10 Best Personal CRM Software

• You want to leverage AI to manage relationships: This platform is one of the top AI CRM systems with a built-in AI assistant called Zia. It lets you auto-enrich data records with up-to-date information and offers insights on the best time to contact someone.It can also provide task reminders like when to follow up or keep in touch, run lead scoring calculations, and execute commands for retrieving contact records.
• You need a scalable CRM for personal use: Zoho CRM offers a solid freemium plan and cost-friendly paid plans (starting at $14 per user monthly).This personal CRM software makes it easy for solopreneurs to bring on new team members when they need to expand operations. Even the highest-tiered Ultimate plan is relatively inexpensive—just $52 per user monthly for all the sales, marketing, and service tools.

• You need free communication features: While Zoho CRM has a good free plan, none of the communication features, such as email, telephone, or live chat, are available until the paid plans (starting at $14 per user monthly). This is not ideal if you want to engage contacts without worrying about paying anything, which other providers also offer for free.
  • Alternatives: Bigin is the best alternative if you specifically want free telephone communication tools. HubSpot CRM is a great free option for using email to engage leads, customers, and partners.
• You want a system that’s much easier to operate: Both our evaluation and online reviews show that Zoho CRM’s interface can have clunky buttons and menus. This makes it fairly difficult to navigate the system and get comfortable with the contact management tools.
  • Alternatives: HubSpot CRM is the best traditional CRM for product ease of use. However, if you prefer a specialty product or personal relationship manager, we recommend UpHabit, which has excellent usability ratings.

• You want a free and simple CRM to manage relationships: HubSpot CRM’s free plan comes with all the essentials for maintaining personal and business relationships, like contact storage, activity tracking, appointment scheduling, and email. It’s also one of the best simple CRM systems that’s easy to learn, set up, navigate, and operate, thanks to its modern and minimalist design.
• You need full CRM capabilities: Like some of the other products on this list, this platform is a traditional CRM system designed for businesses to generate leads, manage sales opportunities, and engage customers.

In addition to the tools for building relationships, it also comes with mass email marketing, deal tracking, sales automation, collaboration features, and other capabilities for teams to grow their businesses.

• You want a more scalable option: While it offers a great free-forever plan with robust tools that make it the best CRM for small businesses, HubSpot CRM costs more than other providers.This is evident when you want to upgrade from the Starter ($15 per user monthly) to the Professional plan ($90 per user monthly) for more advanced features like calling, live chat engagement, and contact scoring.
  • Alternatives: Zoho CRM has cost-friendly, scalable plans starting at just $14 per user monthly. Notion offers scalable plans with free and paid packages starting at $10 per user monthly.
• You prefer a specialty personal contact management system: HubSpot is great for solopreneurs and individuals looking to grow their business as it is a full sales CRM. That said, while you can use it to manage family and friend relationships, the features are not specifically built for this type of personal use case.
  • Alternatives: UpHabit and Dex are our favorite software options specifically for managing family, friends, and other personal relationships. Another good option is Monica CRM if you want other useful life-enhancing tools like journaling, gift management, and peer-to-peer payment tracking.

• You want to leverage free tools for automating daily tasks: Bigin’s free plan offers basic CRM and contact management features, but it allows you to set up to three workflows. You can use this personal CRM system to automate recurring daily tasks and send automated notifications to record owners when changes are made to a contact.
• You’re looking for a highly customizable individual CRM: With Bigin, you can implement tier-based customizations for fields, data views, and dashboards to suit your personal preferences. You can tweak these fields to visualize your daily tasks, business processes, and goals.

• You’re seeking a simple personal CRM: While Bigin has basic CRM features and a Kanban-style interface, its vast customization options make its learning curve steep.
  • Alternatives: HubSpot CRM and Pipedrive are two of the individual CRM systems on this list known for their simple user interface and little to no learning curve.
• You want to manage your social media connections from your CRM: Unfortunately, Bigin only integrates with X (formerly Twitter) starting with its Express plan ($7 per user monthly). Consider other providers if you want an individual CRM that connects to other social media platforms like Facebook and LinkedIn.
  • Alternative: Dex is a specialty personal CRM that offers a Chrome extension for adding contacts from LinkedIn, Facebook, and X. You can also set reminders to stay in touch or follow up with your contacts.

• You need extensive project database features: Notion gives you the flexibility to design a personal project database. If you want to keep everything in a centralized system, Notion is the perfect system to quickly find the information you want.

Organize records and notes in various formats, including tables, lists, and calendars. Notion has a multimedia embedding tool for audio, images, etc. to enhance documentation.

•  You need an all-in-one note and task tool: Notion is equipped with note-taking and task management capabilities, such as referencing, page linking, and a database for building lists and calendars. If you’re a consultant or manager, use Notion to securely store meeting notes, track job applications, and plan tasks for your project team.

• You’re seeking an easy-to-use individual CRM: While Notion’s templates provide valuable samples and guides, the platform has a steep learning curve. If you are looking to customize this system to your team’s needs, you need to exert extra time and effort to attain this goal.
  • Alternatives: HubSpot CRM and Pipedrive are known for their simple user interface and little to no learning curve.
• You need more robust communication tools: While Notion stores project-related information, the platform lacks advanced project management capabilities like time tracking.
  • Alternative: Insightly CRM has built-in task and project management tools. This CRM is highly recommended for project-based freelancers, such as video producers, graphic designers, and content writers.

• You need specialty software for maintaining and introducing personal contacts: UpHabit is by and large the best available specialty CRM in this list designed for managing family and friend relationships.

It’s free, easy to use, and comes with all the basics for individuals to enrich relationships, including contact storage, introduction templates, birthday reminders, automated cadences, and timeline tracking.

• You want a personal CRM with some business features: Although UpHabit is primarily for individuals, it also offers a low-cost For Business plan ($9.99 per user monthly) that you can use for building lead, customer, and partner relationships. It can integrate with popular business apps like Constant Contact, Salesforce, and Mailchimp for list segmentation and two-way data sync.

• You want to use your CRM solely for business purposes: UpHabit has a Business plan ($9.99 per user monthly) that can integrate with popular apps like Salesforce, Mailchimp, and Constant Contact for data syncing.However, it’s limited to just expanding the number of automated introductions you get for new contacts. It will not let you track deals, manage quotes, run sales automations, or score leads.
  • Alternatives: HubSpot CRM and Bigin are the best options for managing business relationships and sales activity, as they’re built exclusively for those purposes. Insightly CRM is another solid option if you want built-in project management features.
• You need a broader range of third-party integrations: Because it’s primarily for personal use, UpHabit is limited to just three integrations, including Salesforce, Mailchimp, and Constant Contact.
  • Alternatives: If extensive access to third-party integrations is important to you and your business, we recommend Bigin and Zoho CRM. These platforms have over 2,500 unique third-party and native integration options to choose from and can be used for personal contact management.

• You want a personal CRM app to organize your personal timeline visually: Pipedrive features a Kanban-style interface that allows you to visualize your daily tasks, reminders, events, and goals. You can simply drag and drop items from one column to another to indicate where they are currently in your personal timeline.
• You need sleek, easy-to-analyze sales status and reports: The visual pipelines you’ll get from Pipedrive are second to none. It’s easy to pinpoint qualified leads at a glance, the actions you took in response to their qualifications, and whether or not you’ve won the deal. Plus, you have access to reports on sales activity status, sales forecasts, and even your goal as a user.
• You’re a single user looking for robust sales automation tools: Pipedrive is included in our list of the best sales automation tools for its solid automation in proposal generation. Its entry-level plan is at $14 per user, per month and also provides a smart Sales Assistant that gives automated suggestions on performance improvement and deal prioritization.

• You need an ecommerce CRM to manage your online store: Pipedrive, being a sales CRM first and foremost, lacks tools for managing websites, inventory, and online transactions.
  • Alternative: If you’re looking for a personal CRM with a dedicated inventory module, Zoho CRM is a great choice. It lets you manage your ecommerce store, including invoices, products, vendors, orders, etc.Inventory management tools and Zoho Finance integration are included in the Professional plan ($23 per user monthly). For other options, check out our top ecommerce CRMs.
• You need a free CRM for personal use: Although Pipedrive’s pricing plan is scalable and starts at a less costly rate of $14 per user monthly, it does not offer a free subscription plan.
  • Alternatives: HubSpot CRM comes with a robust set of tools for sales, marketing, and customer service under its freemium pricing option. You can also go for ClickUp, as it has a free plan for unlimited users.

• You want a fully customizable work management platform: ClickUp is a work management system for tailoring modules to any business or personal need by customizing the data fields, automation, and board views.

You can create workspaces to store friend and family contact information, add tasks like follow-up or purchase a gift, and view the records on Kanban, board, table, calendar, and other views.

• You need a solid free plan to manage relationships: In terms of free options, ClickUp is one of the best free CRMs for relationship enrichment. Users can store contact records, track activity, and view contact records on Gantt, timeline, list, Kanban, table, and calendar layouts.

The system also includes relationship linking between records, email communications, task management, and automations to set follow-up cadences.

• You want premade modules in your CRM system: Because ClickUp is a custom work management system that you can customize to use for relationship building, users are required to either build their boards by hand or adopt premade templates by the provider. This adds a step before you get CRM feature access.
  • Alternatives: HubSpot CRM is a great platform for business and personal use that has modules already premade. UpHabit is the best for individual family and friend relationship management that has ready-to-go modules.
• You need more expansive communication options: In terms of communicating with contacts, ClickUp is limited to just email and chat via the Slack integration. This is a drawback if you find these methods more convenient when interacting with loved ones, acquaintances, or employees.
  • Alternative: Pipedrive has the most widespread contact center functions to engage leads and other contacts. This personal CRM offers email, phone, live chat, text, Facebook Messenger, and AI chatbot.

• You want to manage various life aspects in one platform: Monica CRM stands out for its broader capabilities for managing your personal life. Aside from storing and monitoring activity on contacts, users can track gifts, monitor payments from friends or family, and set task reminders for important dates.Use its journaling tools to submit entries on events, moods, activities, accomplishments, and other useful notes.
• You need robust contact management tools: As one of the best personal contact management software, Monica CRM comes with excellent storage and tracking features.Users can create and store profiles, track history and activity, add private notes, and set reminders for following up with contacts. There’s even relationship linking for indicating a family, hierarchy, or parent-child relationship with other contacts.

• You need a CRM for business use: While great for personal use, Monica CRM has no lead management, deal tracking, sales automation, or marketing features that would be of use to a business trying to generate revenue.
  • Alternatives: HubSpot CRM and Pipedrive are the best true CRM options that have relationship management features in addition to tools for growing a business.
• You want to access your specialty personal CRM from a mobile app: While you can access Monica CRM via a mobile browser, it currently does not have a mobile app. If you’re always on the go, you might need to find an alternative for your convenience.
  • Alternatives: UpHabit and Dex are two specialty personal CRMs that offer mobile apps to let you manage your relationships on the go. With these personal CRMs, you can access interactions, updates, and other personal-related matters anytime, anywhere.

• You want to manage all your social media contacts from one place: Dex offers a Chrome extension that lets you instantly add your contacts from Facebook, LinkedIn, Messenger, X, and Gmail to your CRM. With just a click, you can also set reminders to keep in touch with your contacts during birthdays, anniversaries, product launches, and other events.
• You want to leverage AI to draft messages: When you add the Dex extension to your Chrome browser, you get access to its AI Assist tool. This helps you draft messages and responses quickly from the CRM.

• You want to use a specialty personal CRM at no cost: While Dex offers a seven-day free trial, it currently does not offer a freemium plan.
  • Alternatives: UpHabit has a free personal CRM that allows you to add an unlimited number of contacts and even introduce connections to each other. Monica CRM is an open-source alternative that offers a free plan with 10 contacts and limited features, but you can access its full features if you host it on your own server.
• You’re a solopreneur needing a CRM for managing your sales processes: Dex is not designed for managing business processes, thus it does not offer relevant features like lead tracking and sales pipeline management.
  • Alternatives: Zoho CRM and Pipedrive are two excellent sales-focused CRMs that individuals can use to manage their business leads and pipelines. Zoho CRM is popular for its AI tools like Zia AI and contact and lead scoring capabilities. Pipedrive is known for its customizable visual sales pipelines.

• You are a project-based freelancer: Many solopreneurs operate businesses that provide solutions as projects. These include video producers, content writers, graphic designers, and social media managers. That said, Insightly CRM provides solid contact management tools for individuals to engage and generate clients, plus built-in project management to oversee deliverables after a closed deal.
• You want to link personal relationships in your CRM: One of the most useful features of Insightly CRM for personal use is the record-linking capabilities. This lets you indicate if a contact or organization has a connection with another record. You can use this to show various relationships, including employment, hierarchy, family, friends, or just someone in the same network.

• You need a free plan to manage personal relationships: Insightly CRM does not offer a freemium plan. This personal CRM software only offers a 14-day free trial to access its features.
  • Alternative: HubSpot CRM has the best free personal contact management features, while Zoho CRM offers lead, account, and contact management on its freemium option.
• You want a simpler CRM to operate: Insightly CRM’s interface looks outdated throughout many of its modules, making the system tough to learn and operate for first-time users.
  • Alternatives: HubSpot CRM and Pipedrive perform well in usability scores for anyone who prioritizes product ease of use. If you need specialty software for personal relationships, we recommend UpHabit or Dex.