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Why You Need a Personal CRM

Personal CRM

The business world is all about connectivity, and if you don’t already have one, a personal CRM could be just what you need to network in a memorable way that puts people first. With 4.7 million people working remotely at least half the time in the United States, people have plenty of time to network and connect online.

Businesspeople are meeting potential clients, coworkers, and partners during regular working hours and during their lunch break using networking platforms like LinkedIn. Because so many people—especially millennials and Gen Z who are just entering the workforce—are eager to meet industry professionals online, it’s important to find networking and outreach methods that set you apart from everything else on your LinkedIn feed.

In a world of remote work and Zoom meetings, taking the time to connect with professionals personally will ensure that your network is full of genuine connections who have the potential to become loyal clients or partners. CRM—or Customer Relationship Management—software could help you do just that. A personal CRM can file and maintain the connections you have already made on platforms like LinkedIn and Twitter while also helping you build new ones. Personal CRMs allow you to upload your current LinkedIn network and will manage that network for you just like a personal assistant. A personal CRM can schedule meetings, send reminders to follow-up on important emails or phone calls, and group contacts and connections who have similar goals and interests. It also allows you to sync data from your email inbox, calendar, contacts, and other social media accounts.

Business reaches across all platforms and meaningful connections can be made anywhere. If you have a lot of client or networking data, whether that’s potential leads, client goals, or even just phone numbers, email addresses, and titles for all of your connections, you will want to center them all in one place. A personal CRM takes care of that data entry for you, opening up more time for you to have those truly meaningful conversations and enlightening brainstorm sessions. If you’re not already convinced, read on to find out more about the abundance of unique features that a personal CRM has to offer.

It’s Ideal For Freelancers

You don’t have to be a business owner or have hundreds of clients to effectively use CRM software. If you’re a freelancer who could use some assistance with time management, scheduling, or just keeping track of your many projects, a personal CRM can help you accomplish this. It can schedule meetings for you, sync calendars, and take notes to help you differentiate two similar projects for different companies. As a freelancer, you want to spend more time perfecting your craft and submitting high-quality work to your clients. Imagine a device that could retrieve client information from your overflowing email inbox and sort it so you don’t have to do it yourself. That’s the power of a CRM.

It Helps You Connect Personally

Software never forgets, but humans sometimes do. A personal CRM sends reminders to ensure that you follow up with promising connections who you haven’t spoken to in a while. Some CRMs also have note taking or journaling features so you can write down personal notes and anecdotes about your connections and clients. It can seem almost impossible to remember your coworkers’ birthdays and the names of your clients’ beloved pets in addition to the other important dates and people in your life. Luckily, CRM software is built to maintain connections and keep track of the details that define your network as individuals.

It Facilitates Communication

Communication is key in business. While there is no such thing as over communication, it can quickly become difficult to locate email threads spur-of-the-moment ideas when your team is constantly communicating. Certain types of CRMs, particularly strategic and collaborative CRMs, can help employees communicate across teams and departments. The CRM serves as a main knowledge base or checkpoint for team members to find important client information and company details without sifting through old emails. Moreover, encouraging employees or coworkers to add their own thoughts into your company’s CRM can better define their personal impact on the company’s growth.

It Helps Maintain Work-Life Balance

While most people use a personal CRM to catalogue their business relationships, your family and friends are technically part of your network too. You can use your CRM however you like, including tracking important family birthdays and gatherings with friends. If you’re a small business owner or freelancer, it can be especially difficult to maintain a work-life balance when your work is your passion. A CRM can make it easier to see how everything in your life connects. CRM software can also help you manage routine, data-based analysis and tasks so you can spend more time with the people in your life—both personal and professional—that matter most.

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