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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. Contact Management applications allow organizations to function more effectively by distributing current contact information for customers, contractors, vendors and others to all levels and locations of an organization. Contact Management solutions also often incorporate efficiency-increasing features such as lead management tools, employee task logs and customer interaction histories. Contact Management software is related to Campaign Management software, Lead Management software and Sales Force Automation software.

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Our CRM gives you one core location to store key business relationships & communications that can be accessed anywhere, on any device. Learn more about Gold-Vision CRM
Gold-Vision CRM helps mid-market businesses do business, better. Our CRM solution provides you with one core location to store your key business relationships and communications that can be accessed from anywhere, on any device. Our mission is to provide businesses with easy-to-use, intuitive CRM solutions that make a real difference. Improve team performance and increase revenue with a system that is backed by support from a knowledgeable, in-house team of CRM and business experts. Learn more about Gold-Vision CRM

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
United Kingdom Local product
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

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Outreach helps revenue teams design, measure, and improve workflows so every rep can sell like your best rep. Learn more about Outreach
Outreach is the first and only Sales Execution Platform built for intelligent revenue workflows. Built on the world’s largest foundation of customer interactions and go-to-market team data, Outreach gives teams the tools they need to design, execute, and continuously improve a revenue strategy that is disciplined, achievable, and optimized for every stage of the customer journey. The world’s most effective revenue organizations use Outreach to power workflows, put customers at the center of their business, and win in the market. Learn more about Outreach

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

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

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

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
monday CRM is the best contact management software to help you track, store, and manage all of your contact information. Learn more about monday CRM
monday CRM is the best contact management software to help you store, track, and manage all of your contacts’ and accounts’ information! Connect your Gmail or Outlook to send/receive emails and keep track of client communication, all in one place. Get an overview of a contact and everything related to it in an easy-to-view snapshot. Assign items, automate emails, set reminders, share files and more. Learn more about monday CRM

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales managers and sales teams face. Learn more about Maximizer CRM
Maximizer is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers & sales teams. That's why we provide a game-changing alternative to complex CRM solutions for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor & achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today! Learn more about Maximizer CRM

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. Learn more about Constant Contact
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

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between. Learn more about Method CRM
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Learn more about Method CRM

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now. Learn more about Copper
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place. Learn more about Copper

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Most affordable complete CRM on the market. One time $99 cost per user. Very easy to use with optional add-ons for a tailored package Learn more about InfoFlo
InfoFlo is a private cloud that can be installed on your server or our secure cloud. It's an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook and Gmail sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books sync. We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Learn more about InfoFlo

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Get access to B2B Decision makers with real-time validated emails, cell phones and direct dials for everyone you need to sell to. Learn more about Seamless.AI
Revolutionary real-time search engine for direct access to B2B Decision Makers. Now sales pros can build contact lists in minutes, not hours. Seamless.AI is the first and only real-time search engine for B2B sales leads. Build lists anywhere with our Chrome extension, including LinkedIn, build your buying committee with OrgCharts, and fill your pipeline with prospects using Buyer Intent data and Job Changes. Get 50 Free Lead Credits with New Signup or Request a 1-1 Demo with our sales team! Learn more about Seamless.AI

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Supercharge your Lead Generation on LinkedIn by automating your prospecting campaigns and expertly managing and nurturing your network. Learn more about Kanbox
Turn Your LinkedIn Profile into a Successful Lead Gen Powerhouse How Kanbox Works: #1 Leads scraping from LinkedIn and Sales Navigator Import leads from LinkedIn searches, posts, and events. Obtain clean, non-duplicated data. Find professional emails. Refine and segment your lists in the Kanbox Lead Manager. #2 Linkedin outreach automation Easily trigger profile visits, connection requests, messages, and follow-ups. Use customizable message templates, conduct A/B testing, and optimize your success rates. Track your prospecting campaigns through automated CRM pipelines, smoothly managing lead cards. #3 Network growth and management Organize your network using filters and labels in Kanbox's Smart Inbox. Seamlessly execute bulk actions, including messaging and connection requests. Enjoy a full-screen chat with key member information, note-taking, and quick actions. Learn more about Kanbox

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Spend less time digging through spreadsheets and more time selling.
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

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Zoho CRM empowers organisations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers small to large-sized organisations with a complete customer relationship lifecycle management solution for managing organisation-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Learn more about Zoho CRM

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

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

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

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

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

Features

  • Lead Capture
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting
  • Prospecting Tools
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting. Learn more about Airtable

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

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, provides the visibility and control needed to make smart decisions, fast, and grow with confidence.
NetSuite is an all-in-one cloud business management software that helps more than 37,000 organisations run their business more effectively. NetSuite automates core processes and provides real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, supply chain, and more, NetSuite gives companies clear visibility of their data and complete control of their business. Learn more about NetSuite

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

Contact Management Software Buyers Guide

Contact management software enables the storage, tracking, and management of contact information across an organisation. Contact management system helps organisations 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 personalised 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.
  • Customisable fields: Add, remove, and rename fields used for storing contact details. Customisation 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. 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 maximise all of your software tools.
  • 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 Capterra research, 68% of small and medium-sized 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 centre 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.