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<\/a><\/p>\nTable of Contents<\/strong><\/p>\n <\/a> <\/p>\n Efficient contact management helps businesses effectively use their contacts. It enables personalized communication, better customer service, and improved sales opportunities.<\/p>\n <\/a> <\/p>\n \u201cContact management software\u201d is a catch-all term for data management software.<\/p>\n This software lets you track prospect, customer, and vendor contact information. This can include data like:<\/p>\n It\u2019s a resource that can improve your sales efforts by simplifying communication and creating a single source of truth. Contact management software can also help streamline processes like outreach and lead qualification.<\/p>\n Contact management software and customer relationship management (CRM) systems both handle data management and communication. But, CRMs can also help businesses manage sales, marketing, and customer service. A CRM can give a business a clear overview of the customer experience for advanced analysis, forecasting, reporting, and outreach.<\/p>\n In short, contact management software<\/a> manages individual contact data, while a CRM system<\/a> manages the full customer journey to drive business growth.<\/p>\n Try HubSpot CRM for free.<\/a><\/strong><\/p>\n <\/a> <\/p>\n One of the most important lessons I\u2019ve learned throughout my career is the power of consistent communication.<\/p>\n Early on in my career, I was tasked with organizing multiple projects at once, each requiring me to stay in touch with clients, colleagues, and vendors. Juggling all these interactions was no small feat. On a typical day, I would find myself reaching out to clients for updates or contacting partners for collaboration. With so many moving parts, my desk would quickly fill up with sticky notes, notebooks, and random scraps of paper, each containing important names, phone numbers, and deadlines.<\/p>\n The problem? If I lost one of these notes, it could throw off an entire project. I quickly realized how crucial it was to have organized, accessible contact information \u2014 and contact management software would have made my job much easier by centralizing all that information in one place.<\/p>\n Thankfully, technology has evolved to fill this gap.<\/p>\n <\/a> <\/p>\n Here, I\u2019ll highlight some of the key benefits of contact management software.<\/p>\n Some businesses use spreadsheets to organize contact data or let employees have their own system for keeping contacts. Besides creating chaos and bottlenecks, this approach silos information. A central space for contact management can:<\/p>\n It also enables you to add automation and other time-savers to your contact processes.<\/p>\n Every conversation with every customer matters. A central source of customer data can make unique details available to the team members who need them. This helps your business meet expectations, nurture customer relationships, and personalize communication.<\/p>\n I\u2019ve found that contact management software can improve the customer experience for greater satisfaction and loyalty.<\/p>\n Contact management software often includes tools to:<\/p>\n These tools can help your team find the best opportunities and use data to improve the sales process. These improvements can lead to higher win rates, shorter sales cycles, and better sales performance.<\/p>\n According to HubSpot\u2019s State of Sales<\/a> survey, 34% of sales teams say the biggest benefit of these tools is tracking leads, while 28% highlight improved customer retention.<\/p>\n A central platform for contact details keeps customers from getting passed from department to department when they have a problem to solve. It makes it easier for teams to share the work it takes to keep your customers happy.<\/p>\n Improved collaboration means better results for your customers and your business. Check out this guide for more tips on making the most of your contact management software<\/a>.<\/p>\n <\/a> <\/p>\n Price: <\/strong>Free forever; paid plans for larger businesses.<\/p>\n Get HubSpot\u2019s Completely Free CRM<\/a><\/p>\n HubSpot\u2019s free CRM is a contact management tool, plus so much more. You\u2019ll never have to manually add or update contact records \u2014 HubSpot will take care of that for you after every interaction you have with a contact. Plus, contact records are enriched automatically with data from over 20 million businesses.<\/p>\n The CRM and contact management system is easy to get started with, use, and navigate.<\/p>\n Best features:<\/strong><\/p>\n The CRM is entirely free forever, but you can upgrade at any time to a paid plan for more features as your business scales.<\/p>\n Useful customer feedback<\/a><\/strong>:<\/strong> <\/strong>\u201cManaging hundreds and thousands of contacts is next to impossible without a CRM, and HubSpot makes the job very easy with all the automation and reporting available. It\u2019s perfect for organizing and transmitting all sales materials.\u201d<\/p>\n \ud83d\udca1<\/strong>Pro tip:<\/strong> Get HubSpot\u2019s free-forever CRM platform<\/a> that\u2019s easy to start, will scale with your business, and allow you to grow better.<\/p>\n What I like:<\/strong> Sure, I\u2019m biased because this piece lives on the HubSpot blog \u2014 but that doesn\u2019t change the fact that HubSpot is a stand-out CRM with great contact management features.<\/p>\n The biggest benefit for businesses is the automation that comes standard with HubSpot. While it\u2019s great to have a contact management tool that lets you input relevant customer, lead, and vendor data, it\u2019s even better to have one that does it automatically, letting you focus on the next task at hand.<\/p>\n Price: <\/strong>Free; paid plans start at $9.99 per month for 1,000 contacts.<\/p>\n BIGContacts CRM simplifies contact management to help small businesses build customer relationships. The tool offers a detailed view of contact records, including their phone numbers, location, emails, previous touches, transaction history, notes, and upcoming interactions.<\/p>\n You can store extra information under custom fields as well. Then, use these comprehensive contact records to personalize various outreach communications and campaigns.<\/p>\n BIGContacts allows you to capture data from web forms automatically, eliminating manual effort and potential errors. The platform brings contacts and tasks to one place, making it easy to stay updated with upcoming activities.<\/p>\n The contact management CRM provides the functionality to tag and sort contacts through static and dynamic contact lists to improve segmentation.<\/p>\n The tool integrates with several business applications, such as accounting, analytics, and marketing software. I think this makes it easier to manage everything related to your contacts from a single platform. BIGContacts also provides remote access, allowing you to keep tabs on your contacts from anywhere.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>:<\/strong> \u201cAdjusting to working with the software is very easy. Users can share information and view each other\u2019s activities related to certain job tasks.\u201d<\/p>\n What I like:<\/strong> I like free things. You like free things. We all like free things. BIGContacts offers a \u201cForever Free\u201d account that includes contact management and marketing campaigns for up to 100 contacts per month. Need more? It\u2019s $9.99 per month for 1,000 contacts and additional features.<\/p>\n Speaking of features, I\u2019m a big fan of BIGContacts import spreadsheets option and its automated follow-up tasks, both of which save sales and marketing teams a lot of manual work.<\/p>\n Price: <\/strong>Plans start from $10 per user\/month.<\/p>\n Contact Boss is a CRM solution for small businesses. The name makes it clear: Contact Boss is all about helping businesses effectively manage their contacts. Features include legacy data transfer of existing contacts into Contact Boss\u2019s cloud-based CRM solution, along with the ability to create contact reminders and quickly search for contact information.<\/p>\n Not sure if Contact Boss is for you? Start with a one-month free trial and see if it\u2019s a good fit.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>:<\/strong> \u201cThe best thing about CRM Database Manager is how easily we can manage visitor and call logs, plus the flexibility the product offers is amazing.\u201d<\/p>\n What I like:<\/strong> Creating contacts was \u2014 as you\u2019d expect \u2014 easy with Contact Boss. What I really liked was the ability to either create a contact from scratch by inputting all relevant data or use the \u201cQuick Create\u201d to fill in key details and then update contact info as time permits.<\/p>\n Price: <\/strong>Free; paid plans start at $34 per month, with custom pricing available for Enterprise.<\/p>\n Experience the power of Jotform, an exceptional online application that empowers you to create and manage custom online forms for any occasion. The intuitive drag-and-drop user interface, combined with a no-code building tool, enables you to design forms, build apps, collect e-signatures, generate reports, and efficiently manage form data.<\/p>\n Enhance your workflow with Jotform\u2019s vast platform, offering hundreds of valuable tools and widgets for seamless integration with various applications. Connect with CRM, project management tools, payment processors, analytics tools, and more.<\/p>\n Jotform Enterprise is a versatile and powerful solution that elevates your company\u2019s productivity and efficiency.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>:<\/strong> \u201cIt allows me to easily create and customize forms without any technical expertise, and the drag-and-drop functionality makes the entire process intuitive. Additionally, the wide range of templates and integrations ensures that I can tailor each form to meet specific needs, whether it\u2019s for event registrations, surveys, or payment collections.\u201d<\/p>\n What I like: <\/strong>Jotform lets me easily build forms so I can capture exactly the data I want, the way I want it. This means less time spent combing through data for relevant information \u2014 since you make the form, you can make sure it\u2019s capturing exactly what you need.<\/p>\n Price: <\/strong>Plans start at $26 per month.<\/p>\n ActiveCampaign is a customer experience automation platform with a range of contact management features<\/a> and capabilities.<\/p>\n I love that ActiveCampaign pairs its contact management capabilities with your customer lifecycle.<\/p>\n The process begins with reaching and engaging your audience, then nurturing and educating them, followed by converting and closing them, and lastly, supporting their growth. To start, the tool will have you create a contact list.<\/p>\n From there, simply add existing email contacts and then organize your contacts by list, tag, or custom field.<\/p>\n ActiveCampaign will prompt you to build segments for your customers to allow you to target and personalize content for them. This contact management solution will help you segment based on communications like emails and forms, too. Then, it\u2019ll identify and pull out behavioral actions that will teach you more about customers in those segments.<\/p>\n ActiveCampaign also provides case studies. This can help you learn about the ways that other companies like yours are using the software\u2019s contact management tools and how they segment their customers.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>: <\/strong>\u201c<\/em>With ActiveCampaign\u2026you can schedule appointments, add notes to contacts, and send them direct messages. To improve the overall user experience, you can send personalized messages to your website users.\u201d<\/p>\n What I like: <\/strong>It\u2019s no easy task for your sales teams to find qualified leads and close deals. What stood out to me about ActiveCampaign was its use of intelligent automation to streamline the contact capture process.<\/p>\n For example, if a contact visits your web page, the tool automatically updates their status to \u201cInterested.\u201d If potential spend meets or exceeds the value you set, a task is automatically created to call the customer. If not, automatic leading nurturing is implemented to help engage potential buyers.<\/p>\n Price: <\/strong>CRM plans start at $9 per user\/month.<\/p>\n Freshsales (from Freshworks) is a CRM and contact management system that helps you manage and nurture your contacts to create strong and lasting relationships with them. It automates contact data entry for you and provides 360-degree views of individual customers.<\/p>\n It tracks sales activities, manages sales tasks and appointments, and allows you to place calls or send emails without having to leave the tool. You can integrate with Google Workspace to access Gmail, Google Docs, Google Drive, and more, all from this system.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>:<\/strong> \u201cUsers can efficiently manage their contacts, track interactions, and maintain a comprehensive view of customer details, such as email conversations, phone calls, and social media interactions.\u201d<\/p>\n What I like: <\/strong>Freshworks doesn\u2019t just work to improve your contact management \u2014 it does so in a way that makes this data easier to track, view, and manage. Drag-and-drop cards combined with clean sign-board interfaces make it easy to see what\u2019s been done, what needs doing, and who\u2019s doing what.<\/p>\n Price: <\/strong>Plans start at $9 per month.<\/p>\n Moosend is an email marketing automation platform with advanced audience management features<\/a> to keep your contacts organized. Its CRM capabilities let you easily manage your contacts through the contacts dashboard, monitoring who is active and who bounced to optimize your strategy.<\/p>\n The advanced segmentation capabilities help you collect in-depth customer data. And you can easily tag your subscribers based on different criteria and information to create tailored content.<\/p>\n For example, Moosend\u2019s custom fields personalize your subject lines and content based on your customers\u2019 names, birthdays, locations, and more.<\/p>\n Moosend\u2019s lead generation tools will also help you expand your mailing lists by converting newsletter sign-up forms and landing pages. You can automate your contact management through marketing automation by creating specific automated workflows that will keep your list clean and engaged based on user actions.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>: <\/strong>\u201cThis platform targets the required audience itself. This platform allows users to schedule different campaigns. It is quite a useful feature because the user does not have to remember the time and date for starting them.\u201d<\/p>\n What I like: <\/strong>It\u2019s worth mentioning that the Moosend logo is a cow with an envelope in its mouth. What\u2019s not to like about that? But (thankfully) that\u2019s not the only great thing about Moosend. I think this contact management tool stands out in the ability to see data about all of your contacts simultaneously and filter data based on custom criteria.<\/p>\n Price: <\/strong>Plans start at $159 per month.<\/p>\n Keap is a CRM and sales and marketing platform with a client management solution for small businesses. The platform offers a central location for client activity and communications. Plus, the tool automates follow-ups, contact record creation, and contact record updates for you.<\/p>\n You can also quickly personalize communications with contacts (such as forms, emails, and sales follow-ups) using the contact data that\u2019s stored in Keap.<\/p>\n Integrate Keap with Gmail or Outlook, so all your email interactions are automatically updated in the associated contact\u2019s record. There is also a wide variety of other business tools and software you can integrate with Keap. All your data is up-to-date and accessible from a single location.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>:<\/strong> \u201cKeap became much easier to use as we got to know the right ways of doing things starting from tag naming conventions, right ways of using Goals, Campaign links, etc.\u201d<\/p>\n What I like:<\/strong> Keap lets you keep everything in one place but doesn\u2019t restrict where your contact information comes from. Data can be automatically collected from custom-built lead forms, landing pages, or social media campaigns.<\/p>\n Plus, contact pages aren\u2019t static. You can take quick actions directly from records either on Keap desktop or the mobile app.<\/p>\n Price: <\/strong>Free; paid plans starting at $7 per user\/month.<\/p>\n I think the value of Zoho CRM\u2019s Bigin is in its simplicity \u2014 you can operate it easily without sacrificing power or functionality. Plus, it lets you manage your contacts with a full view of any communication you\u2019ve had with them.<\/p>\n Emails, tasks, and notes specific to your individual contacts are all accounted for and easy to access. It also features tools that help you apply the information gathered during those communications to your sales efforts.<\/p>\n The most basic version of the platform is free to use and can accommodate 500 contacts for an individual user. That plan is ideal for small businesses, startups, and freelancers. Meanwhile, Bigin\u2019s paid subscriptions offer more flexibility and features.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>: <\/strong>\u201cWe use Bigin to completely manage the contacts of clients, which makes it effective when we want to communicate with them. Furthermore, Bigin makes workflow management more effective, after identifying the business opportunities for growth.\u201d<\/p>\n What I like:<\/strong> <\/strong>Bigin has a simple philosophy. The best way to use spreadsheets for contact management is not using them at all. It\u2019s both clever and correct \u2014 while spreadsheets are great for static data, they\u2019re a poor choice for managing customer contacts.<\/p>\n Bigin offers a lightweight contact management solution that\u2019s cost-effective, works on any platform, and easily integrates with more than 5,000 apps.<\/p>\n Price: <\/strong>Free; paid plans start at $49 per month.<\/p>\n Bitrix24\u2019s contact management software\u2019s suite of features offers standard contact management resources, including a centralized database for collecting and tracking prospect and customer contact information.<\/p>\n The tool also automatically logs and records all phone calls reps place or receive. The same goes for email communications \u2014 if you sync your email address with the platform, your entire history of email exchanges will be stored in your Bitrix24 contact manager.<\/p>\n If you\u2019re interested in a free solution with functionality that generally isn\u2019t available with standard contact management software, I\u2019d encourage you to consider Bitrix24. As your business grows and you want more out of your contact manager, Bitrix24\u2019s paid plans can accommodate your needs at reasonable price points.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>:<\/strong> \u201cWe needed a system that allowed for unified communication, contact tracking, document management, and office setup. Bitrix24 allowed us to get up and running quickly.\u201d<\/p>\n What I like: <\/strong>Bitrix24 is all about AI-powered CRM. This isn\u2019t the kind of AI that sounds great on paper but doesn\u2019t really deliver.<\/p>\n Instead, it\u2019s the functional kind of AI that lets you capture contact information from websites, forms, live chats, calls, or social messages and automatically add them to your CRM. Plus, you can create customized triggers based on contact actions that help you keep in touch.<\/p>\n Price: <\/strong>Free; paid plans start at $49 per user\/month.<\/p>\n Streak\u2019s contact management tools can be integrated into your Gmail inbox, working alongside all other Google Workspace applications. The software also allows you to both maintain and share a timeline of customer contacts and communications. This can include data about email records, call logs, files, notes, and tasks.<\/p>\n Streak offers custom views of your sales pipeline. You can search, filter, group, and sort your contact data in any configuration, save those results in custom views, and share that data with your team.<\/p>\n I like that Streak is an accessible software, designed to easily integrate with your Google applications. It\u2019s free for personal use, but there are also paid professional and enterprise-level plans.<\/p>\n Best features:<\/strong><\/p>\n Useful customer feedback<\/a><\/strong>: <\/strong>\u201cSome additional features worth mentioning are that you can track the openings of the emails shared, associations of specific contacts with specific deals, and best of all, setting up the pipeline as you wish.\u201d<\/p>\n What I like:<\/strong> Streak integration with Gmail makes data capture easy, but in the contact management space, that\u2019s par for the course. Where Streak really stands out is Streak AI, its \u201cultimate CRM co-pilot.\u201d<\/p>\n With Streak AI, you get automatic data entry, custom email creation, and the ability to get answers using plain-language questions. No more talking like a robot \u2014 just ask, and Streak AI will answer.<\/p>\n Price: <\/strong>Plans start from $14.90 per user\/month.<\/p>\n Pipedrive CRM is decidedly sales-oriented, and its contact management resources reflect that.<\/p>\n The contact management features are meant to enable hard sales with data and automation. They add a new degree of insight and intelligence to a company\u2019s sales efforts by gathering smart contact data and automatically pre-qualifying leads.<\/p>\n The platform includes tools to retrieve web data about your contacts from online sources like LinkedIn. Using this information, the platform can give you insight into the viability of pursuing the leads you gather.<\/p>\n Best features:<\/strong><\/p>\n\n
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Contact Management Software vs. Customer Relationship Management System<\/strong><\/h3>\n
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<\/p>\nThe Case for Contact <\/strong>Management<\/strong><\/h2>\n
Benefits of Contact Management Software<\/strong><\/h2>\n
You can do more with less.<\/strong><\/h3>\n
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You can improve customer relationships.<\/strong><\/h3>\n
You can enhance sales performance.<\/strong><\/h3>\n
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You can enable team collaboration.<\/strong><\/h3>\n
1. <\/strong>HubSpot<\/a><\/strong><\/h3>\n
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2. BIGContacts<\/a><\/h3>\n
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3. <\/strong>Contact Boss<\/a><\/strong><\/h3>\n
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4. <\/strong>Jotform<\/a><\/strong><\/h3>\n
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5. <\/strong>ActiveCampaign<\/a><\/strong><\/h3>\n
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6. <\/strong>Freshworks (Freshsales)<\/a><\/strong><\/h3>\n
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7. <\/strong>Moosend<\/a><\/strong><\/h3>\n
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8. <\/strong>Keap<\/a><\/strong><\/h3>\n
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9. <\/strong>Bigin<\/a><\/strong><\/h3>\n
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10. <\/strong>Bitrix24<\/a><\/strong><\/h3>\n
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11. <\/strong>Streak<\/a><\/strong><\/h3>\n
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12. <\/strong>Pipedrive<\/a><\/strong><\/h3>\n
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