Contact Management Software

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Act! Premium Screenshot
Act! Premium is designed for workgroups and teams of over 10 people who need additional scale, security and collaboration through centrally administered databases. With all the same features and value of Act! Pro, this offering drives productivity in the…
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Web, Windows
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Cloud or On-Premises
Sales Cloud from SalesForce Screenshot
Sales Cloud from SalesForce
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The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it’s…
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Starting Price
$25/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
NetSuite CRM+ Screenshot
Provides a true 360 degree view of all customer data and customer interactions, including complete visibility into all financial transactions and website interactions without any integration required. Now a single view of customer information is…
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Web
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Cloud Hosted
Bitrix24 Screenshot
Bitrix24
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Bitrix24 is a business management software providing a unified approach to communications, tasks and projects, CRM, contact management, and website creation. Bitrix24 is available on-premise and on a private cloud. Calendar; Reminders; and Group chat…
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Starting Price
$69/month
Client OS
Web
Deployment
Cloud Hosted
Insightly Screenshot
Insightly is a great tool to help small businesses deal with the ital tasks of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and…
Starting Price
$29/user/month
Client OS
Mac, Web, Windows
Deployment
Cloud Hosted
Pipedrive CRM Screenshot
Pipedrive CRM
See all deals in a visual sales pipeline; Organize contacts and follow up every lead; Sales forecasting for avoiding nasty surprises; Set up in under 2 minutes, no training required; and Work anywhere with the iOS and Android apps. You’ll always know the…
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Starting Price
$12/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Zoho CRM Screenshot
Zoho CRM
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Zoho CRM is a 360º online business management platform that caters to the needs of businesses of all types and sizes. Track leads, nurture them along the sales funnel, collaborate in real time and monitor business trends from a centralized hub. Over…
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$14/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Bigin Screenshot
Bigin
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Bigin by Zoho CRM is a pipeline-centric CRM built and priced for small businesses. Bys using this software, small businesses can now manage their customer relationships more easily than ever. Whether you’re ready to move beyond spreadsheets or simply…
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$7/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Keap Screenshot
Keap
Keap is a CRM, sales, and marketing tool that helps you get more done with less work so you can grow your business. Keap will help you win more business by creating a repeatable sales process to set up appointments, track leads, and get quotes accepted…
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$79/month
Client OS
Web
Deployment
Cloud Hosted
Maximizer CRM Screenshot
Maximizer CRM
For over 10 years, Maximizer Enterprise has remained the chosen CRM software solution for small to mid-sized businesses. Proven, award-winning and flexible enough to meet the needs of companies in any industry, Maximizer Enterprise CRM helps attract…
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$40/user/month
Client OS
Web, Windows
Deployment
Cloud or On-Premises
Monday.com Screenshot
Monday.com
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Monday.com lets you plan, organize, and track in one visual space. Monday.com lets you create a custom workflow so any team in your company can work on what they need the way that is easiest for them. With Monday.com, you can create dashboards to gain…
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$8/user/month
Client OS
Web
Deployment
Cloud Hosted
Copper Screenshot
Copper (formerly ProsperWorks CRM ) is a productivity CRM software designed for companies that love G Suite and use solutions such as GMail, Google Calendar, and Google Sheets. No manual data entry is required in Copper as all the information can be…
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Starting Price
$19/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Freshsales Screenshot
Freshsales CRM provides artificial intelligence focused lead scoring and is built in with your phone, email, and activities so all of your information is together in one place. Freshsales offers benefits such as: Having built in phone and email…
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Starting Price
$12/user/month
Client OS
Web
Deployment
Cloud Hosted
Nimble CRM Screenshot
Below is a list of features and functions available in the Nimble CRM system: Do More in One Place - With Nimble, you can send messages, add tasks and events, edit or downnload the contact profile&right from the contact’s profile Window.; and A Full View…
Client OS
Web
Deployment
Cloud Hosted
HubSpot CRM Screenshot
HubSpot CRM has all the tools your business needs to grow better. This platform includes: Marketing ; Sales; Service; and Content management (CMS). By combining these elements, your business can grow without compromise. Increase leads while accelerating…
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Starting Price
$45/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
EngageBay Screenshot
EngageBay
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EngageBay is a simple, affordable, integrated, all-in-one marketing, sales & service automation platform with a free CRM, built to grow small businesses and startups. EngageBay’s Email Marketing platform helps you grow your business with intelligent…
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$9/user/month
Client OS
Web
Deployment
Cloud Hosted
Support Suite Screenshot
Zendesk Support Suite is an omnichannel messaging platform for improving the relationship between customers and your business. This software allows your business to have natural conversations with your customers using the contact method they’re most…
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Starting Price
$89/employee/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
SugarCRM Screenshot
SugarCRM empowers your marketing, sales and services teams through prospect management, building relationships, and giving customers what they need. SugarCRM makes CRM simple. As the world’s fastest growing customer relationship management (CRM) company…
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Starting Price
$52/user/month
Client OS
Web
Deployment
Cloud or On-Premises
Thryv Screenshot
Thryv
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Thryv is a small business management software that helps automate tasks and better serve your customers. The features provided help you reach more customers, stay organized, get paid faster, and automatically generate reviews. Thryv helps combine all of…
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Web, iOS, Android
Deployment
Cloud Hosted
InfoFlo Screenshot
InfoFlo
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(1)
InfoFlo CRM is a simple to use and complete office management solution Contact Management Built-in Email Manager; Document Management; Project Management; Task Management; Telephone / PBX Management; and Time & Billing. InfoFlo CRM is Client/ server …
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Starting Price
$99/user (perpetual license)
Client OS
Deployment
Cloud or On-Premises

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Contact Management Software Buyer’s Guide

What is Contact Management Software?

Contact management software provides a cloud-based repository for storing contact information on customers, prospective leads, and companies. Like a modernized Rolodex, this software organizes all the contact details related to your business communication. This can include phone calls, emails, website visits, social media engagement, purchases, in-person visits, and more interactions based on how your company operates.

Sometimes described interchangeably as customer relationship management or CRM software, contact management solutions help foster and improve business-customer relationships. As an affordable, standalone solution, contact management features tools to capture, record, and classify event data related to all customer interactions at your business.

Key Contact Management Features

  • Contact database: Use an onsite or cloud-based server to store basic contact information (name, address, phone number, email) with detailed communication notes for additional information on contact interactions
  • Data import/export: Automatically import digital information on contacts; tag incoming customer data with metadata for easier retrieval
  • Search and filter: Use custom search parameters to locate contact information within the storage database; use a tag system to filter through results based on names, dates, and other details
  • Shared address book: Allow employees to share all contact information with others on their team, in their department, or the company as a whole
  • Lead management: Assign or distribute new leads to available representatives based on past contact interactions or other specifications
  • Opportunity/lead tracking: Track potential sales opportunities, such as lead source and sales assignment
  • Calendar notifications: Set automated reminders for future calls, emails, and meetings with contacts
  • Follow-up scheduling: Manual and automated options for scheduling follow up help improve the reliability of ensuring proper customer follow-up occurs
  • To-do lists: Generate specific task lists for employees based on past interactions with contacts
  • Customer order history: Automatically capture details on customer purchases (via integration with applications such as invoicing and AR) to build a custom profile for the customer to anticipate future orders
  • Employee logs: Review employee interactions with contacts to ensure accurate follow-through
  • Analytics: Report on important trends amongst contacts, sales records, and employee performance
Bitrix24 CRM Software
Manage your business contacts with Bitrix24.

Best Contact Management Software Benefits

A contact management solution can streamline a lot of your business processes. Start automating your operations and enjoy the following benefits:

Get Organized (and Updated)

The age of the handwritten notes on the back of a business card stuffed into an overcrowded Rolodex is over. Not only is the system outdated, it’s ineffective and a huge risk. One lost card can mean losing contact with a valuable customer or vendor. And physical notes can easily get damaged. Contact management software provides a way to digitize existing customer records while also automatically importing data from online interactions.

For instance, imagine a sales representative cold calling prospective leads. If someone instantly hangs up, they can be marked in the system as a missed opportunity. In contrast, the sales rep can schedule follow-up with an interested buyer directly through the software. No more handwritten notes - all pertinent information about the customer is gathered during the call in real-time. And contact management software goes beyond recording phone numbers as well. Data can be imported from email addresses, social media profiles, and scanned copies of physical documents.

Custom fields allow you to create incredibly specific information from your business contacts. Use software to classify contacts as:

  • Customers
  • Clients
  • Employees
  • Vendors/Suppliers
  • Companies/Organizations

This more effective identification of new prospects through the online database can make it easier to handle marketing automation. For example, third-party vendors and suppliers would not be interested in buying products, and thus shouldn’t be included in sales outreach lists. Properly identifying different contacts can ensure the right names are on marketing materials.

Easier Collaboration

Keeping all your contact information in a shared database also increases internal collaboration. In the past, sales leaders and department heads would have to create physical files for each client which could then be shared with new team members on the account. If someone was physically absent from the office, their address book wouldn’t be accessible. Now, everyone can be given instant access entirely online with cloud-based software. Reductions in time and labor costs related to collecting, organizing, and managing customer information amongst various departments can lead to a lot of savings.

Contact management software streamlines the sales pipeline by allowing multiple people access to the same contact information. An initial cold calling sales person can pass along information to an account representative in an efficient workflow when all the relevant material is online. Automated notifications can inform all reps of how a prospective lead is reacting to various sales efforts.

For example, a new lead opportunity may indicate during a cold call that they prefer to communicate via email. A simple note left in the online database can indicate they should only receive email marketing and prevent anyone from directly calling in the future, keeping the customer happy in their interactions. And email tracking can show when they were last contacted and what was discussed, preserving your internal records.

Better Customer Service

Knowing your customers is the first step to better meeting and anticipating their needs. A contact management software with lead tracking and order history can show sales teams valuable information on both prospective and current customers. Analytic data on your entire customer network can also reveal valuable information. Instead of using time-consuming, manual data entry to mark everything in a spreadsheet, contact management software can automate the process and import customer data automatically.

Further improve sales management by creating best practices for your sales process and marketing outreach. Do customer contacts respond more quickly to email marketing than phone calls? That revelation can be recorded in a CRM system to shape your future marketing campaigns to increase successful sales. Other customer support efforts can be implemented by knowing more about your past customers and their orders.

sales Cloud by Salesforce
Keep records on past contacts with the Salesforce Sales Cloud.

How Does Contact Management Compare to CRM?

As mentioned before, there are many similarities between contact management software and CRM tools. However, there are a few key distinctions to consider when selecting a software for your business:

To start, CRM software is a broad application category providing functionality to manage business-customer relationships. A full CRM platform is designed more for supporting the entire sales process, along with marketing and service activities. This is useful for companies with large sales teams or the frequent transfer of responsibilities along the sales pipeline.

In contrast, contact management software is more limited in scope, focusing on the literal information necessary to successfully contact business associates and customers. As a standalone solution, a contact management system is ideal for startups and small businesses which are looking for an easier way to manage their business relationships without the need for a physical contact list or address book anymore. The pricing is also more affordable than a full CRM, allowing you to stay within your budget while modernizing your business needs.

Pricing on Contact Management Tools

Contact management software, as described above, is often more affordable than a full CRM solution. Costs range from $7 per month per user to $99 per month per employee. Some are offered for a one-time per user fee averaging $99. There are some free contact management systems available, though installation, training, and add-on modules for extra functionality will contribute to the final cost of free and paid plans alike. Most cloud-based options include access to mobile apps for on-the-go contact management.