Best Features in a Personal CRM for Networking in 2023

Personal Contact Relationship Management (CRM) tools have become indispensable assets for professionals across various fields. These platforms streamline contact management, nurture connections, and ultimately foster successful networking objectives. 

In an era where meaningful relationships are vital for personal and professional growth, choosing the right personal CRM is paramount. What makes personal CRMs so impactful and versatile? From free personal CRMs, to open-source CRMs and bespoke digital solutions, there are a plethora of options to select from. Let’s explore what features professionals look for in a personal CRM, and how Covve helps professionals make the most of relationship building.

What is a Personal CRM?

Personal CRMs for networking are specialized tools designed to help individuals maintain, enhance, and leverage their professional and personal relationships. These platforms empower users to organize contacts, track interactions, and set reminders to foster more meaningful connections.

They are a suite of tools consolidated into a single platform for easier and more efficient contact management. Professionals, freelancers, contractors, CXOs, and even students are constantly encouraged to create new connections and give great emphasis to the quality of their networks to help facilitate the creation of opportunities to learn, grow, and make an impact. 

Storing contact information aside, pCRMs remind people to reach out to their contacts and can provide prompts to help make reconnecting easier and less awkward.

The significance of personal CRMs for networking is underscored by some compelling statistics. For example,  Forbes insights highlight that 80 percent of job openings are filled through networking, emphasizing the pivotal role connections play in career advancement. In this sense, ensuring access to the right set of tools is what may set someone apart, allowing them to maintain relationships and contact with their precious network.

CEO and Founder of Bunnell Idea Group, Mo Bunnell, in partnership with Covve, highlights that “a great deal might make your year, but a great relationship can make your entire career.” Managing a compelling network requires more than outdated, tediously set up spreadsheets. They require bespoke tools to alleviate people from the responsibility of remembering, and to create time for constructive, creative, and critical thinking.

What People Look for in the Best Personal CRM for Networking

Before diving deeper into why Covve App is the top choice for personal CRM in 2023, let’s first understand what individuals seek in a personal CRM. These are key factors that discerning users prioritize when selecting the right tool for managing their professional and personal connections:

  1. Ease of Use: A user-friendly interface is paramount. People want a personal CRM that doesn’t require a steep learning curve. It should be intuitive and easy to navigate, ensuring that users can quickly harness its power without feeling overwhelmed.
  2. Contact Organization: Effective contact management is the core function of a personal CRM. Users want a tool that allows them to sync and categorize contacts, add notes, set reminders, and easily search for specific individuals and groups within their network.
  3. Automation: Time-saving features like automatic contact updates and data synchronization with other apps (e.g., email and calendar) are highly valued. Automation reduces manual data entry and ensures that contact information remains up-to-date.
  4. Integration: Compatibility with other tools and platforms is crucial. People want their personal CRM to seamlessly integrate with their email, calendar, social media, and other communication tools to create a holistic networking solution.
  5. Security: Data security is non-negotiable. Users want assurance that their contact information and interactions are safeguarded from unauthorized access or breaches.
  6. Customization: Flexibility is key. Users want the ability to tailor their personal CRM to their specific needs, whether that means custom fields, tags, or personalized reminders.
  7. Support and Training: Users expect access to customer support and training resources. Having a responsive support team and readily available tutorials can make the user experience smoother.
  8. Affordability: Cost-effectiveness is always a consideration. Users want value for their money, whether that means a free basic version or a reasonably priced premium subscription with robust features.

Introducing Covve

Covve’s bespoke personal CRM stands out as a leading relationship building tool in 2023. What sets Covve apart is its user-friendly UI, making it easy to take notes, categorize, and tag contacts for greater organization.

Covve also boasts an AI-powered feature that offers the latest news in specific contacts’ industries to help break the ice so that users never lose touch with their precious contacts. The innovative pCRM app recently launched additional AI-powered features which help users draft emails and personalized messages, creating more time to build meaningful connections.

To make relationship building processes and methods clearer for users, Covve features its own educational arm with contributions from various, globally renowned industry experts and thought leaders. Leading evolutionary psychologist Professor Robin Dunbar, career strategist and coach Doug Lester, and business growth expert Mo Bunnell delve into their extensive knowledge and practices, sharing them through insightful masterclasses.

Covve – Trusted by Industry Leaders

Covve’s personal CRM has garnered acclaim from professionals across various industries. Doug Lester expresses his preference for Covve due to how the app nudges people to connect, as well as its easy-to-navigate note-taking feature. He states, “I recommend Covve to the people I coach because it’s the most effective personal CRM option that I’ve found after 10 years of looking, and it’s always getting better.”

Eric De Santis, turnaround and restructuring professional, echoes Doug’s sentiments. He commends Covve’s ability to provide actionable insights and give those slight yet impactful reminders. This, he attests, has significantly improved his networking efforts and, in turn, his career prospects, expressing that, “I use Covve, which is kind of my own personal way of maintaining my relationships, both professionally and personally, because it gives me an opportunity to help build those new relationships, as well as keep nurturing the current ones.”

Shannen Stewart, founder of Heels & Handshakes, emphasizes how Covve has been a game-changer in her journey. Stewart appreciates Covve’s ability to help her stay on top of her network through reminders, and the tool’s versatility in storing and organizing contacts. “I love utilizing the app because it’s a one-stop shop. If I meet a contact I can use my app, take a picture of their business card and add them to my contacts,” Shannen expresses.

In a world where networking is synonymous with success, finding the best personal CRM for you is a critical step. Covve App emerges among the best personal CRMs for networking in 2023, thanks to its AI integration, versatile features, and its endorsement by prominent professionals like Doug Lester, Chris De Falco, Professor Robin Dunbar and more. 

If you’re looking to take your networking efforts to the next level, Covve is the tool that can help you achieve your goals with efficiency and effectiveness.

Updated on 29 Nov 2023.

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