Client Relationship Managers (CRM)
CiviCRM (free)
This is an open source constituent relationship management (think customer relationship management) web application that is installed in conjunction with either Backdrop, Drupal, Joomla, or WordPress. It offers features such as contact management, contributions/donations, events, memberships, email marketing, advocacy campaigns, peer-to-peer fundraisers, and more.
Clay (paid options)
Scans your calendar automatically to collect people you’ve met and are going to meet. Then, populates all their relevant social information including their bio and your meeting history. There’s no asking for email access and no work to do after import. Ability to create notes with each meeting, call, or other interaction.
Cloze (paid options)
An advanced CRM app for Android and iOS that needs permissions to access every one of your apps to monitor your communication with absolutely everyone. If you’re okay with that and with the price tag, this is a powerful relationship manager that does all of the work for you.
GreenRope (paid options)
Communicate, Tracking Software, Automation Software, Email Software, Learning Software, Software Integrations, Mobile CRM, Shared Access, Data Security.
Hippo (paid options)
Notes, to-dos, and events. No account needed. No Contacts access required. Data is stored on your device, not on a server. Cloud sync only via your private iCloud drive.
LincSphere (free and paid options)
A business not-a-CRM that helps you better organize & follow-up with your networking contacts, so as to turn them into productive relationships. Currently only available for iOS.
Monaru (paid options)
A virtual assistant that helps you build deeper connections with the people you really care about.
Pipedrive (paid options)
Manage leads and deals, track communications, automate and grow, insights and reports, privacy and security, mobile apps and integrations.
Streak (free and paid options)
CRM built into Gmail.
UpHabit (free and paid options)
Set reminders, add notes, create tags, timeline of relationships, pulls data from phone and email. You own your own data.
Personal Relationship Managers (PRM)
Closr (free for personal use)
A personal relationship management app for Android and iPhone. Provides integration with Slack. The app creates a relationship timeline for all of your contacts with notes, voice memos, calendar events, encounters, calls, mail and text messages.
Dex (free and paid options)
Comes with a Chrome extension for ease of use, Notes for each contact, and reminders to keep-in-touch with your contacts
fabriq (free)
Stay in touch and build better social habits.
folk – coming soon
Keep My Friends (paid options)
A personal not-a-CRM that doesn’t access your personal email or your social media, doesn’t request your passwords or require you to sign-up to third party apps, and doesn’t sell or trade your personal information. Your conversations stay between you and your friends.
Monica (free and paid options)
Monica helps you organize the social interactions with your closest contacts.