3 years ago

This article showcases our top picks for the Best CRM Software For Individuals. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.


This product was recommended by Bruce Hogan from SoftwarePundit

Pipedrive is a very popular CRM solution that is powerful and affordable for individuals. Pipedrive’s entry-level subscription is $12.50 per month and comes with numerous valuable features. While it can be used for most communication purposes, it is designed as a solution to support sales. As a result it includes features such as customizable pipelines, deal management, contact and organization management, email sync, a meeting scheduler and performance reports. It integrates with the calendars from Google and Microsoft, Google Drive, Chrome and over 200 other applications.


This product was recommended by Rob Delory from QuickSilver Agency

I have worked with quite a few CRM’s over the years. For an individual, it is tough to beat free. Hubspot is a marketing automation platform but it is also a fantastic CRM. It probably has more than most individuals need but it is hard to beat. Lots of options, endless customization and there are probably more how-to videos on the internet for ways to use it than any other CRM If you sign up for the simplest version at no cost, you can just use the CRM that is included.


This product was recommended by Hannah Martin from HarvestOnlineMarketing

Airtable is an incredible software for creating a personal CRM (and so much more) because it can be completely customized to have the data you want, and it integrates with so many other services. Unlike being forced into another CRM’s structure, you can create the exact view you want to see the contact info that’s the most important to you, without excessive fees or limits.

Act! CRM

This product was recommended by Breanna Golub from Safari Digital

Finding a personal CRM for a solo individual is all about striking a balance between software that’s easy to navigate and a platform that is customisable to meet the unique demands of a small business. I have found that Act Software is simple to use and does not limit the customisations needed for an individual or small business. There are a plethora of CRM software options out there for small to medium businesses. I came across Act software when I realised that I needed to find a platform that streamlined the process of managing clients without having to change from mainstream email, document and organisational tools. Using Act allows the user to rely on a CRM system that is integrated into Microsoft Office and Outlook, and also provides access to the marketing tools that have become crucial to operating a small business in 2021.

Less Annoying CRM

This product was recommended by Nick Chernets from DataforSEO

Less Annoying CRM is great for individuals who want to manage their tasks and contacts as well as the lead-to-sale and all follow ups. LACRM provides all users with individual logging addresses which enables you to create contacts regardless of the email provider you use. The software offers a free 30-day trial after which you have to choose one of the plans that are all very affordable.


This product was recommended by Liraz Postan from LP Marketing Services Inc.

I personally recommend Infinity (startinfinty.com) as they have great lifetime desks, so you end up paying for the first year a lot less if you need to connect clients/ other teams etc. It’s super easy to use, as well as a great support to help you figure out the first steps and how to manage your data. I migrated from an Excel sheet and got a great onboarding from their team, plus. they have wonderful templates to work with.


This product was recommended by Matthias Klausing from Systhub

ContactShip makes it easy to stay in contact with family, friends and people you meet. Save what ever information you want, use timelines and reminders, schedule your next party, event or meeting and generate automatic lists of people with common interests. The simple rating system allows you to rate your contacts and their attributes, making it easy to identify likes and dislikes. Make the most of your contacts! Main features – Integrated rating systems for contacts & their attributes – Extrem flexible for the data to manage (even create your own data categories) – Integrated data analytics (create automatic list of people or attributes) Of course with timeline, reminders, groups, relationship networks and cross device sync etc.


This product was recommended by Larissa Uredi from No-Where Consultants

VoteSharp is the non-partisan, cost-effective CRM for civically-minded community members who want to break into their local or regional politics. It lowers the barrier to entry for managing voter and constituent relationships and is the only CRM that puts communication first. VoteSharp is easy to use and solves the very real problem of making outreach and communication with real people simple instead of hard, messy and complicated.

Don't Miss

Maximising Efficiency: The Benefits of Fixed Asset Software for Manufacturing

Maximising Efficiency: The Benefits of Fixed Asset Software for Manufacturing

For many manufacturers, greater efficiency is a dream come true. Learn how
Agile development stands at the forefront of the software industry, championing an iterative, high-speed approach reliant on effective team communication and collaboration for success. This piece underscores the indispensable role played by dedicated development teams in agile projects, shedding light on their significance, advantages, challenges, and vital management techniques. Engagement Models in Software Development As businesses embark on software development endeavors, they confront a pivotal decision in choosing the most suitable engagement model for collaborating with skilled teams. Fixed-Price Model Ensures project completion within set timelines and budgets, but may lead to increased costs for desired changes, limiting customization options. Time and Material Approach Offers flexibility by compensating teams based on hours dedicated to the project, allowing for easy adjustments and ideal for projects needing intermittent attention. Dedicated Team Model Balances fixed-price and time & material models, employing specialized teams for adaptable project scopes, ensuring reliability and flexibility in long-term delivery. The Importance of Dedicated Teams in Agile Development Agile development relies on dedicated teams, diverging from traditional project management methods. These teams prioritize frequent collaboration and communication to swiftly adjust requirements and task priorities. Comprised of professionals fully committed to the project, dedicated development teams collaborate to deliver innovative solutions and top-tier results. This section explores their crucial role in agile development and essential strategies for effective team management. Success in agile development depends on the expertise and cooperation of dedicated teams. Efficient communication, coordination, and excellence from every member are crucial for timely results, highlighting the necessity of dedicated software developers. Clear alignment with core business goals and expectations is essential for project success. The Advantages of Employing a Dedicated Team in Agile Development Using a dedicated development team in agile projects has many benefits. Firstly, their commitment ensures excellent results, boosting project success. Secondly, their teamwork increases productivity. Lastly, having a dedicated team improves oversight and control over the project's progress, aiding in accurate outcome estimation. Improved Collaboration and Communication Engaging a dedicated development team in agile projects also yields enhanced collaboration and communication advantages. This dedicated group fosters close cooperation among remote team members, bolstering comprehension of roles and responsibilities and accelerating progress towards business objectives. Establishing dedicated software development teams helps alleviate miscommunication and ensures alignment towards shared goals. Employing a dedicated team also fosters transparency, encouraging open expression of thoughts, seeking advice, and addressing concerns. Quality Assurance and Timely Delivery A dedicated development team in agile development leads to enhanced quality assurance, expedited delivery times, and early issue detection. Collaborative efforts enable swift and effective resolution of such matters, facilitating prompt progress to subsequent tasks. Implementing a dedicated software development team helps minimize delays and ensures alignment with quality expectations. Furthermore, dedicated teams operate with heightened productivity, enabling swift completion of development tasks and adherence to project deadlines. Flexibility and Scalability By enlisting a dedicated development team, projects become more adaptable and scalable. This enables easy adjustment to changes in market conditions or requirements. Businesses can readily modify the team size to match project needs without interrupting ongoing work, ensuring projects remain on schedule and are delivered punctually. Comparing In-House and Outsourced Development Teams In-House Development Team: An in-house dedicated team comprises full-time employees working solely for one company. They have deep knowledge of the company's culture, practices, and technology, smoothly handling projects from start to finish. However, there are challenges with in-house teams: Cost Concerns: Maintaining an in-house team can be expensive, including expenses like recruitment, training, salaries, and benefits, which may strain smaller companies or startups with limited budgets. Expertise Limitations: Internal teams may lack specialized knowledge, technical skills, or industry-specific expertise compared to external teams, particularly in niche industries or specific skill sets. Scalability Issues: In-house teams may struggle to adjust their capacity swiftly to meet changing project demands or priorities. Flexibility Constraints: Internally-based teams may find it challenging to accommodate varying working hours, meet project deadlines, or adapt to different methodologies compared to outsourced teams. Outsourced Development Team: External dedicated development teams, sourced from third-party providers, focus solely on the organization's projects. These professionals offer numerous advantages: Cost Savings: Outsourced teams often provide competitive pricing, reducing expenses on infrastructure, technology, and overhead costs. Access to Expertise: Engaging with a software outsourcing company grants access to specialists from a global talent pool with the required skills and experience. Scalability: Outsourced teams can adjust their workforce to match fluctuations in project scope and priorities, making them valuable for businesses. Flexibility: Remote outsourcing allows for greater flexibility in working hours, project deadlines, and delivery processes. Outsourced development team offers benefits despite challenges like language barriers and time zones. Good communication and teamwork can help overcome these issues. Leaders should consider these advantages when deciding on the best approach for their company's goals. Wrapping Up Having a dedicated team is crucial for success in agile development. Consider the pros and cons of internal versus outsourced teams. While internal teams offer control, they can be more expensive, whereas outsourcing provides expertise at lower costs. If you decide to go with an outsourced dedicated team, VT Labs can provide skilled engineers to meet your agile development requirements.

Dedicated Teams: The Backbone of Agile Development

Agile development stands at the forefront of the software industry, championing an