What is a personal CRM?
Why does a personal CRM matter?
Most of the people you know aren't in your inner circle. They're former colleagues, clients, people you met at a conference, other parents on your kid's team. Those relationships are worth a lot, and they're the first ones your memory lets go of.
A personal CRM gives those details a place to live, so the next conversation can pick up where the last one left off.
How is it different from a sales CRM?
A sales CRM like Salesforce or HubSpot tracks deals for a company. It has pipelines, stages and forecasts, and it stays with your employer when you leave. A personal CRM remembers people, for you. The notes are about the person, and they're yours to keep.
What should you look for?
- Private by default. Only you should see what you write.
- Quick to use. If notes take more than a few seconds to write, you'll stop writing them.
- Shows up where you meet people. A separate app is easy to forget to open.
- Yours to keep. Your notes should go with you when you change jobs.
- Works beyond one network. Some of your people aren't on LinkedIn.
To see how Dex, Mesh, folk, Monica and Noted stack up, read our personal CRM comparison.
Is Noted a personal CRM?
In the simplest sense, yes. Think of it as a personal CRM without the CRM: a free Chrome extension and web app for private notes on the people you actually meet. There are no pipelines, and nothing to sync. Your notes show up on LinkedIn profiles, in Gmail and in Google Calendar, right when you meet someone again.
Questions
Is Noted a CRM?
Not in the usual sense. There are no pipelines, deal stages or sequences. Noted is a private place for the human details you remember about people, shown where you meet them again. Some people call that a personal CRM. See how Noted compares to other personal CRMs.
Is Noted free?
Yes. Noted is free. The Chrome extension and the web app at app.withnoted.com are completely free to use.
I've tried a personal CRM and stopped using it. Why is this different?
Most personal CRMs live in a separate app you have to remember to open. Noted shows up on their LinkedIn profile, in the email and on the meeting invite, right when you need it. Real moments, not reminders on a timer. Writing a note takes a few seconds, in your own words.
Related: How to remember personal details about people, How to keep private notes on your LinkedIn contacts
Be the one who remembers.
Free for Chrome. Your notes show up on LinkedIn, in Gmail and in Google Calendar.