Best Contact Management Software

Best contact management software includes Zoho, Bigcontacs, Pipedrive, Zendesk, and Airtable. Such a contact management system maintains a complete record of the contacts of vendors, partners, customers, and employees at different points. Compare and select perfect contact management software for your business. All software listed by pricing, by genuine customer rating & reviews, by features, by industry wise, by business type, by device supported. Schedule FREE demo now.

Jainy Patel
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List of 25 Best Contact Management Software

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Category Champions | 2025

Product Description

This information is provided by vendor.

"Pipedrive is a market-leading CRM and contact management software that helps you manage and deepen customer relationships with its top features. The software provides a 360-degree view of your customer database, allowing you to see your entire sales process at a glance. Pipedrive also offers... Read More About Pipedrive

Pipedrive Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Contact Management
  • Web Forms
  • Goal Setting
  • Mobile App
  • Activity Reminders
  • Deal Management
  • Calendar Integration
  • Lead Management
  • View all Features

Essential

$ 12

User/Month

Advanced

$ 25

User/Month

Professional (Most Popular)

$ 50

Users/Month

Power

$ 60

User/Month

4.5
out of 5 (21 Reviews)
Features
4.2
Ease of Use
4.4
Value for Money
4.3
Customer Support
4.4
Harshit
Sr. Digital Marketing Manager

I have been using Pipedrive for more than 2 years, and it seems to be the best B2B CRM I have used so far. It has features like a chatbot, Pipedrive scheduler, and many more.

Read all 21 Reviews

Pipedrive Features and Usability-Based User Satisfaction Score

Rating Score 9.0

Rating Score

Out of 10

No. of reviews Score 5.0

No. of reviews Score

Out of 10

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 9.0

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

Salesforce is a powerful contact management software that helps businesses sell smarter and faster. It gives all the customer information you need on a single screen and identifies key contacts to help you reach the right prospects. Salesforce also automatically tracks emails, calls, and meetings... Read More About Salesforce

Salesforce Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Contract Management
  • Workflow Automation
  • Territory Management
  • Opportunity Management
  • Analytics And Insights
  • Email Integration
  • Third Party Integrations
  • Quote Management
  • View all Features

Starter Suite

$ 25

User/Month

Professional

$ 80

User/Month

Enterprise

$ 165

User/Month

Unlimited

$ 330

User/Month

4.5
out of 5 (187 Reviews)
Features
4.5
Ease of Use
4.5
Value for Money
4.4
Customer Support
4.4
faisal salim
Software Architect

1. Customization and Flexibility: Salesforce's platform is highly customizable, allowing businesses to tailor it to their specific needs and processes

Read all 187 Reviews

Salesforce Features and Usability-Based User Satisfaction Score

Rating Score 9.0

Rating Score

Out of 10

No. of reviews Score 10.0

No. of reviews Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 8.9

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Most Reviewed

No-code fully-customizable CRM

Product Description

This information is provided by vendor.

monday sales CRM empowers sales managers and teams to take full control of their entire sales cycle, from collecting and tracking leads to communicating with clients. Automations remove repetitive work and streamline all sales activities, helping to close deals faster. Read More About monday sales CRM

monday sales CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Customer Support
  • Reporting And Analytics
  • Integrations
  • Deal Management
  • Email Integration
  • Custom Fields
  • Lead Management
  • Sales Funnel
  • View all Features

Basic

$ 12

Seat/Month

Standard

$ 17

Seat/Month

Pro

$ 28

Seat/Month

4.0
out of 5 (1 Review)
Features
4.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Raj Bheda
Cofounder

Monday Sales CRM is the best CRM in terms of UI/UX. It is easy to understand and get started with. It just lacks a few important integrations.

Read Review

Category Champions | 2025

Product Description

This information is provided by vendor.

EngageBay is an all-in-one contact management CRM for small businesses. The software integrates Sales & CRM to manage your contacts more efficiently. EngageBay provides real-time updates of your contacts’ activities based on their behavioral patterns and empowers your teams to connect with the right prospects... Read More About EngageBay

EngageBay Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Appointment Scheduling
  • Deal Management
  • Third Party Integrations
  • Site Messaging
  • Task Management
  • Marketing Automation
  • Custom Reporting
  • Customer Segmentation
  • View all Features

Free

$ 0

User/Month

Basic

$ 15

User/Month

Growth

$ 50

User/Month

Pro

$ 80

User/Month

4.7
out of 5 (102 Reviews)
Features
4.8
Ease of Use
4.7
Value for Money
4.9
Customer Support
5.0
Lauren
Sales and Marketing Analyst

EngageBay is a wonderful CRM that offers a wide range of features and is very easy to use, with a simple interface. Along with the best software, it offers excellent customer support.

Read all 102 Reviews

EngageBay Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

No. of reviews Score 10.0

No. of reviews Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 9.7

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Contenders | 2025

Product Description

Insightly is a simple-to-use yet powerful CRM system for small businesses. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smartphones; and easy access to a REST API for custom integration, Insightly is the leading... Read More About Insightly CRM

Insightly CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Api Access
  • Custom Fields
  • Email Integration
  • Email Templates
  • Task Management
  • Lead Management
  • Custom Dashboards
  • Pipeline Management
  • View all Features

Free

$ 0

User/Month/Billed Annually

Basic

$ 12

User/Month/Billed Annually

Plus

$ 29

User/Month/Billed Annually

Professional

$ 49

User/Month/Billed Annually

4.3
out of 5 (6 Reviews)
Features
4.3
Ease of Use
4.5
Value for Money
4.2
Customer Support
4.3
Mir Nayeem Ul Haq
Founder

Insightly CRM has been essential in helping our organization manage customer relationships. The platform is easy to use and very flexible, allowing us to customize it to fit our specific needs. Additionally, Insightly integrates easily with our other business applications, making it a valuable part of our workflow. The lead routing and workflow automation features have also been beneficial in keeping our sales process organized and efficient. Finally, since we are a small organization with clients in different countries, Insightly's ability to keep track of our interactions and sales process has been invaluable. Overall, I have been delighted with Insightly and recommend it to any business looking for a comprehensive CRM solution.

Read all 6 Reviews

Insightly CRM Features and Usability-Based User Satisfaction Score

Rating Score 8.6

Rating Score

Out of 10

No. of reviews Score 2.0

No. of reviews Score

Out of 10

Freshness Score 6.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

SendinBlue is a leading contact management software that helps businesses build connections that spark growth. SendinBlue offers personalized chat tools like live chat and chatbots, a universal inbox for managing conversations on different platforms, and more. It also provides contact synchronization that automatically adds contacts... Read More About Brevo

Brevo Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Sms Marketing
  • Contact Management
  • Real Time Tracking
  • Dynamic Content
  • Api Access
  • Segmentation
  • Automation Workflows
  • Transactional Emails
  • View all Features

FREE

$ 0

Per Month

Lite

$ 21

Per Month

Premium

$ 54

Per Month

4.6
out of 5 (16 Reviews)
Features
4.6
Ease of Use
4.4
Value for Money
4.6
Customer Support
4.4
Ritwik Dhar
User

Brevo is easy to use, with core features handled very well, allowing new users to get accustomed easily. Having no experience in email marketing, I found data importing and campaign creation to be really easy.

Read all 16 Reviews

Brevo Features and Usability-Based User Satisfaction Score

Rating Score 9.2

Rating Score

Out of 10

No. of reviews Score 4.0

No. of reviews Score

Out of 10

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 9.3

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Contenders | 2025

Product Description

OpenPhone is a great contact manager software designed to enrich your team’s address book with custom properties and growth. The software helps you stay on top of your relationships by easily synchronizing your contacts with Google Contacts, importing them instantly via CSV, or connecting any... Read More About OpenPhone

OpenPhone Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Team Messaging
  • Voicemail Transcription
  • Do Not Disturb
  • Integrations
  • Analytics And Reporting
  • Call Blocking
  • Contact Management
  • Business Hours
  • View all Features

Starter

$ 19

User/Month

Business

$ 33

User/Month

4.5
out of 5 (16 Reviews)
Features
4.4
Ease of Use
4.6
Value for Money
4.3
Customer Support
4.4
Emmanuel Sebastian
Project Engineer

OpenPhone has both a PC and a mobile app, thus making its use very versatile. It is relatively cheap compared to other mobile systems.

Read all 16 Reviews

OpenPhone Features and Usability-Based User Satisfaction Score

Rating Score 9.0

Rating Score

Out of 10

No. of reviews Score 4.0

No. of reviews Score

Out of 10

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 8.9

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Software by Kaspr

Product Description

Kaspr is a powerful tool designed to streamline lead generation by providing accurate contact information. Its standout features include real-time data updates, seamless CRM integration, and an intuitive interface, making it an essential asset for sales and marketing teams. Read More About Kaspr

Kaspr Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Email Integration
  • Data Import/export
  • Automated Workflows
  • Customizable Fields
  • Real Time Notifications
  • Reporting And Analytics
  • Team Collaboration
  • Contact Management
  • View all Features

Free

$ 0

Per Month

Starter

$ 65

Per Month

Business

$ 99

Per Month

Software that is innovative, easy-to-use and budget friendly.

Product Description

This information is provided by vendor.

Cisdem has been dedicated since 2014 to developing efficient and user-friendly software. The company provides solutions in utility tools, PDF tools, recovery tools, multimedia tools, and mobile tools for customers in over 160 countries. Read More About Cisdem

Cisdem Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Activity Logging
  • Schedule Locking
  • Password Protection
  • Website Blocking
  • Uninstall Protection
  • Auto Lock
  • Multiple User Support
  • Customizable Blocking
  • View all Features

Category Champions | 2025

Product Description

HubSpot customer contact software provides a complete view of your customer sales cycle to empower your team to close more deals faster. The software helps manage the pipeline more effectively by closely monitoring each lead so that your team can reach your prospects at the... Read More About Hubspot CRM

Hubspot CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Task Management
  • Email Integration
  • Customer Support Ticketing
  • Sales Forecasting
  • Integration With Third Party Apps
  • Live Chat
  • Reporting And Analytics
  • Customizable Dashboards
  • View all Features

Starter

$ 45

Per Month

Get Pricing

Professional

$ 800

Per Month

Get Pricing

Enterprise

$ 3200

Per Month

Get Pricing
4.6
out of 5 (48 Reviews)
Features
4.6
Ease of Use
4.5
Value for Money
4.5
Customer Support
4.5
Eric Seward
Sr. Marketing Manager

HubSpot CRM is a breath of fresh air compared to some other CRMs out there. It has been built with the end user in mind, making management of the platform extremely easy. Help is always a click away and extremely knowledgeable and friendly. This is a CRM you can start with, grow with, and utilize to help grow and manage your business.

Read all 48 Reviews

Hubspot CRM Features and Usability-Based User Satisfaction Score

Rating Score 9.2

Rating Score

Out of 10

No. of reviews Score 10.0

No. of reviews Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 8.9

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

Zoho CRM offers multichannel communication capabilities that help businesses foster strong relationships. This contact database software provides a complete picture of all customer conversations and gives real-time notifications from customers. Zoho also helps manage live chat, calls, and emails with refined communications. Read More About Zoho CRM

Zoho CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Customer Support
  • Deal Management
  • Mobile CRM
  • Zia Ai
  • Workflow Automation
  • Contact Management
  • Sales Forecasting
  • Territory Management
  • View all Features

Standard

$ 11

User/Month, Billed Annually

Get Offer

Professional

$ 19

User/Month, Billed Annually

Get Offer

Enterprise

$ 33

User/Month, Billed Annually

Get Offer
4.6
out of 5 (50 Reviews)
Features
4.6
Ease of Use
4.7
Value for Money
4.5
Customer Support
4.5
Himanshu Sharma
Founder

Zoho CRM is a great product with an exceptional experience. It has revolutionized our sales and marketing process. With its intuitive interface and seamless customization, we've streamlined our processes and boosted productivity. This powerful platform has unified our organization's operations, empowering us to manage sales activities with ease.

Read all 50 Reviews

Zoho CRM Features and Usability-Based User Satisfaction Score

Rating Score 9.2

Rating Score

Out of 10

No. of reviews Score 10.0

No. of reviews Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 8.8

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

Freshsales contact management tools transform the sales experience of your business and help close more deals. This contact management software empowers teams with a 360-degree view of customer information and helps deliver exceptional services. Freshsales also provides highlight cards that specify modules, activities, meetings, sales,... Read More About Freshsales

Freshsales Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Event Tracking
  • Workflow Automation
  • Sales Pipeline Management
  • Email Tracking
  • Deal Management
  • Custom Fields
  • Team Inbox
  • Activity Timeline
  • View all Features

Free

$ 0

For upto 3 Users

Get Offer

Growth

$ 9

User/Month

Get Offer

Pro

$ 39

User/Month

Get Offer

Enterprise

$ 59

User/Month

Get Offer
4.6
out of 5 (30 Reviews)
Features
4.4
Ease of Use
4.5
Value for Money
4.5
Customer Support
4.4
Nazeeruddin Syed
Growth Marketing Lead

Freshsales is a comprehensive platform that is easy to use. It integrates with customer journeys, offers newsletter options, connects with mailboxes, allows the creation of workflows, automates tasks, and enables the editing of fields to meet our requirements.

Read all 30 Reviews

Freshsales Features and Usability-Based User Satisfaction Score

Rating Score 9.2

Rating Score

Out of 10

No. of reviews Score 6.0

No. of reviews Score

Out of 10

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 8.1

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Software by Nimble

Product Description

Nimble is a successful contact management system that helps small and large businesses manage their customers and leads proficiently. It is an easy-to-use, relationship-focused CRM that automatically updates contact records, segments contacts as needed, and provides critical contact details that help you make informed decisions... Read More About Nimble

Nimble Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Sales Pipeline Management
  • Activity Tracking
  • Workflow Automation
  • Customer Segmentation
  • Custom Fields
  • Contact Management
  • Customer Support
  • Social Media Integration
  • View all Features

Regular

$ 22

License/Month

Get Pricing
5.0
out of 5 (3 Reviews)
Features
4.7
Ease of Use
4.7
Value for Money
4.5
Customer Support
5.0
Mohamed Anany

Incredible and seamless CRM software. The sales analysis tool is great for finding potential customers by pulling data from social media platforms. Easy to customize for every customer's need, no matter how sophisticated they may be. It would be great to increase the limit on outbound emails and link the calendar and events to voice commands like Cortana. Kind of expensive.

Read all 3 Reviews

All-in-one CRM for Sales, Marketing & Service

Product Description

This information is provided by vendor.

Agile CRM is a CRM with Sales, Marketing & Service Automation, including Telephony, Helpdesk, Web Engagement, Social Media Integration, Email Campaigns, Mobile Marketing, and more. It is an all-in-one CRM that is affordable & next-generation, built with love for SMBs.  Read More About Agile CRM

Agile CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Analytics
  • Email Campaigns
  • Appointment Scheduling
  • Telephony
  • Project Management
  • Third Party Integrations
  • Deals Management
  • Contact Management
  • View all Features

Category Champions | 2025

Product Description

This information is provided by vendor.

Bitrix24 is the best contact management software that helps businesses build long-lasting customer connections. The software offers various contact management features, such as built-in telephony, instant messenger, group calendars, meeting planners, etc., to bring better results through effective communication. Read More About Bitrix24

Bitrix24 Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Collaboration Tools
  • Product Catalog
  • Calendar Integration
  • Sales Automation
  • Reporting And Analytics
  • Document Management
  • Social Media Integration
  • Contact Management
  • View all Features

Free

$ 0

User/Month

Get Offer

Plus

$ 39

Unlimited user/Month

Get Offer

Standard

$ 99

Unlimited user/Month

Get Offer

Professional

$ 199

Unlimited user/Month

Get Offer
4.5
out of 5 (29 Reviews)
Features
4.6
Ease of Use
4.4
Value for Money
4.4
Customer Support
4.5
ITORO ETIM
Account Executive

Bitrix24 is a cloud-based, all-inclusive workspace for data management, client management, customer relationship management, reports, inventory, time, etc., and supports internal and external collaboration with teams and freelancers as well.

Read all 29 Reviews

Bitrix24 Features and Usability-Based User Satisfaction Score

Rating Score 9.0

Rating Score

Out of 10

No. of reviews Score 6.0

No. of reviews Score

Out of 10

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 9.3

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Software by Zestia Limited

Product Description

Capsule CRM is an online hosted CRM system for individuals, small businesses, and sales teams wanting a simple, effective, and affordable solution. Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what... Read More About Capsule CRM

Capsule CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Data Import/export
  • Mobile Access
  • Contact Management
  • Api Access
  • Opportunity Management
  • Reporting And Analytics
  • Sales Pipeline
  • Calendar Integration
  • View all Features

Professional

$ 12

User/Month

Get Pricing
4.3
out of 5 (3 Reviews)
Features
4.3
Ease of Use
4.3
Value for Money
4.3
Customer Support
4.3
Dhaval Akbari

With Capsule CRM software, users can be sure of achieving their set goals. It works really well with specific tasks, tracking the sales pipeline, and my team can easily use the charts for planning resources and capacity. The Xero add-on feature is very useful. It is affordable to begin with and provides free contacts limited to 250. The software is completely web-based, so users do not have to install anything. It can be configured, and the usage is quite flexible. It provides excellent online documentation and support FAQs for new users. The user interface is neat. It is scalable and grows with your organization. Capsule CRM also works with mobile devices, Windows, Mac, and other platforms.

Read all 3 Reviews

Helping Successful Companies Build Stronger Custom

Product Description

This information is provided by vendor.

Maximizer CRM is easy to deploy and inexpensive to maintain, yet powerful enough to meet the changing needs of your growing business. Simply Successful CRM - Powerful CRM to create business clarity, help you make better decisions, and build stronger customer relationships. Read More About Maximizer CRM

Maximizer CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Mobile Access
  • Marketing Automation
  • Workflow Automation
  • Campaign Management
  • Document Management
  • Sales Automation
  • Contact Management
  • Opportunity Management
  • View all Features

Base Edition

$ 65

User/Month

Get Offer

Sales Leader Edition

$ 79

User/Month

Get Offer
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0

Category Champions | 2025

Product Description

Apollo.io is a powerful sales engagement platform that streamlines lead generation, automates outreach, and provides actionable insights. Users benefit from its robust CRM integration, advanced analytics, and customizable workflows, enhancing productivity and driving revenue growth effortlessly. Read More About Apollo.io

Apollo.io Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Pipeline Management
  • Calendar Integration
  • Team Collaboration
  • CRM Integration
  • Data Enrichment
  • Lead Segmentation
  • Third Party Integrations
  • Lead Capture Forms
  • View all Features

Free

$ 0

Per Month

Get Pricing

Basic

$ 59

User/Month, Billed Annually

Get Pricing

Professional

$ 99

User/Month, Billed Annually

Get Pricing

Organization

$ 149

User/Month, Billed Annually

Get Pricing
4.6
out of 5 (23 Reviews)
Features
4.4
Ease of Use
4.7
Value for Money
4.6
Customer Support
4.2
Vaibhav Patil
Marketing Specialist

I found apollo.io to be a complete marketing solution that got us great results for our ongoing marketing efforts. The accuracy of emails was more than 95%, and the data was up to date. They keep updating the platform with new features that are very helpful.

Read all 23 Reviews

Apollo.io Features and Usability-Based User Satisfaction Score

Rating Score 9.2

Rating Score

Out of 10

No. of reviews Score 5.0

No. of reviews Score

Out of 10

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 9.1

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

A Simple CRM Software

Product Description

This information is provided by vendor.

Less Annoying CRM is a simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up. It was designed from the ground up specifically for small businesses, so its affordable, easy to understand, and, well, less annoying. Read More About Less Annoying CRM

Less Annoying CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • User Permissions
  • Customizable Pipelines
  • Third Party Integrations
  • Custom Fields
  • Calendar Integration
  • Simple Interface
  • Group Collaboration
  • Notes And Comments
  • View all Features

Regular

$ 10

User/Month

Get Offer

Contenders | 2025

Product Description

This information is provided by vendor.

The highly customizable SugarCRM is trusted by millions worldwide. SugarCRM for small businesses gives every user from sales, marketing, or support the power to create extraordinary customer relationships. Powerful workflow tools allow you to automate and optimize even the most complex business practices – to... Read More About SugarCRM

SugarCRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Contact Management
  • Sales Automation
  • Data Import/export
  • Campaign Management
  • Marketing Automation
  • Quote Management
  • Customer Portal
  • Calendar Integration
  • View all Features

PROFESSIONAL

$ 40

User/Month

Get Offer

ENTERPRISE

$ 65

User/Month

Get Offer

ULTIMATE

$ 150

User/Month

Get Offer
4.8
out of 5 (6 Reviews)
Features
4.7
Ease of Use
4.8
Value for Money
4.8
Customer Support
4.7
Harsh
Officer

When I started using it, it didn't take much time to understand all of its functionality. It is best to handle and easy to locate the buttons. Even now, by closing my eyes, I can locate its buttons; it is so handy to use.

Read all 6 Reviews

SugarCRM Features and Usability-Based User Satisfaction Score

Rating Score 9.6

Rating Score

Out of 10

No. of reviews Score 2.0

No. of reviews Score

Out of 10

Freshness Score 6.5

Freshness Score

Out of 10

Social Score 9.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Product Description

This information is provided by vendor.

Keap CRM is an all-in-one online contact management system that helps small businesses collect new leads, organize customer records, and trigger the next actions. Keap CRM can also automate your contact management by creating automated workflows. Read More About Keap CRM

Keap CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Mobile App
  • E Commerce
  • Web Forms
  • Task Management
  • Landing Pages
  • Social Media Integration
  • Lead Scoring
  • A/b Testing
  • View all Features
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
4.0
Mindy Iannelli

I started using Keap a couple of months ago because it allows me to use several different services all in one. Instead of having separate systems for proposals and invoicing, scheduling and email funnels, and a professional telephone number, I can do it all in one. It even allows me to send text messages from the business line they supply me, and from the desktop as well, which is a huge plus. Their onboarding system was fantastic and really helped me learn how to use everything much quicker with the one-on-one lessons. I love that I can easily set up automatic communications for my clients so that when we complete one phase of a project, an email will go out to them with instructions for the next phase. The person helping me learn even helped me figure out how to personalize the link to the client's portal for each client so I will not need to type that specific link into each email. This is a very helpful step for me! The invoicing system is very nice and easy to use, but there are a couple of things I do not like. For one, I cannot bill someone for 1.5 hours of consulting work as it does not take partial numbers, so I created a separate item for 1/2 hour, which seems pretty silly to me. The other issue is that I cannot sign someone up for recurring billing each month without me being the one to enter their credit card number. So now this is one feature I still need to use another program for, meaning that income will not be reflected in my total income numbers in my Keap dashboard. The app for the iPhone is nice but really doesn't allow me to do much besides view appointments and see text messages. I'd like to see more of the core features available in the mobile app. I'm sure they will continue to listen to suggestions and revise things as time goes on, and overall I am very happy with the quality of the service.

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Contenders | 2025

Product Description

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Really Simple Systems cloud CRM is specifically designed for small and mid-sized businesses operating B2B. It's easy to set up and use, so you'll be up and running in minutes. You'll find a wealth of support resources, and our customer support is completely free. Read More About Really Simple CRM

Really Simple CRM Caters to

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Features

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$ 11

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4.7
out of 5 (9 Reviews)
Features
4.7
Ease of Use
5.0
Value for Money
4.9
Customer Support
5.0
Rachael Stainsby
Finance and Marketing assistant

I haven't had any issues. It's a reliable program and very easy to add or remove tables, save messages, and create contacts. The user interface could have a more professional feel, as at the moment it feels like a fancier version of Excel. However, overall, it provides a good experience. It would also be beneficial to personalize interfaces with company logos, etc.

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Really Simple CRM Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

No. of reviews Score 2.0

No. of reviews Score

Out of 10

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 9.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Contenders | 2025

Product Description

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Vtiger One is the best cloud-based CRM software for small & medium businesses, with built-in Sales, Help Desk, Marketing, Projects, and Inventory features powered by Customer One View. Read More About Vtiger CRM

Vtiger CRM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Document Management
  • Web Forms
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One Growth

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4.5
out of 5 (8 Reviews)
Features
4.4
Ease of Use
4.8
Value for Money
4.8
Customer Support
4.4
Jatin Desai
Director

Vtiger CRM is highly configurable software that can be tailored to an organization's needs. We are using the Sales, Marketing, and Support modules.

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Vtiger CRM Features and Usability-Based User Satisfaction Score

Rating Score 9.0

Rating Score

Out of 10

No. of reviews Score 2.0

No. of reviews Score

Out of 10

Freshness Score 7.0

Freshness Score

Out of 10

Social Score 9.5

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

A top sales CRM system to grow your business

Product Description

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Act! makes it easy for small businesses to grow, delivering proven CRM and powerful Marketing Automation. For over 30 years, Act! has been a pioneer in the small business software market and today offers rich functionality, unparalleled flexibility, and more. Read More About Act!

Act! Caters to

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  • Mobile Access
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  • Integration With Google
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Act! Growth Suite

$ 79

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Act! CRM

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Act! 365

$ 10

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5.0
out of 5 (3 Reviews)
Features
4.3
Ease of Use
4.0
Value for Money
4.7
Customer Support
4.7
islam. Pakistan
Manager

I generally find ACT! basic but easy to use. You find what you need there, particularly for database management. I pioneered the purchase of ACT! in my company. Back then, it offered a perpetual license per user, which is great as you don't subject yourself to a monthly or annual subscription. I love the fact that ACT! marketing can be customized, and it is very rare for it to fall under the promotions tab of the email recipient.

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Product Description

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Zendesk Sell is a versatile cloud-based CRM designed to enhance customer relationships and streamline sales team operations. With easy lead, deal, and interaction management, it scales to any business size. Zendesk Sells sales pipeline tool enables more prospect engagement, reduces errors, and boosts deal closures. Read More About Zendesk Sell

Zendesk Sell Caters to

StartUps

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Mid-Market

Enterprises

Features

  • Role Based Permissions
  • Contact Management
  • Task Management
  • Call Logging
  • Custom Fields
  • Api Access
  • Mobile Access
  • Pipeline Management
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Team

$ 19

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$ 49

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$ 99

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Elite

$ 199

Per Month

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4.0
out of 5 (1 Review)
Features
4.0
Ease of Use
5.0
Value for Money
4.0
Customer Support
4.0
Suhail Ameen

It has a nice user interface, with calling built right into the browser. Calls are logged quite easily. It can also track multiple contacts at the same company (note on that below). Deals are intuitive enough.

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contact-management-software-guideLead management

In the modern-day competitive corporate world, efficient management of contacts can be the determining factor in achieving success. It is where contact management software plays a vital role by providing establishments with a centralized platform to store and handle their contacts. The market offers a plethora of options for contact management software, which can be overwhelming when selecting the best fit for your specific requirements.

While choosing contact management software, it is important to take into account various factors, such as the scale of your establishment, the number of contacts, the necessary features, and the level of customization. Other vital factors include user-friendliness, scalability, integration options, data security, and technical support.

In order to help you make an informed decision, it's crucial to research and compare different contact management software options thoroughly. Look for user reviews, feature comparisons, and pricing plans to determine which software aligns with your business needs and budget. By selecting the best contact management software for your business, you can improve organization, increase productivity, and enhance customer relationships.

What Is Contact Management Software?

Contact management software is a type of digital solution designed to help establishments and individuals manage their contacts efficiently. The contact management system is a centralized platform that enables users to store, systematize, and regulate contact data, comprising names, email addresses, phone numbers, and other pertinent information.

The contact management system is intended to do away with the necessity for manual input of data and simplify the process of handling contacts. It can be employed by establishments to trace customer interactions, supervise sales leads, arrange meetings, and manage contact-related tasks. Moreover, numerous contact management software solutions provide features. For instance, email merging, programmed workflows, and sophisticated analytics to assist users in monitoring their contacts and enhance customer associations.

Contact management software is indispensable for establishments of all magnitudes as it can boost organization, productivity, and customer service. By managing contacts more effectively, businesses can economize on time and resources while elevating their overall efficiency and efficacy.

Features of Best Contact Management Software

Contact management software is a valuable tool for individuals and businesses to keep track of their contacts and manage their interactions with them. This software has many contact management features. Let's look at them in detail:

features-of-contact-management-software

  1. Contact database

    The contact database is the core of any contact management software. It offers a centralized hub for storing all contact details, which can be accessed and handled by users as per their requirements. 

    An efficiently designed contact repository should be user-friendly and provide an easy-to-use interface for users to browse, filter, and modify contact particulars. The contact repository usually comprises fields for a person's name, organization, designation, phone number, email address, and other pertinent data.

    Moreover, some contact management software provides options for integrating custom fields, which can be customized to cater to the specific demands of users. It can be beneficial in tracing additional details about a contact, such as their hobbies or purchase history.

    An additional advantageous aspect of certain contact management software is its capacity to annex annotations or labels to every contact. Annotations can be utilized to monitor significant data about a contact, such as a recent dialogue or appointment. Labels can be utilized to classify contacts based on their hobbies or other criteria, which can be useful for arranging and exploring contacts subsequently. 

    In general, a competently designed contact database ought to be adaptable and adjustable, permitting users to arrange and handle their contacts in a manner that is optimal for them

  2. Data analysis

    Data analysis is another significant feature of contact management software. This functionality enables users to examine their contact information using diverse methods, like generating charts or graphs that exhibit patterns in their dealings with various contacts. The analysis of data can also assist users in spotting areas where they need to enhance their communication or outreach strategies, and it can offer valuable insights into which contacts are the most beneficial for their enterprise or institution.

    A prevalent way of utilizing data analysis in contact management software is to monitor the frequency and nature of interactions with every contact. This data can help identify which contacts are highly involved with the business or organization and which ones may require additional outreach endeavors.

    Data analysis can also be used to identify trends or patterns in contact interactions over time. For example, an establishment may notice that certain types of outreach efforts (such as email campaigns or phone calls) are more effective than others at generating a response from contacts.

  3. Lead management

    Lead management is a feature of contact management software that helps businesses efficiently capture, track, and manage potential customers or leads.

    This feature allows establishments to gather information about prospective customers and track their interactions with the company, such as their interests, needs, and preferences. The software helps to organize this information into a database, which can be easily accessed and analyzed to identify patterns and trends in customer behavior.

    In addition, lead management software allows establishments to engage with their leads, such as automated email campaigns, follow-up reminders, and lead scoring. Lead scoring assigns a numerical value to each lead based on their level of engagement and likelihood of making a purchase, which can help establishments prioritize their efforts and focus on the most promising leads.

    Overall, lead management is a crucial feature of contact management software for businesses looking to optimize their sales and marketing efforts, streamline their customer relationship management, and ultimately drive revenue growth.

  4. Prospecting tools

    Prospecting tools are an essential feature found in many sales and contact management software solutions. These tools aim to assist establishments in discovering and connecting with potential customers or clients with the purpose of creating new leads or sales opportunities.

    One of the frequently used prospecting tools is a lead generation tool, which aids businesses in identifying potential leads based on criteria like industry, job title, or location. These tools can also provide contact details for these leads, simplifying the process for establishments to initiate contact and establish a connection.

    An additional category of exploration instrument is a sales mechanization instrument, which can aid enterprises in automating specific responsibilities within the sales procedure, including dispatching follow-up emails or arranging meetings. This can assist businesses in economizing time and enhancing their productivity while also guaranteeing that prospects are approached in a timely and dependable way.

    In general, exploration instruments are a crucial aspect of numerous sales and contact management software resolutions, and they can aid enterprises in recognizing and communicating with potential customers or clients more proficiently.

  5. Integrations

    Integrations are an important feature of many sales and contact management software solutions, as they allow businesses to connect their software with other tools and platforms that they use in their day-to-day operations.

    For example, many sales and contact management software solutions offer integrations with popular CRM platforms, such as Salesforce or HubSpot. This can help establishments streamline their sales process and improve their overall efficiency by allowing them to manage all of their customer data and interactions in one centralized location.

    Integrations can also help businesses connect their sales and contact management software with other tools and platforms that they use for marketing, communication, or project management. For example, an integration with a project management tool like Asana or Trello can help establishments manage their sales tasks and projects more effectively, while integration with a communication tool like Slack or Microsoft Teams can help teams stay connected and collaborate more efficiently.

  6. Task and project management

    Task and project management is an important feature of contact management software that enables establishments to stay organized and manage their workflows effectively. In the current rapidly moving corporate setting, it is imperative for enterprises to possess a mechanism that enables them to efficiently monitor and regulate tasks and undertakings.

    Through the management of tasks and projects, enterprises can delegate assignments and projects to team members, establish deadlines, monitor advancements, and regulate workflows. This assists enterprises in staying organized, preventing setbacks, and ensuring that projects are finalized within the stipulated time frame and budget.

    The benefit of contact management software is that it keeps client information front and center while streamlining chores and project management. It makes it possible for establishments to quickly obtain client data and use it to guide their project management choices. For instance, contact management software enables businesses to keep track of a client's preferences, purchasing history, and other important information when working on a project for that particular consumer.

    Moreover, contact management software assists establishments in prioritizing tasks based on their impact on customer relations. For instance, if a customer has an urgent concern, businesses can prioritize their tasks or projects accordingly to ensure prompt assistance. This helps in providing exceptional customer service, which is crucial for establishing lasting relationships and enhancing customer loyalty.

    Contact management software assists firms in enhancing collaboration and communication through task and project management. Team members may stay updated about the status of tasks and projects with real-time updates and notifications, lowering the possibility of misunderstandings and delays. As a result, businesses operate more successfully and productively, and everyone is in agreement.

  7. Automated data entry

    Automated data entry is a function that can greatly benefit contact management software. This feature allows for the automatic extraction of contact information from a variety of sources, including emails and web forms, and the subsequent, direct entry of that information into the contact database. This can assist the sales and marketing teams save time while lowering the possibility of errors that could happen with manual data entry.

    The contact management process may be made more efficient thanks to automated data entry, which is one of its key advantages. The sales and marketing teams may concentrate on more strategic activities, including evaluating client data and developing targeted campaigns, by automating the data entry process. A key component of efficient contact management is correct and up-to-date contact information, which may be ensured with the aid of automated data entry.

    In order to execute automatic data input, contact management software generally employs machine learning algorithms or other variants of artificial intelligence (AI). These algorithms are formulated to identify patterns in data and extract pertinent information, for instance, such as contact names, email addresses, and phone numbers. Subsequently, the extracted data is automatically fed into the contact database.

  8. Easy import and export

    Import and export features are another crucial aspect of contact management software, as they enable users to easily transfer data in and out of the system. Users can quickly import contact data into the contact management software using this capability from a variety of sources, including spreadsheets and other contact management applications. It can make the process of moving contact information from one system to another more efficient and guarantee that all contact data is kept in one place.

    Collaboration between team members and external stakeholders of the establishment can also be facilitated by simple import and export capabilities. Users can simply share information with other team members or outside partners by exporting contact data in a variety of formats, such as Excel or CSV. By doing this, you can make sure that everyone has access to the same current contact information and can collaborate more successfully.

    To facilitate the effortless transfer of data, contact management software commonly offers users several choices for importing and exporting contact information. For instance, users can import data from a file stored on their device or directly from another contact management platform. Likewise, users can export data in diverse formats to suit their particular requirements.

  9. Contact segmentation

    Contact segmentation enables users to categorize their contacts based on certain criteria, like interests, location, or industry. This is a highly beneficial tool for marketing and sales teams as it allows them to personalize their communication and outreach strategies. It is for specific groups of contacts instead of sending generic messages to everyone on their contact list. By segmenting their contacts, teams can create more focused campaigns that are more likely to resonate with their target audience.

    Furthermore, contact segmentation can assist teams in identifying potential high-value contacts and prioritizing their outreach efforts accordingly. For instance, a sales team can segment contacts based on their probability of converting into paying customers and concentrate their outreach efforts on those who are most likely to make a purchase.

    In order to carry out contact segmentation, contact management software generally offers a range of alternatives for classifying contacts. Users can establish personalized tags or labels to sort contacts according to specific criteria or employ predetermined categories that are integrated into the software. After the contacts have been segmented, users can conveniently examine and regulate contacts within each category.

  10. Contact search and filtering

    Contact search and filtering options allow users to quickly find the people they need within the contact database. Any contact management system must include this functionality since it makes it easier for sales and marketing teams to find the correct contact information.

    Users can use the search feature in a contact management CRM to look up people by name, establishment, or position. When looking for a particular contact or a set of contacts, this capability is really helpful. The majority of contact management systems come with a search feature that compiles a list of people who match the user's requirements.

    The filtering features of contact management software complement the search features. This facilitates the filtering of search results according to user-specified criteria, such as geographic proximity, industry, and contact availability. A sales team may employ filtering to identify all leads in a specified region who have expressed an interest in a particular offering.

  11. Sales pipeline management

    Sales pipeline management is an integral aspect of contact management software that empowers sales teams to monitor and handle their sales prospects from the first interaction to the final transaction. The sales pipeline presents a graphical representation of the diverse phases involved in the sales journey. With each phase signifying a distinct stride in the process, such as contact origination, verification, and finalization.

    With the assistance of contact management software, sales teams can devise and regulate their sales pipeline by appending, revising, and refreshing the stages and also designating contacts to specific stages. This facilitates the tracking of the advancement of contacts, identifying potential obstacles, and implementing necessary amendments to enhance the sales process.

    The management of the sales pipeline also encompasses characteristics like task and activity administration, which enables sales groups to arrange and monitor subsequent activities, such as phone calls, electronic mail, and appointments. Such practices aid in maintaining order and direction, guaranteeing that no potential customers are overlooked.

  12. Lead scoring

    Lead scoring is a function that enables sales teams to rank their contacts according to their degree of involvement and potential worth to the enterprise. Scoring contacts typically encompasses allocating points to contacts based on specific measures, such as their level of enthusiasm, business magnitude, or professional designation.

    Contact management software usually comprises features for generating and administering contact scoring models, as well as streamlining the process of distributing scores to contacts. This empowers sales teams to concentrate on the contacts that have the highest probability of transforming into customers, thus boosting their likelihood of triumph.

    Scoring of contacts also permits sales teams to categorize their contacts according to their score, empowering them to customize their communication endeavors for every group. To illustrate, a team may give preference to contacts with a high score and pay attention to involving them with focused messaging and content, whereas contacts with a lower score may receive more comprehensive messaging.

  13. Marketing campaign management

    The management of marketing campaigns is a function that empowers marketing teams to strategize, implement, and monitor their marketing campaigns using contact management software. This function encompasses instruments for generating and administering campaigns, in addition to monitoring their effectiveness and return on investment.

    Marketing campaign management often encompasses email marketing, social media marketing, and contact nurturing. The contact management software empowers marketers to create and distribute personalized messages to their Contacts, monitor their involvement with the campaign, and make adjustments to their messaging and techniques as required.

    The marketing campaign management feature also includes tools for tracking the performance of the campaign, such as conversion rates and ROI. This helps marketing teams determine which campaigns are most effective and make data-driven decisions about future campaigns. By using this feature, marketing teams can increase the effectiveness of their outreach efforts and generate more Contacts for the sales team.

    Users have the ability to categorize their contacts according to specific criteria, such as industry, location, or interests. This feature can prove to be highly beneficial for sales and marketing teams, as it enables them to personalize their communication and outreach strategies for particular groups of contacts instead of sending generic messages to everyone on their contact list. By segmenting contacts, teams can create more focused campaigns that are more likely to resonate with their target audience.

    Moreover, teams can prioritize their outreach efforts by using contact segmentation to locate promising prospects. A sales team might, for instance, group contacts according to their propensity to become paying clients and focus their marketing efforts on people who are most likely to make a purchase.

Benefits of Best Contact Management Software

Contact management software offers a range of benefits for businesses, from organizing customer data to improving communication with clients. Here we will explore 10 key benefits of using contact management software:

benefits-of-contact-management-software

  1. Save your customer interactions

    An important advantage of utilizing contact management software is that it enables enterprises to accumulate all customer engagements in a single location. This implies that enterprises can monitor all communication with a customer, comprising emails, phone calls, and meetings. By stockpiling all of this data in a centralized place, enterprises can retrieve it effortlessly and promptly, which can assist them in providing superior service to their customers.

    Furthermore, by possessing a record of all customer interactions, enterprises can recognize trends in customer behavior and inclinations. This can aid them in customizing their offerings and promotional endeavors to more effectively cater to the requirements of their customers.

  2. Improve the customer experience

    Another noteworthy advantage of utilizing contact management software is that it can enhance the customer experience for businesses. By consolidating all customer data in a single location, establishments can acquire a deeper comprehension of their customer's requirements and inclinations. It can assist them in delivering more customized service and making informed business decisions that are more likely to connect with their customers.

    Moreover, contact management software can aid businesses in simplifying their communication processes, which can boost response times and minimize the possibility of mistakes. This can result in elevated levels of customer contentment and can assist businesses in fostering stronger relationships with their customers in the long run.

  3. Centralize contact information

    One of the primary advantages of utilizing contact management software is the ability it provides users to centralize all their contact information. This implies that instead of having contact information dispersed across several spreadsheets or email accounts, users can easily access all their contacts in a single location. This can save time and enhance organization, as users no longer need to rummage through multiple sources to locate the contact information they require.

    Moreover, having all contact information in one place simplifies the process of updating and managing that information. Whenever a contact's information changes, it can be modified in the contact management software, and that modification will be reflected throughout all areas of the software where that contact is registered. This ensures that all team members have access to the most current information about their contacts.

  4. Enhanced team collaboration

    Contact handling tools can also aid in promoting teamwork. By keeping all contact details in a single, centralized location, team members can effortlessly retrieve and exchange contact information. This can be especially advantageous for sales teams as they can work together to spot promising leads and work in tandem to reach out to them.

    Moreover, certain contact management software offers features that allow tasks or activities to be assigned to particular team members. This helps guarantee that every team member is informed about what needs to be accomplished and can collaborate to advance leads through the sales pipeline.

  5. Get real-time insights 

    Another advantage of utilizing contact management software is that it can offer valuable information based on contact details. By examining data such as contact engagement or activity rates, users can obtain insights into which contacts are most beneficial to their business or establishment. It can assist teams in prioritizing their outreach endeavors and guaranteeing that they are utilizing their time and resources on the contacts that are most likely to generate sales or other favorable results.

    Moreover, contact management software can assist in recognizing areas where teams need to enhance their communication or outreach efforts. By assessing data on communication history or response rates, teams can recognize areas where they may need to modify their approach to better engage with their contacts. It can help boost overall performance and result in more successful sales and marketing outcomes.

  6. Reduced cost

    Contact management software can provide numerous benefits for establishments, including the potential for cost savings. A significant area where contact management software can decrease expenses is by eradicating manual data entry and administrative tasks.

    Manual data entry is a resource-intensive and error-prone process that demands a substantial amount of time for organizations. Contact management software computerizes this process by acquiring and storing customer data directly from online forms, email campaigns, and other origins. As a result, it removes the necessity for manual data entry, diminishing the possibility of errors and saving time and resources.

    Moreover, contact management software can automate administrative tasks such as follow-up emails, appointment scheduling, and task management. This simplifies workflows, lessening the need for manual interference and saving time and resources. Automation also decreases the likelihood of errors, guaranteeing that tasks are completed accurately and efficiently.

    Another way that contact management software can reduce expenses is by eliminating repetitive processes. By storing all customer data in one central database, organizations can avoid the requirement for duplicate data entry and ensure that all data is uniform and up-to-date. This removes the possibility of errors and decreases the time and resources needed to manage multiple data sources.

  7. Better data security

    When it comes to handling contact details, ensuring data security is of utmost importance. The utilization of contact management software can guarantee that contact data is stored safely and can only be accessed by authorized personnel, thereby enhancing data security. Additional features like data encryption, role-based access control, and regular data backups can further boost data security and deter data breaches.

    Moreover, contact management software can aid teams in complying with data protection laws such as GDPR or CCPA. By providing tools for data consent and opt-out management, contact management software can ensure that contact data is safeguarded and handled in accordance with the regulations. This, in turn, can help uphold the trust of customers and stakeholders.

  8. Increased productivity

    When it comes to managing contacts, automation is key to boosting productivity. Contact management software streamlines tasks like data entry, contact segmentation, and campaign management, freeing up teams to focus on more important activities. With a centralized platform for managing contacts, teams can save time and reduce errors, leading to better results.

    To further simplify workflows, some contact management software integrates with other productivity tools like calendars, email clients, or project management software. It means less time spent switching between tools and contexts, allowing teams to stay focused and productive.

  9. Seamless scalability

    By offering a unified platform for storing and organizing contact information, contact management software can assist establishments in becoming more scalable. Keeping track of contacts and maintaining efficient communication with prospects and customers can get harder as a firm expands. Numerous of these procedures can be automated by basic contact management software, which also makes it simpler to maintain contacts and keep track of interactions.

    Furthermore, scalability involves adapting to evolving market conditions and customer requirements. Online contact management software can provide useful insights into customer behavior and preferences, allowing businesses to customize their offerings accordingly. By utilizing data-driven insights to make informed decisions, contact management tools can enable establishments to stay competitive and agile in response to market fluctuations.

  10. Improved marketing strategies

    The management of contacts software can enhance marketing endeavors by offering significant perceptions of customer actions and inclinations. By monitoring engagements with potential customers and clients, the management of contacts software can provide valuable information on which marketing campaigns are most efficacious and which ones are not resonating with customers.

    Furthermore, the management of contacts software can facilitate the automation of marketing campaigns by providing features such as email marketing automation and lead nurturing workflows. These features can economize time and energy for marketing teams while also heightening the effectiveness of marketing campaigns.

How To Choose The Right Contact Management System?

Opting for an appropriate contact management system is imperative for every entity that desires to simplify its sales and marketing operations, elevate customer satisfaction, and augment overall productivity. Nevertheless, given the plethora of alternatives at hand, zeroing in on the right contact management system can be quite overwhelming. Here we will elaborate on some pivotal aspects to bear in mind while selecting a contact management system.

choose-the-right-contact-management-system

  1. Cost

    The expense is one of the most important aspects to take into account while deciding on a contact management system. The price of such a system can vary greatly, ranging from free, open-source options to high-end enterprise-level software. It is crucial to assess the organization's budget before selecting a contact management system and determine the amount they are willing to invest in the software.

    Apart from the initial purchase cost, it is also necessary to consider ongoing expenses such as maintenance fees, upgrades, and technical assistance. Some software providers have subscription-based pricing models, while others have a one-time fee. Establishments should meticulously analyze these pricing models and pick the one that suits their budget and requirements the most.

  2. Scalability

    Flexibility is a crucial aspect to take into account when selecting a contact management system. As an organization's requirements may evolve over time, it is important for the software to be able to conform accordingly. For instance, as the organization expands, it may necessitate more sophisticated features or the capability to handle a greater volume of contacts.

    When assessing contact management systems, it is vital to examine their scalability. Is the software capable of accommodating future growth and adapting to changing needs? Can new users or features be easily integrated? Organizations should seek out software solutions that offer adaptable pricing plans and personalization options to fulfill both their present and future needs.

  3. Mobile capabilities

    The ability to be mobile-friendly is crucial when selecting a contact management system. Sales representatives in establishments and other employees must use mobile devices to access the contact management system because they frequently work remotely or travel in the fast-paced digital world of today. A mobile app can offer users a streamlined experience by allowing them to manage projects, see and update contact information, and keep track of interactions with clients and prospects while they're out and about.

    The software's mobile capabilities must be taken into account when comparing contact management systems. Users should be able to access the same features and data on their mobile devices as they can on their desktop computers thanks to the software's mobile app, which should be available for both iOS and Android smartphones. A user-friendly interface that makes it simple for users to manage their contacts and activities should be included in the app. The mobile app should also be dependable and safe, with strong encryption and backup features to safeguard user data.

  4. Ease of use

    When picking a contact management platform, convenience is a key factor to consider. The program must possess an instinctive and user-friendly interface that is effortless to navigate, even for individuals with limited technical knowledge. It must be designed logically, with a neat and simple layout that makes it simple to access vital functions swiftly. 

    Furthermore, the program should be adaptable, allowing users to personalize the system to their liking. Additionally, the system should facilitate proficient data entry and management, with features like batch import and export of contacts, custom fields, and bulk updates. In conclusion, a user-friendly contact management platform enhances user adoption and productivity.

  5. Integration

    When choosing a contact management system, it is essential to take into account its ability to integrate with other critical business tools like ERP software. It guarantees the smooth flow of data throughout the establishment, avoiding discrepancies in data and processes.

    The contact management software reviews should possess robust integration features that enable it to interact with other applications through APIs, webhooks, or other connectors. Moreover, the vendor of the software must offer support and documentation for the integration procedure. These are technical support or developer documentation to ease the integration of the system with other applications of the establishment.

  6. Customization

    Flexibility is a crucial factor to consider when selecting a contact management solution. It is imperative that the software adjusts to the distinct business processes and workflows of the company. The solution should empower users to create personalized fields, workflows, and reports that cater to their unique requirements. 

    Moreover, the solution should be expandable, enabling users to incorporate new customizations as their demands change with time. The software should also offer the essential resources and tools for customization, including training on customization methods, documentation on customization best practices, and technical support from the vendor's team. A personalized solution is essential for organizations to fulfill their specific business needs.

  7. Customer support

    When choosing a contact management system, customer service is an important factor to take into account. The vendor establishment must offer thorough customer support, which should include technical help, instruction, and documentation. The vendor should have a solid reputation for providing good customer care and should have a quick-response support staff. 

    In order to ensure that consumers may obtain help in the way that is most convenient for them, the vendor should offer numerous channels for customer support, such as phone, email, or chat support. In order to help consumers use the system efficiently, the vendor should also provide a knowledge base or online community where they may find useful materials like FAQs, forums, or user guides. In order to guarantee that the contact management system runs efficiently and that users have a favorable experience with the program, excellent customer assistance is crucial.

List Of Top 5 Contact Manager Software Comparison

Name
Free Trial
Demo
Starting Price

Monday.com

14 days

Yes

$8/user/month

Covve

14 days

Yes $0/month

Freshsales

21 days

Yes

$19/month/user

Copper CRM

14 days

Yes

$25/month/user

Nimble

14 days

Yes

$25/month/user

Managing contacts is a crucial aspect of any business, and with the help of contact management software, it becomes easier. Here is a list of 5 of the best contact management software with their pricing, advantages, and disadvantages to help you choose the right one for your establishment.

1. Monday.com

Monday.com is a well-liked software for team collaboration and project management, which can serve as a contact management tool too. Its distinctive graphical user interface enables users to create bespoke boards and workflows, which can help in managing sales pipelines, leads, and contacts. Additionally, the software provides advanced analytics and reporting functions to help users understand their customer behavior and sales performance.

Features

  • Email sync
  • Email tracking
  • Email templates
  • Activity management
  • Sales forecasting
  • Activity tracking
  • Merge duplicate data

Pros

  • The CRM functionalities aid in monitoring potential customers and existing clients, organizing the sales pipeline, and sealing more agreements
  • It is designed to cater to several users, enabling multiple users to modify a roster simultaneously, making it suitable for team collaboration
  • It offers exceptional monitoring and supervising features
  • It has a database of information, 24/7 live customer assistance, and daily live online seminars for all schemes
  • It supplies well-coordinated diagrams to follow project advancement, financial estimates, operational issues, and even employee time management

Cons

  • At times, the system can be inflexible
  • Although the mirror section is impressive, it is often impractical for automatic operations
  • For groups that prioritize other aspects, such as cost-effectiveness or ease of use, other project management tools may be more appropriate

Pricing

  • Basic- $8 per seat per month
  • Standard- $10 per seat per month
  • Pro- $16 per seat per month

 2. Covve

covve-dashboard

Covve is an app for managing contacts that leverages machine learning and data analysis to assist users in optimizing their professional networks. The app has the ability to refresh contact details automatically, detect fresh business prospects, and deliver customized recommendations and insights based on the user's actions. Covve also provides various contact management and organization features, such as adjustable labels, alerts, and memos.

Features

  • Contact management with AI-powered features
  • Contact categorization and segmentation
  • Contact import and export with ease
  • Personalized relationship management tools
  • Automated data updates and contact cleansing

Pros

  • User-friendly interface and easy navigation
  • Advanced search and filter options for efficient contact management
  • AI-powered features for intelligent contact categorization and segmentation
  • Integration with LinkedIn for importing contacts and updating data
  • Regular updates and new features added based on customer feedback

Cons

  • Limited scope for relationship management
  • Limited export options and report generation

Pricing

  • Starter is free
  • Pro is $9.99 per month

 3. Freshsales

freshsales-dashboard

Freshsales is a CRM solution that operates on the cloud and comes equipped with a variety of contact management functionalities. It provides cutting-edge lead management and sales automation tools that enable users to establish and monitor sales pipelines, automate lead nurturing campaigns, and manage customer interactions across various channels. Freshsales also provides a multitude of reporting and analytics features that offer valuable insights into sales performance, customer conduct, and team efficiency.

Features

  • Table and Kanban view
  • Highlight cards
  • Chat campaigns
  • Chat campaigns
  • Territory management 
  • Multiple sales pipelines

Pros

  • An intuitive interface makes contact management software easier to use and reduces the learning curve
  • Prioritizes high-value leads based on criteria such as lead quality and deal size to maximize sales efforts
  • Analyze customer data to identify trends and optimize sales and marketing strategies
  • The seamless integration with other Freshworks products allows for efficient collaboration and a comprehensive suite of tools
  • You can access this powerful contact management software regardless of company size or budget

Cons

  • It offers less customization compared to other solutions, which is one of the drawbacks
  • It does not offer the more advanced automation capabilities that some businesses require for more complex marketing and sales processes

Pricing 

  • Growth- $12.22 per user per month
  • Pro- $34.25 per user per month 
  • Enterprise- $61.17 per user per month

 4. Copper CRM

copper-crm-dashboard

Copper CRM, once called ProsperWorks, is a cloud-hosted customer relationship management software that comprises various features for managing contacts. The software is devised to blend effortlessly with G Suite, enabling users to handle contacts, sales pipelines, and customer interactions from their email inboxes. Copper CRM is also equipped with automation and teamwork features, besides advanced reporting and analytics capabilities.

?Features

  • Organize contacts
  • Automate tasks
  • Track deals
  • Get reports
  • Integrations
  • Mobile app
  • Email & marketing tools
  • Google workspace CRM

Pros

  • Flexible pricing plans that cater to businesses of all sizes
  • Intuitive user interface and customizable dashboard
  • Automated lead routing and scoring for efficient sales pipeline management
  • Inbuilt automation capabilities to reduce manual tasks
  • Strong integrations with other commonly used business tools

Cons

  • Limited customization options compared to some other CRMs in the market
  • Only offers basic reporting and analytics features
  • Lack of some advanced features that may be required for large enterprises

Pricing

  • Basic- $23 per user per month
  • Professional- $59 per user per month
  • Business- $99 per user per month

 5. Nimble

nimble-dashboard

Nimble is a CRM software for social purposes that comprises a variety of characteristics for managing contacts. The software is created to assist users in creating and managing connections with clients and potential clients through various platforms, including social media. Contact management, social monitoring, sales mechanization, and team cooperation are among Nimble's main features. The software also includes a variety of reporting and analytical tools, as well as connections to other business applications such as G Suite, Office 365, and Slack.

Features 

  • Workflows New 
  • Workflows nutomation new 
  • Unified message inbox 
  • Contact management 
  • Calendar Sync
  • Contact records 
  • Email Message 
  • Saved Search Segments

Pros

  • A user-friendly interface makes it easy for users to navigate the contact management software efficiently and without confusion
  • Connects smoothly with customers via social media within the software
  • Contact tagging and segmentation help businesses organize customer data for targeted marketing
  • Real-time collaboration and progress tracking for seamless and better teamwork
  • The email and calendar integration streamlines workflow and boosts productivity

Cons

  • It has limited options for customization, which may limit a business's ability to tailor the software to meet its specific needs
  • With no built-in reporting functionality, businesses may need to rely on third-party tools or manual data analysis

Pricing

  • $24.90 per user per month

Challenges Of Contact Management Software

While contact management software offers numerous benefits, it also presents several challenges that organizations must address. Some of the most prevalent challenges are:

challenges-of-contact-management-software

  1. Data Accuracy

    In the present-day business environment that relies heavily on data, it is of utmost importance for establishments that utilize contact management software to guarantee that their data is accurate. The precision of contact data can greatly affect various business results, such as the loss of sales opportunities and the inefficiency of marketing campaigns. 

    To uphold data accuracy, establishments must regularly apply data validation procedures and data scrubbing techniques. This may involve confirming and revising contact details, detecting and eliminating duplicates, and verifying the validity of data. Furthermore, it is crucial to provide adequate training to employees regarding data accuracy and the significance of maintaining precise data.

  2. Data security

    For establishments utilizing customer relationship management software, safeguarding sensitive customer information is critical. It is crucial to ensure that contact details are shielded from unauthorized access, theft, or loss. To avoid data breaches, companies must implement data security measures such as access restrictions, data encryption, and frequent data backups.

    Moreover, employees must undergo training on optimum approaches to safeguard data. It includes identifying potential security risks, avoiding falling prey to phishing emails, and creating secure passwords. These measures can minimize the probability of human errors and bolster the overall data security level.

  3. User adoption

    The implementation of customer contact software poses a significant obstacle for organizations with regard to user adoption. The reluctance to embrace new technology or a lack of proficiency in using the software may impede the process. To foster user adoption, organizations must provide extensive training and continuous support to their staff.

    It is equally essential to ensure that the software is user-friendly and intuitive, facilitating its integration into the daily workflows of employees. Regular communication and feedback can help employees comprehend the software's benefits, thereby boosting their motivation to use it. By promoting user adoption, organizations can maximize the potential of their contact management software and accomplish their business objectives.

  4. Customization

    Tailoring contact management software to meet specific organizational needs is a significant advantage, which is achieved through customization. Nevertheless, customization can be demanding, calling for technical know-how, time, and effort. To guarantee successful customization, organizations must first identify their customization requirements and verify that the software solution can fulfill them. 

    They must also assess the software's customization features, such as customizable workflows and fields, to ensure alignment with their business procedures. Additionally, the software's simplicity of customization should be evaluated, as excessively complicated customization procedures can cause delays and errors.

  5. Technical support and maintenance

    It is crucial for contact management software to have dependable technical assistance and maintenance for it to function effectively. It is the responsibility of organizations to confirm that the software supplier offers satisfactory levels of technical support and maintenance services, which should comprise fixing software glitches, setting up software upgrades, and implementing security patches.

    Moreover, they must appraise the support options given by the supplier, such as phone, email, or chat assistance, and assess the supplier's standing for providing top-notch customer service. Additionally, businesses must establish a plan for ongoing software maintenance, which should involve updating and backing up the software on a regular basis.

  6. Complexity and learning curve

    For establishments, dealing with the best contact database software can pose considerable difficulty due to its complexity and the learning curve it entails. In order to overcome this obstacle, it is crucial to opt for software solutions that are user-friendly and intuitive, requiring minimal learning efforts. Additionally, it is important to offer extensive training and continuous support to staff to ensure the software's effective use.

    Evaluating the intricacy of the software's features and ensuring that they match the business requirements of the organization is imperative, preventing workflows or processes from becoming excessively complicated. Moreover, streamlining the software's user interface can aid in reducing the learning curve and enhancing user acceptance.

Latest Trends In Contact Management Software

The contact management system market is constantly evolving to meet the changing needs of businesses. In recent years, several trends have emerged that are transforming the way establishments manage their contacts and customer data.

trends-in-contact-management-software

  1. Increased automation

    The contact management system market is witnessing a significant trend toward automation. Thanks to the emergence of artificial intelligence (AI) and machine learning (ML), many manual tasks involved in managing customer data and contacts can now be automated. For instance, chatbots powered by AI can handle basic customer inquiries, freeing up human agents to deal with more complex issues. By deploying ML algorithms, establishments can also identify patterns in customer data and gain insights that can be used to enhance the customer experience.

    Automation is a valuable tool for businesses seeking to optimize their operations and boost efficiency. By automating repetitive tasks, businesses can mitigate the risk of errors and save valuable time and resources. Automation also enables establishments to personalize customer interactions by offering tailored information and recommendations based on past behavior.

  2. Focus on customer experience & personalization

    The contact management system market is witnessing a significant shift towards prioritizing customer experience. Companies are now placing greater emphasis on providing customers with a smooth and customized experience, irrespective of the communication channel or point of contact. In order to achieve this objective, establishments require a contact management system that can efficiently capture and merge data from various sources, including email, phone interactions, and social media.

    Moreover, contact management systems are integrating more advanced analytical capabilities like predictive modeling and sentiment analysis to gain deeper insights into customer behavior and preferences. This data can be exploited to personalize the customer experience by offering personalized recommendations, promotions, and content.

  3. Enhanced digital experiences

    Contact management solutions are developing to accommodate these interactions as customers communicate with organizations more frequently through digital channels. All digital touchpoints, like websites, social media, and mobile apps, must offer a seamless, unified experience for customers.

    Contact management systems are adding more sophisticated digital marketing features, such as email marketing, social media management, and web analytics, to do this. With the help of these tools, establishments may send tailored, pertinent material to their clients depending on their client's preferences and interests.

  4. Focus on expanding channels

    With the increasing number of communication channels available for customers to connect with firms, contact management systems are evolving to accommodate these channels. Apart from conventional channels like phone and email, establishments must now cater to channels like social media, messaging apps, and chatbots.

    Contact management solutions are incorporating fresh APIs and integrations in establishments to support these channels. For instance, establishments can use chatbots to handle client inquiries on messaging platforms like Facebook Messenger or WhatsApp. The contact management system may easily incorporate these specific encounters, providing a thorough overview of the customer's previous contacts and preferences.

  5. Increased global reach

    As companies expand their reach across the world, contact management solutions are evolving to cater to diverse languages, currencies, and regulatory standards. These systems now offer advanced localization features, such as currency conversion and translation services.

    Moreover, contact management systems are also integrating sophisticated compliance functionalities to assist businesses in complying with stringent data protection regulations like GDPR and CCPA. These functionalities include data retention policies, data subject access requests, and data breach notifications.

Pricing Information Of Contact Management Software

To manage customer relationships effectively, establishments need contact management software, which is an indispensable tool. The price of this software depends on the number of users and features. By 2025, the cost of web-based contact management will range from $12 to $400 per user per month, depending on the enterprise's size and the necessary features.

For small establishments, the cost of contact management software ranges from $14.90 to $99 per user per month. Pipedrive is an economical option for small businesses with various stages in their sales funnel. For large companies with over 100 employees, the cost of contact management software can range from $200 to $400 or more.

Conclusion

In conclusion, selecting contact management CRM software can be a daunting task, given the numerous options available in the market. However, by considering the factors discussed in this buyer guide, such as ease of use, integration, customization, mobile capabilities, customer support, and the latest trends, buyers can make informed decisions that align with their business needs. 

Additionally, by reviewing the pros and cons of popular contact management software, such as Monday.com, Covve, Freshsales, Nimble, and Copper CRM, buyers can determine which solution offers the best fit for their business. Ultimately, investing in a reliable contact management system can help businesses streamline their operations, enhance customer relationships, and boost their bottom line.

FAQs

How can contact management solution increase your lead generation?

Contact management software maintains a data repository of all your company customers, clients, vendors, and suppliers. It also has built-in integrations to extract data from other existing applications. This helps sales teams to improve lead generation by targeting potential customers in an impactful manner.

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Last Updated: August 20, 2024