Contact Management
Keep your contacts, companies and client information organized.
PlannedA simple CRM for people who work independently. Manage contacts, deals and follow-ups in one place — with your data planned to live in your own Google Drive or Microsoft OneDrive.
Illustration with sample data. The CRM is not available yet.Open full preview →
Six ideas we want the first version to get right. All are planned — none are available yet.
Keep your contacts, companies and client information organized.
PlannedTrack opportunities and deals through a simple visual pipeline.
PlannedKnow who to contact next and never lose track of important conversations.
PlannedKeep the context of every client relationship in one place.
PlannedYour CRM data is planned to live in your own Google Drive or Microsoft OneDrive, not in a proprietary hosted CRM database.
PlannedBuilt for individuals who don't need complicated team management, permissions or enterprise features.
PlannedChoose where the CRM keeps its data: your own Google Drive or Microsoft OneDrive.
Start from a ready structure for contacts, deals and follow-ups.
Work from one simple place and see what needs your attention today.
The Google and Microsoft connections are part of the product concept. They have not been built.
Sample screens from the concept — fictional data, subject to change.
We're exploring a free personal CRM built around your own Google Drive or Microsoft OneDrive. Join the waitlist to receive product updates and an invitation if early access becomes available.
We'll email you when there's meaningful news about CoreCRMHub.
Thank you — that helps us decide what to build first.
Simple calculators that run in your browser. No signup required.
Estimate the return on a CRM from time saved and extra deals.
Open calculator →Work out what a lead is worth and how much you can afford to pay for one.
Open calculator →Turn your pipeline and win rate into an expected revenue figure.
Open calculator →Estimate the profit a customer brings over the whole relationship.
Open calculator →Clean a contact list, map columns for an import, or write a quote — privately, in your browser.
Clean a contact file before it reaches your CRM: spaces, emails, phones and duplicates.
Open tool →Map your file columns to HubSpot, Salesforce or Pipedrive fields and download a clean import file.
Open tool →Write a sectioned proposal with cover, scope, timeline and pricing, then save it as a PDF.
Open tool →Build a professional quote with line items, discount and tax, then save it as a PDF.
Open tool →Compare popular CRM platforms by pricing, features and fit. We only publish prices and features we have checked against each vendor's own pages, with the source and date.
See the comparisonsShort, useful articles on choosing a CRM, leaving spreadsheets behind and building a simple sales process.
Browse guidesNo. The Personal CRM is a concept. We are checking whether it is something people want before building it. The calculators and tools on this site already work.
The intention is a free personal CRM. We will not promise anything beyond that until there is a product to describe.
The plan is your own cloud storage — Google Drive or Microsoft OneDrive, your choice — not a hosted CRM database run by us. This is a design goal, not a finished feature.
It is used to send product updates about CoreCRMHub, and only if you agreed. Marketing emails need a separate, optional consent. You can ask us to delete your data at any time — see the Privacy Policy.