Best 15 Single User CRM To Uplift Your Business

Single User CRM is basically a customer relationship management platform that serves one user. It allows you to organize your contacts, tasks and even schedule appointments or recurring tasks with ease.

Best 15 Single User CRM To Uplift Your Business

If you're running your own business, then you know that it's a dream come true. You can work on projects that interest you and set your schedule. Most importantly, you get to call the shots!

That is until reality strikes, and there are still tasks that need doing like data entry or handling tedious projects like taxes. This is where CRM comes into play.

It is a vital tool for businesses of all types. The latest CRM software can turn your business into an efficient machine that runs on autopilot. ​

What is a Single User CRM?

Single User CRM is a customer relationship management platform that serves one user. It allows you to organize your contacts, tasks and even schedule appointments or recurring tasks with ease.

The idea is that this will make it easier for you to stay on top of your business and do more in less time. It's like a productivity tool, which we all know we could use!

How does it work?

A Single User CRM is usually installed on your computer and works like any other software application: download the file, run it and you're ready to go. To gain access to your contacts, you'll need to use the same login every time.

It is worth mentioning that if you upgrade to a bigger business version, you will need to pay the extra price. This is usually done for an individual to gain access to more features like team collaboration and custom reports.

CRM makes it easier for small businesses like yours because everything is listed under one roof. You don't have to open your email client, make a new spreadsheet or keep your notes to look for something. That's because everything is right here!

What functions should I expect?

Single User CRMs vary from one another, but the most basic features include a task manager, a calendar, and a contact list. You can also use it as a phone book or even to manage your purchases. What's great is that you get all of this for free!

It is worth mentioning that the more advanced versions usually come with a pricing plan.

For example, if you want to avail of a CRM's email marketing feature or its user management features, then you would need to pay an extra amount for it.

What makes a good Single User CRM?

You should keep in mind that this is software designed specifically for small businesses. That's why you should compare CRM platforms by what is on offer rather than on how it looks on the outside.

Different Single User CRM Software

There are different types of CRM, for example, there's the desktop application, the web-based one, and online. For a smaller business with fewer employees, launching an office 365 or G Suite account can be a better option to store all your company data.

However, if you don't want to pay for G Suite or Office 365, then don't worry! All it takes is a little research and you'll find tons of great free Single User CRM software.

Before configuring your new account, we recommend having an idea of what exactly this platform does and how you can benefit from it. We've listed some top benefits below:

1. Should have a 'to-do' list

First of all, you'll need to configure your contacts with their proper information - name, phone numbers, company titles, and email addresses. Then you'll be able to add follow-up tasks to ensure that they are completed in time.

2. Organize important dates

This is also a great feature. Once you've created your contacts, adding tasks will be easier than ever. You'll be able to prioritize each task depending on the deadline or importance of it.

3. Stay organized

One thing that can happen when working for yourself (or with many employees) is that you forget important tasks because there are too many.

With Single User CRM Software, you'll be able to easily keep track of every activity and follow up on your leads in no time.

4. Keep everyone updated

Some leads might require more attention than others, such as the more important ones. This is where having efficient communication with your employees or team can be extremely beneficial.

5. Save time on reports

Once the tasks are completed, you'll need to compile all this information into a report for each client or customer. With a CRM it will be easier than ever because you have everything in one place!

6. Improve your marketing campaign

Another great benefit is that with an online Single User CRM Software you can also use it to store your marketing campaign information.

This allows you to improve the effectiveness of each campaign by showing which strategies are most effective with different clients or markets.

What are the Advantages of Using Single User CRM?

The most obvious advantage is how it makes your life easier! Customer data can be easily entered in, organized by tags (or groups) depending on your preference.

It also allows you to automate repetitive tasks, like sending out newsletters or event invitations.

Additionally, it is not just limited to contacts. You can create events and keep track of them as well as set up recurring reminders for important dates.

There are a ton more CRM options available for single users than you might think. We've gathered the best CRMs according to our research and personal experience so that it's easier for you to decide which one is right for your needs!

1. HoneyBook

HoneyBook is the best CRM for small businesses. It has all the features you need to manage your contacts, schedule appointments, and automate tasks like sending out newsletters or event invitations.

Plus, if you're looking to collaborate with other business owners on projects it's perfect too! It is specifically designed for solopreneurs and is pretty much a one-stop shop for all your client management needs.

The brand new iOS and Android app make it super easy to track tasks or manage projects on the go which we love!

It also helps that it's packed with features like time tracking, task delegation, and unlimited storage so you can truly enjoy running your business.

Features

  • Collaborate with others on projects.
  • Create events and keep track of them.
  • Automatically send out invitations to recurring tasks, newsletters, or event invites.
  • Keep a record of important dates in your calendar from within the CRM app itself!

2. Zoho CRM

Zoho is the best CRM for one-person businesses. It has all the features you need to manage your contacts, schedule appointments, and automate tasks like sending out newsletters or event invitations. Plus it's packed with features that make managing your business a breeze!

Zoho is an all-in-one customer relationship management platform and we love how it works across different devices so you can access your CRM data anywhere, anytime.

It has an inbuilt task management system that helps you keep track of all the tasks assigned to you so there's no need for yet another tool to help you stay organized.

You get a personalized dashboard where everything is neatly listed out and categorized according to importance (so important things don't fall through the cracks) plus, you can easily create reports to keep an eye on your business.

Features

  • Get a personalized dashboard that shows your tasks and all other important data neatly categorized by priority (so no more missed deadlines!)
  • Manage contacts, schedules appointments & schedule automated email campaigns like sending out event invitations or newsletters.
  • Get a complete view of your business performance with the built-in reports feature.

3. Hubspot

Hubspot is one of the leading customer relationship management platforms on the market. Using Hubspot, you can capture leads, organize contacts in your customized sales pipeline, and score leads based on how hot or cold they are!

It also allows you to automate repetitive tasks, like sending out newsletters or event invitations. You can even schedule recurring reminders for important dates using its built-in calendar feature!

It is not just limited to contacts. You can create events and keep track of them as well as set up recurring reminders for important dates.

Content marketing is another one of its strong suits, so if you're looking to get more subscribers and leads through content marketing Hubspot has got your back.

HubSpot is our choice for the best CRM that covers all aspects of inbound marketing strategies.

Features

  • Automatically send out invitations to recurring tasks, newsletters, or event invites.
  • Manage contacts, schedule appointments & score leads based on how hot or cold they are!
  • Keep a record of important dates in your calendar from within the CRM app itself!

4. Sugar CRM

Sugar CRM​ is one of our favorite single-user CRMs because it's perfect for small businesses that are just starting and don't have much data to manage yet!

It is specifically designed for solopreneurs looking to automate tasks like sending out newsletters or event invitations. It has an easy-to-use interface that makes it the perfect CRM for beginners so you can keep track of your contacts and schedule appointments with ease!

Plus, if you're looking to collaborate on projects with other business owners. Sugar is a great option since it's packed full of features like time tracking & task delegation.

Features

  • Collaborate with others on projects by delegating different tasks to each member of your team.
  • Automatically send out personalized email invitations or newsletters that keep customers engaged and coming back for more!
  • Get a personalized dashboard where you can keep track of all tasks assigned to you.

5. Agile CRM

Agile CRM is one of the most popular CRMs on the market! It records every client interaction and keeps it inside your CRM so you can use these details to enhance customer relationships in the future.

You can even schedule automated email campaigns like sending out event invitations or newsletters!

It provides real-time notification of every interaction with the client so you know exactly what's happening at any given moment.

Features

  • Keep track of every task assigned to you with the built-in task management system that automatically assigns tasks based on priority!
  • Get notified by email whenever there's a new update for any customer interactions.
  • You can also create reports from within this CRM app itself so that you can keep track of your business performance.

6. Insightly CRM

Insightly is a simple and easy-to-use CRM that's perfect for solopreneurs just starting with their business! It is specifically designed to manage contacts, schedule appointments & score leads based on how hot or cold they are.

It has an intuitive interface so you can keep track of your tasks as well as important dates through the built-in calendar feature.

If you're looking to collaborate with other business owners Insightly is a great option since it's packed full of features like time tracking & task delegation!

Features

  • Map out the enter customer journey and keep track of all the interactions with your contacts.
  • Easily approach the newly found lead through the built-in sales pipeline.
  • Track time spent on different tasks and automatically assign them based on priority!
  • Collaborate with others by delegating different tasks to each member of your team.
  • Easily keep track of important dates through its built-in calendar feature that allows you to set reminders for future events.

7. Pipedrive

Pipedrive is a CRM for solopreneurs that provides real-time notifications of every interaction with the client so you know exactly what's happening at any given moment.

It has an intuitive interface where you can view your customer journey as well as manage tasks from within the same platform!

Features

  • Create campaigns and set automated email reminders to stay top of mind or find new leads!
  • Customize your dashboard by adding only the features most important to you.
  • Get real-time notifications of every interaction with the client.
  • Create reports based on your company's performance!

8. Salesforce CRM

The most popular CRM out there, Salesforce is a powerful tool that manages contacts and events for you to help grow your business into something more professional!

It has an easy-to-use interface so you can keep track of your tasks as well as important dates through the built-in calendar feature.

Features

  • Keep an eye on every task assigned to you with its built-in Kanban board style dashboard!
  • Automatically add follow-up actions for contacts based on priority and schedule them accordingly.
  • Recognize individual talent within your team with the built-in reports feature that provides detailed information about each member's performance.

9. Capsule CRM

Capsule CRM is one of the most popular CRMs on the market and is considered a leading tool for individual users to store and manage all of their business contacts in a single place.

One major advantage of such neutrality is that it helps in managing customer relationships in a much better manner.

Features

  • One-click contact importing from over 20 different sources like Google Contacts, Facebook, and Salesforce.
  • Manage tasks from within the same platform as contacts so you don't have to switch between multiple systems for different purposes.
  • Time Tracking & Attendance Management: Track time spent on different tasks and automatically assign them based on priority!

10. Hello Bonsai CRM

Hello Bonsai is a cloud-based customer relationship management tool that makes it easy for you to track and manage all of your leads.

It has an easy-to-use dashboard where you can see the full picture of your customers at a glance while also keeping track of each lead's interactions with your business through detailed reports!

Features

  • Score each lead to see how hot or cold they are so you know which ones to focus on!
  • Customize your dashboard by adding only the features most useful to you.
  • View detailed reports of all interactions made with your customers so you have a complete picture at any given moment.
  • Create campaigns and set automated email reminders to stay top of mind with your leads.

11. Freshworks CRM

Freshworks is a lightweight CRM that helps you take care of all your customer interactions so you can focus more on building relationships.

It also has an easy-to-use interface where you can manage tasks, identify new leads, and send automated follow-up emails to contacts with just one click!

Features

  • Keep track of every interaction made with your customer through real-time notifications!
  • Send automated follow-up emails to contacts, either manually or using the included library of pre-written messages.
  • Track tasks that are directly associated with individual deals so you know exactly what's happening at any given moment!

12. Salesmate CRM

Salesmate is perhaps the best CRM for single-user businesses because it has everything you need to run your entire business on its own!

It also offers phone tracking, deals tracking that shows important data like the last time you contacted each customer and deals priority that lets you rank deals according to how much of your attention they deserve.

Features

  • Keep track of all your contacts and where they are along the sales funnel with its built-in pipeline feature.
  • Manage all your customer interactions in one place with real-time notifications for each activity.
  • Keep track of every deal made with customers, including who you want to contact, when you last contacted them, and any follow-up tasks required.

13. Contactually CRM

Contactually is a great CRM for users looking to make their lives easier with better task and contact management.

It features automated tasks based on actions taken by your customers, like sending birthday cards to clients who haven't been active in a while or reaching out about new products to leads that haven't bought anything lately.

Features

  • Create personalized automated tasks and calendar events that will help you stay organized throughout your interactions with each customer.
  • A clear and intuitive dashboard allows you to view and manage all of your contacts at a glance!
  • View detailed reports about every interaction made with customers, including date, type, outcome, and follow-up actions needed.

14. Segment Ninja CRM Software

Segment Ninja is a free customer relationship management tool that allows you to manage contacts, generate leads, and create deals.

It is a great CRM for startups that are just starting because it's easy to use with its simple interface and has all the basic features you need without being complicated!

Features

  • Create tasks to keep your team on track so no important lead gets missed.
  • Plan events directly from the dashboard so everyone is always in the loop with what's going on.
  • Track communication history between contacts to have a complete overview at any given moment.
  • Collaborate on multiple projects with your teammates by sharing files and notes!

15. Podio

Podio is a cloud-based software that focuses on streamlining your business to increase productivity and efficiency.

It is a great CRM for small businesses because it has all the necessary features you need without being complicated or hard to use!

Features

  • Access Podio from anywhere, anytime so you can focus on what matters most instead of wasting time bouncing between apps.
  • Manage leads, accounts, and time spent with one screen so you have a complete overview of every aspect of your business.
  • Create custom forms to save time on paperwork and long data entry tasks!

Conclusion

There are many CRMs available to help solopreneurs manage their contacts, schedule appointments & score leads based on how hot or cold they are. We've highlighted the best CRMs for solopreneurs in this blog post.

Make use of the list we've provided to help you decide on the right CRM for your business and get back to focusing on what matters which is growing your business into something professional and profitable!