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Best Personal CRM Software Tools & Relationship Manager Apps

Michael Scheiner
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The personal is professional. And the professional is personal. Every encounter can become a contact, customer or client. That’s why successful networking starts with using the best personal CRM solution.  

A personal customer relationship management tool is crucial to keep up with everyone you know. Whether they’re friends, family, business associates or potential leads. This article digs into the pros and cons of some of the top personal contact management systems out there. We include the best free personal CRM systems on the market.

 

 

Personal CRM tools & personal relationship manager software comparison (top 10 highest rated)

Product

Best for

Pricing starts at

Url

Contacts+

Best personal CRM software overall

$8.33 /user/month

Visit

Monica

Top open source contact manager

$9 per month

Visit

Hippo

Top personal relationship management software

$1.49 per month

Visit

Airtable

Best free personal contact management software

$10 /user /month

Visit

FollowUp

Great personal CRM app for Gmail users

$18 /month

Visit

Streak

Good contact relationship management app for email marketing

$15 /user /month

Visit

Keep My Friends

Best CRM for individuals

$9 /month

Visit

Cloze

Top personal CRM system for AI automation

$17/user /month

Visit

Markd

Great personal CRM tool for social media

Free

Visit

Covve

Good personal contact manager for mobile users

$9.99 per month, billed annually

Visit

 

What is a personal CRM & what does it do?

A personal CRM is a set of tools combining a detailed address book, a day planner with reminders, a calendar and event manager, and a streamlined way to handle communications which get regularly updated in real-time. Other top CRM tools can include business card scanners, trip planners, sales campaign planners and trackers, and even journal features.

While there are much more advanced CRM systems for large enterprises, good personal CRM apps are often a quick and affordable way for any business professional to amp up organization, manage workflows, maintain solid relationships and expand professional networks. 

What is the difference between personal CRM software & personal relationship manager software?

A personal CRM software is like personal contact management software but with more functionality. Imagine combining Google Sheets and HubSpot CRM, but not quite. CRM for personal use is for everything from contact data and communication histories. But that can also be parlayed into email marketing or sales efforts. There are many industry specific personal CRMs, for example with real estate or other one-to-one services.

A personal contact management software has a focus on contacts alone. It’s great for follow ups for birthdays or call backs. They can even manage social media friends and contacts. For personal businesses, contact management software helps forge deeper and longer relationships. Of course personal CRMs do that too, but also so much more.

 

What is the best personal CRM software? Here’s our top 10 list:

When you browse the app store, you’ll see many personal CRM solutions. That’s because personal relationship management has become a huge part of our social organizing. Time to take a tour of the top personal CRM apps. The list has relationship management tools for all purposes and pricing points.

 

1. Contacts+  (Best personal CRM software overall)

Contacts+ is accessible on mobile, desktop and web browsers and syncs contacts from Google, Apple and Microsoft suites. It’ll de-duplicate any data, search your network for updates, and index all contact info, notes and tags for granular searching. For calls, Contacts+ blocks spam and gives you advanced caller ID. There’s also a business-card scanner.      

Pros:

The business-card scanner uses real human beings to transcribe the details, and only at about a 20-minute real-time delay, so less room for error. Contacts+ gets flexibility points for allowing users to bounce between operating systems and devices. Overall, this is the best personal CRM software.

Cons:

The free plan is tempting. However you should get the premium plan to leverage this tool the most.

Pricing:

  • Basic plan is free 

  • Premium plan is $8.33 per user/month, billed annually

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2. Monica (Top open source contact manager)

Monica is an open-source CRM that focuses on personal over professional relationships. It shows how your contacts are connected to each other. You can add notes and set reminders to contacts, and see all your past conversations with each. The dashboard lists your upcoming (and past) scheduled engagements. There’s also a mobile app.

Pros:

Although it promotes itself outside the work world, Monica can still help small business owners. Its layout is pleasing to the eye (especially for those with minimalist tastes), but this also means a near-effortless learning curve. The journal is a great added touch too.

Cons:

Yes it’s light and easy to use. This means that after a while the functionality might seem limited. Especially if you plan to turn your personal relationship manager into a pro tool down the line.

Pricing:

  • Monica offers a free plan 

  • Unlimited plan is $9 per month or $90 per year

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3. Hippo (Top personal relationship management software)

Hippo is a memory aid as well as a straightforward CRM. For each contact, you can add notes and even to-do lists. You can schedule meetings and events, and get reminders. This is a lightweight app strictly for iOS devices like iPhones.

Pros:

Simplicity, minimal tools, and total ease of use help Hippo live up to its sole promise: to stamp out forgetfulness. Either way, it's pretty cheap.

Cons:

Hippo is a mobile app that works only on the iPhone. So the con here is that it is just not for everybody. As a CRM platform it lacks advanced features like workflows and automations.

Pricing:

  • The unlimited plan is $1.49 per month / $14.99 per year  

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4. Airtable (Best free personal contact management software)

Airtable handles contact, project and idea management as a network of customizable spreadsheets. You can lay out views on timelines, Kanban cards, or in calendar mode. It auto-scans spreadsheets for related material to create links in your larger database. There’s a form maker that embeds to your site and feeds results back to Airtable. Aside from being a personal CRM, it’s pretty good for salespeople too.

Pros:

Airtable comprises the power of a networked database but with the ease of a simple spreadsheet. The platform can seriously organize your thoughts, goals and relationships. This is great for a small business or a big life task, like finding an apartment or applying for a new career.

Cons:

This set of contact management tools is good as a personal CRM solution and professional. Sadly, sometimes it does not fit perfectly into either category.

Pricing:

  • Airtable offers a free version

  • Plus plan is $10 per user/month, billed annually

  • Pro plan is $20 per user/month, billed annually

  • Contact Airtable for an Enterprise plan quote

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5. FollowUp for Email (Great personal CRM app for Gmail users)

FollowUp for Email used to be FollowUp Personal CRM. It works in Gmail with your Google contacts. You add notes to contacts, see all engagement histories, and can search using standard or custom filters. A clear list view shows all your scheduled meetings, tasks and events. As the name suggests, there’s a feature to set reminders so you never fail to follow up.

Pros:

As a Chrome extension, it feels like second nature for regular Google users. It’s not just simplicity which it has in spades, but as an extension, FollowUp CRM transforms Gmail into a powerful business tool.

Cons:

This is less of a customer relationship management suite. It’s more of a tool to remember important details about contacts and to get follow up notifications. Still, it streamlines emailing well.

Pricing:

  • Starter plan is $18 per month, billed annually

  • Professional plan is $29 per month, billed annually

  • Salesforce Edition plan is $40 per month, billed annually

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6. Streak (Good contact relationship management app for email marketing)

Streak is a Chrome extension for Gmail. You can compose emails and schedule them down the road, or save them for blast campaigns. It has an email thread splitter, where each new convo can have separate recipients. A tracker tells you when someone opens emails. Finally, there are basic sales pipeline and spreadsheet features. 

Pros:

Being able to simultaneously prepare emails for the masses while maintaining a personal touch is one of the main pros Streak gives users. It helps maintain relationships, and saves on lots of admin time while doing so. 

Cons:

This is strictly for Gmail. So as a total lead management tool it is limiting. Also the free version is nice. But you got to pay for the good functionality.  

Pricing:

  • Streak offers a free version with basic CRM features 

  • Solo is $15 per user/per month, billed annually

  • Professional is $49 per user/per month, billed annually 

  • Enterprise is $129 per user/per month, billed annually 

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7. Keep My Friends (Best CRM for individuals)

The main focus of Keep My Friends is in the name. Once you’ve added personal and professional relationships to this simple CRM system, you choose a timeline for how often you want to stay in touch. Automated reminders help you stay in contact. You can easily view all upcoming reminders and all past communications.    

Pros:

If you’re tired of hearing “Why haven’t I heard from you in a while?” then Keep My Friends might just be the most base-level CRM solution to this problem. It’s geared more towards personal relationships than for growing a business network.

Cons:

Super lightweight and easy to use, But truly only for personal CRM. Even startups with tight budgets might not get much out of this.

Pricing:

  • Unlimited plan is $9 per month

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8. Cloze (Top personal CRM system for AI automation)

Cloze is an all-in-one AI app to manage relationships, inboxes, and contacts. It pulls contact info from multiple communication channels, as well as social data from LinkedIn, Facebook and Twitter. Algorithms determine which contacts are important, and nudge you to keep in touch. For emails, there are reminders, trackers, schedulers and reusable templates. There is good tracking for phone calls too.

Pros:

It’s the AI that gives Cloze a leg up. As contact lists grow and engagements stretch into the past, it’s great to have an intelligent app to help keep track of who’s who and when you should drop someone a line. The info-collecting also cuts down on dull data-entry time.

Cons:

Cloze is one of the more expensive CRMs on the list. That’s a drawback for sure. It also lacks a fun look and feel.  

Pricing:

  • Pro plan is $17 per user/per month, billed annually

  • Silver plan is $21 per user/per month, billed annually

  • Gold plan is $29 per user/per month, billed annually

  • Platinum plan is $42 per user/per month, billed annually

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9. Markd (Great personal CRM tool for social media)

Markd is a browser extension: When you’re surfing through social profiles, you can use the Markd button to add anyone to your network with a simple click. Markd automatically fills out the details of a contact. You can add notes and tags and file contacts into lists.

Pros:

Markd is designed to help you record and store contacts from your social media accounts, for example, when checking out LinkedIn, the platform lets you pick through names you’d think you might want to send to your CRM network. All contacts get neatly laid out on their nice-looking dashboard.

Cons:

Markd does its thing well. But this is far from an all-in-one CRM. Its tools are light. While it automates data entry, there is no robust automation or customization.

Pricing:

  • Markd is free

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10. Covve (Good personal contact manager for mobile users)

Covve is a personal CRM that boasts a lot of AI-driven features like auto-reminders of who to contact and when, notifications for when you’re losing touch with certain contacts, and sophisticated proprietary technology and external sources to find and suggest information for your contacts. The platform’s unique AI-powered News Engine notifies you of news pieces that might affect your contacts so that you can be the first to reach out. 

Pros:

Covve goes with you everywhere, available on iOS, Android, and web. The platform takes the privacy of you and your contacts seriously. Plus, interactive contact mapping, filtered by country and industry, notifications, contact referrals and automatic updates to your address book make this a serious option for padding out your personal network. 

Cons:

You can expect a slight learning curve for Covve. If you have the time to learn all the tools you’ll be well off though.

Pricing:

  • Covve offers a free version

  • Covve Pro is $9.99 per month, billed annually

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What is the best personal crm software for me?

Whatever the purpose of meeting people and collecting contacts, any of the above CRM tools hands-down beat a folder full of spreadsheets or a thick wad of business cards any day. That's because the idea of getting a personal CRM is not merely to collect contacts, but to manage and deepen relationships. That is, to think about people first and profit later. 

So drop those Google Sheets already. An investment in personal CRM is all about going long. It’s a commitment to growth.

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