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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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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

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Managing contacts and sales communications has never been easier thanks to Pipedrives powerful yet agile contact management software. Learn more about Pipedrive
Managing contacts and sales communications has never been easier thanks to Pipedrives powerful yet agile contact management software. Focus on the activities that transform leads into customers while enjoying Pipedrives intuitive and simple design. In addition to being integrable with hundreds of supporting client management apps and integrations, our robust mobile CRM keeps you close to contacts and full feature access on the go. Learn more about Pipedrive

Features

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

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

Features

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

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

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

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

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

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

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- 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

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

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

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Learn more about Keap

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Bitrix24 #1 free contact management and CRM software with over 12M clients worldwide. Cloud, mobile and open source versions available
If you are looking for free online contact management software that doesn't limit how many contacts you can have, comes with email marketing, fully featured CRM and contact manager — Bitrix24 is it! Bitrix24 is extremely easy to use and comes jam packed with advanced sales tools. Learn more about Bitrix24

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget). Learn more about Odoo

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Learn more about Act!

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Google Contacts is an online address book which allows users to manage, store, sync and organize contacts across all devices.
Google Contacts is an online address book which allows users to manage, store, sync and organize contacts across all devices. Learn more about Google Contacts

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Use EngageBay's simple contact management software to keep all your contacts in one place. Stay organized, make meaningful decisions and close more sales. - all from one easy to use platform. Learn more about EngageBay CRM

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Get a 360-degree view of a contact’s communications history, key relationships, tasks, social profiles, and sales opportunities.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. Learn more about Insightly

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.
Join the teams who've used Pipeline CRM to close $40 billion in sales and counting! Built with the heartbeat of America in mind (thats you), we kept things simple. From our promise to help small to mid sized teams win deals faster. To an easy-to-use cloud-based platform that syncs your team in real time. And a Smart Agenda that builds itself while there hard at work. Thats how you spend more time closing deals. And less time trying to. Its that simple. Really. Learn more about Pipeline CRM

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Sales Pipeline Management
  • Prospecting Tools
  • Customizable Fields
  • Calendar/Reminder System
  • Shared Contacts
  • Segmentation
  • Lead Capture
  • CRM
  • Tagging
  • Sales Forecasting
Everything you need to manage contacts, clients, proposals, contracts, payments, and more. Start your 7 day free trial today.
Contact management for independent professionals—that's HoneyBook. HoneyBook makes it easy to manage contacts, book clients, streamline projects, and get paid all in one place. With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience. Start your 7 day free trial today. Learn more about HoneyBook

Features

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

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

Contact Management Software Buyers Guide

What is contact management software?

Contact management software enables the storage, tracking, and management of contact information across an organization. Contact management system helps organizations 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 personalized 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.
  • Customizable fields: Add, remove, and rename fields used for storing contact details. Customization 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. A 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 maximize 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 a Capterra research, 68% of small and midsize 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 center 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.