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 manager 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 free contact management software. 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.
Best Overall Contact Managing System: Freshsales
We ranked Freshsales #1 on our list for more than one reason. Not only is it really easy to use but it also offers a wide variety of features that really set it apart from other customer tracking software on the market. It is also one of the most customizable contact software we’ve seen.
Here are some of the key features:
- Action-oriented follow-ups
- Customize 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 the intelligent CRM 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 funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers.
EngageBay is more than simply a contact manager software. It is an integrated marketing, sales, and service automation software that also offers free CRM. They have both free as well as paid plans, the latter being more affordable than most solutions providers in the market today.
EngageBay’s contact manager 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 manager software. Additionally, with a single Inbox for all your emails, and a real-time contact activity tracker, you have a winner here.
Sprout is a contact manager software designed for small businesses, agribusiness, and state organizations. You can choose from a free and a paid plan depending on your needs and budget. The good news, however, is that you can try out a free demo before subscribing to the paid option.
With the free client management software, you get a practical contact database where you can manage contacts, add notes, track calls etc. However, you won’t be able to do much customization. If a simple and basic business contact manager is what you need – the free plan will suffice.
Blossom is not exactly a high-end client database software, but it offers a solid variety of options and features for $12 per month. Those features include:
- Lead scoring
- Built-in phone dialer
- Email integration
- Task scheduling
- Numerous integrations
- Performance Analytics & Insights
However, some of the features offered by other client tracking software, for example, Freshsales, are not supported by Blossom. If you need automation tools, the lead assignment capability, and similar, you should probably choose another software for your contact management.
Just like the earlier-mentioned Blossom software, Garden provides most of the basic customer tracking features. However, you can upgrade it to a better plan which will cost you $25 per month to gain access to additional features and options.
But even with the more expensive plan, Garden is still missing some of the things you might find useful such as dashboards, automated contact profile enrichment, recording a contact’s activities on a website etc.
However, that doesn’t make it a bad CMS. In fact, if you need a contact manager app for mid-to-larger-sized sales teams with account managers who conduct lead development mostly by email or over the phone, Garden could be your ideal solution.
Estate is not the best contact manager, but it is pretty high on our list. Unlike free customer management software, Estate covers a wide range of features and solutions for $49 per month. So is it worth it? Yes, it is if you plan on using it for sales groups that use their website as a lead generating tool. It is also great if you want to see real-time performance analytics to better understand your team.
The time required for data entry and record maintenance is also significantly reduced by the social media integration. All publicly-listed contact details are automatically updated within contact profiles.
Forest is a contact manager that will help you gear up your business team with the back office they have always wanted but didn’t have the time to develop.
At $79 per month, you can:
- Browse and organize your data
- Anticipate/predict your customer needs
- Smart Actions – trigger a custom business command through an API call to your servers
- Smart Views
- Smart Segments, Collections, Charts, and Fields
- Third party integrations
- Analytics per account
- Alert Center
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.
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.
vCita Business Management
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.
Infusionsoft CRM Software
Infusionsoft is a cloud-based contact database software 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 a good customer contact software for small and mid-size organizations focused on sales. Salesforce contact managing system was designed especially for small business growth.
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 right 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.
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