- Jan 18, 2023
- 16 Min
How to Choose the Best Personal CRM for Your Small Business
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Choosing the right personal CRM system for your business is an important decision because it will affect your team’s workflows and productivity.
There are many personal CRM options available today, each claiming to offer the best features.
A personal CRM is a tool used by business owners to manage their contacts and relationships. Whether you need to track customer data, automate email campaigns, or build reports, there are plenty of options available.
With many options available, choosing the best personal CRM that will meet your business needs is an important consideration, so read on to find out more.
What is a Personal CRM?
If you’re a small business owner, chances are you have many tasks and day-to-day responsibilities. This means you could easily forget important details if you don’t have a tool to help you stay on top of things.
To avoid forgetting things, you need a personal CRM software system. If you’re running a business, chances are you use some kind of personal CRM tool.
A personal CRM or customer relationship management assists with managing your contacts and relationships.
It’s a management software that helps you manage your contacts and keeps track of all your interactions with customers and clients, including emails, phone calls, meetings, and other communications. With a personal CRM, you can also create automated messages, send reminders, and even set up appointments.
A personal CRM app can function like a contact book and is useful for managing contacts and information related to clients.
For example, a personal CRM allows you to store contact information, such as names, phone numbers, email addresses, mailing addresses, etc., and organize them into categories. This makes it easy to stay in touch and keep track of your client relationships. You can use a personal CRM for managing professional or personal relationships, such as communicating with friends and family.
Types of Personal CRMs
If you’re wondering which type of personal CRM is best for your needs, there are many types available.
For example, you could use a desktop CRM, web CRM, mobile CRM, social CRM, cloud CRM, or enterprise CRM. Each type of CRM offers its own set of features and benefits.
To help you decide what type of personal CRM is best for you, here’s a quick overview of each type of CRM.
1. Desktop CRMs
These are usually used by larger companies who have many users. They offer robust functionality, including project and contact management, task tracking, email integration, document or data storage, and sales automation.
2. Web CRMs
These are usually used by smaller businesses with fewer employees. They provide basic personal contact information such as name, phone number, email address, and company size. Web CRMs often lack advanced features like calendar scheduling, online forms, and project management.
3. Mobile CRMs
These are designed specifically for iOS and Android smartphones and tablets. They allow users to access their digital address or contact book, tasks, documents, and calendars from anywhere at any time. Mobile CRMs are ideal for freelancers and consultants who work remotely.
4. Social CRMs
These are similar to web CRMs except they integrate directly with popular social media accounts, such as Facebook, LinkedIn, Twitter, Instagram, and YouTube. Social CRMs are perfect for small businesses that rely heavily on social media marketing.
5. Cloud CRMs
These are hosted on the internet instead of being installed locally on individual computers. Cloud CRMs eliminate the need to install software on every computer, and they save space on local servers. A cloud CRM is ideal for large organizations with hundreds of employees.
6. Enterprise CRMs
These are often used by larger corporations and government agencies. Enterprise CRMs include sophisticated features like workflow automation, multi-user collaboration, and custom reporting.
Why Use a Personal CRM and Why Do You Need One?
Every business needs a personal CRM. However, some businesses don’t believe it’s necessary. Some small businesses choose to manually manage their contacts and relationships, which has its advantages and disadvantages.
The advantages of a manual system include:
- It’s free.
- Not restricted by the features of a personal CRM app.
- Can update contact information whenever you want.
- Can easily add new contacts without using a personal CRM.
The disadvantages of a manual system include:
- Unable to access your contact book when you’re offline.
- Can lose contact information over time.
- May not be able to find someone if you don’t remember their full name.
- If you lose your contacts list, you won’t be able to retrieve your lost data.
- May not be able to organize your contacts in a meaningful way.
Using a personal CRM has several benefits beyond simply managing your contacts. Here are reasons why you should consider using a personal CRM.
1. Never miss an opportunity
When you connect with a potential client or customer, a good personal CRM allows you to follow-up quickly after meeting someone new, and to ensure you don’t lose touch with them. With a personal CRM, you can save yourself a lot of time by automatically following up with leads and prospects.
2. Easy to remember what you’ve done
When you’re constantly switching between different tools and applications, it becomes difficult to keep track of everything. A personal CRM helps you stay organized so you know exactly what you did last week, month, and year. It also makes it easier to see how much time you spend working on various projects.
3. Automate email marketing
One of the biggest advantages of using a personal CRM is its ability to automate email marketing.
Automated email marketing is great for growing your business. The idea behind it is simple: instead of sending emails to everyone individually, a personal CRM allows you to schedule a single message to go out to thousands of recipients at once.
With a personal CRM, it’s possible to set up automatic email campaigns based on certain criteria, such as whether a prospect has opened an email or clicked on a link within it. This means that you’ll never have to worry about forgetting to send an email again.
4. Easier to collaborate
Collaboration is one of the most effective ways to improve your business. When you use a personal CRM, your team members can share documents, resources, and other files. They can even chat online while working together. When you use a personal CRM, everyone involved in the project can view and edit the same information. This saves you time and money.
5. Stay organized
Organization is key to success. If you’re always scrambling to find something, you may end up wasting valuable time. Using a personal CRM keeps all your contacts and information in one place, allowing you to easily find anything you need.
This means you’ll never have to search through multiple databases to find the information you need. Instead, you can focus on the task at hand, whether it’s finding a new lead or closing a deal. You can also create folders to help you sort through your contacts more effectively.
6. Access from anywhere
Personal CRMs are accessible from almost anywhere. Even if you’re traveling, you can still access your contact list and notes from wherever you happen to be. You can also make changes to your contacts and notes without having to log into the application itself.
7. Save time
If you’re spending extra time every day searching for contacts and information, you might want to rethink your approach. Using a personal CRM will allow you to save time because you can access all your information in one place. This means you won’t have to waste time looking for things like phone numbers, addresses, and other details.
8. Easy to add new contacts
Adding new contacts to your personal CRM is quick and easy. All you need to do is enter basic information about the person, including name, address, and phone number. Then, you can start communicating with them.
9. Customize your workflows
Once you’ve added contacts to your personal CRM, you can customize your workflows. For example, you can assign tasks to specific people or groups. You can also set up automated reminders, which allows you to get notified when someone responds to a particular email.
10. Track your progress
If using a personal CRM, you don’t have to manually record your activities. Instead, you can automatically keep track of everything you do. With this type of software, you can see how much time you spend on different projects and what percentage of those projects were successful.
In summary, you need a personal CRM if you want to stay organized, increase efficiency, and save time.
The Difference Between Personal CRM Software and Personal Relationship Manager Software
As the name suggests, a personal relationship software helps you organize your contacts and personal relationships. It’s ideal for managing relationships that are not professional or work-related, like your family and friends.
With a personal relationship manager software, you can:
- Send personalized messages, such as on birthdays or anniversaries.
- Stay connected with your family and friends.
- Keep track of special events, holidays, and vacations.
- Create event calendars and share them with others.
- Share photos or videos of special events.
Here are a few reasons to consider using a personal relationship manager.
1. Easy to use
With a personal relationship manager software, you can easily view your contacts, send messages, schedule meetings, and share documents.
2. Faster to learn
Unlike a personal CRM, a personal relationship manager software requires little training. This means you can get started in minutes without having to worry about learning complicated software.
3. More affordable
Compared to personal CRM software, personal relationship manager software usually costs less. There are many free options available as well.
Here are a few ways a personal CRM differs from a personal relationship manager.
1. The level of customization
With personal CRM software, you can customize the look and feel of the interface. However, personal relationship manager software offers a limited amount of customization.
Personal CRM software has a variety of features that personal relationship manager software often lacks. These features include:
- Email marketing automation.
- Customer support tools.
- Task management.
- Calendar sharing.
- File sharing.
- Mobile access.
Personal CRM software is more secure than personal relationship manager software. This means you won’t have to worry about losing sensitive information.
Personal CRM software offers a lot more integrations with other applications, while personal relationship manager software doesn’t offer as much.
5. Additional features
A personal CRM offers more advanced functionality. The main difference is that a personal CRM gives you the ability to organize your contacts and notes while a personal relationship manager only lets you store contact information. Some examples of advanced features include:
- Email templates.
- Data import/export.
- Web forms.
- Mobile apps.
- Custom reports.
- Integration with third-party applications.
- Custom fields.
- Social media integration.
- Workflow automation.
- Lead scoring.
- Document sharing.
- Project management.
5 Top Personal CRMs in 2023
With a focus on building new relationships, Covve is a powerful relationship management tool. It allows you to organize your contacts and strengthen your professional relationships.
Some of Covve’s features include:
- Scan business cards and transfer data into the app.
- Easy-to-use address and contact book.
- Note-taking features, including call recording functions.
- Smart reminders, so you never lose touch with your leads.
- Know what’s affecting your contacts via curated news articles.
- Import contacts from other devices.
Covve’s personal contact management features are designed to help business owners and entrepreneurs keep track of their professional contacts and expand their networks. You can start with a free version with limited features. To access all their features, you need a paid subscription, which starts from $9 per month per user.
Targeted mainly for sales teams, UpHabit helps them improve how they network, so they can generate more leads, close deals, and build excellent post-sale relationships.
Some of UpHabit’s features include:
- Custom templates, duplication options, and scheduled follow-ups.
- Sync your contacts from your Google, Microsoft, your local contacts, and your local calendars.
- Reminders and notifications, which you can customize, so they’re evenly redistributed.
- Create searchable notes.
- Organize your contacts using tags.
- Manage your contacts and remove duplicate entries with one tap.
- View your relationship’s interactions over time via a timeline.
The UpHabit app helps professionals network better by providing them with an easy way to connect with others. As a personal CRM tool, UpHabit makes nurturing your relationships a lot easier and efficient. This will help you become a better networker and reach your professional goals quicker.
With their new tool called UpHabit Introductions, it gives networkers the ability to make professional introductions much faster, from wherever they are. With the many easy-to-use templates available, you can manage your contacts and continue to build a stronger community.
A personal CRM for small business, Nimble gives everything you need to organize your contacts, build relationships, find opportunities, and reach your goals.
Some of Nimble’s features include:
- Ability to automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into a unified relationship manager.
- Locate contact information and your team’s interaction history to get a 360-degree view of your customers and leads.
- Add notes to a record, update their status, and access social media handles.
- Stay organized by segmenting your contacts into lists according to the actions you want to take.
- Send personalized emails based on tracking data and analytics.
- Send trackable and templated emails to see opens and clicks and identify follow-up opportunities, view desktop notifications, and access analytics.
- Get a visual representation of your pipelines to stay on top of every stage of your sales funnels.
- Organize your pipeline, social signals, appointments, and tasks in one intuitive dashboard.
Nimble is a powerful personal contact manager for business owners who need an easy way to manage their entire database of clients.
You can get started with a free 14-day trial period, then the price is $19 per user per month.
An open source personal CRM, Monica helps you organize, follow-up, and strengthen your relationships.
Some of Monica’s features include:
- Manage, organize, and track all the interactions with your contacts in a central place.
- Add reminders about important dates or events. Some reminders are automatically filled for you, such as birthdays.
- Add private notes about each contact.
- Indicate each time you call someone and you don’t hear back, so you can be reminded to call them in the future.
- Manage gifts offered or that you want to offer. Indicate if you owe or if you are owed money.
- A powerful dashboard to see who you’ve last consulted, list of next planned events or reminders about your contacts, and a track of the calls you’ve made with people you care about.
Monica is for anyone who wants to easily maintain their personal relationships without overwhelming themselves.
If you host Monica on your own server, there is no fee. Otherwise, it is $9 per month or $90 per year.
Formerly called Circles, Nouri takes your relationship management to the next level.
Some of Nouri’s features include:
- Add connections by bringing people in from your contacts app, your email list, social media. You can also add them manually, or by code, if they have a Nouri account.
- Manage circles by creating groups of people like friends, family, co-workers, or clients to keep everyone organized or mass message whole groups.
- Prioritize people, which means you can set a contact schedule for each of your individual contacts or for full circles and never miss a connection with a close friend again.
- Send a group message, stay up-to-date with life events, and even see a timeline of all the correspondence you’ve had with your circles.
- Schedule times to get in touch and never miss out on staying connected to the relationships that matter most to you.
- Nurture your relationships on the go with the Nouri mobile app. The Nouri Mobile App is like your personal assistant that will remember everyone’s name, remind you where you left off, and help you stay connected with others.
Nouri is an efficient personal CRM to keep in touch with friends and family, manage business leads, contacts, and clients.
Nouri offers different pricing options for their mobile and web applications. On their web application, you can start with a free plan with limited features. Their paid plans start at $49.99 per month or $499.99 per year.
How to Use FuseBase as a Personal CRM
With many options available to you for your personal CRM, FuseBase (formerly Nimbus) can take away the stress involved with finding the right one. It is an all-in-one tool that will satisfy what you need in a personal CRM.
Create a CRM that meets your needs with FuseBase!
Here’s how using the FuseBase (ehemals Nimbus) as your personal CRM will benefit you.
- Keep notes on each contact. Through the use of super documents, you can create notes in FuseBase (formerly Nimbus), while adding information such as images, text, videos, audios, links, and other documents.
- Automate your processes or workflows. With its integration with many of your commonly used tools, such as Google Docs, Google Sheets, and Calendly, you can streamline many of your workflows to maximize your efficiency.
- Stay connected with your contacts and/or clients. You can use our client portal to manage all your communication with your clients and also use FuseBase (formerly Nimbus) Chat to create private conversations. You can create private or public channels and invite specific contacts into each one.
- Access your contact information and documents from anywhere. Using the FuseBase (formerly Nimbus) mobile apps, you can access your contact lists and notes from where you are, without needing to have access to a computer.
- Improve collaboration through tasks management. Stay on top of all your tasks by creating to-do lists, adding tags, and assigning due dates.
To find out more and to try FuseBase (formerly Nimbus) for free, visit this website.
The best personal CRM to use depends on your specific requirements. You need to carefully evaluate your requirements and budget to determine which type of CRM will work best for you.
Do you know what interactive documents are and how they will benefit you and your team? Find out how to use interactive documents and boost your productivity in this blog post.
Even if you use a personal CRM, you still need other tools to streamline your team workflow. In this blog post, find out five tools that will help streamline how you manage your team workflow.
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