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Client relationships, Digital business cards

 5 Best Business Relationship Management Apps 2022

June 10, 2022
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Whether you’re a solopreneur, a freelancing professional, or an entrepreneur who leads an extensive team, you know the importance of customer relationships and their ability to grow your business. No matter the industry or the setting, it isn’t about what you know; it’s about who you know. Networking and building professional relationships is more than just a pathway for opportunities; relationships spark creativity, allow us to gain outsider knowledge, and, quite frankly, make our professional lives much more enjoyable. While networking, lead generation, and engagement strategies are staples for any marketing approach, we come face to face with challenges such as finding a suitable event to meet like-minded professionals or worrying about business-centric conversations sounding like a pitch.

But, that’s not even the challenging part: when we meet people regularly, it’s hard for us to put a face to a name or number. In addition to that, quality and quantity play significant roles. It’s a blurred line between wanting to put your name out there as much as possible and creating lasting impressions to make the relationships valuable for you and your business. 

So, how can we possibly keep track? This is where personal CRM (Customer Relationship Management) comes in. 

What is a Personal CRM? 

CRM stands for customer relationship management. CRM software is widely utilized by businesses globally because it's a tried and trusted tool that markets your business and increases customer acquisition. A traditional CRM software’s functionalities help you manage everything involving your business, such as; teams, leads, workflows, follow-ups, etc. Of course, automating tasks is critical for internal processes. However, traditional CRMs are missing that fundamental element that plays a significant role in our professional and business success— strengthening relationships. 

These days, as more business flies through the doors, it’s hard to keep track of your personal relationships. That is why entrepreneurs are slowly discovering the benefits of integrating personal relationship software and applications into their day-to-day routines instead. Now, while the names of these tools hold similarities, there are significant differences between the two. For example, personal CRM focuses on contacts alone; professionals can systematically maintain relationships in a centralized platform, saving you the headache of switching tabs on your device to look for connections on multiple platforms or rummaging through your wallet for paper-printed business cards. 

As technology evolves and networking begins to hold prominence again, more entrepreneurs are beginning to discover the benefits of relationship managers, providing professionals with more opportunities to nurture their relationships. This innovative technology stores essential information and sometimes even contact history about anyone you interact with, including; colleagues, professional contacts, friends, acquaintances, etc.  Personal relationship managers are more than just a database; it initiates stronger call-to-action. Depending on the software or mobile application, personal CRMs apps can have various features that make customer retention and networking a seamless experience. For businesses looking for tailored solutions, working with a custom software development company can help create a CRM system that specifically meets your needs.

What are the benefits of using relationship management apps? 

  • It ensures you never miss opportunities or critical information about your contacts with impressive note-taking capabilities; it allows you to refine your relationships further. Store essential details such as; profiles, websites, birthdays, important events, and more.
  • It keeps your data organized and accessible with its centralization properties. 
  • It increases productivity and saves you time from repetitive tasks with the power of automation. 
  • It allows you to stay connected to your networking list and strengthen relationships. 
  • It prompts users to plan stronger call-to-action for future interactions. 

5 Best Personal Relationship Management Apps for iOS and Android (Personal CRM Apps)

No matter the industry sector, professionals are always looking for ways to grow their business on the go.  We all have contacts, and our connections play a significant role in our lives. While there are many personal CRM applications on the market, we’ve summed up a list of our favourite personal CRM apps that makes social organization simple and valuable (In no specific order). 

1. KADO - Available on iOS, Android, Web

KADO phone and computer screen display

We have to admit we’re biased, but we have to feature our very own emerging relationship management app, KADO- it’s too good to hide away at the bottom of this list. KADO is great for both solopreneurs to large and growing enterprises

KADO leverages the power of modern networking tactics with a strong emphasis on relationship management. Whether it’s a professional relationship or a personal relationship, every valuable connection starts with a lasting first impression. Unfortunately, as creatures of habit, we’re accustomed to inputting contact details with minimal contact details or exchanging business cards that are quickly forgotten. Not only is manual inputting time-consuming, but it’s a thing of the past.

Instead, KADO offers customizable digital business cards that allow users to share contact information with efficiency, a personal touch, and a competitive advantage; while also allowing to automatically capture lead and client data. In addition, users can unify all their contacts, emails, meetings and notes from various sources and add critical information to each contact stored. With this all-in-one relationship management and networking app, users have complete control over their network lists, initiate stronger call-to-actions, and proactively nurture their professional and personal relationships. 

Price: Basic package offers limited features (Customize digital business card, share contact details via QR, and contact integration.) Advanced packages (email, calendar, linkedin integration and enterprise management) vary depending on set of features

2. Queue - Available for iOS 

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If you’re an Apple user, you probably value minimalism and simple interfaces that get the job done. Queue is the sweet spot between modern simplicity and automation. Queue allows users to integrate Google Calendars, Gmail Threads, and iPhone contacts on one platform. In addition, it will enable you to strengthen your professional relationships by reminding users to keep in touch with their contacts regularly. 

Pricing: A single-paying plan of $8/month with a free trial. 

3. Dex - Available on iOS, Android, Web 

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The main focus of Dex is on strengthening and nurturing your relationships. Dex works as an extension on your mobile devices and web browser, based on your contact list, this personal CRM automates and suggests potential contacts that might be helpful for you. It features notifications for important networking events and appointments, and you have the option to set up reminders to get in touch with a contact. In addition, it has note-taking features critical for follow-ups and calls to action. 

Pricing: Dex has a basic version with limited features (notifications, reminders, and prompts to keep in touch with contacts). Its unlimited version is $13.50/month or $108 annually) 

4. UpHabit - Available on iOS, Android, Web

phone screens display

UpHabit has been ranking the charts in the personal CRM category because it’s jam-packed with features that enhance the way you network professionally. This personal CRM app can be used for your contacts, but it caters primarily to entrepreneurs, freelancers, and business owners. We’ve mentioned above that lasting impressions are a critical element; UpHabit’s unique “introduction feature” allows users to introduce contacts to each other with its built-in templates for a touch of personalization. In addition, it has valuable relationship management features; note-taking, reminders, and categorization. As a result, UpHabit is a great way to strengthen post-sale relationships and grow. 

Pricing: Offers a free package with limited functions. Prices vary per tier, $49.99-69.99/month. 

5. Nimble - Available on iOS, Android, Web

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Nimble is a collaborative relationship-focused CRM that focuses on professional networks. Its unique benefit lies in its integration; it allows professionals to sync with over 160 platforms such as; Twitter, Facebook, QuickBooks, Mailchimp, and more, in one location. Its unique ‘timeline’ feature assists in time management, allowing users to stay up to date with recent conversations and not lose track of significant relationships. Users love Nimble due to its seamless organization feature; you can create to-do lists, boost email marketing engagement, and integrate multiple calendars. Nimble is perfect for the professional with an extensive list of contacts who wants to store their contacts in one view while staying proactive in communication

Pricing: $19/Month with a 14-day trial. 

“Business, after all, is nothing more than just a bunch of human relationships.” - Lee Iacocca 

Are you curious to see how far your contact list can take you? Request a free demo with KADO here. 

Questions Fréquemment Posées

Si vous avez des doutes, ne vous inquiétez pas. Nous sommes là pour tout vous expliquer. Laissez-nous vous aider !

  • Une carte de visite virtuelle est un moyen moderne et innovant de partager vos coordonnées instantanément via des QR codes, la technologie NFC ou un simple lien. Contrairement aux cartes papier, une carte de visite virtuelle vous permet de mettre à jour vos informations en temps réel, d’ajouter des éléments interactifs et de réduire votre impact environnemental.

  • Votre carte de visite virtuelle peut contenir votre nom complet, votre poste, le nom de votre entreprise ainsi que vos coordonnées essentielles telles que votre adresse e-mail et votre numéro de téléphone. Vous pouvez également ajouter des liens vers vos réseaux sociaux, des canaux de communication comme WhatsApp ou Calendly, des boutons personnalisés et même du contenu vidéo. Avec KADO, vous pouvez personnaliser entièrement votre carte, y compris les couleurs, les logos et l’image de marque de votre entreprise.

  • Oui ! KADO propose une version gratuite qui vous permet de concevoir votre carte, d’ajouter des liens et de la partager facilement en ligne. Le plan gratuit inclut les fonctionnalités essentielles, tandis que les options avancées de personnalisation, telles que les thèmes de couleurs et les intégrations premium, sont disponibles avec les formules payantes. Vous pouvez créer votre carte de visite virtuelle gratuitement ici.

  • Chaque carte de visite virtuelle KADO comprend automatiquement un QR code qui peut être scanné pour partager instantanément vos informations. Vous pouvez retrouver votre QR code dans l’application sous l’onglet "Échange" ou via votre profil en ligne. Pour en savoir plus sur la création d’une carte de visite avec un QR code, visitez notre site.

  • Il existe de nombreuses options, mais KADO se distingue par ses fonctionnalités uniques et ses capacités adaptées aux entreprises :

    • Elle prend en charge les vidéos, les boutons personnalisés et les liens, même dans la version gratuite.
    • Elle s’intègre nativement avec HubSpot, Salesforce et Microsoft Dynamics pour une gestion efficace des contacts.
    • Elle permet une personnalisation complète du design, incluant les couleurs, les logos et le branding d’entreprise.
    • Elle est conçue pour les entreprises, offrant une sécurité avancée, un contrôle d’accès basé sur les rôles et un tableau de bord administratif pour gérer les cartes de visite virtuelles de toute l’équipe.

  • Absolument. KADO accorde la priorité à la sécurité en utilisant un stockage cloud crypté, un contrôle d’accès basé sur les rôles et l’élimination des IP publiques susceptibles d’exposer vos données. De plus, KADO respecte les normes de sécurité les plus strictes, notamment SOC 2 et GDPR, garantissant la protection de vos informations personnelles et professionnelles à tout moment.

  • Oui ! KADO est conçu pour s’adapter aux entreprises de toutes tailles et propose des solutions adaptées aux équipes de travail. Il permet une gestion centralisée des contacts, la distribution des cartes dans l’ensemble de l’entreprise et des autorisations basées sur les rôles pour garantir la protection des données sensibles. Les administrateurs peuvent également gérer les cartes de visite virtuelles à partir d’un tableau de bord intuitif.

  • KADO propose des cartes de visite virtuelles compatibles NFC, qui permettent de partager instantanément vos coordonnées en approchant simplement la carte d’un smartphone compatible. Contrairement aux cartes traditionnelles, elles éliminent le besoin de scanner des QR codes ou de saisir manuellement les informations de contact. Vous pouvez demander votre carte de visite NFC directement sur notre site web.

  • Non, KADO fonctionne parfaitement sur les navigateurs mobiles et de bureau, vous permettant de partager votre carte sans télécharger d’application. Cependant, pour plus de fonctionnalités, KADO propose également une application mobile qui vous permet de stocker votre carte dans un portefeuille numérique, d’accéder rapidement à votre QR code et de partager votre carte même hors ligne.

  • Vous pouvez partager votre carte de visite virtuelle KADO de différentes manières, facilitant ainsi la connexion avec d’autres personnes. Les méthodes les plus courantes incluent l’affichage de votre QR code pour qu’il soit scanné, le partage de votre lien unique par e-mail ou message, ou l’utilisation d’une carte NFC. Le meilleur atout est que votre destinataire n’a pas besoin d’une application pour recevoir ou enregistrer vos coordonnées.

  • Oui, KADO propose des intégrations avec des CRM pour améliorer votre flux de travail. Les intégrations CRM de KADO incluent HubSpot, Salesforce et Microsoft Dynamics, ce qui permet de synchroniser automatiquement les contacts et de suivre les interactions. De plus, KADO est compatible avec Zapier, permettant une intégration avec plus de 100 autres outils.

  • Oui ! Si vous avez enregistré vos cartes de visite virtuelles dans votre portefeuille mobile ou sous forme de widgets sur votre appareil, vous pourrez toujours partager vos coordonnées via QR code même sans connexion Internet. Cela vous permet d’être toujours prêt pour le networking, que ce soit lors d’un événement, dans un avion ou dans une zone sans réseau.

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