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hey how's it going in today's video
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we'll go over all things personal CRM
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including what to look for and the best
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option for you in 2023 why use a
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personal CRM how we manage relationships
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has changed a lot over time from address
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books to social media sites like
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Facebook and Linkedin if you meet many
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people you'll probably rely on your
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relationships for work and you'll want a
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system to stay on top of everyone there
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are three main benefits to using
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personal CRM first is that they
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consolidate all the information in one
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place your relationships are probably
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scattered across LinkedIn Facebook your
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phone contacts maybe even email and
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putting it all in one place allows you
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to understand who you know the second
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benefit is that they'll help you
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remember important events and dates like
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birthdays or anniversaries by sending
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reminders at the right time and the last
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benefit is that they'll help you
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remember where you left off and
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generally be more thoughtful it's easy
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to forget the last time you talk to
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someone or the last thing that you
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talked about and a personal CRM or
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system can help you pick up where you
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left off seamlessly so why should you
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trust us there are many different
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options on the market today including
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just starting with a spreadsheet like
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Microsoft Excel full disclosure I've
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been working on building personal CRM
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with Dex for the last three years but
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everyone has different needs and the
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right CRM for me might not be the right
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CRM for you during these last three
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years we've done hundreds of user
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interviews and looked at over 30
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different tools that help you manage
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your relationships we've done a pretty
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exhaustive search and here's our list of
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the top 10 in 2023
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to begin number 10 on our list is notion
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notion is a much-loved tool that's
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extremely flexible and offers Rich
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functionality it comes with a great
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mobile app it's free for personal use
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and even includes some ready-made
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personal CRM templates using notion
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however will be a pretty manual process
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there's no way to import from LinkedIn
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Facebook or your phone contacts and
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there's no integration with your email
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or calendars you can set reminders but
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getting reminders in notion and getting
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Notions set up to where it provides
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useful value for you could take a lot of
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effort notion was one of the tools that
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I personally used in the beginning for
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CRM and while it's incredibly powerful
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unless you spend a lot of time and
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notion it might be hard to keep up to
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date number nine on the list is airtable
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air table like notion is also an
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extremely flexible tool the pros of
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airtable are that it's customizable it
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has a free plan of 1200 records that's
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probably good enough for most users and
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it also has a ready-made personal CRM
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template compared to notion the mobile
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experience with airtable is a bit less
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polished but airtable does allow for
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more automation
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the pros and cons with airtable are
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pretty similar to that of notion they're
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both incredibly powerful tools but don't
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have the automatic Integrations that
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make setup easy or make the tools easy
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to get started with you need extreme
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customization or if you can afford to
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invest time in your system both airtable
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and notion are great options number
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eight on our list is folk folk is
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another CRM that has a pretty similar
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user interface to notion but with more
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Integrations through their folk X
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browser extension and their platform you
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can add contacts from Google LinkedIn or
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Twitter otherwise a lot of the
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functionality and folk is pretty similar
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to that of notion though it's not quite
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as polished or flexible the pros of folk
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are that it's really useful if you want
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to share contacts between your team
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members or your colleagues and the
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Chrome extension can be pretty handy if
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you're integrating with existing
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workflows the cons of folk however are
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that it's primarily web-based there's no
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mobile app and it's really meant for
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teams in a business setting not
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individuals as a result it has a pretty
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limited free tier for paying 14 a month
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you only get 100 contact enrichments per
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month the next CRM on our list is close
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as the name suggests flows is primarily
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a CRM that's built for teams and sales
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processes like full the pros of clothes
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are that it integrates really well with
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email and Office 365 and it's useful for
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sales you can send batch emails through
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clothes and view the companies that your
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contacts belong to the cons of clothes
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are that it has a pretty busy outdated
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user interface that can be just a lot to
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handle and it's not really built for
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personal use it can be quite
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overwhelming with a lot of data to look
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at and there's no free user tier at 17 a
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month it's one of the more expensive
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products on the list next at number six
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is nimble like close it's a business CRM
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intended for teams but can also be used
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by individuals the advantages of nimble
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are that it's feature Rich and it
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integrates with email including office
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365. it allows you to manage your sales
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process and track team activity and it
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also has a Chrome extension called
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Nimble prospector that allows you to
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open and add contacts in LinkedIn and
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Gmail in a few different places
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the cons of nimble are that the user
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interface can be quite busy even though
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you can customize a lot of fields it's
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probably a little bit overkill for most
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individual use cases in addition there
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is no free tier for nimble and it's also
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one of the more expensive tools on the
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list at 24.90 a month that number five
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is q a beautiful simple personal CRM
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that's mobile first Q is only available
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for iOS and offers a simple streamlined
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interface where you can Import phone
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contacts and set recurring reminders the
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pros of queue are that it's simple and
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straightforward to get started you can
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also import your phone contacts so you
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don't have to manually add that data in
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yourself and it has an inexpensive paid
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plan the cons of Q are that there's no
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importing from social media like
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LinkedIn or Facebook it also lacks many
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features that other crms have but its
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focus is on Simplicity and its mobile
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only focus means that you can only use
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it on a phone and it's not available for
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Android devices that being said if
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you're just looking to set reminders on
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your contacts Q makes it super simple
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and straightforward and is our pick for
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the best tool next at number four is
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Cove Cove is another mobile first com
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that's available for both IOS and
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Android the pros of Cove is that it
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offers business card scanning and also
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will surface news article mentions for
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your contacts and it has a clean
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streamlined mobile interface the cons of
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Cove are that it has a pretty limited
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free version where you only get to add
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20 contacts and it has pretty limited
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Integrations with other social networks
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like LinkedIn
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it's also worth mentioning that Cove has
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had security issues in the past where in
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May 2020 the data of 90 000 users was
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leaked even though they've made changes
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to improve your security if you're
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especially concerned about privacy Cove
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might not be the best option for you
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number three on our list is Monica the
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only open source CRM on our list Monica
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has been around for a while and includes
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all the basic features you might expect
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including adding notes and editing data
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fields of various types Monica is
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probably also the most secure CRM as you
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can host it yourself for free or pay
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nine dollars a month for a hosted
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version the pros of Monica are that it's
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open source which means you can deploy
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it yourself for free and if you're
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technically inclined you can also make
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changes and contribute to Monica itself
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the cons of Monica are that it's
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extremely manual with limited
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Integrations to other social networks
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like LinkedIn or Facebook and it's only
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available on the web with the somewhat
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dated interface in addition Monica has
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no mobile apps and hasn't really been
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actively developed for a while
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the runner-up on our list is clay clay
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made a Big Splash in 2018 and stands out
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with its Sleek shiny landing page the
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pros of clay are that it syncs with
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social networks and platforms including
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with imessage and it has a minimalist
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modern interface in addition it also
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surfaces Twitter biochanges which is
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unique across all the personal crms that
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we've looked at the cons of clay are
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that there is no Android app and it's
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primarily built for people who use Mac
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and iOS in addition it does lack some
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key features like business card scanning
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which Cove and decks both have or a
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browser extension which are offered by
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folk Nimble and Dex in addition the
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platform itself has limited
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functionality you can set reminders and
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notes but you don't really have a way to
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either visualize or break down your
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network like you can in notion or
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airtable last but not least is Dex we're
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a bit biased here but we believe that
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Dex is the best personal CRM for most
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people Dex is supported across platforms
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including iOS Android web and with a
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browser extension that integrates with
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most social networking sites the pros of
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decks are that it includes a powerful
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LinkedIn integration that allows you to
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see when your connection's titles change
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and it also includes mapping
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functionality that allows you to see
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where your network is located
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in addition Dex allows you to create
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saved filters that help you break down
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and leverage your network and the mobile
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version of Dex includes features which
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allow you to scan business cards and
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quickly swipe to categorize your network
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the cons of decks are there are no
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iMessage or messaging Integrations and
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there are no teams or collaboration
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features it's built for the individual
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use case addition Dex also is most
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useful for users with a LinkedIn account
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so if you don't have a LinkedIn account
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Dex will be a lot less useful
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it's free to get started the decks and
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the Dex Premium plan which includes an
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unlimited number of contacts costs 12 a
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month if you've made it this far you're
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probably pretty serious about finding
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the right personal CRM for you if you
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take nothing else away from this video
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let it be this that the best personal
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CRM for you is the CRM that you'll
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actually use
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in general if you're looking for a
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flexible tool to invest time in start
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with notion if you're looking for
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something that your team will adopt get
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started with Nimble close or air table
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if you're a Twitter power user clay
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offers the most useful Integrations for
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you and if you're managing your
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professional and personal Network on
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LinkedIn Dex is your best bet there have
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never been so many solid tools to manage
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your relationships in 2023 I'd encourage
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you to try all of them and see which one
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works the best for you thanks for
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watching
