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Contact Management Software
Contact Management software provides powerful tools that enable storage, tracking and management of contact information throughout an organization.
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Spend less time digging through spreadsheets and more time selling.
Learn more about Salesforce Sales Cloud
Organize contacts, schedule tasks, and manage deals more efficiently with Salesforce contact management software. Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes.
Learn more about Salesforce Sales Cloud
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
The best contact management app that sits right inside your Outlook. Share your contacts, categorize them, keep all communications.
Learn more about eWay-CRM
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android.
It helps manage Contacts, Sales, Projects, and Mail Merges. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently.
The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.
Learn more about eWay-CRM
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Pipedrive’s contact management features help businesses nurture leads and it integrates seamlessly with countless client management app
Learn more about Pipedrive
Pipedrive’s contact management software empowers small businesses to efficiently organize and nurture their leads. Detailed profiles, custom fields and filters keep things organized, and the ability to add notes and track communication history allows users to build stronger relationships with leads. Thanks to its simple, intuitive design, Pipedrive integrates seamlessly with hundreds of client management apps, and the mobile CRM makes sure that contact information is easily accessible, even when on the go. Try Pipedrive free for 14 days, with no credit card required.
Learn more about Pipedrive
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place.
Learn more about Less Annoying CRM
Ranked as the #1 easiest-to-use CRM for small businesses for four consecutive years, Less Annoying CRM has unmatched simplicity and service.
Our seasoned CRM Coaches, with an average tenure over five years, provide expert, human support — no chatbots, ever. We offer a simple pricing model at $15 per user per month for everything you need. No “gotchas” and no need to haggle with a sales rep. Built exclusively for small business needs, our CRM simplifies your daily operations without unnecessary complexity.
Start your free 30-day trial today — no credit card needed — and join thousands of small businesses thriving with a genuinely less annoying CRM.
Learn more about Less Annoying CRM
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.
Learn more about Bigin by Zoho CRM
With Bigin, store, organize, and track information about your customers, prospects and sales leads, ultimately leading to better and improved customer relationships.
We built a dedicated CRM for small businesses to help organize sales and track leads easily. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove!
Learn more about Bigin by Zoho CRM
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
monday CRM enables revenue teams to improve efficiency at every stage of the customer journey.
Learn more about monday CRM
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.
To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.
Learn more about monday CRM
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Bitrix24 #1 free contact management and CRM software with over 12M clients worldwide. Cloud, mobile and open source versions available
Learn more about Bitrix24
If you are looking for free online contact management software that doesn't limit how many contacts you can have, comes with email marketing, fully featured CRM and contact manager — Bitrix24 is it! Bitrix24 is extremely easy to use and comes jam packed with advanced sales tools.
Learn more about Bitrix24
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Lusha is an all-in-one sales intelligence solution that helps you prospect at scale and speed up sales with less work.
Learn more about Lusha
Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates.
B2B engagement is based on trust. Lusha helps you build that trust using simple tools which allow you to enrich and verify business profiles.
Today, over 600,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis.
Learn more about Lusha
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system!
Learn more about Zoho CRM
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success.
Learn more about Dynamics 365
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Trusted by 800k+ teams. Streamline workflow today!
ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more.
Easily customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively. By replacing inflexible and overlapping tools, ClickUp helps teams save one day each week!
Learn more about ClickUp
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today.
Learn more about HubSpot CRM
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
We deliver the tools to simplify and amplify digital marketing and drive results for your business.
Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience with advanced AI and Automation tools, we deliver the performance and guidance to build strong connections and generate powerful results. For more information, visit www.constantcontact.com.
Learn more about Constant Contact
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Wrike is an enterprise work management software with approvals, time tracking, Gantt charts, Kanban boards, reporting, and more.
Wrike is an award-winning project management software trusted by 20,000+ companies worldwide. Manage contacts using auto-organization, custom request forms, Kanban boards, Gantt charts, time tracking, real-time updates, and performance reports all in one place that can be shared company-wide. Integrate Wrike with 400+ applications to automate your everyday processes. Customize workflows and reduce the need for emails, meetings, status updates, and more. Work smarter, not harder with Wrike.
Learn more about Wrike
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
We help small teams power big businesses with the must-have platform for intelligent marketing automation.
ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle.
Learn more and start your free trial at ActiveCampaign.com.
Learn more about ActiveCampaign
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes.
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes.
Across every industry, leading enterprises trust Airtable to power workflows in product management, marketing operations, project & portfolio management, and more – all with the power of AI built-in. Central IT leaders deploy Airtable as a citizen development platform that empowers business users to build their own AI-powered applications.
That’s why more than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable for collaborative work management and citizen development to help transform how work gets done. The result? Faster innovation, happier customers, enterprise governance, and a modern work experience for teams and departments.
Get the free edition today at airtable.com
Learn more about Airtable
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Learn more about Nimble
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
NetSuite, the world’s #1 cloud ERP, gives you the visibility and control you need to make smart decisions and grow with confidence.
NetSuite is an all-in-one cloud business management solution that helps more than 40,000 organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, and supply chain and warehouse operations, NetSuite gives companies clear visibility of their information and control of their business.
Learn more about NetSuite
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Recruiting solution that enables businesses to create a brand page, attract talent, and hire qualified candidates.
Recruiting solution that enables businesses to create a brand page, attract talent, and hire qualified candidates.
Learn more about LinkedIn for Business
Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
The smarter way for small businesses to do great work
Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Learn more about Keap
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget).
Learn more about Odoo
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Use EngageBay's simple contact management software to keep all your contacts in one place. Stay organized, make meaningful decisions and close more sales. - all from one easy to use platform.
Learn more about EngageBay CRM
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility!
Learn more about Act!
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
Learn more about Apptivo
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Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Google Contacts is an online address book which allows users to manage, store, sync and organize contacts across all devices.
Google Contacts is an online address book which allows users to manage, store, sync and organize contacts across all devices.
Learn more about Google Contacts
Features
- Lead Capture
- Sales Pipeline Management
- Calendar/Reminder System
- Customizable Fields
- CRM
- Shared Contacts
- Segmentation
- Tagging
- Sales Forecasting
- Prospecting Tools
Contact Management Software Buyers Guide
Table of Contents
What is contact management software?
Contact management software enables the storage, tracking, and management of contact information across an organization. Contact management system helps organizations function more effectively by distributing current contact information for customers, contractors, vendors, and more across all levels and locations. These systems help businesses manage and promote leads, archive customer interactions, log employee tasks, report engagement analytics, and schedule events and tasks.
The benefits of contact management software
- Distributed contact information. A contact management system typically tracks and stores the contact information in a universally accessible cloud database. People and companies can be grouped as leads, customers, vendors, employees, and more. Businesses can grant specific users permission to access certain groups. Together, these features make it possible for small businesses to access essential contact information at any time, boosting efficiency, accuracy, and flexibility.
- Rich business intelligence. Informed marketing and sales efforts depend on contact tracking. A contact management system can track customers throughout the sales cycle and compile valuable reports about what is and isn't working. Small businesses can use this business intelligence to make smarter, fact-based decisions.
- Customer service. The right contact management system can improve customer service in several ways. Interaction histories help employees offer more personalized and relevant customer assistance through data about past customer experiences with the company. Some contact manager apps can collect support requests, assign them to representatives, and even schedule callbacks so customers aren't forced to wait on hold. These features ultimately improve customer satisfaction and retention.
Typical features of contact management software
- Interaction tracking: Track daily activities such as contact transfers, emails, and task schedules.
- Contact import and export: Transfer contacts between multiple data sources.
- Contact search and filter: Search and filter contacts within the entire contact database.
- Contact database: Maintain a record of all contacts saved in a database, including details like last interaction, follow-up, and activities.
- Calendar and reminder systems: Add notes to individual contacts and set reminders for scheduled follow-ups.
- Customizable fields: Add, remove, and rename fields used for storing contact details. Customization helps capture different sets of contact details for different campaigns.
- Shared contacts: Share contacts with other applications like Gmail and CRM software.
The contact management software directory lets you filter by feature(s) to only view options that meet your business needs, helping you narrow your software shortlist.
Considerations when purchasing contact management software
- Get the features you need the first time. Capterra found that 66% of businesses that switched to a different contact management system did so because their initial solution lacked the needed features. Affordable or trendy solutions may not offer the tools your small business really needs, so be sure to invest in a system that solves your company's unique problems.
- Know how long your transition will take. Moving to a new contact management system can be a long process. The time from C-suite decision to IT expansion to employee training could take months, or even years. A Capterra research found that 80% of companies implemented their contact management software within 18 months. Some solutions are faster to set up than others, so it's important to balance setup time with your long-term goals.
- Choose strategic integrations with other systems. The best contact management solution for your company might be the one that integrates seamlessly with your existing software. In many ways, contact management software is the critical hub that connects your systems. Social media, email, inventory, project management, and reporting are just some of the integrations available. Build an ecosystem that helps maximize all of your software tools.
Relevant contact management software trends
- Conversational user interfaces will provide better customer service. Intelligent chatbots in contact management software will offer better first-touch assistance to customers in need. Conversational user interfaces have been around for some time, but the technology is growing more sophisticated and reducing employees' ticket volume, allowing faster solutions while cutting costs. According to a Capterra research, 68% of small and midsize businesses (SMBs) are using or plan to use conversational user interfaces within the next one to two years.
- Real-time analytics is enhancing customer and agent interaction. Contact center agents hold hundreds of interactions with customers on a regular basis. This generates thousands of data points with which detailed profiles of customers can be created, which can tremendously help agents engage customers in future interactions. Analytics helps in capturing these data points in real time during calls. Additionally, analytics-driven sentimental intelligence measures customers' characteristics on various parameters such as stress level, mood, and loudness of speech. This helps agents to respond to customer interactions more effectively.
