The problem with scattered contacts

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. For growing teams of 20-50 people managing complex relationship networks, the right AI personal CRM becomes mission-critical.

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. For teams of 20-50 people managing diverse networks, folk CRM excels at keeping everyone aligned while maintaining personalized outreach at scale.

Pros

• One-click LinkedIn capture with reliable enrichment
• Unified timeline across email, calendar, WhatsApp, LinkedIn
• Fast setup; scales from solo to large teams (20–50+ users) with admin permissions, role-based access, and analytics to manage performance at scale.
• 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

👉🏼 Try folk now to manage contact-based reminders with your team

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

👉🏼 Try folk now to never miss a follow-up

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. For teams of 20-50 people needing seamless collaboration without enterprise complexity, folk CRM stands out: capture in one click, clean enrichment, crisp drafts, and reliable updates in the same workspace that scales perfectly with growing teams.

FAQ

What is personal CRM?

A personal CRM organizes relationships, messages, and follow-ups across email, calendar, social, and notes. It keeps context in one place, sets reminders, and maintains timely outreach. AI versions add enrichment, call summaries, and message drafting.

How does an AI personal CRM work?

It connects to email, calendar, and social accounts, enriches contacts, and builds a unified timeline. AI models summarize calls and threads, suggest next steps, detect timing signals, and draft outreach to keep cadence steady.

Who should use an AI personal CRM?

Founders, sales, recruiters, and anyone managing many warm relationships. It prevents missed follow-ups, centralizes context, and scales personalized outreach. Teams of 20–50 with complex networks see the biggest gains.

What features should an AI personal CRM include?

Look for one-click capture (e.g., LinkedIn), unified timelines for email/calendar/WhatsApp, reliable enrichment, AI drafting and call summaries, reminders, sequences, and team controls. For a fast start, consider folk.