Personal CRM: What it is and why you need the right one in your life

As head of global recruiting for Facebook Miranda Kalinowski explains, “networking is at the heart of finding opportunities and exploring them.” In our online, interconnected world, networking has transformed into connecting people and building communities. Long gone are the days of simply attending networking events and exchanging business cards. Today, building real relationships with those in our network is central to professional success and personal development.

But have you ever missed a colleague’s birthday? Forgot about an important meeting? Did you fail to remember the conversation you had with a client a month ago? Or had to scour through your entire address book to introduce two of your connections? If so, you can understand the challenges facing any professional when forging these relationships and networks.

So how do we manage to build the right relationships and stay accountable to everyone? Many of us may have 100’s, if not 1000’s, of connections on LinkedIn or contacts in our phone book. Taking the time to reach out and connect with all of them can seem like a full-time job in and of itself. Finding the time to organize and stay in touch with your network may even seem impossible.

But what if you had the right tools? There are plenty of social networking, personal agenda, and reminder apps. Yet, having dozens of apps all over your phone is a hassle, and can even make your job harder! That’s where Personal CRM’s step in; they bring together all the tools you need to maintain a strong network, all in a single application. The only question is, which one is right for me?

We have the answer!

What is a Personal CRM?

CRM’s, or customer relationship management tools, have been around for decades as a way for businesses to keep track and stay in contact with their customers. Companies such as Salesforce and HubSpot have allowed companies to gather all their customer interactions in one place, thereby improving the user experience and management efficiency.

Personal CRM’s are a recent adaption of the customer relationship management tool for our personal lives. Just like their business counterparts, Personal CRM’s, or contact relationship management apps, focus on gathering all your relationships in one place and staying in touch with them. Combining the features of a contact book, notebook, reminder app, calendar app, and way to make introductions, a Personal CRM makes maintaining connections easier.

Who needs one?

A defining feature of Personal CRM’s is that everyone can use them! We all have dozens of friends, coworkers, relatives, and acquaintances, most of whom we want to stay in touch with. Staying accountable to everyone can be a challenge, so using a Personal CRM can be priceless. Setting reminders for birthdays, keeping notes of important events, and having all your contacts and social profiles in one place are features we can all find useful.

Still, most Personal CRM’s are intended for use by professionals. Whether you’re a small business owner, a manager, contractor, or anything in between, a Personal CRM can be the key to upgrading your networking and organization. Building the right kinds of relationships in your network is a valuable asset; clients, jobs, and new employees can all be found within your connections and the communities you are a part of.

Why you need the right Personal CRM

The benefits of a Personal CRM can’t be overstated, especially for professionals looking to expand their networks and grow their businesses. But not all Personal CRM’s are created equal. If you’re providing a company your entire address book and personal relationships, privacy has to be a major concern. That’s where UpHabit steps in.

Most importantly, privacy is the top priority at UpHabit. Your data is simply that: yours. With a Personal Data Promise signed by every team member, users know that their information will never be shared or sold. Constantly updated security, restricted servers, and full commitment to privacy from the UpHabit team sets it apart from other Personal CRM’s.

UpHabit is the Personal CRM for thoughtful Super Connectors and those who aspire to be one. In other words, it’s designed for professionals that need all the features of a CRM, and then some. Reminders, Notes, Tags, and Timelines are all easy to use, intuitive, and always helpful. With the recent release of UpHabit Introductions and UpHabit for Salesforce, connectors and professionals can get even more out of their networks.

UpHabit Introductions is designed for thoughtful Super Connectors; the connectors that make bringing others together their lifestyle. Building communities of exceptional individuals is just a couple of clicks away. With preset and custom templates, connection feedback, and follow -up reminders, making introductions has never been easier.

UpHabit also helps you stay flexible and connected wherever you go. From the start, you’re able to sync your contacts from your Google, Microsoft, and Local Address Book, bringing together all your friends and family. And with the ability to connect all your contacts’ social media profiles, UpHabit brings everything together. Plus, UpHabit features multi-platform support for iOS, Android, macOS, and Web, allowing you to access your contacts from your phone, tablet, and computer. Anywhere you go, you’ll be able to stay connected to your Personal CRM.

Whether you’re looking to become a Super Connector, build a stronger network, or simply stay accountable to all your relationships, a Personal CRM is a must-have. There are plenty of them out there, but finding the right one can be a challenge. UpHabit sets itself apart from the rest with its dedication to privacy, impressive new features such as Introductions and Uphabit for Salesforce, and a plethora of engaging and helpful tools in the palm of your hand.

About UpHabit

UpHabit is an easy-to-use app that takes the heavy lifting out of reaching out, following up, and building an effective professional network. Build a stronger network with UpHabit, an app for Thoughtful Super Connectors! Download now on iOS, Android, and macOS.