Though personal CRM (contact relationship management) is not very different from business CRM tools, it’s made specifically for individuals, so some of the features might differ.
Import your contacts for Gmail and Outlook to your CRM. Merge duplicates or add personal/work emails to the same contact.
- Social media profiles.
Add social media links to your contacts so that you reach out to them using different channels.
Attach calendars to personal CRM so you can see all the tasks and important events in one place and never miss them.
Mention their food preferences, favorite place to meet, or any other important personal details. Show your personal and professional relationships that you care.
Set up reminders, birthdays, professional holidays, or any other important dates so they would never be missed if you keep this data in your CRM. In addition, you can set recurring reminders for routine tasks.
Stay in touch with your contacts by sending them follow-ups from time to time. You can not only set up regular reminders but also create templates that will save you time.
- Schedule meetings
You can schedule meetings with your friends, business partners, and more – a personal assistant at your fingertips!
Using your Personal CRM system allows you to be highly organized, save money, and be the best version of yourself..