Hunter WalkPartner, Homebrew

What's the best lightweight CRM that supports tagging?

I finally want to put some structure around my contacts and prefer something simple and lightweight which supports arbitrary tagging and shared contact lists (or at least contact list access) with colleagues. other nice to have features include > easy export (to prevent lock-in) > integration w gmail to get stats like "last contact" etc
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29 recommended
  1. 109
    Airtable 2.0

    Beyond the spreadsheet

    Zach HolmanFounder at @duringapp · Written
    Been meaning to write a blawg post on this at some point, but I ended up using Airtable for this approach (I think Ryan Hoover also goes this route as well). I tried a lot of CRMs, but they seem to be single-mindedly focused on being a sales CRM, which is fine, but not really what I wanted for this type of approach. The tagging is really lightweight and easy to enter. Overall, Airtable isn't really a CRM, of course, but I found it to be the best approach because of how super lightweight it felt (which in turn, encouraged me to keep adding details rather than give it up after a few weeks). Big fan.
    CommentsShare
    Louis de Vaumas3Co-founder @ Ubicar.fr · Written
    Airtable is great to create the CRM that fits exactly what you need. They have templates really well done and you can connect it with Zapier (so Gmail -> Zapier -> Airtable)
    Comments (3)Share
    Ross KudwittALOE > Work Assistant Founder · Written
    Rather than argue whether Airtable qualifies as a "lightweight CRM". From my perspective, a base CRM (light, heavy or Goldilocks) needs to support the following requirements: 1) Master Data (Companies, Contacts, Deals / Projects / Opportunities), 2) Activity Data (Email, Notes, Calls, Meetings...), and 3) Tasks (the promises made by you or to you tagged with Contact/Company/Deal). I have not seen every CRM ever created, but I've seen a lot and they all have these foundational objects. There is certainly no reason why you couldn't create this in Airtable, but why bother when @hubspot CRM provides it and much more for free along with a mobile app? I'm the CEO of @aloeai https://aloe.ai , and we integrate with Salesforce.com, Microsoft Dynamics CRM and Hubspot CRM and I've spent tons of time in the CRM weeds, implemented CRM, and helped countless companies choose a CRM. If I wanted a "lightweight", "personal" or "small team" CRM I would use Hubspot's free CRM with Aloe.ai, of course :)
    CommentsShare
  2. 90
    Streak

    CRM in your inbox - for Gmail

    Hunter WalkPartner, Homebrew · Written
    Adding recommendations from other folks on twitter/fb so there's a single list
    CommentsShare
  3. 51
    Freshsales CRM

    A full-fledged CRM for high-velocity sales teams.

    Nivas RavichandranProduct Marketing - Freshsales CRM · Written
    Nivas Ravichandran made this product
    Would recommend you to take a look at Freshsales CRM. Has export and integration with Gmail. Even has a free version for starters.
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  4. Josh EphraimPartner, Dorm Room Fund · Written
    adding from twitter thread
    CommentsShare
    Anne GheriniMarketing | Tech | Columnist · Written
    Thanks for all those who have requested beta access to Affinity.co! Here is a little more about what we are doing: Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity instantly surfaces all of your team's and investors' relationship data to show you who is best suited to make the crucial introductions you need to raise your next round of funding and close your next big deal. Using AI and natural language processing, Affinity helps teams curate and grow their networks by unlocking introductions to decision makers and auto-populating their pipeline to increase sales velocity. Hit me up if you want more info :) anne@affinity.co
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    Good insightful data, nicely laid out UI that still keeps it simple.
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  5. 20
    Zenkit

    The project management tool that grows with you

    Siobhan O'Rorke3Marketing @ Zenkit · Edited
    Siobhan O'Rorke made this product
    Zenkit is a super easy to use database and collaboration tool that you can use to build your own CRM. You can set it up to capture any information you want about your contacts (it's totally flexible so you don't have to conform to pre-defined fields). It supports arbitrary tagging, you can share it with your colleagues, and you can connect it up to Gmail via Zapier (and direct gmail integration is planned). You can also export to CSV, or use Zapier to send backups to eg. Google Sheets. (Plus because it isn't really a CRM - you could use to to manage everything else in your life - not just your contacts ;)
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  6. 17
    Salesflare CRM

    Intelligent sales CRM for startups who thrive on technology

    Don The Idea GuyThe Idea Department · Written
    I've just started using SalesFlare. Support has been good and it integrates with gmail really well.
    Comments (1)Share
  7. 16
    Contactually

    CRM for strengthening relationships, not managing them.

    Hunter WalkPartner, Homebrew · Written
    Adding recommendations from other folks on twitter/fb so there's a single list
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    casey allenfounder, skyway fund · Written
    Few more data points on Contactually as someone that's tried them all but settled on Contactually: - pulls in email threads from MULTIPLE gmail accounts for easy searchability. I have six gSuite accounts being piped in. - so long as you have the mobile app it also counts calls and texts as touch points - supports tags but also buckets. Each bucket can have a rule "if I don't talk to someone in the Angel Investor Bucket in 250 days nudge me". Contacts can be in multiple buckets. - zero manual work necessary post-setup - speaking of me being lazy, it supports keyword search in the browser unlike most CRMs. So "c walk [enter]" gets me your deets so I don't need an open tab all day. - also has pipelines, task management, and email templates with tracking. So Pipedrive + Asana + Toutapp all in one.
    Comments (3)Share
    Contactually has one of the best features inside of Gmail that I've ever seen in the CRM space. You can create tags and put contacts in buckets on the fly, right inside your gmail composition box. http://support.contactually.com/... Being able to do this inside Gmail is a blessing. Good luck.
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  8. Lachlan Campbell10Code, apps, design, high school. · Written
    Great import/export and Gmail integration
    CommentsShare
    Scott Pruettco-founder, universaldesign.org · Written
    Gmail integration is great. Can send directly through the app, even in bulk (broadcasts), and messages appear to come directly from the sender vs. an email marketing or CRM app.
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    Lynette KontnyCOO, Highrise HQ · Edited
    Highrise is great for so many things... from personal use to track Christmas cards, children's schedules and house, car, and pet history, to business use for tracking tasks and follow ups, both individual and bulk, to customer support. I use it every day for everything (and I work there :).
    CommentsShare
  9. 11
    HubSpot CRM

    Organize, track, and sell

    Hunter WalkPartner, Homebrew · Written
    Adding recommendations from other folks on twitter/fb so there's a single list
    Comments (1)Share
    Tobias PasmaInbound Marketing Strategist · Written
    Free and everything you asked for
    CommentsShare
    Ross KudwittALOE > Work Assistant Founder · Written
    From my perspective, a base CRM (light, heavy or Goldilocks) needs to support the following requirements: 1) Master Data (Companies, Contacts, Deals / Projects / Opportunities), 2) Activity Data (Email, Notes, Calls, Meetings...), and 3) Tasks (the promises made by you or to you tagged with Contact/Company/Deal). I have not seen every CRM ever created, but I've seen a lot and they all have these foundational objects. There is certainly no reason why you couldn't use other apps, but why bother when @hubspot CRM provides it and much more for free along with a mobile app? I'm the CEO of @aloeai https://aloe.ai , and we integrate with Salesforce.com, Microsoft Dynamics CRM and Hubspot CRM and I've spent tons of time in the CRM weeds, implemented CRM, and helped countless companies choose a CRM. If I wanted a "lightweight", "personal" or "small team" CRM I would use Hubspot's free CRM with Aloe.ai, of course :)
    CommentsShare
  10. Samir MotwaniRepresenting Salesmate · Written
    Samir Motwani made this product
    My recommendation for Salesmate, It has tagging, import/export, 2-way email sync with Gmail and much more :)
    CommentsShare
  11. 11
    FollowUp

    The personal CRM for Gmail

    It's pretty darn great, bias aside.
    Comments (2)Share
  12. 11
    Zoho ContactManager

    Contact management software, refreshingly simple.

    RamonStartup Enthusiast · Written
    Simple, practical and efficient contact management style CRM. Organize contacts, tasks, and deals in one place. It also has the tag feature.
    CommentsShare
  13. 7
    SalesforceIQ

    Supercharge your sales team with relationship intelligence

    Chris Argonishproduct designer & salesforce architect · Written
    I wouldn't call it lightweight, but Salesforce from my understanding, has made it cheaper to get some basic features. License costs range from $25-75 /user/month https://www.salesforce.com/produ... product demo - https://www.youtube.com/watch?v=61pOywlUEzs It would achieve all of what you're asking to do and more
    CommentsShare
    @hunterwalk SalesforceIQ is a pretty lightweight product and it has capability to add custom properties to records - in your case e.g. to contacts. By utilizing a new multi-select property, you can achieve functionality like tagging and later on you can utilize it in your reports, lists, etc... https://help.salesforceiq.com/le... https://help.salesforceiq.com/le... Mobile apps and chrome extension are also available: https://chrome.google.com/websto... https://play.google.com/store/ap... Exporting capabilities: https://help.salesforceiq.com/ar... https://help.salesforceiq.com/ar... Integrations: https://help.salesforceiq.com/ar...
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    sheynk ✈digital - nomad - vc - product · Written
    A bit pricey ... but really flexible in terms of list building
    CommentsShare
  14. Nick HollingerCo-Founder & CEO @ Visitor Queue · Written
    Simple and should do the trick!
    CommentsShare
    Nick HollingerCo-Founder & CEO @ Visitor Queue · Written
    Simple and should do the trick!
    CommentsShare
  15. 6
    FullContact for Gmail

    Your Gmail Contacts. On steroids.

    Khe HyActivating human potential · Written
    Great for tagging (in gmail) - unfortunately, no reminders (that I know of)
    Comments (1)Share
  16. 5
    Capsule CRM

    The easy online CRM for doing business

    Josef SzottenCustomer Support at Capsule · Written
    Capsule is a simple yet powerful CRM. You can most definitely tag your contacts to help categorize them but there's so much more. Custom fields, simple exports to csv or Excel files and good integration with G Suite. - The list goes on. Obviously I'm biased as I work for Capsule 😉
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    Hussein YahfoufiFounder of Rex Ad Cards. Family, Tech. · Written
    Capsule CRM is the best lightweight CRM I could find. You can create tags and lists and make it as complex or keep it as easy as you want.
    CommentsShare
  17. 5
    PipeDrive CRM

    Effortless pipeline management.

    Nick O'NeillCEO, Holler Inc. · Written
    You add a single custom field and immediately have tags. I've tried all of the CRMs and various combinations but what I love about Pipedrive is that: 1. You can integrate with Zapier (just like Airtable and the others) 2. Their email integration with Gmail enables you to create a filtered "pipeline inbox" 3. You can have tags :) I definitely think it's a requirement. 4. Their mobile app is one of the best. Seriously, how can you have a CRM that's not on mobile? I will add that Airtable has much more powerful Zapier integrations than Pipedrive. For whatever reason, a lot of the Pipedrive endpoints haven't been added so there are definitely edge cases that won't work easily. However for the most part, it's the best one on the market.
    Comments (1)Share
  18. 3
    Nimble

    Nimble has re-imagined customer relationship management

    Hunter WalkPartner, Homebrew · Written
    Adding recommendations from other folks on twitter/fb so there's a single list
    CommentsShare
  19. 3
    Monica

    Open-source CRM to keep track of your friends and family

    Régis FreydFounder of Monica, personal CRM · Written
    Régis Freyd made this product
    Monica is a simple personal CRM that supports tagging, is open source so you can install it on a server that you own. It has no notion of business though, as it's meant to manage data about everything other than business. Feel free to try!
    CommentsShare
  20. Hillary PittsProduct Marketing Manager @ FullContact. · Written
    FullContact for Teams sounds pretty spot-on with what you're looking for. You can tag/add notes and create a shared address book with your team. Plus, the Chrome Extension puts the context of your team shared contexts right next to your Gmail. *Full Disclosure* I work for FullContact, but this really (really) is an awesome product.
    CommentsShare