Ready to run through the top Mac CRM software? This super list of 16 of the best Apple CRM tools will surely have something for everyone, from the startup to the enterprise, and from general to the niche. Free plans are mentioned where they are on offer.
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Keap is excellent at automating highly personalized follow-ups plus email or text reminders. Keap is focused around a well designed activity stream where all communications are updated and everything is stored in one place.
Dex is a YCombinator alumni company that raised money and has already been around for a few years. It focuses on importing data from as many sources as possible. They actually built a Chrome extension that allows users to import data from sources that are totally inaccessible to other personal CRM apps such as Facebook.
Customer relationship management (CRM) systems are useful for solo users and entrepreneurs, helping them keep track of their contacts, leads, projects, and revenue. CRM platforms help individuals organize customer communications, monitor to-do lists and appointments, and automate repetitive tasks in a single platform. To find the best personal CRM, we analyzed several top providers featuring plans designed to meet the needs of a single user.
Agile CRM is comprehensive CRM software that offers integrated sales, marketing, and customer service automation tools in a single platform. Check out our Agile CRM review to explore the other benefits your company can gain from using this software.
Streak is ideal for solo CRM users who utilize Gmail as their business email, and is a great option for a personal contact management software. It provides a browser extension that lets them access their CRM directly within their Gmail account, which eliminates the need to go back and forth between their Inbox and CRM dashboard. It also offers robust email management tools, such as mass email, email engagement tracking, and automatic email categorization.
The best personal CRM systems should have fundamental tools that help solo users manage their professional relationships with their contacts and clients, keep track of their communications, and monitor their tasks. It must also have a range of affordable pricing plans or a free version.
Total costs and various pricing options are typically the most important criteria for solo users, so it was carefully considered when reviewing the best personal CRM. In addition, we looked at the availability of a free plan, the pricing of entry-level options, and whether or not there are monthly billing plans available.
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.
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.
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.
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.
Dex works as an extension that collects contact data from social media accounts and stores it in the app. Based on your contact book, the Dex personal CRM will even suggest new potential contacts that might be helpful. The main focus of the app is building and nurturing relationships. You can set up and trigger reminders to get in touch with someone, as well as notifications about important events and appointments. The tool works on both web and mobile devices, including iOS and Android.
Queue is a brand-new personal CRM tool that so far only works on iOS mobile devices. The application is still in the beta version and has been extensively tested and improved. The creator shared his story on the website, saying how he was failing to stay in touch with important people in his life and wanted to build an app that solves this problem. Users can import contact data from Gmail, Google Calendar, Twitter, and iPhone contacts. The social media and phone contact organizer then sorts out the contacts and queues them up in the order of priority so that users know who is next to catch up.
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.
Garden App is another contact management software app backed up by a personal story of the creator. The app owner has shared that he decided to create a personal CRM after losing touch with friends while working on his previous startup. The creator thought that such an app would help him and people like him to nurture important relationships and stay in close touch with friends and family. He believes that many people wait till life calms down to contact their old friends, but in reality, life gets busier and busier. Garden is a great contact organizer that helps people to stay close with their loved ones without jeopardizing their career ambitions.
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.
UpHabit is one of the best personal CRM systems for professional networking and for maintaining business contacts. The tool can also be used for storing and managing personal affairs, but mostly caters to business owners, freelancers, and entrepreneurs. This professional and personal relationship management app provides a unique feature that allows users to quickly introduce contacts to each other using premade templates. You can also set reminders, take notes, as well as categorize contacts by choosing different tags.
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.
UpHabit offers a free personal CRM with some limited functions such as) relationship management and introductions. The business version is $49.99 per month and has unlimited relationships, but only five introductions. The Super Connector tier is $69.99 per month and provides all the unlimited features, including personal onboarding via Zoom.
Covve is another prominent relationship manager app that helps users organize their contacts, expand professional circles, and nurture personal relationships. The application also includes a business card scanner that transfers data from physical business cards and keeps it in the app. Besides that, the follow-up personal CRM tool analyzes your contacts to find and share related information to give you a good icebreaker to start a conversation. Finally, the application comes with a great note-taking feature including call recording functions.
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. 2b1af7f3a8