I recently started to network quite a bit and I feel like it starts to get hard to keep track of things. Does anyone have a recommendation for personal CRM software? Should be very easy but I feel like Excel just doesn't work for me..
A bit late to the party here but I use Queue! (Also, I make it). It's simple, works with your Google Calendar, and reminds you when it's time to reach out to someone on your list.
Just to give it a bit more support Airtable is amazing. I recently built out my version of that and have found it to be really helpful. If you're interested I can make another one and send you a copy
I just use the Contact (default) app on my iPhone. iCloud syncs everything across my computers, iPad and iPhone anyway so it works for me.
I always found CRMs to be clunky when I used them at work. Used to work in sales and was on a team where we had to share contacts so everything had to be in a specific app. But if it’s only for me, then I’d just keep it simple.
I'm working on FriendTime.co - a very simple personal CRM. I will let you know once it's done.
A bit late to the party here but I use Queue! (Also, I make it). It's simple, works with your Google Calendar, and reminds you when it's time to reach out to someone on your list.
https://apps.apple.com/us/app/queue-personal-crm/id1451429218
Just to give it a bit more support Airtable is amazing. I recently built out my version of that and have found it to be really helpful. If you're interested I can make another one and send you a copy
@martijnnanne Have a look at UpHabit for iOS/Android.
It's very decent, and they've been improving the web app as well.
I looked at Airtable a few days ago and am considering using it for various things. Worth checking out, at least as a 'good enough for now' option.
I really like Airtable! You can also host a form online to help you add to the CRM from anywhere.
I just use the Contact (default) app on my iPhone. iCloud syncs everything across my computers, iPad and iPhone anyway so it works for me.
I always found CRMs to be clunky when I used them at work. Used to work in sales and was on a team where we had to share contacts so everything had to be in a specific app. But if it’s only for me, then I’d just keep it simple.
What pain points are you having?