David BoothProduct hunter downunder

What is the best CRM/database tool (or just techniques?) for managing your personal network?

I'd love to be able to tag by location, role, etc.. filter for "all [founders/lawyers/VCs] in [London/New York/etc]."
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6 recommended
  1. 3
    Google Contacts

    New, amazing contact manager

    Omer Molad4Co-founder and CEO @ Vervoe · Written
    Simple, in the cloud, connected to your email
    CommentsShare
  2. 3
    Recruitee

    A fast, easy, collaborative hiring tool

    Beth Hudson3Social Media Marketer, Recruitee · Written
    Although Recruitee is generally for recruitment and hiring, its talent pools can also be used to keep contacts and tag them with location, field, etc. There is a great search feature that will allow you to filter by that, and the pricing is reasonable. You could also use the careers site to create your own personal site! Just a thought. Here's a free trial if you're interested: https://recruitee.com/signup
    CommentsShare
  3. 1
    Streak

    CRM in your inbox - for Gmail

    Ayush Mittal27bro @boombro, Founder RefR ✌ · Written
    Streak integrates with your Gmail and absolutely free. There are preset pipelines and one of the personal pipelines will suit you the most. It works like a spreadsheet and each cell here is called box. Every contact is categorised into different stages. You can create tasks for yourself.
    CommentsShare
    • Jonathan KnegtelBuilding blockdata.tech

      I've used Streak for + 3 years and has always been my go to. I've set it up for clients for sales, project management and my personal inbox.

      Support is always willing to help and once you think you have mastered it, there is another hidden feature. (formulas in a CRM anyone?)

      Make sure to hold an onboarding session for your team and commit, it will pay off.

    • Robert StojnicCTO, Factmata

      Indispensable for managing hires and pipelines, been using it every day for months. However, it frequently takes a couple of seconds to load, and can take longer to retrieve old emails assigned to a box.

  4. 1
    NetHunt CRM

    Turn Gmail into a smart CRM

    Victor IryniukMarketing Manager, NetHuntCRM. · Written
    Victor Iryniuk made this product
    NetHunt CRM should do the trick for you. You get a full-featured CRM system inside Gmail for a fraction of the alternatives price. Plus it has a bunch of nifty email ninja features like tracking, mass mailing and followups.
    CommentsShare
    • Matt Pliszkadiscovering SaaS apps at pickSaaS.com

      If Google Apps / GMail is enough for you, this is a great extension, adding CRM elements to the tools you're already using on a daily basis.

  5. I'm a premium user because I love all the add-ons, but this works great even on the basic plan. Keeps all my contacts synced across my gmail, phone, LinkedIn, etc. I tag my contacts according to things we have in common (travel, founder, etc) using the Chrome extension in my gmail inbox and it's made it much easier to be mindful about my contact management.
    CommentsShare
  6. 1
    Airtable

    Realtime spreadsheet-database hybrid

    Allan CaegFounder, NorthStories.io · Written
    If you're going to get quite serious about building a database, Airtable is a powerful and friendly spreadsheet for that. Otherwise, I'd stick with simply adding fields to your Google Contacts.
    CommentsShare
    • Matt BettiolDo what you love!

      This app is simply amazing! I have been using this as my replacement to Google Spreadsheets. The features inside of this amazing service are endless. If you have lots of data and want to organize it efficiently, this is the app for you :)

    • Danielle A. VincentGeneral Enthusiast, Rouser of Rabble

      We started using Airtable to manage our content projects at work. After using it for a month, I decided I liked it so much that I signed up for Zapier and Airtable to manage my personal projects as well. It has completely changed everything.