BEST PERSONAL CRMS FOR INDIVIDUALS IN 2020

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BEST PERSONAL CRMS FOR INDIVIDUALS IN 2020

Being a business entrepreneur, it is quite obvious that one envisions their brand to achieve a prominent position in the industry and grow subsequently to ensure the same when it comes to being in the industry. The growth-centric vision is supported by the foundation of the building long and sustainable relationships with the clients and people the brand is interacting with. Best CRM for personal use is opted by a lot of players to support their far-sighted strategy.

Managing core parts of the business including leads, customer profile and the comprehensive pipeline of sales is essential are essential and cannot be ignored or one may never actually be able to work to their full capacity and in this digital era, performing these activities manually or without a systemised set up is not actually what one looks for.

The CRM or customer relationship management software is the key to unlock what one can achieve with their leads and opportunities that knock their door. Even if one is a solo entrepreneur, with one of the best CRM for personal use, they can avail various benefits and features. When a person chooses to opt for a CRM, the decision is not easy and hence, we have curated a list for the entrepreneur looking bets CRM for personal use and reviewed them later in this content.

BOOST YOUR SMALL BUSINESS WITH BEST CRM

Best CRM for personal use, when one is searching for such a tool what they are essentially looking for is a set of tools that combine a detailed address book, a day planner with reminders, a calendar and event manager, and a streamlined way to handle communications. The personal CRMs are designed CRM for one person to ensure that can have all the features unlocked at one-stop where they can have information, extract it and manage their resources well to achieve success with other CRMs inclusive of business card scanners, trip planners, sales campaign planners and trackers, and even journal features.

A CRM is a quick and affordable tool to amp the business and join the corporate world where the players are offering key solutions more efficiently without worrying about non-core activities like managing contacts.

Key Benefits of Using Personal CRM

  1. Managing New Leads: Personal CRM with single users can allow them to establish new relationships into data-comprehensive contacts.
  2. Categorize contacts: Every user in a different industry may want to categories their contacts in different fields including tags, locations, company, and their role.
  3. Information Storage: Now, one while dealing with clients, one may not have to focus on storing all contact information, history and communication for instant access.
  4. Organize schedules: Storing information is never enough if it is not organising the information. Best CRM for individuals allows them to keep track of events, meetings, and tasks.
  5. Efficient Follow Up: One may be loaded with various business leads, current customers, as well as the people they have served already and in such a scenario, reminds can be helpful where they can stay in touch and also get follow-up nudges to reconnect with contacts.
  6. Connected with the Communication Channels: We use a lot of devices today. Thus, there are a lot of ways one can connect with the clients. The CRM for individuals allows them to have unified access to communication channels like email, text, and phone calls.
  7. Get the insight: While dealing with a client, it is always helpful if one has every record pop up in their screen with CRM software that allows them to see all important details and past engagements when dealing with a contact.

A personal CRM chosen from the list of best CRM for individuals list can be helpful for different [people in different categories including friends and family, co-workers, potential employees, suppliers, marketers, industry gurus, or people you’ve met at networking events.

  • Monica CRM

An open-source CRM, Monica is one of the best CRM for personal use has various that focuses on personal over professional relationships. The software is focused on showcasing how the different contacts are related to each other and optimises the strategy along with adding notes, setting reminders to contacts, and seeing all your past conversations with each. Monica’s dashboard lists the upcoming and earlier scheduled engagements.

The software, being one of the best crm for individuals, has been marketed for personal use but it does have the features to help small business owners with its easy to use interface and layout that is pleasing to your eyes (especially for those with minimalist tastes). The business entrepreneurs have to go through a small and near-effortless learning curve to ensure that they are efficiently using this software.

Pricing: One may avail the limited features offered in the free trial and 10 contacts per month. The unlimited plan offered by Monica costs around $9 per user per month. The best CRM for individuals is free if one hosts Monica on their servers.

  • Pipedrive:

Being one of the best crm for individuals has been in the market for a long time and established a fair name as it continues to serve the clients with a customised and integrated set of solutions that match their sales team’s individual needs. The customisability has been an essential part of the solutions crafted as it fits their unique needs and products.

Offering the users with a range of features to manage their qualified leads, automating and tracking sales interactions with synced emails, calendars and calls allow one to focus on the core work while the application manages the contacts.

Pricing: One can try the free trial for Piprdrive for 14 days with no credit card information required along with different packages ranging from $15 – $99 for a single user. In case of free trial for 22 days, the price ranges from $0 – $79 and in case of trial for 30 days, best CRM for individuals’ price ranges from $75 – $300.

  • Salesforce:

One of the most popular ways to learn about the clients and improve their experience in building a customer journey map and Salesforce CRM is a perfect platform to support the same. The best CRM for individual use helps the clients to have a better and sustainable way to collect and manage data with customer relationship management.

Pricing: What makes Salesforce a better option to choose from the list of Best CRM for the individual is the fact it offers affordable and easy to use software which has been offering a wide clientele with what they are looking for in the best CRM for small business. With the option of using the software for $25/user per month, this software can be stated as being one which makes CRM much more affordable, especially for smaller companies).

Even if one does not have much experience in using the software, the aggressively easy to use CRM which makes CRM more approachable option for businesses and helps the business with less experience reduce time and efforts into operations that are not worth it.

  • Zoho CRM

With the ability to transform the business engagements with the clients, the platform creates a sustainable plan to ensure that the mere business leads are transformed into valuable business for the brand. The most essential part of the business with a range of comprehensive and customizable solutions as the users can establish a sustainable customer support experience.

The robust service provider has been playing a key role in ensuring that the business has been boosted with growth and success as the CRM offers advanced social listening and selling tools and can integrate with a variety of other Zoho products

One can avail the free trial of the Zoho CRM with the free Edition (CRM for entrepreneurs)  which is forever free up to 3 Users. The standard edition is apt for the sales tracking for small businesses which can be availed for $12/user/month which is billed annually.

  • Streak CRM

A customer relationship management software is sync right with the Gmail inbox to allow the users to manage deals, sales pipeline, contacts, and emails in their Gmail inbox. The users can truly see everything in one place with a robust free version. This CRM is equipped with various features that allow them to perform email tracking and scheduling, email snippets, and access to a mobile app so you can manage your pipeline on the go.

A free version is an excellent option for solo entrepreneurs who want basic functions in a CRM without having to hop from tab to tab to manage their pipeline.

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Solo entrepreneurs have specific needs they have to focus on like managing their sales opportunities just as much as larger businesses with more team members. There’s no shortage of options available and out of all the listed CRMs, one has the option to choose the best option depending on their budget and specific needs, such as email automation, live chat, and contact management features.

Each of these listed CRM are leading in the list of best CRMs for personal use or best CRms used by individuals has different features that can help your business grow even if you have just started, so don’t wait. Go and explore these options and try out their free trials.

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