6 Best Personal CRM Software for Single Users in 2022

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.

Here are our top six picks for personal CRMs and their best use cases:

• Pipedrive: Best overall; great choice for users who need visual sales pipelines and reports
• HubSpot CRM: Best for single users who are looking for a CRM with excellent email marketing features
• Zoho CRM: Ideal personal CRM that offers extensive omnichannel communications tools
• Salesflare: Excellent option for users looking to automate their customer and sales data entry
• Agile CRM: Great for users looking for robust free sales automation tools
• Streak: Solid choice for users who rely on Gmail to manage their leads, tasks, and opportunities

Best Personal CRM Software Compared

Provider	Free Plan	Free Trial for Paid Plans	Starting Price for Paid Plans*	Help & Support
	No free plan	14 days	$14.90 per user/month	24/7 live chat support, and Enterprise-tier phone support
	Visit Pipedrive
	Yes (unlimited users)	14 days	$45 per month for two users	Email, chat, and phone (7 a.m. to 8 p.m. Easter Time, Mon-Fri)
	Visit HubSpot CRM
	Yes (up to 3 users)	15 days	$14 per user/month	24/7 email, 24/5 phone and live chat
	Visit Zoho CRM
	No free plan	30 days	$29 per user/month	Live chat and email (9 a.m. to 6 p.m. Central European Time, Mon-Fri)
	Visit Salesflare
	Yes (up to 10 users)	No	$9.99 per user/month	24/5 email support; phone support for paid plans
	Visit Agile CRM
	Yes (one user)	14 days	$15 per user/month	Email; priority support for Enterprise tier
	Visit Streak

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Provider	Free Plan	Free Trial for Paid Plans	Starting Price for Paid Plans*	Help & Support
	No free plan	14 days	$14.90 per user/month	24/7 live chat support, and Enterprise-tier phone support
	Visit Pipedrive
	Yes (unlimited users)	14 days	$45 per month for two users	Email, chat, and phone (7 a.m. to 8 p.m. Easter Time, Mon-Fri)
	Visit HubSpot CRM
	Yes (up to 3 users)	15 days	$14 per user/month	24/7 email, 24/5 phone and live chat
	Visit Zoho CRM
	No free plan	30 days	$29 per user/month	Live chat and email (9 a.m. to 6 p.m. Central European Time, Mon-Fri)
	Visit Salesflare
	Yes (up to 10 users)	No	$9.99 per user/month	24/5 email support; phone support for paid plans
	Visit Agile CRM
	Yes (one user)	14 days	$15 per user/month	Email; priority support for Enterprise tier
	Visit Streak

*Based on annual billing; monthly pricing is also available at slightly higher rates

Pipedrive: Best Personal CRM With Visual Sales Pipelines

Pipedrive

Overall Score: 4.88 OUT OF 5

What We Like

• Simple visual representation of sales pipelines
• Offers revenue forecast reports
• 24/7 customer support via live chat and email

What's Missing

• No free plan
• In-app phone feature is limited to the two most expensive plans

Pricing Summary*

• Essential: $14.90
• Advanced: $24.90
• Professional: $49.90
• Enterprise: $99
• Free trial: 14 days

Visit Pipedrive

*Per user, per month pricing based on annual billing; monthly subscriptions are also available except for the Enterprise plan

Pipedrive offers customizable visual pipelines, dashboards, and reports helpful for solo users who want to see the overall health of their deals and opportunities on one page. It allows users to view data and insights, including leads, tasks, activities, deals, and revenues, and download them into simple reports. It also features an artificial intelligence (AI)-powered assistant that provides users with actionable insights and recommended steps, such as sending follow-up emails.

However, Pipedrive doesn’t offer a free plan, and its in-app phone feature is only available in higher-priced plans. Users who want a free plan should consider Streak or Agile CRM. Meanwhile, those looking for an in-app phone system, even for free or low-cost plans, should consider HubSpot CRM.

Pipedrive Plan Summary

Pipedrive Features

Pipedrive features sales pipelines and automation tools to help users move their opportunities along various sales stages easily. Below are some of the features that single users will find most useful from the platform:

• Visual sales pipelines: Provides solo users with visual representations of their pipelines that show actionable insights for their leads and deals.
• Email campaigns: Nurture your clients through sustained content marketing campaigns that offer valuable content related to their business industry.
• Email tracking: Shows real-time activity, such as emails being opened and links clicked, to provide insights on the interests of leads and contacts.
• Insights and reporting: Has prebuilt or customizable sales reporting templates that show sales trends, revenue, and active leads and opportunities.
• Extensive CRM integrations: Can be connected to 300-plus third-party apps that include project management, email marketing, ecommerce, and invoicing and accounting. Some of the most popular integrations include Slack, HubSpot CRM, and LiveChat.

Pipedrive’s sales pipeline is laid out in a simple, easy-to-use, Kanban-style board. (Source: Pipedrive)

Pipedrive boasts a clean and sleek interface, as well as essential tools like an automated sales assistant, workflow automation, and deal reports. To learn more about its features, read our in-depth Pipedrive review.

Visit Pipedrive

HubSpot CRM: Best Free Personal CRM With Excellent Email Marketing Features

HubSpot CRM

Overall Score: 4.53 OUT OF 5

What We Like

• Has an intuitive and easy-to-use interface
• Free plan supports 1 million contacts and companies
• Offers robust email marketing tools, including email health and link click tracking

What's Missing

• Free plan lacks access to customer support and is limited to forums
• Workflow automation tools are not included in the free plan

Pricing Summary*

• Free: Supports an unlimited number of users
• Starter Sales Plan: $45 per month for two paid users
• Professional Sales Plan: $450 per month for five paid users
• Enterprise Sales Plan: $1,200 per month for ten paid users
• Free trial: 14 days

Visit HubSpot CRM

*Based on annual billing; monthly subscriptions are also available at higher rates

HubSpot CRM provides a free option that offers a wide range of features solo users need to manage leads, including customizable dashboards, chatbots, and landing pages. It also provides excellent email marketing tools for users who require professional-looking marketing emails to expand their customer base. The system lets them manage and track the performance of their email marketing campaigns.

However, HubSpot CRM’s free plan lacks customer support and does not include CRM workflow automation tools. Users who need support, even for free plans, can consider Zoho CRM, while those who need workflow automation tools can consider Salesflare.

HubSpot CRM Sales Hub Plan Summary

HubSpot CRM Features

HubSpot CRM offers a handful of free sales and marketing tools to help users manage their leads and deals better. Below are some features that will benefit solo users:

• Email marketing: Offers users helpful email marketing features, such as email reply tracking, bulk message sending, and follow-up form emails.
• A/B testing and analytics: Helps users evaluate which types of emails convert and engage customers most effectively by deploying two versions of emails.
• Custom workflow automations: Create tasks based on lead-triggering activities, including email marketing and sales pipeline management tasks.
• Event management feature: Data from marketing events can be stored and managed through integrations with event planning and scheduling applications like Eventbrite, atEvent, and Attendease.
• Appointment setting tools: Built-in meeting scheduling tools to help users easily set appointments with their leads and customers.
• Third-party integrations: Centralize your customer data management by integrating other business tools you’re using. HubSpot integrates with many third-party apps like Mailchimp, Zendesk, LiveChat, Xero, and QuickBooks.

HubSpot CRM offers solo users an extensive pool of email templates and email marketing tools. (Source: HubSpot)

HubSpot CRM offers free tools that include lead, project, and task management. Its intuitive interface makes it an easy-to-use CRM for any user, regardless of their level of experience with using a CRM system. To learn more about this provider, check out our HubSpot CRM review.

Visit HubSpot CRM

Zoho CRM: Best Personal CRM With Extensive Omnichannel Communications Capability

Zoho CRM

Overall Score: 4.46 OUT OF 5

What We Like

• Beginner-friendly interface
• Offers varied customer communication platforms, such as email, phone, and live chat
• Offers analytics and predictive tools

What's Missing

• Limited storage capacity; requires add-on for additional monthly storage
• 24/7 support is only available upon purchase of an Enterprise support plan

Pricing Summary*

• Free plan: Up to three users
• Standard: $14
• Professional: $23
• Enterprise: $40
• Ultimate: $52
• Free trial: 15 days

Visit Zoho CRM

*Per user, per month pricing based on annual billing; monthly subscriptions are also available at higher rates

Zoho CRM offers solo users an array of essential CRM features, such as sales automation, sales prediction, and marketing automation. Its most standout feature is its omnichannel communications management system. It enables users to manage all emails, phone calls, social media engagements, and live chats in one platform—making it handy for solo users to keep track of all their lead communications.

Zoho CRM has limited storage allocation, and its round-the-clock customer support comes at an additional cost. Those who need 24/7 customer support and ample data storage can consider Pipedrive instead.

Zoho CRM Plan Summary

Zoho CRM Features

Apart from its omnichannel communication tools, Zoho CRM also provides additional single-user friendly features like social media and lead management tools. Below are some of its standout features:

• Social media tools: Connects with Facebook, Twitter, and LinkedIn for publishing, scheduling, and managing social media content. It also offers features for social media monitoring and automatic lead generation from social media.
• Messenger integration and profile enrichment: Allows users to read and reply to messages to their social media contacts and turn them into leads. It also lets users enrich their contact profiles by syncing information found on their Facebook and Twitter accounts.
• Zoho Finance Suite integration: Allows processing of quotes and purchase orders, as well as invoicing and billing clients.
• Business card scanning features: Built-in business card scanner on mobile application syncs contact information to CRM database.
• Integrations: Allow users to synchronize inboxes, contacts, and calendars into the CRM. It integrates with popular apps including Google Workplace, Trello, and Slack.

Zoho CRM shows various customer communication touchpoints—one of which is social media. (Source: Zoho CRM)

Zoho CRM is an affordable, easy-to-use CRM system that lets users manage sales activities and processes, create CRM reports, and generate leads. Want to learn more if this provider addresses your business needs? Read our in-depth Zoho CRM review.

Visit Zoho CRM

Salesflare: Best Personal CRM With Advanced Automated Data Collection Capability

Salesflare

Overall Score: 4.44 OUT OF 5

What We Like

• Offers robust workflow automation tools
• Has comprehensive engagement tracking tools
• Extensive third-party integrations

What's Missing

• No free plan
• No in-app phone system

Pricing Summary*

• Growth: $29
• Pro: $49
• Enterprise: $99
• Free trial: 30 days

Visit Salesflare

*Per user, per month pricing based on annual billing; monthly subscriptions are also available at higher rates

Salesflare helps solo users accurately input important and useful customer data in their CRM by automating online data collection. It can gather customers’ information from their social media profiles and interactions and put them in the address book. It also automates the logging of phone calls and meetings, contact data entry, and lead follow-ups, making it easy for single users to see all their customer interactions in one place.

Salesflare, however, doesn’t offer a free plan or an in-app phone system. Those who want a free plan can consider HubSpot CRM, Streak, or Agile CRM, while users who want a robust in-app phone system can consider Zoho CRM.

Salesflare Plan Features

Salesflare Features

Salesflare lets users streamline various tasks, including contact management, lead scoring, and sales processes, through visual drag-and-drop pipelines and workflow automations. Below are some features solo users will find useful:

• Automated data collection: Detects essential customer information, such as social profiles available from customers’ public accounts. It gathers customers’ contact information, including email signatures, phone numbers, and addresses.
• Workflow automation: Collects lead and customer data from emails, social profiles, and other public resources to fill in the missing details in your contact record.
• Team collaboration: All team members can access a central address book where customer contact data is stored. You can also share an account with them and start collaborating, as well as allow them to follow relevant customer conversations.
• Visual drag-and-drop sales pipeline: Features a “Smart Overview” tool that brings opportunities to the surface, particularly those requiring immediate attention.
• Integrations: Connects with almost 200 tools and software that fall into various categories, including accounting, analytics, and contact management. These include Facebook Lead Ads, Mailchimp, QuickBooks Online, and Slack.

Salesflare’s automated data input capability gathers customers’ contact information and automatically adds them to their profiles. (Source: Salesflare)

Salesflare offers a robust set of contact and sales opportunity management features, as well as a wide variety of third-party integrations. Curious if it suits your business needs? Check out our Salesflare review to explore other features this platform offers.

Visit Salesflare

Agile CRM: Great Personal CRM With Robust Sales Automation Tools

Agile CRM

Overall Score: 4.36 OUT OF 5

What We Like

• Integrated sales, marketing, and customer service tools
• Unlimited deals, tasks, and documents
• Includes social monitoring tools

What's Missing

• Lower-priced plans have limited third-party software integrations
• In-app phone available only in Regular and Enterprise plans

Pricing Summary*

• Free: Up to 10 users (limited features available)
• Starter: $9.99
• Regular: $39.99
• Enterprise: $64.99

Visit Agile CRM

*Per user, per month pricing based on annual billing; monthly subscriptions are also available at higher rates

Agile CRM offers a wide range of sales tools, even in its free version. It is packed with tools for automating your sales, marketing, and customer service processes. Some of its free sales tools include lead scoring, email campaigns, web-to-lead capture, and automated workflows. For its higher-priced plans, users can access a built-in phone app that lets them make, receive, record, and automate calls.

However, Agile CRM allows limited third-party integrations in its free plan, limiting your options to extend its capabilities. Its in-app phone feature is also limited to higher-priced tiers. HubSpot CRM, on the other hand, enables you to integrate it with other apps from its Marketplace. It also offers free call minutes on its in-app phone, even in the free plan.

Agile Plan Summary

Agile CRM Features

Agile CRM centralizes your sales, marketing, and customer service tools in one platform. Below are some of the features we like most from the system, as well as its key social media CRM tools:

• Sales enablement: Lead scoring, appointment scheduling, gamification, project management, lead prospector, CRM reporting, e-Docs and proposals, document signing, and email finder.
• Social CRM: Social monitoring, lead capture, social campaign management, social activity tracking, lead interaction, lead conversion, post scheduling, and social widgets; integrates with Facebook, Twitter, Google+, and LinkedIn.
• In-app phone: Inbound CTI (computer telephony integration), auto-dialer, voicemail drops, call recording, call scripts, post-call automation, call conferencing, and virtual PBX (private branch exchange).
• Marketing automation: Marketing automation (email marketing, email tracking, and newsletters), web engagement (landing pages, web forms, and CRM analytics), and mobile marketing.
• Mobile app: Android and iOS apps offer a mobile dashboard, contact management, deal tracking, events and tasks, and Google Calendar sync.
• Integrations: Centralizes customer data by integrating with third-party apps like Gmail, Twitter, Stripe, Xero, Shopify, Twilio, and RingCentral.

Pipeline stages are laid out in a simple Kanban-style board that makes it easy for agents to track. (Source: Agile CRM)

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.

Visit Agile CRM

Streak: Best Personal CRM App for Gmail Users

Streak

Overall Score: 4.34 OUT OF 5

What We Like

• Integrates well with Gmail
• Has a Google Chrome extension

What's Missing

• Most third-party software integrations are only available in higher-priced plans
• In-app phone is not available in lower-priced plans

Pricing Summary*

• Free: One-user allocation
• Solo: $15
• Pro: $49
• Enterprise: $129
• Free trial: 14 days

Visit Streak

*Per user, per month pricing based on annual billing; monthly subscriptions are also available at higher rates

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.

However, Streak’s in-app phone and third-party integrations are only available in higher-priced plans. Users who want a robust in-app phone system, even for free or low-cost plans, should consider HubSpot CRM. Meanwhile, those looking for extensive third-party integrations can consider either Salesflare or Zoho CRM.

Streak CRM Plan Summary

Streak Features

Streak can help solo users track and manage their business processes, including sales, deals, and workflows. Below are some of its standout features:

• Gmail integration: Automatically capture data from your contacts and emails. It also allows you to view details of your pipelines directly alongside emails, and automatically enrich customers’ profiles, including personal and professional profiles.
• Email tracking: Notifies you whenever your email is read, responded to, or has failed to reach the recipient.
• Thread splitter: Breaks apart a single email thread into separate conversations according to the topic being discussed.
• Reporting and analytics: Lets users generate reports based on the data available in pipelines. This platform’s sales reports allow you to monitor the values in your pipeline, such as actual close rates and projected close values.

Streak is integrated with Gmail, enabling users to manage all their CRM needs from their Inbox. (Source: Streak)

Streak offers Gmail users a simple CRM solution with robust email tracking and collaboration tools. It is an excellent option for individual users wanting an affordable CRM system that integrates with Google Workspace apps. Check out our Streak review to explore other features that this platform offers.

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How We Evaluated the Best CRM for Individuals

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.

We found that Pipedrive is the overall best CRM for personal use. While it doesn’t provide a free plan, it is packed with essential CRM features that are helpful to solo users, such as deal and opportunity management, AI-sales assistant, and task workflows. Additionally, its robust mobile app enables users on the go to manage and engage with their customers anytime, anywhere.

The tabs below offer more insight into our evaluation process for selecting the best personal CRM tools: