Contact management is an essential task for any small and large organization to keep records of their customers, clients, and suppliers. In the past, organize contacts and related information using large files. Then they search for contact when required, and it was a very time-consuming task. Nowadays, this work is too easy because of the software. It is an online database of your contacts like their names, phone numbers, and email addresses.
These databases deliver a complete approach to track all these details and other activities related to communications. Contact managers have calendar sharing features to enable colleagues to access the same database. Contact management tools are also known as individual resource management tools. These tools can manage individuals’ interactions with contacts as well as collaborate, organize and synchronize lifestyle, health, and financial requirements.
A contact management system is beneficial because of its many advantages. Some of these are sales tracking, email integration, customizable fields, document management, scheduling of meetings and appointments, as well as conversation and notes management. A sales representative work with contact management for performing multiple roles within an enterprise.
What is Contact Management Software?
Contact Management Software are cloud-based platforms specially created to manage contacts and related information. These programs have tools for all stages of sales tasks. Managers can make different pipelines to organize contacts and leads. They can create reports regarding performance, forecasts, intelligence, and sales. Most of these programs provide integration with Microsoft tools and other popular applications. Users can install unlimited plugins to increase the functionality of their working system.
They collect customer data, including address books, phone numbers, and emails, and can arrange all the information in spreadsheets. Some programs allow you to collaborate with Gmail and get instant emails on your dashboard. All contact management programs also offer iOS and Android Apps for smartphone users. So they can access all information directly from their smartphones anywhere, anytime, and synchronize their data on all devices automatically.
Best Contact Management Software
Here is the list of Best content management software that are offering cloud-based solutions for organizations to manage their contacts and other information to boost up their workflow.
Pipeliner is a cloud-based sales CRM program to provide high levels of engagements. This application gives a visual interface with automation, visual reports, and drag & drop tools. A full-time certified administrator is the most significant feature of Pipeliner. Easy to navigate dashboard offers users to adjust profile settings and access CRM features. It includes all the tools for all steps of the sales pipeline. The professionals can organize contacts and leads, track opportunities, solve sales-related tasks, and nurture leads.
This platform includes all reporting capabilities like business intelligence reports, performance reports, forecasts, and sales reports. Managers can get a complete image of the team’s performance. It has integration with popular business programs to give robust experience. Pipeliner offers two versions, Hybrid and Cloud. The hybrid version provides full application functionality to team members for offline work.
Users can work with smart cloud technology to always access system data in a secure manner. Pipeliner also offers mobile apps for iOS and Android, where you can manage accounts, leads, tasks, and contacts like cloud platforms. Sales Performance Insights tool is there for managers to analyze and monitor the performance of individuals and teams. Sales agents and representatives can work with the Product Catalogue tool to provide better customer service.
- Multiple accounts
- Various pipelines and views
- Buying center
- Contact management
- Product catalog
- Social selling
- Target overview
- User access permissions
- Activity stream
- Offline CRM
- The problem in deleting unwanted opportunities
- Trial: Free
- Starter Plan: $25/user/month
- Business Plan: $65/user/month
- Enterprise Plan: $85/user/month
SalesExec is a leading management program created for salespersons in local brand offices, call centers, and those in the field. It is providing versatile communication channels for fast-growing companies such as outbound dialing, inbound call routing, text SMS, and email. A built-in outbound dialing is there to instantly connect to potential customers and send pre-recorded voicemails as well. It can make 300 calls a day by working with the RingResponse feature.
With automated lead prioritization, you and your team members can set practice rules to work efficiently. The application enables you to make and integrate marketing links to get web leads and inbound calls automatically. This cloud platform integrates with other programs and platforms in different industries like real estate, education, home service, and travel.
It can make a connection with platforms like SoftVu, Zillow, Experian, and LendingTree. An in-house mobile app is part of it, enabling you to respond and get leads out of your office. You can work with configurable scoreboards to encourage the better performance of your team members and can highlight their sales targets and show live statistics. Besides, you can view the performance of your departments, sales agents, or branch.
- Power dialing
- Local presence
- Transfer calls
- Sales script
- Call distribution and queue
- Text SMS
- Email marketing
- Sales performance reports
- Improvements required in user reporting
- Trial: Free
- No calling plan: $65/user/month
- 5,000 dialing minutes per month: $59/user/month
- 20,000 dialing minutes per month: $55/user/month
- 70,000 dialing minutes per month: $52/user/month
- 100,000 dialing minutes per month: $49/user/month
Salesflare is a fast customer relationship management platform for small organizations. It assists sales teams to get their goals with minimum efforts. The program includes data input features that collect customer information like phone numbers, address books, and emails. This platform gathers and stores customer data automatically to save 70% time of data entry. Some collaboration tools allow you to share tasks, files, and conversations with your team members.
Agents can make conversation transitions using automated timelines. It will play well with the existing program ecosystem. Salesflare also offers integrations for Microsoft Office 365, iCloud, PieSync, Gmail, and Exchange. Additionally, you can connect with unlimited third-party apps through its REST API and Zapier capabilities. The program provides Android and iOS applications so you can access customer information remotely.
Link tracking, analytics, and email tracking are advanced tools present in it. It has a dashboard which compiles strong leads and only shows relevant leads. It organizes files and documents and lets you access specific material. Work with a data log and a central address book to share relevant information. It connects to your calendar and smartphone to log your meetings and calls with clients.
- Input data automatically
- Website tracking
- Track emails
- Content management
- Lead management
- Custom fields
- Team insights
- Funnel analysis
- Revenue insights
- Automated reminders
- Costly program
- Trial: Free
- Salesflare: $35/user/month
4. NetHunt CRM
NetHunt CRM is a cloud-based platform for customer relationship management. The program can work closely with your Google applications and Gmail account. You can convert G Suite into a CRM hub and assists you to handle marketing and sales campaigns. Besides, you can save costly and lengthy training periods by working with a G suite familiar interface. It has a connection with API capabilities to extend the working of your existing programs.
You can convert email inquiries into business profits without leaving your inbox. It makes documentation of your transaction and communication histories in a unified database. You can get personalized customer interaction using this app. The program can carry out personalized customer care and make specific marketing campaigns. This platform is an ideal solution for small startups as well as high-level businesses.
A robust collaboration suite assists your team in sharing files on different clients and leads as well as communicating for a more smooth workflow. A smart notification system is there to alerts your staff for updates and changes regarding business details. It customizes customer inquiries using preset filters, and agents can answer directly from their Gmail accounts. Another interesting tool stops your messaging from moving in “Spam” or “Promotions” folders.
- Call logging
- Deal management
- Import and export data
- Call logging
- Saved folders
- Permission settings
- API capabilities
- Integration with Google calendar
- Bulk messaging
- Report features missing
- No social networking integrations
- Trial: Free
- Professional plan: $24/month
- Professional plus plan: $28/month
- Enterprise plan: $48/month
Visit: NetHunt CRM
InfoFlo is an innovative CRM platform designed for SMBs and freelancers. It is a one-stop-shop program for managing business relationships and contacts. The program will help you to track, manage, and link information about your contacts automatically, and you can get all the data by a single click. You can have a glance at your relationship with customers to view past deals and exchanges.
You can connect with a specific number, contact, or a company on different collaboration tasks. Work with this advanced program to search for more options and track leads. Besides, get details of all deals, you and your partners are working with. InfoFlo can get all the information of your clients and contacts from Outlook or CSV files directly. It facilitates you to organize and store meetings and events by working with calendar and email management.
The program can perform tasks like recordings and notes management to boost up your business. A user can see a Live feed from LinkedIn, Facebook, and Twitter accounts. Using InfoFlo, he can update the status on social media sites and get all the information. It has integration with Skype account, enabling you to make a call right from its interface.
- Opportunities tracking
- Customize templates
- Email management
- Contact management
- Remote access
- Quote management
- Newsletter management
- Market automation
- Sales automation
- Problems in downloading incoming mails
- Trial: Free
- Basic: $99.00/user
- PBX: $19.99/month
- Cloud Hosting: $79.99/month
Pipedrive is a leading CRM platform that provides the best solution for the sales pipeline and contact management system. It will organize your business leads and will provide a complete view of your sales. You have the option to set up an account and perform important, time-consuming operations straightforwardly. Sales teams love Pipedrive because of its friendly interface that provides integration with Google Contacts, Google Calendar, and other famous third party business solutions.
It will separate priority deals and hot leads and provide an individual approach to each one. It maintains lead relationships with flexible processes and lets you customize for promoting your business. The program ensures the quality of service and allows you to switch on or off all modules. This universal platform can tweak your workflows and offers support for 13 languages to work for all geographies.
It can work with a wide range of currencies. Besides, you can apply AP configuration will all business systems such as Zapier, Dropbox, RightSignature, MailChimp, and Zoho CRM. Work with its mobile apps to take sales pipeline anywhere with you.
- Email integration
- Contact history
- Mobile apps
- Full customization
- Powerful API
- Multiple languages
- Sales reporting
- Email tracking
- Integration with Google Apps
- Built-in phone system missing
- Trial: Free
- Essential: $15/user/month
- Advanced: $29/user/month
- Professional: $59/user/month
- Enterprise: $99/user/month
Freshsales is the product of Freshdesk, having the aim to contact management tools to high-velocity teams. So they can keep track of their clients and contacts and resolve their queries. This single contact management hub has an easy to navigate interface, assists teams to control thousands of leads. This application will help your team to send emails with personalized templates and sync emails with your calendar.
It will keep a record of your contacts to export all the necessary information. Work with Freshsales to make calls with contacts automatically, get the history of conversations, as well as assign notes or numbers to contacts. As a manager, you can check the performance of call representatives. Your team can get an auto-dialer, ID their callers, make personalized messages, and route calls.
The program works with AI-based lead scoring regarding contact management and provides a 360-degree view of all conversations. It will make a difference between won, pending, and lost deals. A notification system will notify you about your appointed tasks and meetings. This sales CRM will show all stages of the sales process. It contains default reports like email reports, territory, pipeline, and much more. Besides, you can make custom reports for every opportunity, deal, and contact.
- Email tracking
- Sales campaigns
- Team inbox
- Phone and email integration
- Click notifications
- Activity Timeline
- Caller Display
- In-depth customer
- Customized reports
- Visual sales reports
- Deal age
- Trendline reports
- Preview reports
- Deeper Analytics
- Limited third-party integrations
- Required more prospecting tools via email
- Trial: Free
- Sprout: $12/user/month
- Blossom: $12/user/month
- Garden: $25/user/month
- Estate: $49/user/month
- Forest: $79/user/month
GuestCentric is a digital marketing system that assists hotels to provide excellent service to their online customers. This cloud-based program has focused on revenue generation with simplicity. The award-winning design of this app offers killer tools to fulfill the requirements of hotel digital marketing like online booking, social marketing, and hotel mobile web. It uses a hotel channel management tool to provide integration with multiple online travel agents.
GuestCentric has an innovative hotel booking engine with a consumer-centric hotel web design that is customizable for multiple devices. Online channels make it an all-in-one platform for hotel management. The booking engine includes a central reservation system where customers can book rooms directly from the websites.
This fast application is working with world-class hotels all around the world since 2008. Its main functionality is hidden in its integrations and can handle thousands of customers instantly. GuestCentric gives a centralized platform that provides power to the customer without complexity. The program also untangles the web of channels, rules, and extranets.
- Multi-device booking engine
- Pages for Facebook users
- Booking from mobile
- Hotel marketing
- Manage multiple channels
- Hotel engine to boost up functionality
- Trial version is not available
- Quote-base plan: contact vendor
9. HubSpot Sales
HubSpot Sales is a sales and marketing suite that provides all the functionalities and tools for creating content. The program assists businesses in enlarging their contact lists and integrates with email metrics without merging and complex export. It gives a brand-specific and personalized approach towards customers. This solution is a full-funnel marking platform enabling users to create and administrate compelling emails.
HubSpot Sales also link compelling emails to marketing programs and tools. Work with it for static email distributions and make updated membership lists. The solution also includes a list of installed analytics and templates for fast delivery. The manager can manage connections and monitor his deals. His agents can focus on selling services and products to boost up business. HubSpot Sales will help your team to make maximum deals with minimal human intervention.
They can apply the module to create, accelerate, and automate sales tasks. A reliable tech support team is there for each of the modules, and you can contact them by email, phone, or through the website. Training materials are available in the database of this program to maximize the potential of call representatives. Additionally, the user can analyze the effect of his marketing techniques on overall and sales performance.
- Analyze blogs
- Integration with social publishing
- Publish on social media
- Analyze social media
- Monitor social media
- Email testing
- Email lead nurturing
- Sales notifications
- Email optimizer
- Lead scoring
- HubSpot CRM: Free
- HubSpot Marketing suite Basic: $200/month
- HubSpot Marketing Suite Pro: $800/month
- HubSpot Marketing Suite Enterprise: $2,400/month
- HubSpot Sales Basics: Free
- HubSpot Sales Pro: $50/user/month
Visit: HubSpot Sales
10. Salesforce Essentials
Salesforce Essentials is a cloud-based CRM program for small business plans. It is a SaaS giant that is delivering robust and top-of-the-line CRMP results. The feature-rich platform is convenient for small organizations and large enterprises. The program gives easy to set up, use, and maintain solutions for services and sales. It implements a CRM-setup for your workflow in a most simple way. The program can set up the system easier and faster by working with out-of-the-box support and tools.
A simple setup assistant enables you to access “Trailhead,” an online learning program to provide knowledge about sales, services, CRM, and many other objects. Einstein Artificial Intelligence and Salesforce app are other primary features of this CRM solution. This application connects and integrates your business data as well as optimizes searching and keeping customers. From a single platform, this platform can connect and centralizes support channels automatically. Automation is the priority of this program for multiple objects, like assigning works to team members and routing the queries to the correct agent. Agents can see complete customer information for answering questions and solving issues. The Activity Capture feature can track calls, meetings, and emails automatically, and a built-in artificial intelligence keeps records of customers.
- Account management
- 360-degree customer view
- Activity feed
- Activity tracking
- Collaboration tools
- Contact management
- Task management
- Setup assistant
- Page layout
- Dashboards and reports
- Email optimization
- Limited Desk Support capabilities
- Trial: Free
- Sales cloud essentials: $25/user/month
- Service cloud essentials: $25/user/month
Visit: Salesforce Essentials
Overall, the above-mentioned applications are providing the best features for contact management. Rich tools integrations are making them different from other contact management solutions. These programs can make documentation of transactions and communication histories for better interaction with customers.
Moreover, sales representatives can work with email programs and calendar tools to access everything on a single platform. Some applications can also provide services in multiple languages and offer numerous currencies to support all geographies. These applications also provide a variety of filters to access specific data according to your requirements. Besides, users can make charts and summarize data in the form of tables. Managers can manage deals, monitor connections, and organize everything according to their requirements.