Though personal CRM (contact relationship management) is not very different
from business CRM tools, it’s made specifically for individuals, so some of
the features might differ.
Import your contacts for Gmail and Outlook to your CRM. Merge duplicates
or add personal/work emails to the same contact.
- Social media profiles.
Add social media links to your contacts so that you reach out to them
using different channels.
Attach calendars to personal CRM so you can see all the tasks and
important events in one place and never miss them.
Mention their food preferences, favorite place to meet, or any other
important personal details. Show your personal and professional
relationships that you care.
Set up reminders, birthdays, professional holidays, or any other
important dates so they would never be missed if you keep this data in
your CRM. In addition, you can set recurring reminders for routine
Stay in touch with your contacts by sending them follow-ups from time to
time. You can not only set up regular reminders but also create
templates that will save you time.
- Schedule meetings
You can schedule meetings with your friends, business partners, and more
– a personal assistant at your fingertips!
Using your Personal CRM system allows you to be highly organized, save money,
and be the best version of yourself..