Personal customer relationship management (CRM) software lets individuals and solopreneurs maintain relationships with leads, customers, partners, and personal contacts. They come with affordable features like contact storage, activity and keep-in-touch tracking, appointment scheduling, and note-taking tools, all meant to build connectivity with the people in your life or business. Based on our evaluation, we’ve identified the nine best personal CRM systems:
- Best free personal CRM for one person: HubSpot CRM
- Excellent personal CRM that leverages artificial intelligence (AI) tools: Zoho CRM
- Solid pick for project-based solopreneurs: Insightly
- Best personal contact management software: UpHabit
- Great option with built-in telephonic features: Freshsales
- Best for client activity management: Pipedrive
- Best CRM for managing personal lives and relationships: Monica
- Excellent CRM to customize for personal use: ClickUp
- Best single-user CRM for keeping up with friends: Circles by ZooWho
Best Personal CRM Software Compared
Provider | Free Plan? | Our CRM Rating Out of 5 | |
---|---|---|---|
✓ | 5.00 | ||
$14 | ✓ | 4.81 | |
$29 | ✓ | 4.77 | |
$119.99 per year | ✓ | 4.73 | |
$9 | ✓ | 4.69 | |
$14.90 | ✕ | 4.67 | |
$90 per year (one user) | ✕ | 4.50 | |
$7 | ✓ | 4.49 | |
Circles by | $49.99 | ✓ | 4.07 |
HubSpot CRM: Best CRM for Single Users Needing Free Tools
Pros
- Free plan available for storing contacts, scheduling meetings, tracking activity, and emailing
- Users can integrate Slack and Facebook Messenger for free for expanded contact engagement
- Highly intuitive interface with easy-to-operate contact management tools
Cons
- Higher tier plans are expensive
- Telephonic and live chat communications requires a paid plan
- Calendar sync for tracking personal events and tasks on a calendar requires expensive Professional plan
- You want a free and simple CRM to manage relationships: HubSpot is the best CRM for one person if you prioritize freemium plans and intuitive features. It’s a simple CRM that’s easy to learn, set up, navigate, and operate, thanks to its modern and minimalist design. Its Free plan also comes with all the essentials for maintaining personal and business relationships, like contact storage, activity tracking, appointment scheduling, and email.
- You need full CRM capabilities: Like some of the other products on this list, HubSpot 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 business.
- You want a more scalable option: While it offers a great free-forever plan, HubSpot CRM gets expensive when you want to upgrade to the Starter and Professional plan for more advanced features like calling, live chat engagement, and contact scoring.
- Alternative: Zoho CRM and Freshsales are both excellent traditional CRMs that have cost-friendly, scalable paid plans starting at just $14 and $9 per user, per month, respectively.
- 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.
- Alternative: UpHabit and Circles by ZooWho are our favorite software options specifically for managing family, friends, and other personal relationships. Another good option is Monica if you want other useful life-enhancing tools like journaling, gift management, and tracking your friends’ debts.
HubSpot CRM Key Personal CRM Features*
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
**Pricing uses the monthly Sales Hub costs for individuals and small teams. The provider also offers Enterprise-level products for larger sales teams and the CRM Suite, which includes sales, marketing, customer service, CMS, and operations software in one product for a higher price.
Our Expert Opinion
HubSpot is the best option for individuals who need complete CRM functionality for free. Users can manage their contact relationships via profile storage, activity tracking, private notes, and appointment scheduling, all at no cost. We also like the communication options available for free, including Facebook Messenger, Slack, and email, with prescheduling options to help automate keep-in-touch cadences.
Zoho CRM: Best for Innovative AI Features
Pros
- Free and affordable plans that can scale as individuals grow their business
- Unique artificial intelligence (AI) tools available to support relationship management activity
- Comes with an account management module specifically for maintaining business client relationships
Cons
- Poor product usability ratings; users find the interface clunky and tough to navigate
- Free plan doesn’t include any communication features
- Event calendar sync to Google Calendar requires a paid plan
- You want to leverage AI to manage relationships: Zoho stands out as having the broadest capabilities as an AI CRM system through its built-in AI assistant, 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 such as retrieving a contact record.
- You need a scalable CRM for personal use: Zoho is one of the best CRMs for one-person businesses who are looking to grow. It offers a solid freemium plan and cost-friendly paid plans that make 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, per month 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—not ideal if you want to engage contacts at no cost.
- Alternative: Freshsales is the best alternative if you specifically want free telephone communication tools, while 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’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.
Zoho CRM Personal CRM Features*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
We can’t say enough about Zoho CRM’s ability to take relationship management to the next level through its artificial intelligence (AI) tools. Just having personal contact management features isn’t enough for this product. The AI assistant, Zia, is highly sophisticated and provides automated data enrichment, task reminders, command functions, and contact scoring. We especially love how it can even recommend the best time to contact someone based on historical activity.
Insightly: Best CRM for One-person Businesses That Need Project Management Tools
Pros
- Built-in project and tasks management tools available
- Comes with relationship linking features to indicate a family, hierarchy, or other relationship between contacts
- Full CRM system with lead management, deal tracking, sales automation, and mass marketing tools
Cons
- Limited free plan that only offers basic contact management
- Decent learning curve required to operate the features
- Relatively expensive outside of Free plan
- You are a project-based freelancer: Many solopreneurs operate businesses that provide solutions as projects. Video producers, content writers, graphic designers, and social media managers, for instance, are project-based roles that are freelance-heavy. That said, Insightly 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 as a CRM for personal use is the record linking capabilities. Useful for both business and personal relationships, linking 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 more robust free plan: As a free CRM, Insightly is limited in that you can only store 2,500 contact records and send just 10 emails per day. It also caps you to just two custom data fields to track certain information important to you or your business.
- Alternative: HubSpot CRM has the best free personal contact management features, including 1,000,000 contact records stored, third-party integrations, document storage, direct and mass email with no limitations, and appointment scheduling.
- You want a simpler CRM to operate: Insightly’s interface looks outdated throughout many of its modules—making the system tough to learn and operate for first-time users.
- Alternative: HubSpot CRM and Freshsales 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 Monica as the best options.
Insightly Personal CRM Features*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Insightly offers a 14-day free trial on paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Insightly sticks out as an excellent freelancer CRM for individuals to build client relationships and oversee their service deliverables in one system. That’s why we highly recommend it for project-based businesses like content creators or consultants. These capabilities pair nicely with other personal essentials like relationship linking, calendar sync for events and tasks, and email communication tools.
UpHabit: Best Personal Contact Management System for Individual Relationships
Pros
- Specialty CRM designed for maintaining solid family, friendship, and other personal relationships
- Free plan that comes with the essentials like contact storage, activity tracking, notes, birthday reminders, and cadences
- Inexpensive overall, even if you subscribe to the Business plan
Cons
- Limited CRM features if you choose to use it for exclusively for business purposes
- Only offers a few third-party integration options
- Free cadences only let you auto-engage up to 10 contacts
- You need a specialty software for individual relationships: While there are many specialty CRMs on this list designed for managing family and friend relationships, UpHabit is by and large the best available. It’s free, easy to use, and comes with all the basics for individuals to enrich relationships, including contact storage, birthday reminders, automated cadences, new contact introductions, 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 that you can use for building lead, customer, and partner relationships. The business features are virtually the same as the personal ones, but 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: While UpHabit has a business plan that can integrate with popular apps like Salesforce, Mailchimp, and Constant Contact for data syncing, 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.
- Alternative: HubSpot CRM and Freshsales are the best options for managing business relationships and sales activity as they’re built exclusively for those purposes. Insightly is another solid option if you want built-in project management with your CRM 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.
- Alternative: If extensive access to third-party integrations is important to you and your business, we recommend Zoho CRM. It has over 2,500 unique third-party and native integration options to choose from and it can be used for personal contact management.
UpHabit Personal CRM Features*
*Pricing is based on annual billing on a per user, per year breakdown. Monthly billing is also available for a higher monthly cost. Custom enterprise plans are available upon request for larger teams. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
UpHabit is our favorite specialty CRM for those looking to enrich their friendships and family relationships, and better manage their Rolodex. Overall, it’s a cost-friendly and easy-to-use option that provides access to anyone who needs support in their personal lives. It even extends to business use cases for individuals and solopreneurs who want to utilize their network for sales opportunities.
Freshsales: Best Built-in Telephonic Features
Pros
- Free plan with contact storage, timelines, communication tools, task tracking, and appointments scheduling
- Built-in telephonic tools to engage contacts via phone; available for free
- Full, cost-scalable CRM system with collaboration, deal tracking, mass email, and other features to help growing businesses
Cons
- Contact deduplication requires expensive Pro plan
- Record tagging not available for free
- Data enrichment tools for automatically keeping contact records up to date get expensive
- You primarily use your phone for building relationships: Whether you want to use a telephone to engage leads, check in on customers, or connect with a business colleague, Freshsales is the best option. It comes with free built-in telephonic tools to place, receive, and track phone calls. Additionally, users can place calls directly from CRM records, such as leads, accounts, or contacts, in just one click.
- You want a complete CRM for your business: Freshsales is a top pick for best CRM for small business thanks to its user-friendly system and cost-friendly plans. It also has excellent features to both build relationships and grow a business, including appointment scheduling, direct communications tools, deal tracking, sales automation, quote management, and mass email outreach.
- You want more cost-friendly data enrichment tools: Data enrichment is great for personal contact management as it keeps your profiles automatically up to date with information found online. Unfortunately, Freshsales does not offer this capability until the Enterprise plan for $69 per user, per month.
- Alternative: Zoho CRM has the lowest-priced enrichment tools through its AI Zia feature, which starts at just $40 per user, per month.
- You want free record tagging tools: Contact record tagging is convenient for assigning labels to profiles—indicating an attribute, source, relationship, or other useful information. While Freshsales has a robust free plan, record tagging is not included until the Growth plan for $15 per user, per month.
Freshsales Personal CRM Features*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial and optional paid add-ons for additional workflow automations and phone credits starting at $5. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Freshsales is simply a robust contact center with a free built-in phone system that lets users manage calls from the interface and within contact records. It doesn’t stop there, though. Email, text, social media, and live chat communications are also available to build personal and business relationships. As a complete CRM with scalable subscription plans, Freshsales enables solopreneurs to grow their business and team with ease.
Pipedrive: Best Personal CRM for Client Activity Management
Pros
- Robust contact activity tracking and planning tools like two-way calendar sync, client maps, and automated reminders
- Simple visual representation of sales pipelines
- Solid reporting capabilities for sales activities, deal stages, revenue forecasts, and user goals
Cons
- No free plan
- Lacks tools for ecommerce management, such as product inventory automation and payment processing
- Custom field for tailored CRM data requires the Professional plan for $49.90 per user, monthly
- You want a personal CRM app to manage client activities: Pipedrive offers tools for planning and keeping track of activities, such as meetings, demos, and contract reviews. For example, you can enable two-way synchronization between the CRM platform and your external calendar, whether it’s Google, Outlook, Exchange, or Office. You’ll also have the option to be reminded of upcoming activities via mobile or email notifications.
- 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 made in response to their qualification, 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 at $14.90 per user, per month, and also provides a smart Sales Assistant that gives automated suggestions on performance improvement and deal prioritization.
- Your team needs a free CRM: 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.
- Alternative: 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 Freshsales, as it has a free plan for three users with solid contact management features.
- 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: Zoho CRM’s Professional plan includes inventory management tools and Zoho Finance integration.
Pipedrive Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Keeping track of client meetings, calls, demos, and other sales activities streamlines processes like lead generation and closing deals for personal CRM users. Pipedrive provides tools like calendar management, activity reports, and a meeting scheduler that simplify client activity organization. You also can’t miss its AI Sales Assistant, which provides insights and the next-best action to ensure your subsequent steps drive sales success.
Monica: Best for Life & Relationship Management
Pros
- Robust personal contact management software that also lets you handle other activity like gift and debt tracking
- Offers unique tools for journaling to track life events, accomplishments, and other activity
- Solid contact management features with notes, relationship linking, and activity tracking
Cons
- No free plan available
- Only one paid plan option
- Completely exclusive to personal use for friends and family relationships
- You want to manage various life aspects in one platform: Monica is another specialty CRM that stands out compared to UpHabit and Circles by ZooWho for its broader capabilities for managing your personal life. In addition to storing and monitoring activity on contacts, users can track gifts, monitor debts a friend or family member owes them, and set task reminders for important dates. There are even journaling tools for submitting entries on events, moods, activities, accomplishments, and other useful personal notes.
- You need robust contact management tools: As a personal contact management software, Monica 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 has no lead management, deal tracking, sales automation, or marketing features that would be of use to a business trying to generate revenue.
- Alternative: HubSpot CRM, Pipedrive, and Freshsales are the best true CRM options that have relationship management features in addition to tools for growing a business.
- You want a free CRM for personal use: Monica, unfortunately, is the only product on this list that does not offer a free-forever plan for no-cost access to contact management, tracking, and communication tools. Additionally, its single plan option leaves it lacking in terms of plan flexibility.
- Alternative: UpHabit and Circles by ZooWho are excellent specialty tools for individuals who want to manage family and friend relationships for free. They also offer free plans and provide paid options for those looking to upgrade.
Monica Personal CRM Features*
*Pricing is based on annual billing on a per user, per year breakdown. Monthly billing is also available for a higher monthly cost. Monica also offers a free plan that lets you manage up to 10 contacts but restricts the other features. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Monica has the ability to provide order and clarity to your personal life. It’s not just a contact management system that stores profiles—it’s a life and relationship oversight platform that lets you stay in touch with your family and friends as well as keep your life in check. Between debt tracking, gift management, record linking, and built-in journaling tools, this CRM can do everything to enrich your relationships.
ClickUp: Best for System Customization
Pros
- Cost-scalable plans for individuals to adapt as their business grows
- Complete work management system that can be tailored to any business or personal function
- Solid free-forever plan with unlimited records, relationship linking, and automations to set cadences
Cons
- Not a traditional CRM or personal contact management software; users must customize their modules
- Tough system to navigate with many software modules and tools
- Communication tools limited to just email and chat
- You want a fully customizable platform: ClickUp is not a specialty contact management software or a CRM, but a work management system. Users can tailor their modules to any business or personal need by customizing the data fields, automation, and board views. For example, 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 CRM options, ClickUp is one of the best 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 an additional step before you get CRM feature access.
- You need more expansive communication options: In terms of communicating with contacts, ClickUp is limited to just email and chat via the Slack integration.
- Alternative: Freshsales has the most widespread contact center functions to engage leads and other contacts, including email, phone, live chat, text, Facebook Messenger, and artificial intelligence (AI) chatbot.
ClickUp Personal CRM Features*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. ClickUp comes with a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Completely customizable to your needs, ClickUp gives individuals the power to build their business and personal relationships while also managing projects and tasks along the way. Whether you need a complete CRM to manage sales and clients or just a simple way to track activity for your friends and family, ClickUp is there to support any use case for free or on an affordable paid plan.
Circles by ZooWho: Best for Staying in Touch With Friends
Pros
- Specialty product that’s great for staying up to date with friends through tools to track friend goals and monitor their social feeds
- Solid free plan for storing profiles, tracking activity, relationship linking, and adding notes
- System comes with full communication capabilities to engage contacts via phone, text, or email
Cons
- Relatively expensive paid plan
- Poor ratings for customer support as it only has email ticketing service during business hours
- Calendar sync and communication tools not available for free
- You specifically want a solution to manage friendships: Circles by ZooWho is the best personal CRM for staying connected with friends. It has unique tools for storing friend profile records and tracking their individual goals, wants, and needs. It also lets you connect to their social media accounts to receive update feeds from the system and monitor follow-up cadences to ensure you stay connected.
- You want a free personal contact management system: ZooWho’s Circles app has an excellent freemium plan for contact management. It includes contact storage with notes, factoids, and activity tracking. Users can also search and categorize contact profiles, set relationship cadence goals, and link records to indicate relationships between friends.
- You need free calendar sync capabilities: While the Circles app free plan comes with excellent contact management capabilities, users cannot synchronize tasks or events linked to a contact with a calendar until the expensive paid plan.
- Alternative: While no provider offers free calendar sync capabilities, Zoho CRM has the lowest priced features—allowing you to sync your events with Google Calendar for just $14 per user, per month.
- You want a more cost-friendly option: While there is a freemium option available, Circles by ZooWho gets expensive when you need to update to the paid plan. It starts at $49.99 per month for expanded features like communications, activity timelines, and contact mapping to locations of contacts.
- Alternative: UpHabit is a better alternative for personal relationship management in terms of cost scalability. It has a free plan and an advanced plan that’s just $119 per year.
Circles by ZooWho Personal CRM Features*
*Pricing is based on monthly billing on a per user, per month breakdown. Annual billing is also available for a lower monthly cost. Circles by ZooWho offers a 30-day free trial on paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Circles by ZooWho lets you become the most supportive person in your friend group. In addition to contact storage with notes and activity tracking, users can add factoids plus track goals, wants, and needs of each friend in their profiles. They can also gain social media updates via the embedded feeds right in the system. This product is a great organizer and connector for enriching personal relationships.
How We Evaluated the Best CRM for Individuals
To determine the best personal CRM apps, we evaluated the specific features relevant to sustaining meaningful relationships with leads, customers, or business partners. For instance, activity and keep-in-touch tracking, appointment scheduling, and communication tools all make it easy to manage interpersonal and business relationships in one place. We also looked at other critical product attributes, including affordability, product ease of use, and customer support.
The tabs below offer insight into our evaluation process of the best personal contact management software:
45% of Overall Score
We primarily looked at overall features crucial to any CRM system or personal contact management software. This includes tools like contact storage, contact groupings, relationship linking, record notes and task management, and keep-in-touch tracking with cadence reminders. We also wanted to see a broad range of third-party integration options, calendar sync to monitor personal events, and mobility app functionality on iOS or Android devices.
25% of Overall Score
Because we are looking at CRMs for individuals or personal use, affordability was a vital criterion. We considered free plan availability and whether there were various scalable pricing options users could afford as their needs or business grew. We also looked at the billing flexibility for a subscriber to either pay monthly or save by paying annually.
15% of Overall Score
Customer service evaluated the provider’s ability to support users and enable the best possible user experience. This considered channel availability via phone, email, and live chat as well as the hours of support operations such as 24×7 service lines. We also wanted to see self-service resources such as a knowledge base, community forum, and product tutorials users can access independently.
15% of Overall Score
In addition to firsthand experience with these CRM solutions, we evaluated what actual users say about each product according to online reviews. This helped us better understand the perceived value for price paid of actual customers and whether or not the features were useful for personal contact management use. It also enabled us to better look at the product based on ease of use when setting up, navigating, and operating the CRM interface.
Frequently Asked Questions (FAQs)
A personal CRM is software that lets individuals or solopreneurs manage relationships. It has features like contact storage, activity tracking, profile notes, task and keep-in-touch monitoring, communication tools, and calendar sync features. These platforms have both business and personal use cases in that you can leverage the features for leads, customers, partners, and network colleagues, as well as interpersonal relationships like friends, family, neighbors, and other contacts.
The best CRM for an individual will depend on the use case. Solopreneurs will want to leverage a traditional CRM, such as HubSpot, Freshsales, or Zoho CRM, that has contact management in addition to deal tracking, lead management, quote generation, and other tools that can grow their business. Those needing a CRM for their family and friend relationships, however, will want to use a specialty tool like UpHabit or Monica, which comes with profiles, birthday tracking, keep-in-touch reminders, and other features for interpersonal relationships.
If you need a contact management system for business purposes, then a personal CRM is super-useful as it lets you organize, track, and engage your business contacts, such as customers or leads, in one system. While you don’t need one for family or friend relationships, CRMs are extremely valuable for enriching connections with those in your life. They let you stay up to date on their accomplishments and events, and ensure you’re staying in touch with them.
Bottom Line
The best personal CRM systems allow individuals, either entrepreneurs or regular users, to manage their relationships affordably. Depending on your needs, you may either use a traditional CRM, like Freshsales, or a specialized personal contact system, like UpHabit, to stay connected with those in your life and network. While HubSpot CRM ranked the highest for its freemium features, other products could be a better fit based on your use-case requirements.