If you run a business where you have to store a lot of contact information such as name, address, contact numbers, and similar, having a good contact management software can make your life a lot easier.
Not only will your new online contact management system store data, but it will also help you with numerous day-to-day tasks. For example, records updating, automated emailing, searching and sorting, etc.
So let’s take a look at the most important features of a customer management software:
- Contact List Managing – includes segmentation and limits; you can easily identify, sort, and add contacts to lists of your choice
- Activity and Communication Tracking – includes phone call notes, real-time alerts, receipt tracking, etc.
- Mobile Access – you can access contacts at any time from any place
- Analysis and Reporting – you get a better insight to contact behavior, etc.
And those are just some of the most important features of a good contact management system. That being said, there are different types of client management software out there so we have scored them and handpicked those worth checking out.
However, first, we need to answer one common question: What is the primary difference between contact management and opportunity management? And the easiest way to explain this is by saying that contact management deals with existing customers while the opportunity management deals with new or potential customers.
So let’s take a look at the best contact management software that made it to our list. Besides these services, you might also want to check Amelia, our WordPress appointment booking plugin.
The best contact management software you can get your hands on
Freshsales is not only easy to use but it also offers a wide variety of features that really set it apart from other sales and marketing software on the market. It is also one of the most customizable contact management systems we’ve seen.
Here are some of the key features:
- Action-oriented follow-ups
- Customize the sales process
- Pipeline dashboard
- Lost deal analysis
- Bulk actions
- Smartforms (web-to-lead)
- Email tracking
- Numerous native integrations
And those are just some of the great features this contact management app offers.
Salesflare is an easy-to-use CRM software startups and small businesses love to use. It’s a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you’re in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls and have the coffee.
Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can’t fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales team’s funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers.
EngageBay is more than a contact management solution. It is an integrated marketing, sales, and service automation software that also offers free CRM software. They have both free as well as paid plans, the latter being more affordable than most solutions providers in the market today.
EngageBay’s lead management software acts as a single platform for cross-channel communication. It shows you real-time updates on your contacts by tracking their activities on the timeline and based on their behavioral patterns. Moreover, it displays complete customer profiles in terms of their contact details, their recent and past interactions, interests, engagement patterns, response rates, social presence, calls notes, task history on a single page using the 360-degree contact view.
Collating and importing contacts from multiple sources is a cinch with EngageBay’s contact management software. Additionally, with a single Inbox for all your emails, and a real-time contact activity tracker, you have a winner here.
What if your products and services were always backed with a personal connection?
What if you do it without sacrificing your limited time, or exhausting resources? Customer experience automation (CXA) helps you do that, by giving you the tools to automate an amazing experience for every customer — from start to finish.
Use automation to track contacts and get insight into their needs, interests, and concerns. If they click a particular link in an email, tag them and then begin follow-up with content, products, and offers that target that interest. Email marketing gets better with ActiveCampaign.
With its great sales-oriented features, amoCRM is a great customer tracking system focused on smart and easy sales automation. You can choose between Base ($15), Advanced ($25), and Enterprise ($45) plans, depending on your needs and budget.
The key features include:
- Full-featured mobile app
- Two-way email synchronization
- Built-in VoIP
- Built-in team messaging
- Pipeline automation
- Tracking customers on a renewal loop
If you are not sure whether or not amoCRM is right for you, you can request a free demo and try this contact management software free.
Keap’s CRM and sales and marketing platform was built to help you dramatically grow your sales and save time by eliminating business chaos.
Get a greater number of high-quality contacts for your sales team. Then, sort them into segmented lists in our CRM and send the right message to the right people. Engage more prospects and send targeted, automated follow up that convert them to steady customers.
Be more efficient and create a better customer experience that generates repeat business.
Pobuca Connect is a free contact manager for online contact management. It is possibly the best free contact management software out there. Here are some of the most important features:
- User admin panel
- Import from mobile
- Link contacts to organizations
- Internal notes
- Activity log
- Offline access
If you need an Outlook contact manager, you should also check out Pobuca Connect Outlook add-in.
Let your sales team work where they’re comfortable — inside their inbox. Built directly inside of Gmail for desktop and mobile, with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly.
Automatically share emails, notes, and call logs with your team so you can pick up where they left off. Access pipeline data alongside your emails and from your pocket so you always have the context you need.
vCita is an all-in-one management system for small businesses. It covers client management, calendar management, and billing & invoicing.
It lets the clients take online actions including online scheduling, online payments, and client portal.
It also helps you step up your marketing with marketing campaigns, lead capturing, and your business page.
You can get up and running with this CRM solution in just a few minutes. Name your pipeline stages according to your sales process, fill it up with deals, and start drag and dropping towards “won”.
Instead of thinking about the finish line – the sale – Pipedrive helps you focus on the actions that get you there. Schedule calls, emails, and lunches, and let Pipedrive show you what to prioritize.
After one year, Pipedrive users close 28% more deals on average. Pipedrive’s easy analytics get your sales process down to a science. No more shutting your eyes and hoping for the best.
Infusionsoft CRM Software
Infusionsoft’s sales CRM software is a cloud-based contact database app for customer contact management.
The key features include:
- Customer Relationship Management
- Marketing Automation
- and E-Commerce functionalities
HubSpot CRM software
HubSpot personal contact management software provides free contact management for companies of all sizes.
There are 4 hubs to choose from:
- Free HubSpot CRM
- Marketing Hub
- Sales Hub
- Service Hub
Salesforce.com CRM Software
The Salesforce features make Salesforce, not just a good contact management system, but a good customer contact software for small and mid-size organizations focused on sales. The Salesforce contact management solution was designed especially for small business growth. No wonder sales teams love it.
Nimble is a CRM that creates auto-enriched contact profiles with contact information from anywhere on the web. Simply hover over any name and the Nimble Prospector browser extension will deliver actionable contact information, business insights, and interaction history to cut your time spent on data entry in half.
The Nimble Prospector lets you access the benefits of your CRM from everywhere you work – including inboxes, social platforms, and any web browser app. Also available for Outlook.
With Nimble, you can automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager.
Ending thoughts on the contact management software from this article
Choosing the best contact management app can be tricky. After all, there are many of them out there and they all vary in price and features. However, if you plan ahead and if you have a clear goal in mind, choosing the best contact management software should be easy.
We picked some of the most popular ones worth trying and now it is up to you to determine which one best fits your needs and budget.
If you enjoyed reading this article on contact management software, you should check out this one on creating a professional email address.
We also wrote about a few related subjects like how to start a small business, how to start a small business in Texas, small business management software, how to apply for a business license, small business management software, small business ideas for men and small business ideas for small towns.
And since we’re here, here’s an article on lead scoring. We didn’t write it, but it’s a good read.