Customers are the lifeblood of every business, therefore keeping their information organized and easily accessible is important. Modern contact management software reduces input errors, saves time, and assists your team in gathering and organizing current customer information.
The goal of contact management software is straightforward: to make it simpler to utilize your relationships based on your needs and interests rather than just organize them. To put it simply, the software will make it much easier to organize all of your connections and conversations in one location.
Why Contact Management Software is important?
89.9% of businesses utilise two or more solutions for contact data and lead enrichment, with contact management software being one of them. Before you can nurture and chase leads, you must first gather information about your potential clients. In today’s hyper-competitive, global, and internet business climate, putting information in a pocketbook just does not cut it.
Contact management software allows your team to track the many phases of awareness a lead may be in, take up a discussion where it left off, and use all available data to push the prospect along the sales pipeline without generating friction.
- According to Forbes, contact management software is essential for businesses of all sizes to manage customer data and interactions, streamline sales processes, and improve customer relationships.
- Small Business Trends suggests that contact management software can help businesses stay organized, save time, and increase productivity, particularly when managing sales activities and tracking leads.
- CRM.org notes that contact management software is particularly important for businesses with a large customer base, as it can help teams better understand customer behaviour and preferences, tailor marketing messages, and provide more personalized customer service.
- PCMag emphasizes the importance of choosing the right contact management software for your business, with features and functionality that meet your specific needs, such as integration with other software tools and customization options.
- Entrepreneur recommends that businesses choose contact management software to scale with their needs and grow alongside their business while providing user-friendly interfaces and robust reporting capabilities to track sales and marketing metrics.
Do You Know?
86% of customers will pay more for a better customer experience, and businesses that focus on improving CX see a stunning 80% increase in revenue.
15 Contact Management Softwares:
An organization’s success can be greatly aided by effective contact management. However, you need to find the best contact management software to streamline the process. This type of solution should maintain contact information organized, updated, and easily accessible.
With numerous options available, selecting the best tool can be a challenging task. To simplify the process, we have compiled a list of the top 15 contact management solutions that are worth considering:
BIGContacts is a user-friendly and intuitive CRM application that excels in automation capabilities. With this contact management software, you can effortlessly track contact details, previous interactions, upcoming appointments, and transaction history, all from a single platform. The software also empowers you to create automated email campaigns that deliver tailored messages to contacts based on their individual needs.
- Access contact cards to see all associated tasks, papers, last touches, and forthcoming events in one spot
- Log all interactions against the appropriate contact data automatically
- Custom dashboards provide real-time visibility into contacts
- You may find information anywhere and anytime with a mobile app and offline access
- Automate repetitive activities, reminders, and workflows
Monday.com is a website that centralizes customer information, duties, and communications. It can potentially improve your connections by making every interaction more targeted and relevant. You can be assured of your customer experience when Monday.com handles your contact information. This highly customizable software allows you to tailor workflows, processes, pipelines, and other features to your own company requirements.
- Simple and easy to use
- Can be used across all departments
- Track leads from an email list
- Pre-built contact management templates
- High customization
- Shareable web forms
- Free plan for up to two users
- Unlimited boards
Covve allows you to develop genuine relationships by keeping contact information organized. By tracking interactions and giving actionable data, it ensures that no vital communication opportunity is lost. This intelligent contact database software helps increase client retention by providing personalized experiences. You can also set up automated reminders for essential chores and events with Covve.
- Keep data synchronized with your phone’s contacts
- Set up smart reminders for the right time to engage with contacts
- Add notes to contact records to store additional information
- Get access to networking analytics data to optimize your contact management efforts
- Add contacts to your system by simply scanning business cards
Freshsales automates contact management by automatically capturing and logging data. The programme allows you to track contact information and communication history all in one location. Furthermore, Freshsales’ 360° view of contact data might help you personalise your interactions. You may also integrate the app with your email inboxes to remain on top of every conversation.
- Track touchpoints by viewing comprehensive activity timelines
- Enrich contact records with publicly available info automatically
- To engage with high-value chances, use contact scoring
- Keep track of tasks, notes, and files associated with contacts
- Using automated email sequences, connect with contacts at the proper time
5. Copper CRM
The Copper CRM tool works well within Google Workspace. This solution can be used for contact management in businesses that want to keep their data synchronized across applications. It allows for deal and email tracking from the same platform. Copper also makes adding new prospects and handling duties simple, which contributes to increased efficiency.
- Find all emails, files, and notes related to contacts in one place
- Add new contact data directly from Gmail or Google Calendar
- Contact records are automatically supplemented with information such as phone numbers, email addresses, and social media accounts
- Tag and filter contacts depending on your preferences
- Use live activity feeds within contact profiles to stay up to date on real-time interactions
Nimble enables you to create a contact database and access it via email, mobile, browser, and productivity suites. The CRM will manage the complete sales process, as well as establish contacts and integrate with social media. It is one of the top contact management software for small businesses.
- Contact management
- Calendar synchronisation
- Capture of email signatures
- Email and activity monitoring
- Group messages
- Pipeline management
- Sales reports and projections
- Google Workspace and Office 365 support
Streak is a lightweight CRM for small to medium-sized businesses that integrates seamlessly with G Suite applications. It has functions including social media integration, task management, and email marketing. Live and shared pipeline information and tasks enable quick team cooperation. Pipeline and individual contributor data can be tracked via visual reports.
- Pipeline management
- Gmail integration
- Zapier integration
- Mobile for Android & iOS
- Customizable workflows
Bigin by Zoho CRM is ideal for those who do not need heavy features and often use spreadsheets. It is simple, keeps track of all the contacts, and has a single minimalist dashboard. It is built for small businesses and offered at an affordable rate.
- Easy to use drag-and-drop form builder
- Build customizable pipelines
- Assign tasks to teammates
- Filter and view pipelines
- Versatile tool
- Workflow builder
- Built-in telephony features
- Seven pre-built integrations with third-party apps
If you are looking for an effective way to manage leads and organize customers, HubSpot is a complete solution to everything. The all-in-one marketing suite has an easy-to-understand dashboard and a deal flow that can be tracked to measure performance against a set quota. It has all the features that the sales team can use.
- Add contact records from Outlook and Gmail or web forms
- Auto-update records
- Supports up to one million contacts and company records
- Clean and user-friendly dashboard
- Email tracking
- Free CRM plan for small businesses
Salesforce is a renowned CRM application that integrates contact and sales management to increase conversions. Because of its enterprise-grade functionality, businesses prefer this cloud-based service. This software allows for great customization, allowing you to tailor it to your specific needs. Salesforce also includes a powerful reporting tool that allows you to better manage your business data.
- Manage contact information across numerous channels from a single location
- Enhance consumer profiles with data from several platforms
- Improve productivity by automating workflows and repetitive tasks
- Receive immediate notifications for contact activity such as email openings and clicks
- Make use of AI-powered recommendations to improve your procedures
Pipedrive is a sales-focused CRM with contact management. It allows for lead tracking, information syncing, and sales activity monitoring across channels. The smart contact data will find web data through LinkedIn, saving time and ensuring that no key details are missed.
- One-click pre-qualification of leads using email addresses
- Gmail integration
- Simple and easy to use dashboard
- Automation of the repetitive administrative tasks
- Customization of activities
- Email integration tool
- Create unlimited pipelines to manage contacts
- Sales reporting and sales forecasting tool
The amazing thing about Insightly’s contact management solution is how automated it is. The software monitors prospective sales activity on your leads and automatically sends those leads to the appropriate member of your sales team so they can strike while the iron is hot.
Insightly can also send bulk emails to customers and notify the sales team when contacts open emails, and its account management tools keep everything in order.
- Understand the contact’s organizational structure with relationship linking
- Create automated workflows with multiple rules and steps
- Ensure the security of business data with user roles, sign-on verification, and authorization
- Use the drag-and-drop functionality to create custom real-time data dashboards
- Customize workflows and views as per your business needs
13. Zendesk Sell
Zendesk Sell is a CRM software solution for sales that includes some of the most helpful contact management tools available today. Sell is readily integrated into everyday routine regardless of where your team is or what their IT capabilities are, thanks to mobile access and a configurable and intuitive user experience.
Zendesk Sell increases salesforce efficiency by enabling your team to convert more leads through conversational and consultative selling.
- Create intelligent contact lists for efficient segmentation and targeting
- Custom sales pipelines provide total visibility into prospects and clients
- Receive real-time alerts for contact activity
- Set up automated email and task sequences based on triggers
- Create bespoke dashboards using a drag-and-drop interface to monitor important performance data
Keap’s CRM is a powerful solution for small to medium businesses. This solution stores and organizes contact data in neat files, so you can keep track of how they interact with your business, guide their customer journey, and create predictable sales pipelines.
The software comes with a useful mobile app that works well on Android and iOS, enabling your team to keep in touch with contacts remotely.
- Contact database
- Customizable templates
- Analytics/ROI tracking
- Calendar/reminder system
- Lead qualification
- Marketing automation
SugarCRM is an open-source platform that is perfect for larger organisations with development teams that can customise it to fit their needs. It has a robust set of tools and capabilities, and while it is popular with larger firms, SugarCRM claims to have a terrific small company solution that is worth investigating.
- Create multi-step engagement campaigns to foster stronger relationships
- Get real-time alerts and valuable insights into contacts
- Automate processes to improve organizational productivity
- Enhance data management with user access permissions
- Predict customer needs and deliver reliable experiences accordingly
Before making a decision, it is best to try out a few solutions, especially those that come with free versions.
The above list of the 15 best contact management software options provides reliable solutions for managing prospect and customer data. These tools effectively streamline contact management processes, enabling businesses to establish and maintain long-lasting relationships.
However, it’s important to note that every business has unique requirements when it comes to implementing their tech stack. It is crucial to communicate with your team members to identify their specific needs and areas where assistance is required. Additionally, considering key features such as integrations, automation capabilities, usability, and overall functionality is essential in finding the most suitable contact management solution for your business.