Discover folk - the CRM for people-powered businesses
Building meaningful relationships is the foundation of long-term success, whether you're a freelancer, entrepreneur, or simply growing your professional network. A personal CRM is the ultimate tool to organize your contacts, track interactions, and get timely reminders to follow up — so you never lose touch with the people who matter.
Unlike traditional CRMs designed for sales pipelines, a personal CRM focuses on nurturing relationships instead of chasing deals.
The 3 best personal CRMs right now are:
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What is a personal CRM?A personal CRM is a tool that helps you manage and nurture relationships by organizing contacts, tracking interactions, and setting reminders for follow-ups. Whether you're a prosumer, investor, executive, salesperson, influencer, or just your average person who uses the Internet, staying on top of your contacts can be overwhelming. Fortunately, personal CRM software can help by offering a centralized location to store all your contact information. With this dedicated tool you can track your interactions, and automate follow-ups, streamline your personal contact management, professional networks, and cultivate better relationships all round. Which personal CRM is right for you?Answer a few questions to see if you’re more “folk” or a lighter personal CRM. 1. What do you expect from a personal CRM?2. How do you want to bring contacts into your CRM?3. Who will actually use your personal CRM?4. How important are automation and follow-up workflows?Your best match: folk CRMYour answers point to a real personal CRM, not just a simple tracker. You care about contact imports from Gmail and LinkedIn, bulk email with analytics, pipelines, and collaboration with others. That’s exactly where folk stands out compared to tools like Dex, Clay, or Notion: it gives you an intuitive, all-in-one workspace for managing relationships at scale, especially if you’re part of a team. If you want a personal CRM that can grow from “just me” to a team of 20–50 people, folk is the right choice to start with. You could use a lighter tool — but folk will take you furtherYour answers lean toward simple, single-player tools like Dex, Clay, or a Notion setup: basic reminders, a few integrations, and light structure. That can work short term, but as your relationships and projects grow, you may quickly hit limits: no real pipelines, no bulk email with tracking, and little or no collaboration. If you want something that stays simple today but already has mail merge, pipelines, analytics, and team features built in, starting on folk CRM will give you much more room to grow. The 4 best personal CRM on the market in 2025With all that said, let's explore the top 4 best personal CRM tools on the market today. Bonus: all offer a free version so you can try them out for yourself before committing!
 1. folk: the most flexible and user-friendly personal CRM⭐⭐⭐⭐⭐(G2) Our top pick is folk, a sleek, intuitive CRM that balances powerful features with simplicity. It integrates seamlessly with Gmail, Google Calendar, and offers a Chrome extension for quick contact management on the go. For professionals managing extensive networks or medium to large teams collaborating on relationship management, folk CRM stands out as the ideal solution. If you're tired of using Google Sheets for CRM, folk is the upgrade you need. It's lightweight, customizable, and packed with features to streamline your contact and sales management. To scale your outreach without manual work, folk includes a Workflow Assistant that allows you to automate email sequences based on triggers, like when a contact is created or a field is updated. A standout feature is its ability to import data directly from Gmail and Outlook, making it easy to consolidate your information.  The Chrome extension lets you import contacts with a single click from LinkedIn, Sales Navigator, Twitter, Instagram, Gmail, and even TikTok. Bring all your contacts into one place, easily categorize them, and keep track of everything you need.  Once you have your contacts organized, folk gives you full interaction details with the option to add reminders and take notes. You can also deploy automated email outreach via the Workflow Assistant, allowing you to send personalized messages automatically based on specific data changes.    Sending customized email campaigns is effortless with folk's mail merge system and the Workflow Assistant. Whether you are sending one-off bulk emails or setting up automated sequences, you can easily insert variables and track results through built-in campaign analytics. This helps you scale follow-ups without manual work. 👉🏼 Try folk now to send personalized bulk emails and track opens and clicks from one dashboard  folk makes it easy to track your email campaign results, providing open, click, and bounce rates—features not commonly found in other personal crm platforms.  You can even create drag-and-drop custom pipelines to manage processes, whether for inviting people to an event, fundraising, making sales, or anything else you might need.  folk is mobile-responsive and lets you easily share lists with others. It's also highly collaborative—whether you're managing your personal CRM solo or with a team. You can manage permissions, share notes and files, tag colleagues, and set automated reminders or workflows. This makes folk CRM particularly valuable for medium-sized organizations or teams of 20-50 people who need to coordinate their relationship management efforts effectively. If you're looking for a personal CRM, folk is the top choice. It's a powerful, customizable address book with a user-friendly interface and strong integrations. PricingSign up now for a 14-day free trial, then choose from these plans:  2. Dex: single-player, integrated personal CRM⭐⭐⭐⭐(G2) Next up in the list of personal CRM tools is Dex, a CRM that's specifically designed for individuals. Similarly to folk, Dex offers options to bring contacts from multiples sources like Gmail, Instagram or LinkedIn both with direct social media integrations or with a Chrome extension. All the contacts will then be listed in a view named "All contacts", with unlimited contacts. This helps limit manual data entry.  Dex personal CRM lets you visualize a dashboard, but that can sometimes feel slightly clunky and inappropriate for personal CRM systems.  One interesting element of Dex is the option to visualize a contact timeline, similar to what folk offers. This allows you to get better context on individual relationships.  Another bonus is their mobile app, which is a great addition for a Personal CRM.  However, Dex is noticeably lacking in a few important areas: mail merge (sending emails in bulk) and pipeline management. There is also no option to collaborate. PricingYou can use Dex for free for 7 days before you will need to move to a paid plan. Starting at $12. 3. Clay: The Superhuman of personal CRM tools, but missing important features⭐⭐⭐⭐⭐(G2) The third pick of our personal CRM tools list is Clay.earth, which presents itself as the Superhuman of Personal CRM apps. It also lets you integrate contact data from multiple tools such as Gmail, LinkedIn, Google Calendar and more.  The core of the system rests on the fact that it is a notification-based personal CRM with a daily brief about your personal relationships, including auto reminders.  Clay offers standard contact cards with basic information such as notes, emails, reminders – helpful to manage personal relationships. A neat feature is the "related people" that displays on the top right-hand side of the screen.  The design is pretty slick and it comes with a dark mode. They also have a handy AI-based search. Otherwise, Clay personal CRM is pretty feature-poor, and it doesn't offer any contact apps on mobile for now, and no browser extension. You can sign up and start using Clay with the free version. 4. Notion: The customizable personal CRM⭐⭐⭐⭐(G2) Last, we have Notion, an all-in-one productivity platform that can be customized to serve as a personal CRM. It integrates with platforms like Gmail and Slack, keeping your workflows organized in one place. While users love Notion for its flexibility, it's not specifically designed as a personal CRM. It lacks native communication tool integrations, social media APIs (like LinkedIn, Twitter, Instagram), and mail merge options found in other CRMs. For teams of 20-50 people managing relationships at scale, the lack of native CRM features makes Notion less ideal compared to dedicated solutions like folk CRM.  Notion works great for note-taking and document sharing but is still pretty limited as a Personal CRM. PricingYou can start on Notion with the free version. Plus: $9.50/mo Business: $19.50/mo Enterprise: Custom ConclusionManaging your contacts can be a tedious and time-consuming process, but personal CRM software can help simplify things and streamline your workflow. When choosing a personal CRM, look for features like integrations, mail merge, and analytics to help you stay on top of your relationships and identify areas for growth. With any of our top picks – folk, Dex, Clay.earth, and Notion – you'll be well on your way to better contact management in no time. More resourcesFAQWhat is a personal CRM?A personal CRM centralizes contacts and interactions. It stores details, logs emails and meetings, adds notes, and sets follow-up reminders. It often syncs with email, calendar, and social profiles so every touchpoint stays organized. Is a personal CRM worth it?Yes. It saves time versus spreadsheets, safeguards context, and prompts timely follow-ups. Founders, investors, creators, and freelancers benefit from higher response rates, warmer relationships, and a searchable history across channels. What are the key features of a personal CRM?A good personal CRM lets you organize contacts with custom tags and notes, track every interaction (emails, meetings, messages), and automate follow-ups with workflows and mail merge. It also connects to your email, calendar, and social accounts, and gives you simple analytics so you know who to focus on and when. How to choose the right personal CRM?Define goals (networking, deal flow, outreach). Check integrations (Gmail, LinkedIn, Calendar), ease of use, automation capabilities (like the Workflow Assistant), mail merge, and analytics. Trial a free plan; a tool like folk bundles these for individuals and teams. |
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