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Safari Extensions+ 4

What is the best personal CRM?

I am looking for a great system to manage personal email and relationships that isn't tied to a quota/opportunity/revenue metric but rather better manage my own meetings and address book.
Eric FriedmanHead of Expa Labs · Asked
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3 recommended

10
Airtable

Realtime spreadsheet-database hybrid

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Ryan HooverFounder, Product Hunt · Written
I asked this question on Twitter about a month ago and ultimately decided to go with Airtable. Most of the CRM tools are too heavy (built for companies or teams) or too restricted (e.g. mobile only). A basic spreadsheet tool like Airtable has worked great because it's easy to use, multi-platform, very customizable, and integrates with many other API's/tools. At the end of the day I just need a list of people I know, categorized by role, location, and other factors. That said, I'm eager to try a product that's specifically built for the use case you describe. Maintaining this spreadsheet of people is the biggest t… See more
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Eli MatherProduct Management Community Apps · Written
Was also going to recommend AirTable for personal CRM - love the flexibility
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1
Plutio

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Leo BassamFounder, CEO at Plutio.com · Written
Hey Eric, give Plutio a try. It is a very simple and beautiful CRM for individuals. You could create a profile for your clients and contacts, group them in categories, and even invite them to start a conversations. Soon you will be able to talk to any of your contacts without inviting them, this will allow you to 1) keep track of all your conversions in one place, 2) have a bird-eye view of when you've last contacted someone and what it was about, 3) create actionable tasks and reminders. Hope this helps 😀
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1
Streak

CRM in your inbox - for Gmail

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Paul BleicherWritten
If you use (and live in) Gmail I recommend Streak. It's a lightweight CRM that comes with a couple of nice features I can't live without: snooze emails, read tracking, etc.
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