to help you stay connected – from syncing your phone, email and social media accounts to creating templates, mail merge, text message, lead capture automation and more. It also offers both iPhone and Android mobile apps for added convenience.

Here are some of the features:

  • App Integration
  • Note-Taking and Organizing
  • Automatic Data Entry
  • Proactive Reminders
  • Team Collaboration

Rating: 3.7/5 (G2 Rating)

Pricing

Cloze CRM software offers four tiers of subscription plans. For freelancers and small teams, begin with the following: Cloze Pro for individuals comes at $19.99 per month or $17/mo (billed annually).

ProsCons
Great tool for email management with great analytics on contacts and emails.Great for tracking leads, project timelines, contacts & interactions, and emails.Affordable CRM solution in the US.Not recommended as a Sales CRM because it is complicated to manage deals and contacts involved in every deal.User interface is too full of information and can be distracting.
  1. Contacts+

Contacts+ CRM is a reliable and user-friendly option that helps you stay organized with all your contacts. It ensures that your network is enriched and is used in a productive manner. This tool would be particularly beneficial for professionals, teams, and small businesses who want to keep track of their connections.

Contacts+ CRM offers a very reliable feature for contact enrichment which can auto-populate missing data and update contact profiles with publicly available information. You can also get profile pictures, avoid duplicates, clean outdated info, and even extract data from email signatures.

Here are some of the features:

  • Business Card Scanner
  • Contact Sync
  • Contact Enrichment
  • Contact Groups
  • Contact Sharing
  • Contact Insights

Rating: 4.4/5 (G2 Rating)

Pricing

Contacts+ has two different plans: Premium at $8.33 per month and Team and Small Business at $12.99 per user per month.

ProsCons
It supports multiple platforms such as iOS, Mac, PC, Android, Gmail and social media.It has a free plan that allows you to sync up to 1,000 contacts and one sync source.It has a premium plan that offers contact enrichment, email signature extraction, quick sync and more features.The premium plan is comparatively expensive compared to other CRM software.The business card AI feature is not very accurate and often puts data in the incorrect fields.The customization options for the design of contacts and messages are limited.
  1. Keep My Friends

Keep My Friends CRM works with your email and lets you add your friends, family and professional contacts to the system. You can choose how often you want to stay in touch with each person, for example, every week for Mom or every 6 months for an old colleague.

Keep my friends CRM is renowned for its respect for user privacy and security. It won’t access your emails, sell your info, or spam contacts-it simply uses your email address to send reminders and aid you in managing relationships.

Here are some of the features:

  • Add your family and friends
  • Private and secure
  • Automated emails
  • 60 days money back guarantee 

Rating: 3.7/5 (G2 Rating)

Pricing

The pricing is inexpensive and is only $9 per month for unlimited contacts and all features.

ProsCons
It is private and secure and does not share your data with third parties.It has a simple and intuitive interface that lets you add notes.It has a 60-day money-back guarantee.It does not have many advanced features that other personal CRM systems offer.It does not integrate with other apps or platforms, such as email, social media, or calendars.It does not have a free plan or a trial period.

What is Personal CRM?

A personal CRM serves as a software tool designed to effectively manage your personal relationships with various contacts. Picture a virtual sanctuary where vital information about your contacts, be it cherished friends, beloved family members, esteemed colleagues, loyal clients, or promising leads, finds a well-organized abode. From their names to phone numbers, email addresses to social media profiles, birthdays to profound interests, every detail finds its place within the confines of this digital haven. But it doesn’t stop there. This personal CRM serves as your communication conduit, allowing you to weave personalized messages, craft compelling newsletters, and extend heartfelt invitations tailored exclusively for each contact. 

How can CRM be used in Personal CRM?

A Personal CRM can benefit you in a lot of ways. Some of the ways which you  could use to your advantage:

  • You can stay in touch with your friends, family, colleagues, and clients more easily and effectively.
  • You can easily organize the contacts in your address book by grouping them into categories, tagging them, or tracking their stages of progress. This makes it much easier to locate and filter based on specific needs.
  • With just a few clicks, you can view and manage your contact information on any device. You can also integrate it with your email, calendar, social media accounts and other applications to make sure it’s always up to date.
  • You can create personalized messages and templates for different types of contacts and occasions.
  • You can set goals and track your progress and performance.

What are the advantages of CRM for Personal CRM?

Some of the advantages of using CRM for Personal CRM are:

  • You can improve your productivity and efficiency by having all your information and tools in one place.
  • You can nurture your relationships with your network by staying in touch, remembering important dates, and sending personalized messages.
  • You can grow your business or career by finding new opportunities, generating leads, and closing deals.
  • You can achieve a better work-life balance by automating some of the tedious tasks and freeing up time for your friends and family.

What are the disadvantages of CRM for Personal CRM?

Some of the disadvantages of using CRM for Personal CRM are:

  • You may have to pay a monthly or annual fee to use some of the features or integrations that you need.
  • You may have to spend some time learning how to use the software and customizing it to your preferences and needs.
  • You may have to deal with technical issues or bugs that may affect the performance or security of the software.
  • You may have to switch between different platforms or devices to access all your data and communication channels.

What CRM practices should Personal CRM avoid?

Some of the CRM practices that Personal CRM should avoid are:

  • Choosing the wrong system for your needs. Personal CRM should be easy to use, mobile-friendly, and customizable to suit your preferences and goals. You should also consider the cost, security, and compatibility of the system before choosing one.
  • Not taking advantage of every useful feature. Personal CRM can help you organize your contacts, track your interactions, set reminders, send personalized messages, and more. You should explore the features of your system and use them to enhance your relationships.
  • Not measuring metrics. Incorporating personal CRM into your routine empowers you to monitor the health of your relationships. By tracking metrics such as communication frequency, satisfaction levels, and loyalty, you gain valuable insights that can be utilized to enhance the quality of your connections. It enables you to identify areas for improvement, fostering personal growth and nurturing stronger bonds. Embracing these metrics as tools for self-improvement ensures that your relationships continue to flourish and evolve over time.
  • Failing to have a plan for your CRM. While personal CRM holds great promise, it is important to understand that it is not a magical remedy that will instantly enhance your relationships. To truly leverage the benefits of personal CRM, it is imperative to have a well-defined vision of what you seek to accomplish. Whether it’s expanding your network, fostering deeper connections, or uncovering fresh opportunities, clarity of purpose will guide your CRM journey towards meaningful results.
  • Lack of social media integration. Ignoring the potential of social media can be a missed opportunity to cultivate meaningful connections.

What is the role of CRM for Personal use?

The role of CRM in personal use is to help you organize, manage, and maintain your personal network of contacts and improve your efficiency, productivity, and relationships. A personal CRM can help you stay in touch with your contacts, build rapport with them, strengthen your bonds, and grow your network. It can also help you achieve your personal or professional goals that depend on your relationships. For example, if you are looking for a new job, a personal CRM can help you reach out to potential employers or referrals. If you are planning a trip with your friends, a personal CRM can help you coordinate the details and logistics.

How much does a Personal CRM software cost?

The prices range from $10 to $300 per user per month. Some CRM software providers offer free plans with restrictions and limitations. The price points can be divided into three different tiers so that you can understand and compare CRMs effectively.

  • Basic: It can range from $7 to $20. The features which are included in this tier are contact management, deal pipeline, quotes, meeting scheduling, and live chat.
  • Intermediate: It can range from $15 to $50. The features which are included in this tier are Task automation, revenue and sales estimates, predictive lead scoring, email tracking, and calendar sync.
  • Advanced: It can range from $50 to $30 per month. The features which are included in this tier are Contact data enrichment, executive summary in your inbox, email sync and advanced integration like Slack. 

What are the things to consider in a Personal CRM software?

Some of the things to consider in a Personal CRM software are:

  • Your goals. You should have a clear idea of what you want to achieve with your Personal CRM, such as improving your relationships, growing your network, or finding new opportunities.
  • User experience. You should choose a Personal CRM that is easy to use, intuitive, and user-friendly. You should also look for a system that has a good design, a fast performance, and a reliable support.
  • Mobility. You should choose a Personal CRM that is mobile-friendly and accessible from any device. This will allow you to manage your contacts and interactions anytime and anywhere.
  • Integrations. You should choose a Personal CRM that can integrate with your existing tools and platforms, such as email, social media, calendar, and other apps. This will help you sync your data and streamline your workflows.
  • Your budget. You should choose a Personal CRM that fits your budget and offers good value for money. You should also consider the cost of maintenance, upgrades, and additional features.




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