Hello there! If you are looking for a way to manage your relationships in a more organized and efficient manner, you have come to the right place. In this article, we will be discussing Personal CRM apps and how they can help you keep track of your contacts, conversations, and goals. Whether you are a freelancer, salesperson, or just someone who values their personal relationships, this guide will provide you with all the information you need to choose the right Personal CRM app for you.
The Basics of Personal CRM Apps
Before we dive into the different Personal CRM apps available in the market, let’s first discuss what a Personal CRM app is, and what it can offer. Personal CRM apps are software tools that help individuals manage their contacts, keep track of conversations, and set and achieve goals related to their social and professional relationships. Think of it as a personal assistant for your network.
Benefits of Using a Personal CRM App
Using a Personal CRM app has many benefits, including:
| Benefits | Explanation |
|---|---|
| Centralized Contact Management | By using a Personal CRM app, you can store all your contacts in one place, making it easier to access and manage. |
| Better Relationship Management | You can keep track of your interactions with your contacts, ensuring that you are following up on conversations and building stronger relationships. |
| Improved Goal Setting | Personal CRM apps allow you to set and track goals related to your relationships, helping you stay motivated and focused on building better connections. |
| Increased Efficiency | With a Personal CRM app, you can save time by automating tasks such as contact import, data entry, and reminders. |
Now that we have covered the benefits of using a Personal CRM app, let’s take a look at some of the most popular apps available in the market:
1. Contactually
One of the most popular Personal CRM apps available, Contactually offers a wide range of features for managing relationships. Some of its key features include:
Key Features of Contactually
Contact Management: With Contactually, you can easily import and organize your contacts into customizable buckets, making it easier to manage your interactions with them.
Goal Setting: Contactually allows you to set goals related to your contacts, such as follow-ups, introductions, and referrals. The app also provides insights into your progress towards those goals.
Email Templates and Reminders: Contactually offers a library of pre-built email templates that you can customize and use to send personalized messages to your contacts. The app also sends you reminders to follow-up on conversations, ensuring that you never miss an opportunity to build a stronger connection.
Contactually Pricing
Contactually offers four pricing plans:
| Plan | Price | Features |
|---|---|---|
| Basic | $59/month | Up to 50,000 contacts, Email marketing, Basic integrations |
| Professional | $99/month | Up to 100,000 contacts, Advanced integrations, Custom reporting |
| Accelerator | $399/month | Up to 250,000 contacts, Dedicated account manager, Custom onboarding |
| Contactually for Teams | Custom Pricing | Customizable team hierarchy, Bulk messaging, Advanced reporting |
2. HubSpot CRM
HubSpot CRM is a free Personal CRM app offered by HubSpot, a leading provider of marketing, sales, and customer service software. Some of its key features include:
Key Features of HubSpot CRM
Contact Management: With HubSpot CRM, you can import and store all your contacts in one place. You can also view a timeline of all your interactions with each contact, including emails, calls, and meetings.
Email Tracking and Templates: HubSpot CRM makes it easy to track when your emails are opened and clicked. You can also use the app’s library of pre-built email templates to save time and send personalized messages.
Deal Management: HubSpot CRM allows you to track deals related to your contacts, including the stage of the deal, the amount, and the close date.
HubSpot CRM Pricing
HubSpot CRM is completely free to use. However, HubSpot also offers a suite of paid marketing, sales, and service software that can integrate with the CRM. Prices for these software packages vary based on the number of contacts and features required.
3. Streak
Streak is a Personal CRM app that is built directly into Gmail, making it a great choice for individuals who spend a lot of time in their inbox. Some of its key features include:
Key Features of Streak
Email Tracking: Streak allows you to track when your emails are opened and clicked, and provides insights into engagement metrics such as reply rates and average response time.
Pipeline Management: Streak allows you to create customizable pipelines for managing deals, projects, and other tasks related to your contacts.
Scheduler: Streak’s built-in scheduler allows you to schedule meetings and calls directly from your inbox, without having to switch to a separate calendar app.
Streak Pricing
Streak offers a free plan that allows you to manage up to 200 emails per month. Paid plans start at $15/month and include additional features such as unlimited email tracking, pipeline customization, and team collaboration tools.
4. Salesflare
Salesflare is a Personal CRM app that is specifically designed for sales teams. Some of its key features include:
Key Features of Salesflare
Automated Data Entry: Salesflare automatically pulls data from your email, calendar, and social media accounts to create a comprehensive profile for each contact.
Deal Management: Salesflare allows you to track the progress of your deals through customizable pipelines. You can also set reminders and automate follow-ups to ensure that you never miss an opportunity to close a sale.
Email Tracking: Salesflare tracks when your emails are opened and clicked, and allows you to send personalized follow-up emails directly from the app.
Salesflare Pricing
Salesflare offers three pricing plans:
| Plan | Price | Features |
|---|---|---|
| Startup | $29/user/month | Up to 2 users, Deal management, Email tracking |
| Professional | $49/user/month | Up to 5 users, Custom fields, Phone integration |
| Enterprise | Custom Pricing | Customizable onboarding, Advanced reporting, Dedicated account manager |
5. Pipedrive
Pipedrive is a Personal CRM app that provides a visual pipeline view of your sales process. Some of its key features include:
Key Features of Pipedrive
Visual Pipeline: Pipedrive’s visual pipeline allows you to see the status of all your deals at a glance. You can also customize the pipeline stages to match your own sales process.
Deal Management: Pipedrive allows you to set reminders and automate follow-ups for each deal in your pipeline. You can also assign tasks to team members and track their progress.
Mobile App: Pipedrive’s mobile app allows you to manage your deals and contacts on the go, and even make calls directly from the app.
Pipedrive Pricing
Pipedrive offers four pricing plans:
| Plan | Price | Features |
|---|---|---|
| Essential | $15/user/month | Visual pipeline, Email integration, Mobile app |
| Advanced | $29/user/month | Custom fields, Advanced reporting, Workflow automation |
| Professional | $59/user/month | Advanced user management, Multiple dashboards, Email templates |
| Enterprise | Custom Pricing | Customizable onboarding, Dedicated account manager, API access |
FAQs
1. What is a Personal CRM app?
A Personal CRM app is a software tool that helps individuals manage their contacts, keep track of conversations, and set and achieve goals related to their social and professional relationships.
2. Who can benefit from using a Personal CRM app?
Anyone who values their personal relationships and wants to manage them in a more organized and efficient manner can benefit from using a Personal CRM app. This includes freelancers, salespeople, entrepreneurs, and anyone who wants to build stronger connections with their contacts.
3. What are the benefits of using a Personal CRM app?
Using a Personal CRM app has many benefits, including centralized contact management, better relationship management, improved goal setting, and increased efficiency.
4. What are some popular Personal CRM apps available in the market?
Some popular Personal CRM apps include Contactually, HubSpot CRM, Streak, Salesflare, and Pipedrive. Each app has its own unique features and pricing plans.
5. How do I choose the right Personal CRM app for me?
When choosing a Personal CRM app, consider your specific needs and goals, as well as the features and pricing of each app. You may also want to try out a few different apps before committing to one.
Conclusion
As you can see, there are many Personal CRM apps available in the market, each with its own unique features and pricing. By using a Personal CRM app, you can manage your contacts, keep track of conversations, and set and achieve goals related to your social and professional relationships. We hope that this guide has provided you with all the information you need to choose the right Personal CRM app for you. Happy networking!