Whether it’s for business, volunteer work, or even just personal matters, handling a large volume of contacts and interactions can be a daunting task. But a good personal customer relationship management (CRM) software makes it a lot easier. It helps you organize contacts, to-do lists, appointments, and even automate some repetitive tasks along the way. In this article, we have chosen the best personal CRM options according to the needs of a single user.
Based on our criteria, these are the top six personal CRM software:
- Zoho CRM: Best overall personal CRM that offers multichannel communications management
- HubSpot CRM: Best for single users who are looking for a no-frills free CRM solution
- Streak: A great option for users who rely on Gmail to manage sales workflows
- Pipedrive: An excellent choice for those who need highly visual pipelines and reports
- Freshworks CRM: An ideal CRM for those focusing on phone-based sales and outreach
- Salesflare: An excellent option for users looking to automate contact data entry
We’ve carefully evaluated CRM systems that work best for single users. However, if you are looking to scale up soon and are expecting to add more users to your team, you may want to check out our top picks for the best CRM software for small businesses.
How We Evaluated Personal CRM Systems for Single Users
CRM software is designed to help users build relationships with their contacts, keep track of communications, and manage tasks. We developed a scoring system that determines which providers offer these functionalities at an affordable price.
Having an overall score of 4.63, Zoho CRM is our top pick for the best personal CRM as it offers a wide scope of features, including an omnichannel platform for prospect engagement. Aside from this, it also provides robust tools for marketing, workflow automation, and customization. Click on the tabs below to learn more about our scoring system.
25% of Overall Score
Personal CRM software should be budget-friendly. While the number of seats for users is not a big consideration, entry-level plans should enable users to access basic features and effectively use the platform.
15% of Overall Score
Since CRM systems ought to simplify the processes of managing contacts and interactions, they should be easy to set up and use as well. Having a mobile app is also a big plus in a CRM system’s overall usability.
10% of Overall Score
CRM systems can act as control centers for performing different functions, such as marketing, social media management, and accounting. That is why it is important for a CRM software to be able to integrate with various third-party software.
10% of Overall Score
CRM systems make it easier to monitor and manage your progress in building a relationship with each of your contacts. It is also crucial that you can design visual representations for these progressions.
15% of Overall Score
Being able to customize your CRM helps you set up your platform according to how you actually grow relationships with your contacts. Some good features to customize are sales pipelines, dashboards, and analytics.
10% of Overall Score
One of the ways that CRM systems make life easier is their capability to automate tasks. Automations that CRM software usually perform include reminders, drip campaigns, and pipeline automation.
15% of Overall Score
We factored in additional features that CRM systems provide, including customer support, call logging, email tracking, and cloud storage. These features are vital in offering added convenience and, more importantly, a systematic approach to managing customers and tasks.
Zoho CRM: Best Overall Personal CRM With Multichannel Communications
Zoho CRM
What We Like
- Offers a free plan
- Extensive set of features that include predictive sales, AI assistance, and marketing automation
- One of the most affordable solutions
What's Missing
- Lacks a built-in phone dialer
- Customer support solutions only available on the advanced plans
- Product onboarding is an additional cost
Zoho CRM Pricing at a Glance*
- Free: Supports up to three users and includes basic features, such as lead and document management
- Standard: $18 per user, per month
- Professional: $30 per user, per month
- Enterprise: $45 per user, per month
- Ultimate: $55 per user, per month
*Based on monthly billing. Annual subscriptions are also available at slightly lower rates.
Zoho CRM stands out for its omnichannel communications management system. It enables single users to manage all emails, phone calls, social media interactions, live chats, self-service portal conversations, and web conferences in one platform. It also offers a wide range of features, such as sales automation, sales prediction, and marketing automation.
Zoho CRM Features
- Lead scoring
- Workflow automation
- Mass email
- Custom dashboard
- Real-time customer notifications
- Web-to-case forms
- Mobile app
HubSpot CRM: Best No-frills Free CRM
HubSpot
What We Like
- Saves up to 1,000,000 active contacts
- Offers one of the most feature-rich free plans
- Extensive tutorial library
What's Missing
- Customer support access is not for free
- Workflow automation tools are not included in the free plan
- Charges for most third-party software integrations
HubSpot CRM Pricing at a Glance*
- Free: Supports up to 1,000,000 contacts
- Paid sales and marketing add-ons: Starting at $50 per month
*Based on monthly billing. Annual subscriptions are also available at slightly lower rates.
HubSpot CRM is a free CRM software. Despite being a free solution, it offers a wide range of features that you need to nurture your relationships with your contacts, including customizable dashboards, chatbots, and landing pages. It has an intuitive interface and provides comprehensive tutorials.
HubSpot CRM Features
- Lead management
- Pipeline management
- Email marketing
- Live chat
- Web forms
If you would like to know how HubSpot CRM optimizes sales workflows, you can visit our HubSpot CRM review.
Streak: Best for Managing Workflows Within Gmail
Streak
What We Like
- Integrates well with Gmail
- One of the most affordable personal CRM solutions
- Has a free Chrome extension
What's Missing
- Most third-party software integrations only available in the higher plans
- Built-in phone dialer is not available on the lower plans
- Mobile app is not as functional as the desktop version
Streak Pricing at a Glance*
- Free: Up to 50 mass emails per day
- Solo: $19 per user, per month
- Pro: $59 per user, per month
- Enterprise: $15 per user, per month
*Based on monthly billing. Annual subscriptions are also available at slightly lower rates.
Streak is a handy CRM system for Gmail users. It provides a browser extension that lets you access your CRM directly within your Gmail account—eliminating the need to go back and forth between your inbox and other tools. It also offers robust email management tools like mass email, email engagement tracking, and automatic email categorization.
Streak Features
- Mobile app
- Tasks and reminders
- Call logs and meeting notes
- Contact enrichment
- Reports
- Phone dialer
Pipedrive: Best for Customizable & Visual Pipelines
Pipedrive
What We Like
- Highly customizable sales dashboards and pipelines
- Provides an AI sales assistant
- Has a built-in phone dialer
What's Missing
- Does not offer a free plan
- Phone support is only available in the most expensive plan
- Lead generation tools cost extra
Pipedrive Pricing at a Glance*
- Essential: $15 per user, per month
- Advanced: $29 per user, per month
- Professional: $59 per user, per month
- Enterprise: $99 per user, per month, billed annually (requires at least 10 users)
*Based on monthly billing. Annual subscriptions are also available at slightly lower rates.
Pipedrive offers highly visual and customizable pipelines, dashboards, and reports. Its customizability allows you to simplify data and insights, including reports on your leads, tasks, activities, deals, and revenue. It also provides an artificial intelligence (AI)-powered assistant that recommends actions that would help you make sure you are growing your relationship with each contact on your CRM system.
Pipedrive Features
- Lead and deal management
- Communications tracking
- Workflow automation
- Insights and reports
- Mobile app
If you want to learn more about how Pipedrive can make it easier to run your business, check out our Pipedrive review.
Freshworks CRM: Best for Phone-based Sales & Outreach
Freshworks CRM
What We Like
- Offers in-app phone dialer and toll-free numbers
- Extensive mobile app features
- Provides an AI assistant
What's Missing
- Limited email and social media integrations
- Complex pricing structure
- Limited file storage
Freshworks CRM Pricing at a Glance*
- Free: Unlimited customer support
- Marketing Cloud: Starts at $25 per month
- Sales Cloud: Starts at $35 per user, per month
- Customer-for-Life Cloud: Starts at $35 per user, per month
*Based on monthly billing. Annual subscriptions are also available at slightly lower rates.
Freshworks CRM’s in-app phone dialer and access to toll-free numbers make it a suitable choice for single users who do most of their outreach and follow-up activities over the phone. Its mobile app also streamlines field sales activities with task management and calendar tools. When you need to meet a prospect or contact in person, its integration with Uber and Google Maps enables you to book a car quickly and set your meeting place as a destination.
Freshworks CRM Features
- Marketing automation
- Sales management
- Analytics
- Workflow automation
- AI assistant
- Built-in telephony
If you’re interested to know more about Freshworks CRM and how it works, check out our Freshworks CRM review.
Salesflare: Best for Data Entry Automation
Salesflare
What We Like
- Drag-and-drop visual pipeline
- Comprehensive engagement tracking tools
- Extensive third-party integrations
What's Missing
- No social media management and phone dialer solutions
- Does not offer a free plan
- Limited customization options
Salesflare Pricing at a Glance*
- Growth: $29 per user, per month
- Pro: $49 per user, per month
- Enterprise: $99 per user, per month
*Based on monthly billing. Annual subscriptions are also available at slightly lower rates.
Salesflare stands out for its extensive workflow automation features—allowing users to focus on building relationships. It automates the logging of phone calls and meetings, contact data entry, and lead follow-ups. Moreover, this simple platform can automatically organize your documents and files, saving you more time and energy.
Salesflare Features
- Automatic call and meeting logs
- Opportunity ranking
- Email, link, and website engagement tracking
- Mobile app
- Email sidebar
- Personalized emails
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