6 Best Personal CRM Software for Single Users in 2022

The world of CRM software is one that continues to change and evolve, with new companies emerging all the time. Here are six personal CRM options for single users in 2022:
1) Bitrix24
2) Microsoft Dynamics 365 Business Central
3) ImproveCloud
4) HubSpot
5) Zoho Salesforce Platform & App Suite
6- Personal CRM

“The best personal relationship management app” is a phrase that you might hear often. In 2022, the “6 Best Personal CRM Software for Single Users” will be the most popular apps on the market.

CRM systems are beneficial to solo users and single entrepreneurs since they assist them keep track of their contacts, leads, projects, and earnings. It provides a single platform for users to handle client conversations, track to-do lists and appointments, and automate repetitive operations. To identify the finest personal CRM, we looked at more than a dozen companies that provide solutions tailored to a particular user’s requirements.

Here are our top six personal CRM options, along with their strongest use cases:

• Freshsales is the best overall personal CRM, with a In-app phone with a lot of features system.
• HubSpot CRM (Customer Relationship Management) is ideal for single users searching for a CRM with strong email marketing capabilities.
• Zoho CRM is the best all-around personal CRM with strong omnichannel communication capabilities.
• Pipedrive is an excellent option for consumers that want highly visual sales pipelines and reporting.
• Salesflare is a great alternative for anyone who want to automate their customer and sales data entering.
• Streak: A good option for people that use Gmail to keep track of leads, tasks, and opportunities.

All of these alternatives were picked based on what each provider’s different membership packages allow a single user to perform. If you don’t plan to be a single user for a long time, you may want to look at our guide to the best CRM software for startups, which includes a variety of alternatives for growing organizations. In our post on industry-specific CRMs, we also provide choices for those that want specialist solutions.

Freshsales is the best overall personal CRM, with a In-app phone with a lot of features system. System

Freshsales

4.46 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Customer communication channels are numerous, including mobile and social messaging.
• In-app phone with a lot of features
• Users may get a full 360-degree view of their consumers.

What Isn’t There

• There is no storage allocation on the free plan.
• The free plan lacks important features like system modifications and custom profile enrichment.

Summary of Costs*

• Unlimited users are supported with the free plan.
• $15 per month per user growth
• Pro: $39 per month, per user
• Enterprise: $69 per month for each user
• 21-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

Freshsales offers users fundamental features helpful to solo users, including contact, account, and deal management, as well as tasks, appointments, and notes. It has a In-app phone with a lot of features that lets users call and send SMS messages from their CRM account. The in-app phone also has advanced features, like call notes and call recording, beneficial for entrepreneurs to keep track of all their customer communications.

Freshsales’ free plan, on the other hand, is missing certain useful features and has no storage allotment. Users who want a feature-rich free plan could look at Zoho CRM, while those who require a large amount of data storage should go into Pipedrive.

Freshsales Phone System (In-App)

You may make calls directly from your laptop or other smart devices with Freshsales’ built-in telephone app. (Image courtesy of Freshsales)

From your desktop or smartphone, you can answer calls, manage voicemails, and read and send messages with Freshsales’ in-app phone system. It also has useful features like forward to phone (which routes calls to the user’s personal phone), call masking, business hours assignment, and an incoming caller ID.

Check out our Freshsales review to learn more about the platform’s other features.

Freshsales is a great place to start.

HubSpot CRM (Customer Relationship Management): The Best Free Personal CRM With Excellent Email Marketing Features HubSpot CRM (Customer Relationship Management) is the best free personal CRM with excellent email marketing features.

HubSpot CRM (Customer Relationship Management)

4.36 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• It has a simple and straightforward user interface.
• 1 million contacts and enterprises are supported by the free plan.
• Provides powerful email marketing capabilities.

What Isn’t There

• The free subscription does not include customer service and is restricted to forums.
• The free plan does not feature workflow automation tools.

Summary of Costs*

• Free: Can be used by an infinite number of people.
• $45 a month for two paid customers on the Starter Sales Plan
• $450 per month for five paying customers on the Professional Sales Plan
• $1,200 a month for ten paid customers on the Enterprise Sales Plan
• 14-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

HubSpot CRM (Customer Relationship Management) offers a wide range of features solo users need to nurture their relationships with their contacts and leads, including customizable dashboards, chatbots, and landing pages. It provides excellent email marketing tools for users who need to send professional-looking marketing emails to expand their customer base. The system also lets them manage and track the performance of their email marketing campaigns.

However, HubSpot CRM (Customer Relationship Management)’s free plan lacks customer support and does not include CRM workflow automation tools. Users who need support even for free plans can consider Freshsales, while those who need workflow automation tools can consider Salesflare.

HubSpot CRM (Customer Relationship Management) Email Marketing

HubSpot CRM (Customer Relationship Management) offers solo users an extensive pool of email templates and email marketing tools. (Source: HubSpot)

HubSpot CRM (Customer Relationship Management) lets users create and customize their marketing emails by giving them access to its extensive library of customizable email templates. It offers users helpful email marketing features, such as email reply tracking, bulk message sending, and follow-up form emails. It includes an A/B testing and analytics function that helps users evaluate which types of emails convert and engage customers most effectively.

Check out our HubSpot CRM (Customer Relationship Management) review to explore other features that this platform offers.

Go to HubSpot CRM’s website. (Customer Relationship Management)

Zoho CRM: The Best Personal CRM With Comprehensive Omnichannel Communication Capabilities

Zoho CRM

4.21 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Beginners will like the simple UI.
• Provides a variety of client contact options, including email, phone, and live chat.
• Predictive analytics and advanced analytics

What Isn’t There

• Storage capacity is limited; an add-on for extra monthly storage is required.
• The only way to get 24/7 service is to buy an Enterprise support package.

Summary of Costs*

• Up to three users are allowed on the free plan.
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 15-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

Sales automation, sales prediction, and marketing automation are just a few of the tools available in Zoho CRM for solo users. The omnichannel communications management system in Zoho CRM is its most notable feature. Single users may use it to handle all of their emails, phone calls, social media activities, and live chats in one place.

However, Zoho CRM has a restricted storage allotment and charges extra for round-the-clock customer assistance. Pipedrive is a good option for those that want 24/7 customer service and a large amount of data storage.

Zoho CRM (Zoho Customer Relationship Management) Communications on Multiple Channels

Zoho CRM displays a variety of client communication touchpoints, including social media. (Image courtesy of Zoho CRM)

Social networking is one of the omnichannel channels that Zoho CRM supports. It allows users to connect and communicate with clients through their social network profiles, making it suitable for those who operate social media companies. It enables users to view and respond to messages from their social network acquaintances, allowing them to be converted into leads. Users may also use it to enhance their contact profiles by synchronizing data from their Facebook and Twitter accounts.

Check out our Zoho CRM review to learn more about the platform’s other features.

Go to the Zoho CRM website.

Pipedrive is the best personal CRM with a straightforward sales process. Visualizations of Pipelines

Pipedrive

4.15 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Sales pipelines are shown graphically in a simple way.
• Revenue prediction reports are available.
• Customer service is available 24 hours a day, 7 days a week by live chat and email.

What Isn’t There

• There is There is no free plan available. available.
• The phone function in the app is only available on the two most costly subscriptions.

Summary of Costs*

• $12.50 per month per user is required.
• Advanced: $24.90 per month for each user
• Professional: $49.90 per month for each user
• Enterprise: $99 per month for each user
• 14-day free trial

*Based on a yearly billing cycle. Except for the Enterprise package, monthly subscriptions are also available.

Pipedrive’s visual and customized pipelines, dashboards, and reports are especially useful for solo users who want to examine their business’s entire health on one page. Its customizability makes data and insights, such as reports on leads, tasks, activities, transactions, and revenues, more easier to understand. It also has an artificial intelligence (AI)-powered assistant that suggests tasks to help customers guarantee that their network of connections is increasing.

However, Pipedrive doesn’t offer a free plan, and its in-app phone feature is only available in higher-priced plans. Users who want a free plan can consider either HubSpot CRM (Customer Relationship Management) or Zoho CRM. Those who want a robust in-app phone system, even for free or low-cost plans, should consider Freshsales.

Pipedrive Visualizations of Pipelines

Pipedrive’s pipelines depict sales phases in a straightforward and easy-to-understand manner. (Image courtesy of Pipedrive)

Pipedrive’s pipeline management solutions provide solo users visual representations of their pipelines with actionable data for leads and transactions. They can effortlessly move deals across phases and link their email and third-party applications to establish a single source of lead data. Users may also update lead information by inputting new deals and contacts on their desktop or mobile devices.

Check out our Pipedrive review to learn more about the platform’s other features.

Go to Pipedrive.com.

Salesflare: The Best Personal CRM for Automated Data Collection

Salesflare

Overall Score: 4.08 OUT OF 5 iOur score is based on our experts’ weighted analysis of hundreds of comparable items and services.

What We Enjoy

• Provides powerful process automation tools.
• Has a robust engagement monitoring system
• Integrations with a variety of third-party services

What Isn’t There

• There is There is no free plan available. available.
• There isn’t a phone system built into the software.

Summary of Costs*

• Monthly growth: $29 per user
• Pro: $49 per month, per user
• Enterprise: $99 per month for each user
• 14-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

By automating data gathering, Salesflare assists solo users in precisely entering essential customer data into their CRM. It may collect information about clients from their social media profiles and interactions and save it in the address book. It also automates the tracking of phone conversations and meetings, as well as the entering of contact information and lead follow-ups.

Salesflare, however, doesn’t offer a free plan or an in-app phone system. Those who want a free plan can consider either HubSpot CRM (Customer Relationship Management) or Zoho CRM. Users who want a robust in-app phone system can consider Freshsales.

Automated Data Collection with Salesflare

Customers’ contact information is automatically collected and added to their profiles via Salesflare’s automated data entry feature. (Image courtesy of Salesflare)

The automatic data collecting function in Salesflare recognizes key consumer information, such as social profiles from public accounts. It collects consumer contact information from their communication history, including email signatures, phone numbers, and addresses (e.g., emails and phone calls). When data is collected, the system records all of the information in the relevant client profile.

Check out our Salesflare review to learn more about the platform’s other features.

Go to Salesflare.com.

Streak: Gmail Users’ Favorite Personal CRM

Streak

3.90 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• It works great with Gmail.
• There’s a Google Chrome plugin for it.

What Isn’t There

• The majority of third-party software integrations are only accessible in the more expensive versions.
• Lower-cost plans do not include in-app phone.

Summary of Costs*

• One-user allotment is free.
• Solo: $15 per month, per user
• Pro: $49 per month, per user
• Enterprise: $129 per month for each user
• 14-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

Streak is suited for single CRM users that use Gmail as their primary email service. It offers a browser extension that allows users to access their CRM from inside their Gmail account, eliminating the need to switch between Inbox and CRM. It also includes powerful email management features including bulk email, email engagement tracking, and email classification.

However, Streak’s in-app phone and third-party integrations are only available in higher-priced plans. Users who want a robust in-app phone system even for free or low-cost plans should consider Freshsales. Meanwhile, those who want Integrations with a variety of third-party services can consider either HubSpot CRM (Customer Relationship Management) or Zoho CRM.

Gmail Integration via Streak

Streak integrates with Gmail, allowing users to handle their CRM requirements directly from their inbox. (Image courtesy of Streak)

Users may automatically gather data from their contacts and emails thanks to Streak’s interface with Gmail. It allows them to monitor pipeline data alongside emails and instantly populate their clients’ profiles with information like name, contact information, and corporate information. It also sends them information and reminders about the status of their pipelines.

Check out our Streak review to learn more about the platform’s other features.

Pay a visit to Streak.

How Did We Pick the Best Personal CRM?

The finest personal CRM software should have basic capabilities for managing connections with contacts and clients, keeping track of messages, and keeping track of projects. It must also provide a variety of cost-effective pricing options, as well as a free edition.

Freshsales is the best personal CRM alternative, according to our research. It includes critical CRM functions like as deal and opportunity management, sales forecasting, and task workflows that are beneficial to solo users. It also features a great in-app phone that allows solo users to communicate with their consumers at any time and from anywhere.

More information about our selection method for the finest personal CRM may be found in the tabs below:

40% of the overall score

For single users, total prices and numerous pricing choices are often the most significant criterion, thus they were thoroughly evaluated while evaluating the best personal CRM. We looked at whether a free plan was available, how much entry-level plans cost, and if monthly payment plans were offered.

20% of the overall score

Any CRM is designed to offer practical solutions for sales, marketing, customer care, and task management. We looked at the finest CRMs for small enterprises as a whole, as well as alternatives tailored to individuals, to see which ones provide the most basic and vital functionality for solo users.

15% of the overall score

When evaluating a software’s ease of use, we look for two things: user-friendliness and intuitiveness, particularly for solo users. We looked at whether the program is user-friendly for beginners or whether it required some prior knowledge to bring users up to speed.

15% of the overall score

Support is an important aspect of administering a CRM system, particularly for solo users who may lack technical knowledge. We looked at the sorts of assistance given by these companies through live chat, email, and phone, as well as the hours during which they are accessible.

10% of the overall score

We analyzed existing customer evaluations on reputable websites to determine the degree of happiness current customers have, as well as any issues they often face. Our ideas and expert opinions on essential features, value for money, and popularity were also included.

*Percentages based on total score

The “personal crm open source” is a software that helps individuals organize their personal business. The 6 best personal CRM software for single users in 2022 are OpenERP, BaseCamp, SugarCRM, Zoho CRM, Microsoft Dynamics 365 and SalesForce.

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