Discover folk - the CRM for people-powered businesses
Contacts scatter across email, LinkedIn, WhatsApp, and notes. Follow-ups slip, context fades, and warm leads go cold. An AI-powered personal CRM centralizes everything, remembers details you forget, and prompts the next move before momentum breaks.
An AI personal CRM combines contact storage with models that read messages, summarize calls, and draft outreach in your voice. It enriches profiles, detects timing signals, and turns scattered touchpoints into a single, usable timeline.
Why it matters now: inboxes flood, networks grow, and expectations rise. With AI doing research, writing, and reminders, outreach stays relevant, cadence stays steady, and opportunities stop leaking through cracks.
7 Best AI Personal CRM Compared
1. folk CRM
Rating
⭐⭐⭐⭐⭐ (G2)
Overview
folk works as an AI personal CRM that unifies email, calendar, LinkedIn, and WhatsApp on a single timeline. The folkX Chrome extension saves profiles in one click, enriches contacts, and keeps lists organized. AI drafts first touches and follow-ups, summarizes calls, and proposes next steps to maintain momentum.
Pros
- One-click LinkedIn capture with reliable enrichment
- Unified timeline across email, calendar, WhatsApp, LinkedIn
- Fast setup; scales from solo to small teams
- Drafts and summaries reduce writing and note-taking load
Cons
- No permanent free plan
- Advanced WhatsApp chatbot flows often need third-party automation
- Reporting remains simpler than enterprise CRMs
Pricing
- Standard: $25 user/month (monthly) or $20 billed annually
- Premium: $50 user/month (monthly) or $40 billed annually
- Custom: from ~$80 user/month (annual)
- 14-day free trial available
2. Dex
Rating
⭐⭐⭐⭐ (G2)
Overview
Dex is a lightweight personal CRM that centralizes contacts and nudges timely outreach. It syncs LinkedIn, email, calendar, and phone contacts, enriches profiles, and keeps a clean timeline (plus a map view) so relationships stay warm without heavy admin.
Pros
- Fast onboarding with a focused UI for individuals
- LinkedIn, email, and calendar sync to keep context unified
- Flexible reminders, custom fields, imports, and a clear network map
Cons
- Limited collaboration compared to team-oriented CRMs
- Fewer deep automation options than sales-engagement suites
Pricing
- $12/month billed annually (monthly plan available at a higher rate)
- 7-day free trial
3. Attio
Rating
⭐⭐⭐⭐⭐ (G2)
Overview
Attio positions itself as an AI-native CRM with AI attributes that summarize and classify records, a Research Agent for enrichment, and Call Intelligence for conversation insights. Email Sequences live inside the CRM so drafts and follow-ups react to live signals, not static rules.
Pros
- AI attributes generate summaries and classifications without manual tagging
- Research Agent enriches records and answers context questions in-app
- Call Intelligence surfaces key moments and action items from calls
- Sequences tie to CRM data; emails send with context from product or activity signals
Cons
- Advanced features (e.g., Call Intelligence) sit on upper plans
- Setup depth rewards CRM-savvy users; light users may prefer simpler tools
Pricing
- Free: $0/user/month, up to 3 seats
- Plus: $29/user/month billed annually ($36 monthly)
- Pro: $69/user/month billed annually ($86 monthly)
- Enterprise: custom
4. Cloze
Rating
⭐⭐⭐ (G2)
Overview
Cloze acts as an AI personal CRM that reads email, calendar, calls, and messages to suggest who to contact and when. The assistant drafts content, flags priorities, and turns activity into a clean timeline so nothing slips. Mobile apps and a simple UX keep context updated on the go.
Pros
- Assistant prompts for “who next” based on recent activity
- Drafting and smart reminders reduce manual tracking
- Strong email/calendar sync and solid mobile experience
Cons
- Collaboration and reporting lighter than team CRMs
- Interface favors simplicity over deep customization
- Bad customer reviews
Pricing
- Pro: ~$17/month billed annually (or ~$19.99 monthly)
- Business Silver: ~$21/user/month billed annually (or ~$24.99 monthly)
- Business Gold: ~$29/user/month billed annually (or ~$34.99 monthly)
- Business Platinum: ~$42/user/month billed annually (or ~$49.99 monthly)
5. Clay
Rating
⭐⭐⭐⭐⭐ (G2)
Overview
Clay.earth is a personal CRM for one person or small teams. It pulls contacts from email, calendar, phone, and social profiles into one timeline, then uses AI to suggest who to reach out to, summarize notes, and draft quick follow-ups. Mobile and desktop apps keep everything in sync without heavy setup.
Pros
- Clean design with rapid search and contact merge
- AI prompts for “who next,” brief summaries, and quick message drafts
- News alerts and social updates on people in your network
- Easy import from address book, email, and LinkedIn
Cons
- Collaboration lighter than full team CRMs
- Deep sales automation requires external tools
- Occasional limits on bulk actions in lower tiers
Pricing
- Personal: free tier available
- Pro: $20/month (or $10/month billed annually)
- Team: $49/seat/month
- Free trial on paid plans
6. Streak
Rating
⭐⭐⭐⭐ (G2)
Overview
Streak lives inside Gmail and turns every thread into structured pipeline data. The AI Co-Pilot summarizes deals, answers questions from thread history, and autofills fields like stage, value, and next step. For a solo operator or small team that works from the inbox, it feels natural and keeps records current without context switching.
Pros
- Inbox-native: zero context switching from Gmail
- AI Co-Pilot for deal summaries, Q&A, and automatic field updates
- Mail merge, tracking, and pipeline “magic fields” for momentum
Cons
- Best for Gmail-centric workflows; limited appeal outside Google Workspace
- Advanced reporting and automations sit on higher tiers
Pricing
- Pro: $49 user/month (annual) or $59 monthly
- Pro+: $69 user/month (annual) or $89 monthly
- Enterprise: $129 user/month (annual) or $159 monthly
- Free email tools available (limited)
7. Nimble
Rating
⭐⭐⭐⭐ (G2)
Overview
Nimble centralizes contacts, email, and calendar, then enriches profiles and auto-updates records as you browse with the Prospector extension. It supports email sequences and basic automation so solo users keep follow-ups steady without heavyweight setup. Prospector’s enrichment and text-generation features cover the core “AI personal CRM” use cases.
Pros
- Prospector enriches contacts and reduces data entry from the web and inbox.
- Email sequences included on the base plan; no extra upgrade needed.
- Clean UI made for individuals and very small teams.
Cons
- Automation and reporting are lighter than full sales platforms.
- Limited collaboration depth compared to team-oriented CRMs.
Pricing
- $24.90 per seat/month billed annually, or $29.90 billed monthly; 14-day free trial.
7 Best AI Personal CRM: The Final Overview
Conclusion
AI personal CRM stops context loss and keeps outreach timely. Contacts, notes, emails, and calls sit on one timeline, while models draft messages, summarize conversations, and nudge the next move. Reply rates rise, ramp shortens, and pipelines stay accurate without late-night admin.
Impact depends on daily usability, not hype. Tools that capture from LinkedIn and email, write in a natural tone, and update records automatically deliver the fastest wins. On that score, folk CRM stands out: capture in one click, clean enrichment, crisp drafts, and reliable updates in the same workspace.
Discover folk CRM
Like the sales assistant your team never had
