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Personal CRM FREE Forever

Manage workflows, maintain relationships track and expand professional networks

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What is a Personal CRM?

CRMs or customer relationship managers (CRMs) tools are widely used by businesses across the world to keep track of and maintain good relationships with their customers. A personal customer relationship manager (also referred to as a Personal CRM), is used by people to track their personal networks and foster relationships. A Personal CRM doubles up as an address book, calendar, notebook, and smart reminders, all rolled into one single software.

With a personal CRM, you can now always remember everything about your friends and personal network such as names, events, goals, and even about what conversation you last had with any of them. A personal CRM helps bring out the best friend, family member or colleague that you could ever be.

And this holds true for professional networking as well. So, Whether you’re doing professional networking, keeping track of sales leads, or just trying to be a better friend, a personal CRM can be quite useful.

Benefits of Personal CRM Platform

A Personal CRM has multiple benefits. Listed below are some of the main features and benefits of a personal CRM software that you can make the most of:

  • Store and have instant access to comprehensive data about all your new and old contacts at all times.
  • Categorize contacts based on tags, locations, company, role, and other custom parameters.
  • Enjoy integrated and unified access to different communication channels such as emails, text messages, and phone calls.
  • Keep track of events, meetings, and tasks by organizing schedules.
  • Get reminder alerts and reconnect nudges to be in touch with contacts.
  • View all important details and past engagements when connecting with a contact.
  • Use the Personal CRM for friends and family, co-workers, potential employees, suppliers, marketers, industry gurus, or people you’ve met at networking events.

More than simply having quick access to your contacts' professional details such as their workplace and their role, the Personal CRM is really helpful in storing personal details such as your contacts' interests, their anniversary and birth dates, etc. Wouldn't it be nice to remember to send your good friend his favorite bottle of wine for his birthday?

Moreover, in the process of doing outreach and growing your network, many personal contacts have the potential to develop into strong business relations in the future.

Exploring the Best CRM for Personal Use

  • Free for 10 users
  • Easy operation
  • Implementation in less than a minute
  • Cloud based
  • Backend support
  • Mobile CRM for iOS and Android

Ready in seconds

EngageBay's cloud-based Personal CRM software takes less than a minute and is easy to set up. It is so simple to implement that there is no need to solicit technical help. Moreover, we will help you with the onboarding process and support is available at all times. Just set it up and let the system do the rest.

Free CRM Tools

  • 360-degree Contact Management
  • Lead Management
  • Appointment Scheduling
  • Quotes & Invoices
  • Email Marketing
  • Workflow Automation

Telephonic outreach

  • Incoming calls
  • Outbound calls
  • Single-click dialling
  • Call analytics & tracking
  • Timely reminders
  • Automatic call logging
  • Phone call recording

Volunteer coordination

  • Social networking
  • File sharing
  • Instant Messaging
  • Group chat
  • Internal task and project sharing

Personal CRM Software FAQ’s:

  • Who’d benefit the most from a personal CRM?
  • What you can do with a personal CRM
  • How to monetize the personal CRM system?
  • What are the features of a personal CRM?

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I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

Southern Europe Director, Triptease
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Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited
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It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon
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I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer
testimonial by Vandana
I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.

Paul T.

eMarketing Strategist, Paul Therond Consulting
testimonial by Paul
This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.

Ivana B

Founder, New Marketing.Agency
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Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.

Jan Patrick T

Executive Managing Broker, Greatway Financial Inc
testimonial by Jan
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

Dioshai G

Web Developer, Huawei Technologies
testimonial by Dioshai
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc
testimonial by Shawn
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
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