It provides largely the same range of features as paid plans, albeit in scaled-down form. The notifications feature can be clunky, sometimes displaying the same notifications over and over when you log in. Customizability options are not that great.
Nimble is a simple CRM tailored for social media, with smart social search and powerful tools for market segmentation. Apart from being a great way to add new contacts, this is very useful for simplifying your operations across social media channels like Facebook, LinkedIn, and Twitter. Data organization, sales pipeline, and reporting features keep your operations on the right track.
Another thing to note: Keeping track of closed deals can be a bit of a pain, as can deleting messages which you have to do one page at a time. Learn More: Nimble. Full-fledged CRM tool, dedicated to providing personalized customer engagement that works with your business model. It allows you to build and manage a complex contact database with call logging, automatic email tracking, document attachments, and robust search and filter tools.
Data cleansing deletes duplicate entries and ensures contact information is tidy and accessible, while date range purge features old logs are exportable via Excel for safe-keeping make sure up-to-date information is being used. A shared address book and audit log tracks changes to contact fields, notes, and documents ensure full-team visibility on your customer-facing interactions. Use notifications and follow-ups to ensure time-sensitive issues are dealt with.
Run your workday with a mobile-friendly calendar, schedule appointments, and check your prioritized to-do list. There are many features, which can be overwhelming at first. It's also relatively pricey with a simple, yet inflexible price model , which might put off small businesses on limited budgets. Learn More: Maximizer. Nutshell is a total CRM solution with robust contact management tools. Build and access customer profiles, including complete conversation histories.
Use lead form integration to turn website visitors into contacts with names, email addresses, and other contact info. Segment leads and customers in sophisticated ways including industry, lifetime value, and location. It also allows you to save emails to Nutshell, sync Google Calendar activities, create tasks, track communication timelines, write notes, and view which emails have been shared with teammates in-app. Users note a lack of automated integrations and customizability capabilities although there are third-party integrations through Zapier.
Learn More: Nutshell. Freshworks CRM formerly known as Freshsales , the CRM system in the Freshworks customer engagement suite, provides comprehensive contact management.
It offers a contact record with full visibility, including notes, recent conversations, recent activities, time zone, related accounts, and more. Lead capture automatically grabs leads from emails. You can develop your own lead scoring criteria to find your best leads, and set custom organizational parameters, i.
Overall, the platform is built to help you boost your customer base, scale your business, monitor deals, eliminate mundane tasks, run sales email campaigns, and create efficiencies through data centralization. The act of filtering tasks, so you can focus on your key contacts, is probably more difficult than it needs to be. Customer support can sometimes be slow at resolving issues. Insightly tracks contacts, communications, projects, sales and documents in a single interface. It provides the usual fields to represent and store contact data, such as name, email address, phone number, and so on, but users can also create their own specialized fields to add unique information, such as customer type, subscription type, contract renewal dates, and billing ID numbers.
Drag-and-drop custom layouts and custom fields allow for more personalized, appropriate record-keeping. By quickly generating screens that fit your workflow, your business can hone its focus on the right customers and opportunities. The platform has a moderate learning curve. Some users have noted it has a habit of crashing every once in a while. Learn More: Insightly. Sync sometimes fails to detect duplicate contacts. Some users complain about slow customer support. Sales CRM with contact management tools that help you nurture relationships, find out which conversations to prioritize, and optimize your sales.
Manage all of your contacts on one page, and monitor contact status with a graphical timeline that clearly and completely shows activity and emails over time. The bulk activity feature allows you to message multiple contacts with personalized greetings to save valuable time.
Zapier integration allows you to sync contact data with third-party applications, and access all your cross-platform prospect information from directly within Salesmate. UI is sometimes not the most intuitive, and navigating through some key features can be confusing at first.
The platform also lacks a lead scoring feature. Learn More: Salesmate. It pulls contact information from emails including email signature , phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. Algorithms determine which contacts are most important, and remind you to keep in touch. AI is what makes Cloze special. The automated info-collecting also cuts manual data-entry time. Could use more app integrations for pulling in more data from third-party sources.
The UI feels a little bit dated as well. Learn More: Cloze. Radar is a visual contact relationship management platform, built for encouraging collaboration and putting together flexible project teams with freelancers.
Radar transforms your contact list into a board of visual profile cards, which you can search, filter, sort, and organize by custom tags. The UI is reminiscent of Instagram, making it instantly familiar and intuitive to most. Moving outwards from individual profiles, you can sort people into Segments and Sectors. Segments can be divisions of talent, freelancers, staff, and any other group via a customizable list. A free trial is available. Centra Hub CRM provides a detailed contact recording, including contact source, address, phone number, and other vital information.
This contact management system acts as the foundation for the rest of the app, a centralized database of people from which you build out your business processes and workflow. Schedule tasks and appointments, track contact activity, and import and export contacts. Track customer sentiment via communication history, social media profiles, and more. The platform is highly customizable, and its contact management integrates seamlessly with sales, marketing, service, and help desk functions.
Could benefit from more full-fledged integrations with other apps. Contact management software can support different aspects of your business, including sales, marketing, and customer service. After reading through this guide, it will help to check out the product reviews we have prepared for the leading contact management software currently available on the market.
We also highly encourage you to subscribe to free software trials. A good course of action is to sign up for at least a few free trials or demo basic unpaid plans offered by contact management software providers. With that method, you will have the opportunity to test the important elements and you will get a good comparison of the online capabilities of each app.
The best thing to do when looking for the best Contact Management software is to try programs that currently have the highest SmartScore rankings and Customer Satisfaction Rating our contact management software reviews: Pipedrive reviews , SellHack , Teamgate , LeadExec , SalesExec , Act!
Each free trial for contact management software allows you to use the app for free long enough for you to evaluate its features and benefits. They help you see whether the software meets your expectations in terms of factors such as functionality and ease of use. So, do not hesitate to sign up for free software trial and demo. Generally observed, contact management tools are a smart addition for every company looking to maintain contact lists updated and to streamline customer relationship without necessarily burdening its financial capacity.
Still, there are few scenarios in the case of which content management software is most recommended:. Practically every business has customers and stakeholders. Pipedrive : A simple, yet very effective pipeline management tool for small business organizations and mid-sized companies that allows them to focus on their most important deals.
Pipeliner : A popular sales automation system which arranges sales data real-time and generates actionable insight for capturing urgent opportunities. SalesExec: A contact management tool for building successful lead management practices for businesses of all scales and industries. There are many different types of contact management software, varying from free and basic tool suites to ultra costly and accurate programs.
Features can also be categorization criteria, as certain programs do nothing but gather contacts in a single list, while others are more robust and they prioritize leads based on deal probability, track customer interaction, and even do some custom branding. Deployment is also an important factor based on which there are:. The different types of contact management software appeal to different teams with varying needs and technical capabilities.
To know which type is right for your team, it will help to first assess your requirements. Our in-depth comparisons indicate that the following are the basic features to expect from your next contact management software:.
Contact management software offers tools for effective handling and organization of customer and stakeholder contact details. It also provides communication features that help you make the most of the information that you have. Generally speaking, the benefits of contact management software outweigh the costs companies would have to maintain their contact base without them. Here is what a solid contact management system can do for you:. Here are some you can expect to see and experience sooner rather than later:.
All kinds of software are susceptible to risks and issues and contact management software is no exemption. Here are some of the risks and issues you may encounter as you use contact management software.
First, be clear about the reasons why you wish to use a SaaS product. You should also have a good understanding of your existing infrastructure and business processes. This information will assist you to effortlessly integrate the SaaS program with your existing infrastructure without any problems. The second consideration is a follow up to the first one. Ask yourself what you want the SaaS product to do for your firm. Then, be clear about the features the app should have.
For instance, if you want improved data collaboration between different business departments you need a platform that can be accessed by multiple users. However, if you need an efficient system that is similar to an on-premise platform, you need to invest in a SaaS software that can be accessed by only a few users at a time.
After you choose a suitable vendor, do not sign an agreement before you take a good look at the Service Level Agreement SLA. The SLA will clearly describe what the SaaS provider is offering and the compensation they will pay if they do not deliver the agreed services.
Read and understand the SLA thoroughly to know what you are getting into and to avoid concerns later. With a SmartScore of 9. Also serving as an all-in-one ecommerce system, HubSpot Sales helps businesses sell more in less time. It is designed to automate and streamline sales processes, including contact management. Many businesses now use contact management software due to their known benefits that include the following:. While the exact features of contact management software vary, below are the basic functionalities you can expect from any of them:.
As its name suggests, this solution is a simple to use online CRM with built-in email marketing and free support. The software does not need specialist knowledge and your staff can be trained to use it in minutes.
Freshsales has a free plan that you can leverage for efficient contact management. The Freshsales Sprout plan comes with lead, contact, and account management capabilities.
It also has a built-in phone and you can use it to send emails to your contacts. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate.
His advice to vendors and users alike? Updated December 13, FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website.
Home Contact Management Software. Why is FinancesOnline free. What is Contact Management Software? Show less How was this ranking made? Select more products to compare. Freshsales Our score: 9. HubSpot Sales Our score: 9. Pipedrive Our score: 9. Pipeliner Our score: 9. Daylite for Mac Our score: 8. Scoro Our score: 8. SalesExec Our score: 8. Method:CRM Our score: 8. DejaOffice Our score: 8. InfoFlo Our score: 9. SalesLoft Our score: 9.
LeadsRain Our score: 8. Table of contents. Industry Report - Contact Management Software for Leaders: those with a User Score of 9 or higher; this tier includes products that are currently leaders on the market and are appreciated by both experts and actual users.
Contenders: those with a User Score between 8 and 9; this tier includes high-quality products that still have some minor drawbacks that prevent them from becoming leaders on the market. They always represent well-designed tools that, over time, will most likely develop into market leaders as the missing features are added. Rising Stars: those with a User Score between 7 and 8; this tier includes products that have high-potential but still lack some crucial features or services expected from a leading solution.
They are products with solid foundations and a vision that makes us eager to see what they will become as their solution improves in the future. Market Position A score between 1 and 10 based on popularity and market reach of each product.
Rising Star. Front Runners. HubSpot CRM 9. Our score and features analysis:. Customers company size. Pipedrive 8. Pipeliner 8. Salesforce CRM 8. This includes up to 25, contacts, with unlimited upgrades. With so many options to choose from, finding the best contact management software for your specific needs can be challenging. This is the methodology I used to narrow down the top software in this guide. Most CRM software has some type of contact management solution.
But not every contact management tool has CRM functionality. In most cases, CRM solutions will be more expensive than traditional contact management tools.
Being able to see the communication history for each contact is a crucial component of contact management software. Look for software that lets you add notes to each contact so everything is fresh in your mind the next time you speak to them. This is also important for businesses where multiple employees will be dealing with contacts. Some contact management solutions will automatically take that information and pull additional data about that person from the web.
So if you fall into this category, you want to make sure that the software has tools to manage your leads. Pipeline management and advanced segmentation capabilities would be key features to look for. Some software is niche-specific, such as ecommerce contact management.
In this case, leads would automatically be managed based on things like behavior and sales history. Without contact management software, you and your team are forced to rely on memory when communicating with customers and sales leads. The alternative solution is hand-written notes or digital notes. This is nearly impossible to manage at scale. The best contact management solutions encompass CRM customer relationship management features to track communication with people on your list.
These features are crucial for sales teams to convert leads into loyal customers. Our content is reader-supported, which means that if you click on some of our links that we may earn a commission. Additional menu Want to jump straight to the answer?
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