Contact management is beyond just maintaining a simple database and has become a vital sales-tool. It keeps your leads organized and can track everything that is happening on its website. Client management software makes sure that all the information and communications about the client are simplified and are put together to get maximum benefit out of it. All the manual work is discarded, and the possibility of making an error is reduced to negligible. Client management software enables the managers to view the profiles of the clients in real-time from anywhere and can prioritize whom to contact first. Contact database software comes out to be a great tool for recruiters who need access to all the contacts without the hassle of managing the information by hand. It tracks the communication data and reviews all the information about the past. The best feature is that you can create automatic reminders about the upcoming communications. We have gathered below a list of the top 10+ contact management software. The reviews and ratings are influenced by GetApp, Capterra, and G2Crowd.
» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.
List of Top Contact Management Software With Ratings & Reviews
1. Pipedrive– Designed to keep you selling
About Pipedrive: Pipedrive is a CRM and sales pipeline management tool for small and medium sized sales teams. It’s built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you’ll always have a great overview of sales, and makes you focus on the important deals first. When firing up Pipedrive, you’ll always land on a single, streamlined view of your sales process. It gives clarity, and gets your team on the same page. Your emails, calls, and progress are tracked automatically. Pipedrive clears the way, so you can focus on doing what you do best. Because the pipeline is your starting point, Pipedrive keeps your actions on-point not off-target and your goals realistic not idealistic.
Pipedrive Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“Pipedrive has been invaluable in helping us keep our clients happy. It’s a really intuitive tool that’s easy to use and quick to master. Perhaps the most useful feature for us is the flexibility and level of integrations it has. It’s not just our CRM, it’s part of our whole sales and account management process, so the ability to talk with the other tools we use is critical.” – Guy Thornton
501 – 1000
Yes, get a free trial
2. monday.com – Plan, manage, and collaborate on any project or portfolio
About monday.com: With monday Sales CRM, you can store all your contacts in one place. You can view, access, and edit the information as and when required with a few clicks hassle-freely. The contact management software has an easy-to-navigate interface, in addition to a customized dashboard. The tool lets you have a complete 360-degree view of any of your clients at any time. Furthermore, you can log customer activities, send emails, and view account history – all from a single platform.
monday.com Contact Management Features: Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“We increased our project capacity significantly in a few months, and a large part is thanks to the 40,000+ human actions we save each month with automations.” – Allie Swindlehurst
1001 – 5000
$8 /seat /month
3. Act! – Make great customer relationships an everyday reality.
About Act!: Act! comes in with a robust set of contact management functions for your business, regardless of its size and stature. It helps you store basic customer information, including their name, company details, and contact information, in a centralized space. Besides, it also allows you to record customer email ids, interaction history, and the data about the way every consumer communicates with your business.
Act! Contact Management Features: Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“We only began using Act! Marketing Automation at the start of the year, but I can already see it’s making a difference. The whole marketing process is much faster and cleaner and we can now also create really beautiful email templates.” – Krista Scroggins
51 – 200
4. Zoho CRM – Multichannel CRM for businesses of all sizes
About Zoho CRM: Using Zoho CRM’s contact management tools, you can establish stronger relationships with your customer base. The software offers you multichannel communication functionality to seamlessly interact with your clientele wherever they are based. From storing all your customers’ required details in one place to getting real-time updates from them, the tool packs in everything. It allows you quicker access to customer data with a few clicks/taps on your screen. Moreover, you can gain actionable insights to improve your future communication with the customers, boosting the chances of conversion significantly.
Zoho CRM Contact Management Features: Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“I have used Zoho CRM in two different companies and its performance was recommendable. It is easy to install and to use. All of our accountants must go through a three hours training for them to get the skills on how to use this product. It helps us in stock taking and understanding the best selling products in specific regions.” – jacob n.
5001 – 10000
5. HubSpot CRM – Best CRM for Growing businesses
About HubSpot CRM: HubSpot is a celebrated name in the internet marketing world and the company is famous for its inbound marketing and sales software. HubSpot CRM is the free CRM solution for small businesses. The user can effortlessly organize leads and customers through this software. It’s a best online CRM option where business managers or owners can view entire sales funnel with the help of visual dashboard. HubSpot online CRM easily tracks all the customer interactions.
HubSpot CRM Contact Management Features: Cataloging / Categorization, Customer Service Analytics, Customer Support Tracking, Email Response Control, Knowledge Management, Live Chat, Performance Metrics, Search, Self Service Portal
“We work all more aligned, we do not lose any information on the customer, we can trace the history of the various points of cotnatto that a customer or a prospect has had with the different departments, we simplify the life and work becomes less stressful with this tool.” – Giovanni F.
1001 – 5000
Not provided by vendor
6. Copper – (formerly ProsperWorks) The only CRM recommended for Google
About Copper : A cloud-based contact management software that fully integrates with G Suite, allowing the user to interchange data seamlessly. Copper has an intuitive interface with a comprehensive set of contact managing tools. It enables users to go through all the contact information associated with the emails and also shows necessary details about the company, job, phone number and any prior interactions as well as associated files and notes.
Copper Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“Ease of use, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail.” – Duane K.
201 – 500
7. Freshsales – The CRM for high-velocity sales teams
About Freshsales : For high growth and high-velocity sales teams that require contact management tools at each point for successful results, Freshsales includes features such as user behavior tracking automation, deal management, lead scoring, marketing automation integration, reporting, integrated phone and email as well as other CRM functions in one platform. It is a flagship product under contact database software and has 100,000 customers across the globe.
Freshsales Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“With Freshsales reporting features, we’ve cut down the time taken to generate reports by 60%. Using the sales CRM, we’re able to generate reports anytime and summarize information 10X faster than before. This has immensely improved our productivity. The deal pipeline in Freshsales is also extremely advantageous.” – Erica
501 – 1000
8. Quick Base – The easiest way to build your own apps without code
About Quick Base : A platform designed to help businesses to turn ideas into work, making users more efficient and productive; Quick Base has half of Fortune 100 companies as its users. It is a contact management software with seamless integration with a variety of tools available and allows users to create business apps without prior technical or coding knowledge. It works for tracking and managing non-profit programs and is remotely accessible with cloud support.
Quick Base Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“We mostly use Quick Base for project management, but have apps that do parts ordering, purchase order requests, equipment tracking and delivery scheduling, contractor license management and many more. Quick Base provides us the tools needed to manage many day-to-day tasks.” – Joey Zint
201 – 500
9. vcita – Build a business you’re proud of.
About vcita: vcita is a small business management app designed to address the day-to-day needs of small business owners, allowing them to remain competitive and succeed in a digital-first environment. Our digital tools help busy solopreneurs and small teams automate time-consuming admin tasks like scheduling, payment collection, and marketing campaigns, so they can focus on creating great client experiences and grow their business.
vcita Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“With Vcita, I feel like a pro. It’s been so easy for me to master. All the way from the desktop version to the mobile app! It’s given me the confidence I need to manage my business.” – Jackie Alves
50 – 200
Yes, get a free trial
10. Sales Rabbit – Door to door and field sales tracking & lead management
About Sales Rabbit : One of the most promising software services for door-to-door and field sales team, SalesRabbit helps in motivating teams to manage resources effectively and operate with peak performance. It is a cloud-based application enabling users with a library full of sales expertise and industry experience as it includes features like reporting, data management, tracking lead progress, digital sales pitching tools, build customized agreements, etc.
Sales Rabbit Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Search/Filter, Segmentation, Shared Contacts
“SalesRabbit is AMAZING! It has helped us increase our sales more than anything else we have done. I would recommend SalesRabbit to any marketing company looking to increase sales and eliminate paperwork.” – Mike Hammond
51 – 200
Not provided by vendor
11. OnePageCRM – #1 action-focused CRM for small businesses
About OnePageCRM: OnePageCRM is famous for its action-focused setup. It’s a CRM system that turns an idle database into an actionable to-do list. In OnePageCRM, every contact has a task assigned next to it: users set a task, work on it, cross it out, and decide on the next one. With this action-focused approach, no lead, prospect, or client slips under the radar. OnePageCRM’s unique Next Action sales method is designed to help small businesses grow faster and more efficiently.
OnePageCRM Contact Management Features: Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“Probably the best CRM available for ease of use and, more importantly, ROI. The idea of being accountable for the next action with a prospect makes all the difference. All other systems I have tried depend on the operator. OnePageCRM makes you take the next step automatically, even if that next step is to close the process.” – Steve E.
11 – 50
Yes, get a free trial
12. amoCRM– Lead & Sales Management for SMBs
About amoCRM : A fully automated sales process from lead capture to winning sales, amoCRM is a complete contact management software application for small sales teams that offers recurring sales pipeline. It is a user-friendly application that provides a suite of CRM capabilities and B2B leads and sales management features as well as balances functionality and usability of the teams. Top features include task assignments, customer reports, detailed pipelines, etc.
amoCRM Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“Our company trialed several applications for CRM management programme. amoCRM has been our chosen application due to its friendly and relevant user interface and functionality, creating a perfect solution for our sales team.” – P.Farrey
51 – 200
Yes, get a free trial
13. DejaOffice PC CRM– Affordable Traditional CRM for your PC, Android an
About DejaOffice PC CRM : PC Based CRM with Apps for Android and iPhone. Traditional On-Premise CRM database to track your customer history and schedule. Contacts, Calendar, Tasks, Notes, History, Expenses. Multi-user scheduling calendar. Everything you do on your PC can be shared real-time in your office and also synchronized to other offices, mobile phones and tablets. Includes Outlook Add-In. Pro version features multiple user scheduling.
DejaOffice PC CRM Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“Inputting data is very simple, and the category filters are very useful. The installation and integration with my previous CRM system was simple and straightforward.” – Michael G.
2 – 10
Yes, get a free trial
14. EngageBay– Store all your contacts in one place
About EngageBay: EngageBay is a simple, affordable, integrated, all-in-one marketing, sales, and service automation platform with a free CRM, built to grow small businesses and startups. With EngageBay’s smart Contact Management feature, you can store all your contacts in one place. Stay organized, make meaningful decisions, and close more sales.
EngageBay Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you’re trying to organise your contacts by tags and have so many you’re going mad.” – Sian M.
10 – 20
Yes, get a free trial
15. Avidian – CRM Software in Outlook (Prophet CRM)
About Avidian : Prophet CRM by Avidian Technologies is a contact database software that enables users to integrates the familiarity and universality of Outlook into all CRM processes involved. Top features include Email Marketing, Smart and Intuitive Dashboard, Automation of Repeatable Workflows and Tasks, Contextual Search in Outlook, Real-time forecasts, trends, and time-based reports, etc. It allows user s to leverage customer relationship management through Outlook.
Avidian Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“It’s a very user friendly product – it has the functionality we need along with a short learning curve for end users. Tech support is outstanding. It’s ironic that the vendor with the best tech support is the one where I need to use it the least, but for upgrades and platform changes they are outstanding.” – Jamie B.
11 – 50
16. EssentialPIM – Personal Information Manager
About EssentialPIM: EssentialPIM is the award-winning personal information manager. It handles all your appointments, contacts, tasks, notes, password entries and email messages with easy-to-use, intuitive tools. In addition, EssentialPIM offers speed, intuitive interface, and the ability to synchronize all your information with EPIM Cloud, Android and iOS devices and practically any online service available. Supported by a large community of users, EssentialPIM has been widely acknowledged as the best PIM system.
EssentialPIM Contact Management Features: Contact Database, Contact Import/Export, Search/Filter, Segmentation, Shared Contacts
“I am happy that your soft is very easy to use. I do not regret my investment and I think that your tariff wisdom is the key to fight piracy.” – Michel Suire
02 – 10
17. Pobuca Connect – Connect with your contacts
About Pobuca Connect : A contact management software that provides turn-key solutions for brands and retailers as it allows users to connect with contacts, build customer loyalty, achieve higher sales and speed up business communications making the user more efficient and productive. Top features of this software include Keyword Search, Integrated personal assistant, Custom fields in contacts, Mobile offline access, Campaigns-ready texts and emails, etc. Pobuca helps teams collaborate and communicate by sharing business information seamlessly.
Pobuca Connect Contact Management Features : Contact Database, Contact Import/Export, Search/Filter, Segmentation, Shared Contacts
“I love this product, I found it when I was searching for a way to digitize our companies Rolodex and this works perfectly. I especially love the ability to search through the contacts, this makes finding a specific contact quick and easy. I absolutely recommend this product!”- Megan L.
51 – 200
18. Accelo – Automation software for all Professional Service Businesses
About Accelo : Accelo is a cloud-based contact database software that automates, streamlines and integrates works into one solution. Top features of this software include issues and tickets and email collaboration, tracking of timesheets, reports, projects, client information and others that the users require. It increases the team’s productivity and efficiency by automating various processes and lets the user give more time to marketing and sales of the organization.
Accelo Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“Love the ability to see all tasks and drag and drop through deadlines. Love being able to track a project from proposal stage through quoting through project management and billing. Unique and totally awesome end to end product. Oh and awesome email integration.”- Adam S.
51 – 200
19. SalesNexus – CRM, Sales and Marketing Automation for B2B Sales Teams
About SalesNexus : SalesNexus is a cloud-based CRM, marketing and sales automation suite designed for B2B sales teams. It helps businesses analyze and speed up the sales and tracks customer information. Top features include integrated email marketing application, sales collaboration, lead generation, sales force automation, unlimited email tracking, etc. It is effortless to customize and offers well-planned database and has excellent customer support.
SalesNexus Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“Sales Nexus is the most important sales tool in my real estate business, hands down! The scheduling, activity series for follow up and note keeping of client interaction are the three most valuable features to me personally. I simply couldn’t live without it – and the great customer service..” – Melissa Johnson
11 – 50
20. Donor Tools – Donation Management Software
About Donor Tools : It is cloud-based contact management software that helps an organization in online fundraising and donor management. With Donor Tools small and mid-size nonprofits, charities and faith-based organization generate donations for their non-profitable work. Top features include donation tracking, automatic data entry, branded online portal, donation receipt, ACH bank transfers, one centralized solution, tracking extensive personal information, write notes, grouping the donors, etc.
Donor Tools Contact Management Features : Contact Database, Contact Import/Export, Lead Management, Prospecting Tools, Search/Filter, Segmentation, Shared Contacts
“The price. The price cannot be beaten. For a donor management CRM that covers all the bases, and provides you all the necessary functionality to run a small development team, look no further. This has everything you will need. The best CRM for a small budget.” – Ian F
11 – 50
21. PlanPlus CRM – Personal Planner and CRM software
About PlanPlus CRM : PlanPlus CRM is a contact management software designed to help real estate, finance and planning industries as it provides a total business management solution. It uses the Franklin Covey business planning methodology to manage both time and customers, thus increases the productivity and efficiency. It offers automation, collaboration, sales, project management, marketing and other features that help organizations in expanding their business productivity and sales.
PlanPlus CRM Contact Management Features : Contact Database, Contact Import/Export, Interaction Tracking, Lead Management, Prospecting Tools, Sales Pipeline Management, Search/Filter, Segmentation, Shared Contacts
“The PlanPlus CRM process engine allows us to create custom workflows from webforms and allows us to pipeline collected data through closed opportunity sales. Our processes and logistics run on PlanPlus CRM.” – Dermapen
11 – 50
Get Quick Comparison of Top Contact Management Software
|Contact Management Features||Pipedrive||Copper||Freshsales||Quick Base||Sales Rabbit||amoCRM||Avidian||Pobuca Connect||Accelo||SalesNexus|
|Price||$12.50/ month/user||$12.00/ month/user||$12.00/ month/user||$15.00/ month||Not provided by vendor||$15.00/ month/user||$55.00/ month/user||$3.00/ month/user||$16.00/ month/user||$45.00/ month/user|
|Sales Pipeline Management|
Ultimate Buyer’s Guide To Contact Management Software
Managing your contacts is an invaluable part of any business. After all, these contacts are the reason your business is running.
It's, therefore, critical to treat these rights as such. And to treat them right, you will need to communicate on a regular basis.
This might be easy for small businesses with few contacts. But as your business grows, keeping track of every customer's name and preferences can be challenging.
That's where contact management software can save you from. Literally.
Contact management software helps you store critical information about your prospect or existing clients along with tracking information to help you retain them.
If your business is growing and your employees are handling more clients throughout the day, then you need to start thinking about investing in contact management software.
In this guide, we will help you understand how a contact management system benefits you and how to choose the right one.
» What is Contact Management?
An organization's contact management system organizes and tracks information about customers, prospects, and sales leads.
Essentially, the concept of contact management refers to the method of storing contact information that helps users grow and diversify their customer base.
As a company grows, it becomes more challenging to collect data and determine what information is valuable and what information is not.
To overcome this problem, most companies use specialized contact management software.
» What is Contact Management software?
Contact management software allows you to keep information about your prospects and customers organized.
Besides tracking the interactions between the company and the contact, the software can also keep track of significant calendar events. It is capable of handling basic information, such as name, phone number, and e-mail address.
Businesses are increasingly using contact management software to manage their contacts.
Businesses can create an essential contact list using an address book or a Google or Excel spreadsheet containing entries for all the people they do business with. They use this feature to manage a lot of contacts or multiple people needing to access the information.
» What are The Features of Contact Management Software?
When contact management is not in place, customer communications become chaotic.
Maintaining an organized system for storing and tracking contacts can help you find accurate customer information and customize your communication.
A list of the key features of contact management software for small businesses is listed here.
1. Centralized Platform For Contact Management
As a business grows, there are more customers, and it can be a challenge to keep track of multiple contacts across different platforms. Software for managing contacts allows users to import contacts from various sources, such as email, landing pages, social media, and spreadsheets. In addition, it grants users the ability to export contacts from the contact management system to other sources. One of the best contact management software in the market lets customers scan business cards and save contact information into the database.
As a result of contact management systems, customer information is gathered from multiple sources and segmented according to shared characteristics. Due to the cloud-based nature of these systems, sales representatives and support agents can access customer information from anywhere with Wi-Fi at any time. In addition, cloud-based storage keeps customer information more secure than storing it locally.
2. Keeping Costs Low
With the rise of CRM, this product has been a big hit with small and medium-sized businesses. So what makes this product so appealing? Contact management software enables businesses to reduce operating costs by eliminating the need for manual labour. What makes this possible? Several business processes are now automated through the contact management system, eliminating the need for paying employees. It provides all-in-one automation, so users don't have to purchase multiple systems.
Moreover, you do not have to purchase separate systems for marketing, sales, and customer service if you use an all-in-one contact management system with built-in automation. Your business functions are managed from one system, so you don't have to invest in multiple systems.
Moreover, if your business uses an all-in-one contact management system that includes built-in automation, you won't have to purchase separate systems for marketing, sales, and customer service. All business functions are managed from one system, so you won't need to purchase multiple systems.
3. Improved Customer Satisfaction
A business's goal is to increase revenue by keeping its customers satisfied. Users of the contact management system can view the entire history of a customer with the user's business through contact management. The team will be able to perform better by automating business processes and correctly utilizing the free time to interact with customers and prospects. A contact management system helps users deliver a better customer experience, which would not be possible without one.
By utilizing contact management software and contact management system software, your customer experience gets enhanced. Having access to all customer information improves the customer experience, and it also enables you to build stronger customer relationships, which further enhances the customer experience.
4. Enhanced Data Management
With spreadsheets, the entry of contact information can be prone to human errors. With a contact management system, all contact information is stored in one place and easily accessible to everyone. A centralized platform allows all team members to access data stored on a centralized platform. Information from web forms is automatically updated to the contact database without human error.
Because of the central database, your teams all have a clear picture of each customer.
5. Web Analytics for Customer Information Tracking
Users can learn more about their customers with contact management software. Contact management system software provides insight into your customers and prospects based on their web activity.
It allows users to analyze their customers' interests and receive in-depth reports and real-time alerts. The prospect may be interested in the product if they have spent more time on the website.
Users create a custom campaign to encourage these prospects to make a purchase. For example, users could offer a discount to encourage them to purchase.
In contact management, web analytics allows users to see which pages the customer has visited, how long they spent on each page, which page they left, their location, etc.
Using it, they are able to reach the right audience with the right content.
» What Are The Benefits Of Contact Management Systems?
Businesses can gain a great deal from contact management systems.
It is especially helpful in customer service and sales departments, where a lot of time is spent tracking down information needed to close deals or solve customer issues.
Employees who use contact management software can find a particular piece of information more quickly when they need it. This is true even if they are located halfway around the world from the person they are looking for.
1. Increase in Sales
You need to contact the right people at the right time if you want to grab the sale. And that's what contact management software allows you to do.
There are many contact management softwares for teams that help salespeople easily gather the right contact information at the right time. This increases the chances that they will convert a sale.
Moreover, centralized access to information provides flexibility to teams.
2. Social Media Integration
Client management software can help an organization monitor all its customer interactions in real time. With social media interactions, users can learn what customers think about the product or service and participate in the conversation. Users can enhance their product features by integrating social media with contact management.
3. Boost In Return On Investment
Customers can create an effective sales strategy by using contact management system software that provides timely market information. Customer data management offers insight into customer behavior.
With the right messages, users can promote upselling and cross-selling strategies and maximize their return on investment in no time. Users also can tailor their marketing and sales campaigns to their target markets and maximize their ROI in no time.
4. Increased Team Productivity
Noting down every piece of information about a customer is time-consuming and can lead to frustration at times. This is especially true when the organizations have a large customer base and are in a complex industry like finance.
The lead management software automates the entire process of recording all contact information, saving time and effort.
For example, consider features like online appointment scheduling. It automates the entire scheduling process, thereby increasing productivity dramatically.
Automating so many processes by following the supplied guide allows users' teams to focus on higher-value tasks, such as one-on-one customer interaction.
5. Better, Longer-Lasting Relationships With Customers
The main perk of the contact management system is that you can store large amounts of customer information. Data can include anything from email addresses, names, postal addresses, locations, industries, age ranges, and genders.
In addition to storing customer data, it also tracks behavioral patterns. This includes information about when a customer opens an email, clicks on an email, visits a business website, downloads content, or subscribes to an email list.
Businesses can leverage this data to have a better understanding of their existing customers. They may be able to build a relationship with them by knowing them better. This will increase customer loyalty and build trust.
» What Things To Consider When Choosing A Contact Management Software?
1. Does Contact Management System Have A User-Friendly Interface?
Organizations that want to embrace a contact management system face one of the biggest challenges – user adoption. Users expect much more from CRM software today. In the workplace, the rise of millennials makes it necessary to choose a contact management system that caters to their needs.
The preferred CMS should be intuitive and straightforward to use, so salespeople can quickly adapt to it. Many solutions on the market are challenging to learn and more challenging to use. Most of them require IT support for setup. A CMS (Contact Management System) should speak a user's language and communicate the way the user does.
It should also be easy to set up, and any form of data should be easily exportable and importable. This is without the need for consulting firms and endless hours of training. Users should select a contact management system that is flexible enough to integrate with their current sales process.
2. Is The Contact Management System Easy To Customize?
The best contact management systems in the market help businesses customize the software that suits their business processes. Moreover, the contact management system should handle the sales process seamlessly.
For example, suppose you are using contact management software for real estate, then there must be options to customize the fields to suit the needs of the real estate industry. The same holds true for contact management software for small businesses and individuals with different needs.
User controls can include how information gets arranged, how to add new fields, configure sales pipeline, configure reports and automation, and who sees what information.
It is essential for the company to choose a solution that integrates seamlessly with its business applications and website. Some solutions cost a lot for customizations, but it is essential to find a solution that suits users' preferences.
When choosing a CRM, customizability is an essential feature to consider; however, it shouldn't be the only requirement.
3. How Does Contact Management System Security Work?
In CRM, customer data is the most critical data. So it is vital to select a solution that adheres to strict security standards and places security at its forefront.
These days, cloud-based contact management system platforms are highly valued, and service providers are doing their due diligence to protect user data while assessing risks and preventing cyberattacks.
A contact management system that provides scheduled data backups with strong encryption gives users confidence in the safety of their information.
4. Does A Contact Management System Provide Growth?
When a company grows, it must ensure its contact management system can evolve with it. A modular contact management system offers flexibility that is difficult to ignore in the medium term. If the original plan no longer meets the user's needs, the solution won't need to be changed.
In addition to this flexibility, make sure that the user's resources and their implementation partner can fully utilize this potential. If the user needs customized development and additional licenses are required for each new module, project costs could quickly spiral out of control.
5. The Support Team
When choosing a contact management system solution, it's critical to figure out what level of support the company offers and how much extra support is charged. While using a CRM for business, it's common to run into glitches.
In order to be sure of this, users should evaluate their support during the evaluation period. This is to see if their contact management system vendor has a reliable customer service team that quickly responds and provides help. Customers should not choose a contact management system solution that does not offer instant customer service and requires a long waiting time, and offers “better quality” support for additional money.
» How Much Does Contact Management Software Cost?
CRMs typically charge per user every month. Therefore, all you have to do to calculate your contact management system cost per month is to multiply your CRM's essential cost by the number of users in your company.
Most contact management system vendors offer basic packages that include the primary functions of CRM. In addition, they offer premium packages that combine the basics with advanced features like sales analytics and automation. There are various pricing options, but most fall into four basic categories: free, single-payment, fixed-monthly, and quote-based.
› Free: Many contact management software provide free plans with essential features and limitations. It's a convenient option for small businesses witfewow contacts to manage.
› Single Payment: Under this pricing option, users have to pay the cost in one go, and then they can use it forever without paying anything.
› Monthly subscriptions: This comes under the SaaS model and is one of the most popular options. Users and businesses can try out all the features of contact management software by paying on a month-to-month basis instead of committing for a lifetime.
› Quote-based: This is generally suitable for large enterprises with large teams. Companies can get personalized quotes for specific team sizes.
Depending on your specific requirements and the type of deployment you're interested in, you have two options. The cloud-hosted contact management system costs between $50 and $100 / user/month, whereas in-house CRMs usually cost between $250 and $1000 / user/month.
Finding the ideal contact management software largely depends on how you intend to use it and what features you need.
Additionally, contact management systems come in different options, for example, contact management software for small businesses, contact management software for individuals, etc. Each of them comes with its own pros and cons, and thus it's necessary to consider the above-mentioned factors while looking for the right fit.
A well-designed contact management system performs its primary function, i.e., to keep your data safe and secure and provide useful services without costing a fortune.
Contact management software can help you stay in touch with your customers through email templates and auto-sending, calendar alarms and reminders, and the ability to provide them with a secure way to fill in their contact information on your website or mobile app.
Related Software Categories
» Online CRM Software - An Online CRM Software is responsible for managing a relationship that exists between a business and its customers. It helps a business to manage a number of business processes that include customer data, customer interaction, tracking leads, marketing, customer support, and much more.
» Customer Service Software - Customer service management software helps you to improve communication with customers. It also helps you to manage the complete database about a customer which includes the preference of a customer, queries/issues, products which they have already purchased.
» Complaint Management Software - To err is human and to solve, divine. Mistakes happen in every business and are inevitable. Many companies are turning heads from paper-based complaint management to automated processes such as complaint management software to manage customer complaints and their resolution.
» Customer Engagement Software - A Customer Engagement Software is responsible for managing the interactions and communications with the customers, via a number of touch points as well as challenges. This software is capable of covering web chat, CRM systems, social media, customer self-service, as well as marketing personalization.