Your personal finances in one place.
Manage your tasks, track payments by months and years, and let automated calculations give you a bigger picture of your finances than your brain can process alone.
Trusted by individuals and small businesses
Join thousands managing their personal finances smarter
Everything you need to manage your personal finances.
Track tasks, monitor payments, and get automated insights that help you see the bigger picture of your financial life.
Organize all your tasks in one place. Track deadlines, set priorities, and never miss an important action item again.
See your finances like never before.
Our platform processes your data to give you insights that would take hours to calculate manually.
Monthly Overview
Track your finances month by month with detailed breakdowns.
Get a comprehensive view of your monthly income, expenses, and tasks. Identify spending patterns and optimize your budget with clear visualizations.
Yearly Analytics
See the big picture with annual reports and trend analysis.
Compare year-over-year performance, track long-term goals, and make informed decisions based on historical data spanning multiple years.
Smart Insights
Let automated calculations reveal patterns you might miss.
Our intelligent algorithms analyze your data to provide actionable insights. Discover opportunities to save, predict future expenses, and stay ahead of your financial goals.
Track your finances month by month with detailed breakdowns.
Get a comprehensive view of your monthly income, expenses, and tasks. Identify spending patterns and optimize your budget with clear visualizations.
See the big picture with annual reports and trend analysis.
Compare year-over-year performance, track long-term goals, and make informed decisions based on historical data spanning multiple years.
Let automated calculations reveal patterns you might miss.
Our intelligent algorithms analyze your data to provide actionable insights. Discover opportunities to save, predict future expenses, and stay ahead of your financial goals.
Take control of your finances today
Stop guessing where your money goes. Start seeing the bigger picture with automated calculations and insights that help you plan ahead.
Get started nowLoved by individuals and businesses alike.
Join thousands of users who have taken control of their personal finances with our simple yet powerful platform.
Personal CRM has completely changed how I manage my finances. I can finally see where my money goes each month and plan ahead for the year.
Maria IonescuFreelance Designer
The automated calculations save me hours every month. I used to dread tracking expenses, but now it takes minutes.
Alexandru PopaSmall Business Owner
Being able to see my finances across months and years gave me insights I never had before. I discovered spending patterns I was completely unaware of.
Andrei MihaiSoftware Engineer
The task management combined with payment tracking is exactly what I needed. Everything in one place, finally organized.
Elena DumitrescuProject Manager
I tried many apps before, but Personal CRM is the first one that actually shows me the bigger picture. The yearly analytics are incredibly valuable.
Cristian StancuConsultant
Simple, effective, and exactly what I needed to take control of my personal finances. The affordable pricing makes it accessible too.
Diana RaduMarketing Specialist
Simple pricing, for everyone.
Choose the plan that fits your needs. All plans include core features to manage your personal finances effectively.
Test
Perfect for trying out the platform and personal use.
10 EUR
- Track up to 50 tasks per month
- Basic payment tracking
- Monthly financial overview
- Email support
- Export to CSV
Business
For professionals who need advanced financial insights.
20 EUR
- Unlimited tasks
- Advanced payment tracking
- Monthly & yearly analytics
- Automated calculations
- Priority support
- Custom reports
- API access
Community
For teams and communities managing shared finances.
30 EUR
- Everything in Business
- Multiple user accounts
- Team collaboration
- Shared dashboards
- Advanced permissions
Frequently asked questions
If you can't find what you're looking for, feel free to reach out to our support team and we'll get back to you as soon as possible.
What is Personal CRM?
Personal CRM is a platform that helps you manage your tasks and track payments across months and years. It provides automated calculations and insights to give you a bigger picture of your finances.
How does the payment tracking work?
You can log your income and expenses, categorize them, and view them organized by month or year. Our system automatically calculates totals, averages, and trends.
Can I export my data?
Yes! All plans include the ability to export your data. The Test plan includes CSV exports, while Business and Community plans offer additional formats and custom reports.
What currencies do you support?
Our pricing is in EUR, but you can track your finances in any currency within the platform.
Is there a free trial?
We offer a Test plan at 10 EUR that lets you explore all the core features. This is perfect for trying out the platform before committing to a higher tier.
How do I upgrade my plan?
You can upgrade your plan anytime from your account settings. The price difference will be prorated for your current billing period.
What are the automated calculations?
Our system automatically calculates monthly and yearly totals, averages, growth rates, and spending patterns. It helps you see insights that would take hours to calculate manually.
Can multiple people use one account?
The Community plan supports multiple user accounts with team collaboration features, shared dashboards, and advanced permissions.
How do I contact support?
Email support is included with all plans. Business and Community plans get priority support with faster response times.