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What is Contact Management Software?

Contact management software helps you to combine your sales process and activities, on lead-to-quote and conversion basis, and also offers reporting and performance assessment functionality. The system is designed to put together various sales data in a matter of minutes and you don’t have spend hours on the task as it takes when you work on a spreadsheet.Show more Plus, you can get details on key performance indicators like lead time, conversion rates, and win-loss ratios. Managers can get an accurate picture of the effectiveness of their sales teams for various products, clients, and territories. This software can fast track the sales lifecycle to help you reach your goals more quickly. You can continue by exploring our top contact management apps, starting with HubSpot Sales Hub which is the current front-runner in this category.Show less

How was this ranking made?

In order to devise this ranking of best Contact Management Software we have examined 295 different tools currently present on the market, comparing their features, ease of implementation, client support, possible integrations with other systems and mobile support using our patented SmartScoreTM rating system. This list has been prepared by Louie Andre, our B2B expert dedicated to the Contact Management Software category.

List of Top 12 Contact Management Software

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1. HubSpot Sales Hub

Our score: 9.8 User satisfaction: 98%

A smart ecommerce system that helps you sell more in less time, as well as build and automate sales processes. Customizable and flexible, this addresses the needs of any sales teams across industries. It helps businesses gain considerable time- and cost-savings by allowing extensive automation of sales-related activities.

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2. monday.com sales CRM

Our score: 9.8 User satisfaction: 99%

An industry-leading collaboration app for on-site and remote work teams. This leverages tools such as Kanban boards, Gantt charts, and workflow automations to help teams handle any type of project. It also seamlessly integrates with third-party apps to ensure easier adoption and extend its capabilities.

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3. Pipedrive

Our score: 9.4 User satisfaction: 100%

Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.

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4. Pipeliner

Our score: 9.1 User satisfaction: 100%

A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.

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5. Daylite for Mac

Our score: 8.7 User satisfaction: 92%

A Swiss-knife CRM tool ideal for Mac, iPad, and iPhone business users. It helps businesses manage and organize all their CRM data from a single platform. It lets you organize all your emails, contacts, notes, projects, sales opportunities, calendars, and tasks. It is a fully-featured productivity application that lets you keep all your CRM data in a centralized location.

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6. Method:CRM

Our score: 8.8 User satisfaction: 99%

A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.

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7. SalesExec

Our score: 8.8 User satisfaction: 97%

An all-in-one sales lead management application and communication platform that can help businesses see actual results within 30 days. Designed for sales teams operating in field offices and contact centers, SalesExec provides various communication channels from inbound call routing, outbound dialing, email, and text SMS to leverage any sales initiative.

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8. DejaOffice

Our score: 8.5 User satisfaction: 95%

DejaOffice PC CRM helps users track leads and manage their contacts. You can view the communication history between you and your contacts on your desktop and your mobile devices. The platform also has an interactive calendar, where users can schedule and monitor their tasks, which they can pin on their desktops.

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9. InfoFlo

Our score: 9.1 User satisfaction: 100%

InfoFlo is a software tool that lets you fully integrate and manage contacts and improve business relationships by efficiently tracking leads and creating a sales process. It is simple and easy to use. Also, it has additional modules for newsletter management, market automation, call center management, and many more.

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10. Freshsales

Our score: 9.7 User satisfaction: 95%

A sales solution that integrates CRM, marketing, and communication features to help sales agents nurture customer relationships and close more deals. AI-powered deal insights also empower agents in hitting performance goals and sales quotas.

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11. Legal Gateway

Our score: 8.0 User satisfaction: 91%

A legal automation software designed to streamline and simplify the legal processes within a business organization, It empowers in-house legal teams, providing them with features and functionalities that allow them to give top class legal support faster than ever while costing them less.

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12. Justphonebook

Our score: 7.8 User satisfaction: 100%

Justphonebook is an innovative way to manage, access, and share business contacts on the go, wherever you are in the world.

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Contact Management Software Guide

Table of contents

Industry Report - Contact Management Software for 2022

CloudRank™ system is a unique algorithm that our research team uses to evaluate Contact Management Software solutions in a detailed and accurate way. The Winter 2022 edition of the ranking was prepared by Louie Andre, our leading expert in the field of Contact Management Software, who has authored 1380+ product reviews in this category. The goal of CloudRank™ is to present an unbiased, multi-layered perspective on Contact Management Software, considering a wide range of metrics and factors, and educating potential customers about both opportunities and challenges associated with each piece of software.

In order to achieve full objectivity the position in our CloudRank™ is based on:

  • Expert Score: which involves extensive analysis by our internal team which carefully examined all key elements of each software and testing it in real-life situations
  • User Score: which involves an aggregated opinion of actual users of each product whose identity was properly verified
  • Market Position: which involves general recognition of a given vendor on the market and reflects its overall popularity and reach
What do the tiers in CloudRank™ mean?

What do the tiers in CloudRank™ mean?

We’ve calculated a score for each product based on the average experience shared by our users in their product reviews and arranged the list in three tiers. You can see the methodology below on how the calculations were made.

  • 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. They always represent the best of what the Contact Management Software market has to offer and are all worth trying out if you’re looking for a reliable solution.
  • 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.

Regardless of their tier, all products included in our CloudRank™ are popular, quality products considered top-performers by our team of experts. Make sure you read a more detailed review of each solution to find one that will work best for your specific needs and budget.

Show less
Rising Star
Contenders
Front-Runners

MARKET POSITION

A score between 1 and 10 based on popularity and market reach of each product.

TOTAL score

A score between 1 and 10 based on the average of our Expert Score and User Score.

How does CloudRank™ work?

Arrow top

Market Position

A score between 1 and 10 based on popularity and market reach of each product.

Arrow right

Total Score

A score between 1 and 10 based on the average of our Expert Score and User Score.

CloudRank™ tier

Based on product's total score.

Rising Star

Contender

Front Runners

25 Most Popular Contact Management Software

Here is a list of all 25 Contact Management Software solutions evaluated with our CloudRank™ analysis. We have compared their features, user satisfaction, market presence and other key factors in an in-depth analysis you can find below:

1. HubSpot CRM

9.23
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:9.23
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Accessibility and sharing for multiple users

%

Analytics: track and assess contact behavior

%

Auto-reminders

%

Capture contact data from online sources like fill-up forms

%
Worst features

Centralized communication platform for all clients

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

2. monday.com sales CRM

8.94
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.94
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Auto-reminders

%

Data export

%

Accessibility and sharing for multiple users

%
Worst features

Analytics: track and assess contact behavior

%

Appointment scheduling

%

Capture contact data from online sources like fill-up forms

%

3. Pipedrive

8.86
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.86
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Capture contact data from online sources like fill-up forms

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Accessibility and sharing for multiple users

%
Worst features

Appointment scheduling

%

Data export

%

Auto-reminders

%

Analytics: track and assess contact behavior

%

4. Pipeliner

8.79
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.79
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Automatic dialing

%

Capture contact data from online sources like fill-up forms

%

Data export

%

Analytics: track and assess contact behavior

%
Worst features

Accessibility and sharing for multiple users

%

Appointment scheduling

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Auto-reminders

%

5. Salesforce CRM

8.73
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.73
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Accessibility and sharing for multiple users

%

Analytics: track and assess contact behavior

%

Auto-reminders

%
Worst features

Data export

%

Capture contact data from online sources like fill-up forms

%

6. EngageBay

8.71
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.71
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Appointment scheduling

%

Auto-reminders

%

Accessibility and sharing for multiple users

%

Analytics: track and assess contact behavior

%
Worst features

Centralized communication platform for all clients

%

Capture contact data from online sources like fill-up forms

%

Data export

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

7. Freshsales

8.69
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.69
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Analytics: track and assess contact behavior

%

Auto-reminders

%

Capture contact data from online sources like fill-up forms

%
Worst features

Data export

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Appointment scheduling

%

8. ActiveCampaign

8.59
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.59
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Auto-reminders

%

Data export

%

Accessibility and sharing for multiple users

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%
Worst features

Analytics: track and assess contact behavior

%

Automatic dialing

%

Appointment scheduling

%

Capture contact data from online sources like fill-up forms

%

9. Copper

8.53
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.53
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Appointment scheduling

%

Accessibility and sharing for multiple users

%

Capture contact data from online sources like fill-up forms

%
Worst features

Analytics: track and assess contact behavior

%

Auto-reminders

%

Automatic dialing

%

10. Nutshell CRM

8.44
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.44
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Data export

%

Auto-reminders

%

Accessibility and sharing for multiple users

%
Worst features

Analytics: track and assess contact behavior

%

Capture contact data from online sources like fill-up forms

%

11. Really Simple Systems CRM

8.42
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.42
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Auto-reminders

%

Centralized communication platform for all clients

%

Accessibility and sharing for multiple users

%

Analytics: track and assess contact behavior

%
Worst features

Data export

%

12. Microsoft Dynamics 365

8.40
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.40
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Accessibility and sharing for multiple users

%

Data export

%

Analytics: track and assess contact behavior

%
Worst features

Appointment scheduling

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

13. Nimble

8.38
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.38
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Accessibility and sharing for multiple users

%

Capture contact data from online sources like fill-up forms

%

Analytics: track and assess contact behavior

%

Centralized communication platform for all clients

%
Worst features

Auto-reminders

%

Appointment scheduling

%

14. PipelineDeals

8.29
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.29
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Auto-reminders

%

Automatic dialing

%

Accessibility and sharing for multiple users

%

Centralized communication platform for all clients

%
Worst features

Analytics: track and assess contact behavior

%

Data export

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

15. Method:CRM

8.27
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.27
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Auto-reminders

%

Centralized communication platform for all clients

%

Analytics: track and assess contact behavior

%

Automatic dialing

%
Worst features

Data export

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Capture contact data from online sources like fill-up forms

%

16. Salesflare

8.23
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.23
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Auto-reminders

%

Accessibility and sharing for multiple users

%

Automatic dialing

%
Worst features

Data export

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Analytics: track and assess contact behavior

%

Appointment scheduling

%

17. InfoFlo

8.20
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.20
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Accessibility and sharing for multiple users

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Capture contact data from online sources like fill-up forms

%
Worst features

Analytics: track and assess contact behavior

%

Data export

%

18. Bitrix24

8.15
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.15
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Automatic dialing

%

Centralized communication platform for all clients

%

Accessibility and sharing for multiple users

%

Capture contact data from online sources like fill-up forms

%
Worst features

Appointment scheduling

%

Auto-reminders

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

Analytics: track and assess contact behavior

%

19.

8.08
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.08
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Accessibility and sharing for multiple users

%

Centralized communication platform for all clients

%

Auto-reminders

%

Automatic dialing

%
Worst features

Capture contact data from online sources like fill-up forms

%

Analytics: track and assess contact behavior

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

20. Insightly

8.04
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.04
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Capture contact data from online sources like fill-up forms

%

Auto-reminders

%

Accessibility and sharing for multiple users

%

Centralized communication platform for all clients

%
Worst features

Automatic dialing

%

Analytics: track and assess contact behavior

%

Data export

%

21. FullContact

8.00
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:8.00
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Data export

%

Centralized communication platform for all clients

%

Accessibility and sharing for multiple users

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%
Worst features

Capture contact data from online sources like fill-up forms

%

22. SalesLoft

7.99
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:7.99
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Data export

%

Centralized communication platform for all clients

%

Analytics: track and assess contact behavior

%

Auto-reminders

%
Worst features

Accessibility and sharing for multiple users

%

Automatic dialing

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

23. Streak

7.75
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:7.75
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Centralized communication platform for all clients

%

Accessibility and sharing for multiple users

%

Auto-reminders

%

Data export

%
Worst features

Capture contact data from online sources like fill-up forms

%

24. Contactually

7.67
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:7.67
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Accessibility and sharing for multiple users

%

Centralized communication platform for all clients

%

Auto-reminders

%

Analytics: track and assess contact behavior

%
Worst features

Capture contact data from online sources like fill-up forms

%

Appointment scheduling

%

Integration with other office applications like accounting and billing along with sales and marketing apps.

%

25. SuiteCRM

7.64
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Our score and features analysis:

Total User Satisfaction

Total Expert Score

Market Position

} CloudRank™
Score:7.64
Customers company size

No. of employees:

1-10 11-50 51-100 100+
Best features

Analytics: track and assess contact behavior

%

Centralized communication platform for all clients

%

Auto-reminders

%

Accessibility and sharing for multiple users

%
Worst features

Data export

%

Our report covered 25 most popular products from the Contact Management Software category. We’ve analyzed their features, performance, integration, customer support, pricing, and several other key buying factors and combined it with feedback from user reviews to come up with the current list of best solutions:

For two years in a row, HubSpot CRM continues to hold on to the spot of the CloudRank contact management software category. A completely free platform, it is designed for businesses of all sizes. Despite costing businesses absolutely nothing, it does not hold back from providing the best CMS features for users. The tools are designed right for every member of the team, ensuring smooth collaboration between colleagues and better leadership.

With its clean interface, it is easy for sales agents to see the progress of the pipeline. Plus, they can effortlessly check the details of each deal. This is also beneficial to the team leader, as it allows them to monitor team performance. Thus, they can coach their team members and make certain that they do not lose valuable deals and customers.

Additionally, it has a unified inbox that can further teamwork in assisting customers. Plus, it allows workers from other departments, such as the customer support team, to provide instant answers to queries. Because of that, HubSpot CRM makes a dynamic and versatile platform that the whole organization can use.

Most users of Contact Management Software solutions confirm that in most cases these tools allow them to reach the following business goals:

  • It allows for contact information retrieval from desktop and mobile systems. [ 83.2% of users ]
  • It centralizes the storage and management of contact information. [ 85.1% of users ]
  • It enables filtering of contact using company, location, or dates, lead lists, client notes, etc. [ 84.0% of users ]
  • It helps add contact information like position and location by crawling the internet. [ 82.0% of users ]
  • It is capable of sending BCC (blind carbon copy) for multiple recipients [ 84.3% of users ]
  • It records interaction to help improve customer service [ 84.2% of users ]

How did we select products for this Contact Management Software report?

The Winter 2022 version of the report includes a total of 25 Contact Management Software products that were compared and analyzed by our team. We selected them based on the following factors:

  • Popularity of a given brand in the SaaS market (based on our own market research)
  • How popular a given brand is among FinancesOnline users (based on number of mothly readers for each review page)
  • Availability of statistical data generated from user reviews of a particular product (we excluded products with not enough data to draw meaningful conclusions)
  • The current listing reflects the state of our database and research as of February 2022. An updated version of the report will be released quarterly to keep data fresh and incorporate information about shifts and changing trends in the market.

What are the current Contact Management Software trends?

Fast Adoption by First-time CRM Users

Thirty-eight percent of companies state that the lack of tech skills among employees prevents them from implementing a CRM solution. However, CRM software developers are making their platforms not only smarter but also more intuitive. This means that less tech-savvy users can be at ease when starting to use the platforms.

Source: Dun & Bradstreet

Sales Is Becoming More Intelligent

AI is being integrated more and more in sales systems as well as in contact management software. As a result, solutions are now smarter and are able to complete tasks with little human intervention as long as they are well set up. Because of that, 14% of CIOs worldwide have already made AI a part of their organizations. Additionally, 43% of salespeople now use sales intelligence tools, according to a LinkedIn survey.

Source: LinkedIn

CRM Is Increasingly Social

Social media management does not have to be done on a separate platform. With an increasing number of platforms integrating social media management tools, sales agents and online marketers alike are using the same solution. With this move, organizations are able to track feedback and opinions on social media sites. Plus, marketers or social media managers to build strong relationships with customers.

Contact management tools offer many benefits. You can use the solution to communicate with your clients more effectively. It also serves to store customer information securely and helps you to make educated marketing decisions. But with the numerous good platforms available in the market, selecting a suitable one can be a hard task. This buyer’s guide helps you out by detailing the list of features to look for and gives general pointers on how to zero in on the best Contact Management tool for enterprises and SMBs.

Contact management software can support different aspects of your business, including sales, marketing, and customer service. This is why it’s crucial that you know the factors to consider when getting one. 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.

Get to know each product with free trial

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 reviewsSellHack, Teamgate, LeadExec, SalesExec, Act!, and Justphonebook.

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.

Targeted Businesses

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:

  • Small Businesses looking to support customers online. You may be at the dawn on your development and just hitting off with your online business, but the sooner you get your contacts on boards with your activities the better. Unlike traditional CRMs and customer support programs, contact management programs revolutionize the idea of interacting with customers online, as most of them integrate with email services and social networks. For a small company, this can mean building a solid and trustworthy brand, and outreaching much larger audiences than expected.
  • Medium Businesses looking to eliminate unnecessary database information. Medium businesses are in a phase of constant development, and their sales teams have less and less time to control the database and eliminate unnecessary content. The contact manager updates information automatically and keeps nothing but relevant leads on the contact list.
  • Large Businesses looking to provide the full picture to their customers. Old and traditional contact management platforms are not account-centric and are therefore not able to distinguish contacts from leads. As a result, they provide a multitude of irrelevant information to everybody, instead of relevant pieces to the actual group concerned. For large companies whose reputation depends solely on whom you’re contacting, this is more than beneficial.

Practically every business has customers and stakeholders. Regardless of what your company’s income status and size are, it won’t be difficult for you to recognize the benefits of a contact management software. If customer service and communication are included in your business priorities, it’s high time you thoroughly check out what a communication management software can do for you.

What are Examples of Contact Management Software?

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.

Zoho ContactManager: A web-based member of Zoho’s productivity tool that organizes business contacts, enabling teams to collaborate, and handle deals in the best possible way.

SalesExec: A contact management tool for building successful lead management practices for businesses of all scales and industries.

Act!: A smart choice of a centralized location for contact and customer management with a variety of advanced lead management tools.

Types of Contact Management Software

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:

  • On-premise contact management programs. These are covered with a single license and are hosted on the client’s local server. They qualify as the most expensive ones, due to the fact that they require complex setup and occasionally some hardware installation.
  • Software-as-a-service (SaaS) contact management programs. These are usually paid per month and are hosted on the vendor’s server. The business owner is not responsible for installation, updating, and maintenance.
  • Cloud-hosted contact management programs. Most of these offer free basic plans and qualify as the most affordable ones due to their universal access and the fact that the client doesn’t need to update them or to pay for maintenance.

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.

Key Features of Contact Management Software

Our in-depth comparisons indicate that the following are the basic features to expect from your next contact management software:

  • Integration: You should be able to combine contact records with existing systems such as a mail client or word processing application. This will help you address customers using their individual names instead of using generic terms.
  • Direct fax: The system should enable you to fax and email directly from within the app.
  • Seamless recording: The contact management system should enable you to record data seamlessly from online sources like web pages. When a customer signs up for your newsletter or similar service, the sales database should be able to capture this data easily.
  • Customization: You should be able to add new fields and records to the system and tailor it for your individual and company needs.
  • Scheduling appointments: You should be able to set appointments from the sales database and the sales rep should be able to send emails to contacts regarding upcoming appointments. Plus, the software should enable you to import contacts from outside sources like list brokers. It should allow you to customize screens as per your convenience.
  • Automatic dialing: The latest contact management software offers the ability to automatically dial a contact from the record. The application can generate details about scheduled appointments on a weekly basis and the software should also have the capability to dial numbers contained on the list.
  • Export information: The system should allow you to export all data on contacts according to traditional industry formats such as values separated by commas etc.
  • Report customization: You should be able to prepare as well as customize insightful reports according to your individual needs. The sales database should enable sales agents to design and launch business automation processes that can execute steps according to a particular sequence indicated by predefined rules.
  • More Integration: Make sure the contact management software is able to seamlessly integrate with the other business apps and solutions you use such as accounting and billing software. This will help you save more over the long term compared to investing in a one-dimensional 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.

Benefits of Contact Management Software

Many companies are still wondering whether to purchase a contact management system or not, but the truth is that the longer they wait, the more indispensable opportunities they’re missing on.  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:

  • Record Interaction. Each of these systems has a convenient list of interactions for every content in your database, meaning that every email, meeting, or phone call will be recorded in separate accounts history. Companies use this data to prepare for their next interactions and to estimate the probability of making a deal.
  • Improved Customer Service. The ultimate aim of using contact management software is to improve customer communication, which is why it summarizes all relevant data, feedback, and activity in a single base, and allows agents to use that base when communicating with clients. Such efficiency and professional attitude will make your brand more trustworthy, and it will impress your customers.
  • Shared Information. Another important thing contact management systems are great at is accessibility, as all entered information becomes visible to every agent in no time, and helps them deal with each problem even if communicating with a particular customer for the first time.
  • Choice Marketing. The marketing templates, timed and automated functionalities, lead lists, and client notes, content marketing software helps you prioritize clients according to their interests. The groups of clients are at the same time very customizable and make it possible for you to implement your brand’s design in every interaction channel.
  • Improved Efficiency. All this being said, a contact management system is much more likely to improve your lead management efficiency than any similar software, right because it keeps all your contacts organized. Contact managers are packed with tools for you to achieve your goals, both in the marketing and the sales department.
  • Centralized Communication. Using a contact management software gives your team a unified platform for communicating with your business contacts.
  • Track and Assess Contact Behavior. Contact management software provides tools that let you evaluate the communication behavior and response of your customers.

Contact management software is among today’s most commonly used business apps. This is why it’s only natural that we see it being shaped by exciting innovations and trends. Here are some you can expect to see and experience sooner rather than later:

  • Artificial Intelligence. Leading software and SaaS providers improve their products by incorporating AI and machine learning. These make the software more intuitive.
  • Omnichannel Capabilities. More contact management software might support the sourcing of contact data from different external channels.
  • Contextual Contact Search. Typically, when you search for a contact, you’ll have to browse through an alphabetically arranged list. Now, some contact management software solutions already allow searching and categorizing of contacts using various criteria, such as work information and date of the first interaction.

Potential Issues

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.

  • Security risks. Since most contact management software solutions operate through the cloud, they are vulnerable to cyberattacks. To ensure the utmost data security, choose the provider and product carefully.
  • Scalability and flexibility. Your contact management software requirements possibly differ from that of others. Furthermore, your own needs will also change over time. As a result, you need to hunt for a scalable and flexible solution.
  • Integration issues. You probably use other business software. Integration issues may affect your operation in one way or another, so it’s vital to choose contact management solution with outstanding integration capabilities.

List of Contact Management Software Companies

Order by:

Newest
  • Newest
  • Score
  • User Score
Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
HubSpot Sales Hub reviews

HubSpot Sales Hub

Contact Management Software
9.8
free
98%
FunnL reviews

FunnL

Contact Management Software
8.7
$69
97%
Aloware reviews

Aloware

Contact Management Software
8.6
$45
100%
CallPesa reviews

CallPesa

Contact Management Software
8.0
$15
94%
Pointel Dynamic Contact Center Manager reviews

Pointel Dynamic Contact Center Manager

Contact Management Software
8.0
By quote
-
OfficeClip reviews

OfficeClip

Contact Management Software
8.0
$3
100%
Freshworks CRM reviews

Freshworks CRM

Contact Management Software
9.7
$19
95%
CallVU reviews

CallVU

Contact Management Software
8.0
By quote
100%
DejaOffice reviews

DejaOffice

Contact Management Software
8.5
49.95
95%
Card Scanner by Covve reviews

Card Scanner by Covve

Contact Management Software
8.8
$2.99
95%
HoduCC reviews

HoduCC

Contact Management Software
8.0
By quote
92%
vtenext reviews

vtenext

Contact Management Software
8.8
By quote
100%
LeadsRain reviews

LeadsRain

Contact Management Software
8.0
$100
97%
Gitt reviews

Gitt

Contact Management Software
8.0
$99
99%
Copper reviews

Copper

Contact Management Software
9.2
$23
93%

Things to consider when you invest in a SaaS

Disaster recovery and security are two key elements that need to be considered by SaaS purchasers when evaluating potential providers.

Many SaaS providers do not have a disaster recovery site. Therefore, ask the following queries to your shortlisted providers: How do you test your disaster recovery processes? What is your recovery time? How often do you test? Do you have discrete infrastructure; are your main site and your disaster recovery site situated in different geographical locations?

You need to be aware that many SaaS vendors do not use enterprise-grade infrastructure to deploy SaaS apps. Many systems have multiple providers. For instance, there may be a firewall provider, an Internet provider, and a few others too in the mix. If an issue rears up, there is a lot of finger-pointing. This issue is common with on-premise IT applications. The solution is to reduce the number of vendors so that there is accountability to ensure they take responsibility about performance.

Ask the potential SaaS providers the following questions about security: Is your company SAS70 compliant? What security measures are used at your facilities? What security audits and guidelines does your organization follow? Who manages access and identity management, web application firewalls, log file management, and network connectivity?

Needless to say, take your time to research thoroughly and get the answers to the above questions before you invest in an appropriate SaaS product.

Frequently asked questions about Contact Management Software

What is the best contact management software?

With a SmartScore of 9.8 and user satisfaction rating of 98%, the best contact management software to date is HubSpot Sales. 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.

What are the benefits of contact management software?

Many businesses now use contact management software due to their known benefits that include the following:

  • This software makes contact management and utilization faster and more effective.
  • They help increase lead-to-sale conversion.
  • Contact management software facilitates efficient choice marketing.
  • These solutions promote dynamic information management and sharing.
  • They can be used for customer behavior tracking and analysis.
  • They assist in improving customer service.
What are the features of contact management software?

While the exact features of contact management software vary, below are the basic functionalities you can expect from any of them:

  • Automatic dialer
  • Call and transaction recording
  • Contact information importation and exportation
  • App integrations
  • Email marketing capabilities
  • Appointment scheduling
  • Customization features
What is the easiest contact management software to use?

An easy-to-use contact management software is Really Simple Systems CRM. 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.

What is a good free contact management software?

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.

Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. 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? "Think of benefits, not features."

Updated

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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. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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