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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. 

Domande Frequenti

Se hai dubbi, non preoccuparti. Siamo qui per spiegarti tutto ciò che devi sapere. Lascia che ti aiutiamo!

  • Un biglietto da visita digitale è un modo moderno e innovativo per condividere i tuoi contatti istantaneamente tramite codici QR, NFC o un semplice link. A differenza dei biglietti cartacei, un biglietto da visita digitale ti consente di aggiornare le informazioni in tempo reale, aggiungere elementi interattivi e ridurre il tuo impatto ambientale.

  • Il tuo biglietto da visita digitale dovrebbe contenere il tuo nome completo, il tuo ruolo professionale, il nome della tua azienda e dettagli di contatto essenziali come email e numero di telefono. Puoi anche aggiungere link ai tuoi profili social, canali di comunicazione come WhatsApp o Calendly, pulsanti personalizzati e persino contenuti video. Con KADO, puoi personalizzare completamente il design del tuo biglietto, inclusi colori, loghi e branding aziendale.

  • Sì! KADO offre una versione gratuita che ti permette di creare il tuo biglietto da zero, aggiungere link e condividerlo facilmente in formato digitale. Il piano gratuito include funzionalità di base, mentre le opzioni avanzate di personalizzazione, come temi di colore e integrazioni premium, sono disponibili nei piani a pagamento. Puoi creare il tuo biglietto da visita digitale gratuitamente qui.

  • Ogni biglietto da visita digitale KADO include automaticamente un codice QR che può essere scansionato per condividere istantaneamente le tue informazioni. Puoi trovare il tuo codice QR nell’app, nella sezione "Scambio", oppure accedervi tramite il tuo profilo web. Per maggiori informazioni su come creare biglietti da visita online, visita il nostro sito.

  • Esistono molte opzioni, ma KADO si distingue per le sue funzionalità avanzate e soluzioni adatte alle aziende:

    • Supporta video, pulsanti personalizzati e link, anche nel piano gratuito.
    • Si integra nativamente con HubSpot, Salesforce e Microsoft Dynamics per una gestione efficiente dei contatti.
    • Offre una personalizzazione completa del design, inclusi colori, loghi e branding aziendale.
    • Pensato per le aziende, con sicurezza avanzata, controllo degli accessi basato sui ruoli e una dashboard intuitiva per la gestione dei biglietti digitali per il team.

  • Assolutamente. KADO garantisce la massima sicurezza utilizzando archiviazione cloud crittografata, controllo degli accessi basato sui ruoli e l’eliminazione di IP pubblici che potrebbero compromettere i tuoi dati. Inoltre, KADO è conforme ai più alti standard di sicurezza, tra cui SOC 2 e GDPR, per garantire la protezione delle informazioni personali e aziendali in ogni momento.

  • Sì! KADO è progettato per adattarsi alle aziende di qualsiasi dimensione, offrendo gestione centralizzata dei contatti, distribuzione di biglietti in tutta l’azienda e autorizzazioni basate sui ruoli per proteggere i dati aziendali sensibili. Gli amministratori possono anche gestire i biglietti da visita digitali tramite una dashboard intuitiva.

  • KADO offre biglietti da visita digitali con NFC che consentono di condividere le informazioni di contatto semplicemente avvicinando il biglietto a uno smartphone compatibile. A differenza dei biglietti tradizionali, questi eliminano la necessità di scansionare codici QR o di inserire manualmente i dati. Puoi richiedere il tuo biglietto da visita NFC direttamente sul nostro sito web.

  • No, KADO funziona perfettamente sui browser mobili e desktop, permettendoti di condividere il tuo biglietto senza dover scaricare un'app. Tuttavia, per funzionalità avanzate, KADO offre un'app mobile che ti consente di salvare il biglietto in un portafoglio digitale, accedere rapidamente al tuo codice QR e condividere il biglietto anche senza connessione.

  • Puoi condividere il tuo biglietto da visita digitale KADO in diversi modi, facilitando la connessione con altre persone. I metodi più comuni includono mostrare il codice QR per la scansione, condividere il tuo link univoco tramite e-mail o messaggio, oppure utilizzare un biglietto NFC. Il vantaggio principale è che il destinatario non ha bisogno di un'app per ricevere o salvare le tue informazioni di contatto.

  • Sì, KADO offre integrazioni con i CRM per migliorare il flusso di lavoro. Le integrazioni CRM di KADO includono HubSpot, Salesforce e Microsoft Dynamics, consentendo la sincronizzazione automatica dei contatti e il monitoraggio delle interazioni. Inoltre, KADO è compatibile con Zapier, offrendo l’integrazione con oltre 100 altri strumenti.

  • Sì! Se hai salvato i tuoi biglietti da visita digitali nel tuo portafoglio mobile o come widget sul tuo dispositivo, potrai comunque condividere le tue informazioni tramite codice QR anche senza connessione Internet. Questo ti consente di essere sempre pronto per il networking, che tu sia a un evento, in aereo o in un’area senza segnale.

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