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Contact management software is a vital tool for businesses of all sizes. It provides a central database to store and manage all your customer and prospect information, making tracking and following up with leads and customers easier. With so many options available, choosing the best contact management software for your business can be overwhelming.

There are various features to consider when choosing a contact management system. These may include storing and organizing contact information, scheduling appointments and tasks, sending emails and newsletters, and tracking customer interactions. Some software also offers sales and marketing features, such as monitoring sales pipelines, creating marketing campaigns, and generating reports and analytics.

With so many available options, it can take time to determine which is best for your business. This blog post will review some of the top contenders and help you decide which is the right choice for your company.

Here are our top 5 picks from the lot:

  • BIGContactsThe best contact management and email marketing software
  • HubSpotComprehensive CRM with robust marketing features
  • BiginPowerful contact and pipeline management tool for small businesses
  • StreakContact management solution working within your Gmail inbox
  • PipedriveThe best pipeline management CRM application

What Is Contact Management Software?

Contact management software refers to tools that help consolidate and manage the data related to your business contacts. This includes their contact details such as phone number and address, purchasing behavior, communication history, activity timelines, social media accounts, and other such information.

According to Christopher Taylor

“If you don’t yet have a way to keep your professional contacts organized, figure out a system that works for you. It doesn’t have to be an old-school Rolodex (but hey, if that’s what works, use it!). It could be a spreadsheet, contact management software, or whatever works for you. Make sure it lets you keep notes in case you need refreshers.”

While conventional spreadsheets may work for a limited number of contacts, you require a dedicated application for managing a large volume of data pertaining to your contacts as your business grows.

Take this contact dashboard from BIGContacts for example-

Contact Management Software

You can track communication history, upcoming tasks, files, notes, social media profiles, etc., for all your contacts. Such seamless contact data organization can be highly beneficial for your relationships.

Overview – 15 Best Contact Management Software

Software Key Features Pricing
✔️BIGContacts 1. Drip email campaigns
2. Pipeline tracking
3. Reporting & analytics
Starts from $5/user/month
✔️Hubspot 1. Pipeline management
2. Automatic enrichment
3. Helpdesk integration
Starts from $45/user/month
✔️Bigin 1. Pipeline management
2. Workflow automation
3. Webform connection
Starts from $7/user/month
✔️Streak CRM 1. Gmail integration
2. Pipeline management
3. Activity timelines
Starts from $15/user/month
✔️Pipedrive 1. Lead management
2. Pipeline tracking
3. Reporting & analytics
Starts from $12.50/user/month
✔️Zendesk 1. Lead prospecting
2. Email tracking
3. Call analytics
Starts from $19/user/month
✔️Monday.com 1. Automated processes
2. Alerts & reminders
3. Reporting & analytics
Starts from $8/user/month
✔️Covve 1. Smart notifications
2. Business card scanner
3. Performance tracking
Starts from $9.99/user/month
✔️Salesforce 1. Marketing automation
2. Sales tracking
3. Reporting & analytics
Starts from $25/user/month
✔️Bitrix24 1. Sales Intelligence
2. Task automation
3. Pipeline tracking
Starts from $39/user/month
✔️Insightly 1. Lead routing
2. Automated processes
3. Reporting & analytics
Starts from $29/user/month
✔️Freshsales 1. Pipeline management
2. Automated sequences
3. Standard & custom reports
Starts from $15/user/month
✔️SugarCRM 1. Marketing automation
2. Lead management
3. Customizable modules
Starts from $52/user/month
✔️Nimble 1. Data Enrichment
2. Pipeline management
3. Email marketing
Starts from $19/user/month
✔️Copper CRM 1. Google Workspace integration
2. Task automation
3. Pipeline management
Starts from $25/user/month

The 15 Best Contact Manager Software Options to Consider

Effective contact management can go a long way toward an organization’s success. However, you need to find the best contact management software to streamline the process. Such a tool should keep the contact data organized, updated, and readily available. 

With a myriad of options available, making this decision can be challenging. 

To make this easier, we have collated a list of the 15 best contact management solutions that are worth considering: 

1. BIGContacts

BIGContacts is an intuitive and easy-to-use CRM application offering robust automation capabilities. This contact management software lets you track the contact details, previous touches, upcoming appointments, and transaction history from the same platform. It helps create automated email campaigns to deliver the most appropriate messages to contacts based on their specific needs.

Contact Manager Software

Key features:

  • Manage contact data, tasks, notes, & files from the same place
  • Create automated drip email sequences to connect with contacts at the most effective time
  • Assign tasks and track them using visual calendars and to-do lists
  • Segment contacts into lists that can be static or dynamically updated
  • Stay on top of essential business metrics with in-depth reports


Pros:

  • Contact records are automatically populated with social media accounts
  • Connect webforms to add leads and their associated information to the database automatically

Cons:

  • Getting rid of redundant contact records needs to be easier
  • The performance of the mobile version has room for improvement

Pricing:

  • Big- $5/user/month
  • Bigger- $15/user/month
  • Biggest- $25/user/month
  • Enterprise- Custom pricing

BIGContacts Plan Summary:

BIG

BIGGER

BIGGEST

ENTERPRISE

Contact Dashboard

Contact Capacity

1000

10,000

50,000

Unlimited

Custom Fields

6

20

50

Unlimited

Social Profile Search

Contact Tags

Webform Connections

Automated Tasks & Emails  

BIGContacts Reviews:

( BIGContacts helps us manage our sales opportunities using a visual pipeline. We can add custom stages  to this pipeline and move the opportunities with a simple drag-and-drop interface.)G2Crowd Review

( BIGContacts helps us nurture leads easily by delivering the right message at the right time. It brings all the previous client interactions to one place, so everyone can stay updated with the last touches and optimize upcoming outreach.) – Reviews.Financesonline

2. HubSpot

HubSpot CRM automatically enriches the contacts added to the database, helping make interactions more personalized. The tool can also be used to schedule tasks, manage support tickets, and follow up with prospects at the right time. Besides being an excellent contact management tool, it offers valuable insights into your business processes with its powerful analytics capabilities.

HubSpot

Key Features:

  • Keep track of all conversations with a universal inbox
  • Allow prospects to schedule meetings that are synchronized with your calendar
  • Nurture more leads with personalized bulk email campaigns
  • The reporting dashboards allow you to track customer behavior and analyze trends
  • Emails and calls are automatically logged against the respective contact records


Pros:

  • View relevant contact data on the go using the mobile application
  • Generate more leads for your business with customizable web forms


Cons:

  • The overall cost of the tool increases rapidly as you expand its functionality
  • Email templates are challenging to modify  


Pricing:

Free plan available

Paid plans start from $45/month

HubSpot Plan Summary:

Starter

Professional

Enterprise

Contact Management

List Segmentation

Contact Scoring

Dynamic Personalization

Mobile App

Duplicate Records Management

HubSpot Reviews:

( HubSpot is a simple, yet very powerful tool. On one hand, it is very easy to use for beginners. On the other hand – it provides really rich and powerful functionality for professionals. )G2Crowd Review

( Hubspot is a robust CRM that can take SMB sales operations a long way. Keeps things simple and easy to use. For advanced sales analytics and marketing automation you may have to look for additional tools.) – Capterra Review

3. Bigin

Bigin CRM lets you collect and analyze customer behavior data, helping personalize upcoming interactions effectively. You can use this software to manage contact data and craft highly personalized campaigns that strengthen relationships. Bigin also enables contact segmentation, helping you deliver the most appropriate messages to the targeted audience.

Bigin Software to Manage Contacts

Key Features:

  • Automatically segment contacts based on their behavior
  • Craft targeted engagement campaigns across multiple channels
  • Analyze the source of incoming traffic and sort contacts accordingly
  • Access insightful reports to enhance the effectiveness of your processes
  • Set up custom interactions based on contact data and activity


Pros:

  • Integrates with a range of applications, including Facebook, Slack, Stibee, and Sendgrid
  • Create and manage ads to enhance your reach

Cons:

  • It doesn’t let you add custom fields to contact records
  • Requires advanced search and deduplication features

Pricing:

Free plan available

Paid plans start from $1,350/month

Bigin Plan Summary:

Free

All-in-one

Data History

60 days

90 days

Contact Groups

Real-time Reports

Automated Recommendations

Bigin Reviews:

( This compact, ideal CRM, very easy to use, automated processes, is ideal for any startup, small business, or the independent person who works with clients and wants to improve their follow-up and relationship processes.. )G2Crowd Review

( The Sales Pipeline is very intuitive and simple. We always pull up the Bigin Sales Pipeline on our weekly sales call as the team discusses current sales opportunities.) – Capterra Review

4. Streak

If you require a contact management tool that functions within Gmail, Streak CRM is a reliable option. This tool provides a complete context of who you’re engaging with, including relevant contact information and previous exchanges, so you can deliver highly personalized solutions. Moreover, Streak works within your inbox, so you never lose track of important conversations.Streak Contact Management

Key features:

  • View all emails, calls, files, notes, and tasks related to contacts in one place
  • Sort and filter through contact data easily
  • Get access to detailed activity timelines, including interactions across channels
  • Create custom workflows to enhance organizational productivity
  • Enrich contact records automatically with relevant company details

Pros:

  • Get real-time notifications for contact activity
  • Track tasks and access information on the go with the mobile application


Cons:

  • Customer service can be unsatisfactory
  • Limited native integrations are available


Pricing:

Free plan available

Paid plans start from $15/user/month

Streak Plan Summary:

Free

Solo

Pro

Enterprise

Contact Management

Custom Fields

Contact Enrichment

Shared Contacts & Emails

Mobile Access

Streak Reviews:

( Seamless interface right inside your Gmail with the CRM tools. When a customer emails you, you automatically see everything about that account from your email. )G2Crowd Review

( Overall, I love it – I am able to organize workflow & client communications in one place and that is terrific.) – Capterra Review

5. Pipedrive

Pipedrive CRM works as an effective contact management tool that keeps all essential data accessible from one place. This software offers a visual sales pipeline with a drag & drop UI to track and manage available opportunities. You can store relevant data with custom fields, modify sales stages and keep better track of all prospects using Pipedrive.

Pipedrive Contact Management System

Key Features:

  • Track the calls, emails, meetings, tasks, and notes associated with contacts in one place
  • Segment and sort leads into distinct lists for better targeting
  • Build and track multiple custom sales pipelines to stay current with all deals
  • Eliminate busy work and achieve more efficiency by automating repetitive tasks like data entry and sales follow-ups
  • Get access to detailed reports and make accurate business forecasts


Pros:

  • Set up automatic activity reminders to get things done at the right time
  • Enable team collaboration with easy file sharing and instant alerts

Cons:

  • Training resources are inadequate
  • Lacks advanced reporting capabilities

Pricing:

Starts from $9.90/user/month

Pipedrive Plan Summary:

Essential

Advanced

Professional

Enterprise

Contact Management

Custom Fields

Duplicate Records Merge

Two-way Email Sync

Meeting Scheduling

Pipedrive Reviews:

( Intuitive interface, easy to organize and customize. Use of plain language, for the most part, to describe functions and capabilities. Availability of easy-to-access resources to assist with learning about capabilities. )G2Crowd Review

( When it comes to being able to track leads and do simple follow-up automation pipe drive is probably the cleanest interface outside of HubSpot and the most powerful for its money and for any beginner to even advance and everything in between the software gets the job done to track leads) – Capterra Review

6. Zendesk Sell

Zendesk Sell keeps all your contact data updated and usable with its effective contact management services. You can use this contacts database software to track, manage and engage with your customers effectively. It reduces the manual data entry effort by capturing information automatically. Zendesk Sell’s built-in analytics and integrations further improve its effectiveness as a contact manager software.

Zendesk Sell Contact Management

Key features:

  • Create smart contact lists for effective segmentation and targeting
  • Get complete visibility into prospects and customers with custom sales pipelines
  • Get alerts for contact activity in real-time
  • Set up automatic email and task sequences with trigger-based actions
  • Monitor key performance metrics by creating custom dashboards using a drag-and-drop interface

Pros:

  • Integrate with your email accounts to stay on top of all conversations
  • Stay connected with contacts from anywhere with the mobile app

Cons:

  • Requires better functionality to filter and sort through data
  • It does not offer advanced reporting options

Pricing:

Starts from $19/user/month

Zendesk Sell Plan Summary:

Team

Growth

Professional

Enterprise

Custom Fields

Duplicate Detection

Task Automation

Lead Scoring

Bulk Emails

Zendesk Sell Reviews:

( The CRM is user-friendly and does not require many instructions. However, much assistance is available through lessons, online chat, and email. The application is adaptable.)G2Crowd Review

( I think I well described it above but it was always positive. I loved connectivity through different regions with closers and it truly made scheduling easier.) – Capterra Review

7. monday.com

monday.com centralizes customer information, tasks, and communications. It can strengthen your relationships by making every interaction more targeted and relevant. With monday.com taking care of your contact data, you can rest assured about your customer experiences. This highly customizable software allows you to modify workflows, processes, pipelines, etc., according to your business needs.

Monday.com Contact Manager System

Key features:

  • Access contact cards to view all related tasks, documents, last touches, and upcoming events in one place
  • Automatically log all interactions against the respective contact records
  • Get real-time insights into contacts with custom dashboards
  • Find information anywhere, anytime with a mobile app and offline access
  • Automate repetitive tasks, reminders, and workflows

Pros:

  • Enhance contact management with integration such as Facebook, Gmail, Shopify, LinkedIn, Excel, etc.
  • Craft personalized email templates and reuse them to save time

Cons:

  • The performance of the mobile app drops at times
  • Creating automated flows should be more user-friendly


Pricing:

Free plan available

Paid plans start from $10/user/month

monday.com Plan Summary:

Individual

Basic

Standard

Pro

Enterprise

Activity Tracking

1 week

1 week

6 months

1 year

5 years

Mobile App

Automated Actions

Custom Notifications

Integrations

Monday.com Reviews:

( Monday.com is like excel spreadsheets on steroids. Anything you wish you could do with spreadsheets is possible on Monday.com and intuitive as well. )G2Crowd Review

( As a benefit of using Monday.com, I can now more efficiently manage my team, having daily and monthly stand-ups and monitoring the status of our projects in real-time.) – Capterra Review

8. Covve

Covve lets you build meaningful relationships by keeping contact data well-organized. It ensures that no vital communication opportunity is wasted by tracking engagement and providing actionable insights. This intelligent contact database software can boost your retention by providing personalized experiences to clients. Covve also allows you to set up automated reminders for important tasks and events.

Covve Contact Management

Key Features:

  • Keep data synchronized with your phone’s contacts
  • Set up smart reminders for the right time to engage with contacts
  • Add notes to contact records to store additional information
  • Get access to networking analytics data to optimize your contact management efforts
  • Add contacts to your system by simply scanning business cards


Pros:

  • Keep business data encrypted, secure, and backed up
  • View industry-related news for contacts to engage with them more effectively


Cons:

  • Limited customization options are available for the home screen
  • The setup process can be time-consuming


Pricing:

Free plan available

Paid plans start from $9.99/month

Covve Plan Summary:

Free

Pros

Contact Management

Automatic Reminders

Contact Export

Daily Backups

Contacts Updates & News

Covve Reviews:

( Being able to customize the frequency of reminders by individual contact quickly and easily is great. )G2Crowd Review

( If your contact list is large and keeps growing, then you’ll love Covve. For me, the most important feature is the reminder to keep in touch with some of my contacts.) – Capterra Review

9. Salesforce

Salesforce is a premier CRM tool that brings contact and sales management together to drive more conversions. Organizations prefer this cloud-based solution due to its enterprise-grade features. This software offers extensive customization, so you can adapt it however you like. Salesforce also has a robust reporting module that lets you get a better hold of your business data.

Salesforce

Key features:

  • Manage contact data across multiple channels from a single place
  • Enrich customer profiles with data sourced from multiple platforms
  • Automate workflows and repetitive activities to enhance productivity
  • Get instant notifications for contact activity such as email opens or clicks
  • Use AI-powered recommendations to optimize your processes


Pros:

  • Analyze data and visualize results in real time.
  • Communicated with team members from within Salesforce using the Slack integration


Cons:

  •  It has a steep learning curve
  • Customizing reports can be challenging


Pricing:

Starts from $25/user/month

Salesforce Plan Summary:

Essentials

Professionals

Enterprise

Unlimited

Contact Management

Outlook & Gmail Integration

Workflow Automation

Sales Insights

Duplicate Management

Mobile App

Salesforce Reviews:

( Salesforce Sales Cloud has been essential for our Sales and Marketing team to track manage and analyze our sales pipeline. The adoption has been significantly higher than other tools used in past. )G2Crowd Review

( Overall I’ve learned that this is an essential tool in our tech stack. Without it our sales organization would not be able to operate. We are excited to continue using this tool.) – Capterra Review

10. Bitrix24

Bitrix24 is a comprehensive platform that simplifies business contact management, customer engagement, and deal tracking. The tool makes it easy to acquire more leads and manage all interactions with these leads to close more deals. Bitrix24 offers powerful automation features that contribute to enhanced business productivity. The tool also acts as a collaborative space for your team to track and edit documents.

Bitrix24

Key features:

  • Access all tasks, meetings, and documents related to contacts in one place
  • Use the Contact Center dashboard to stay on top of all interactions
  • Make data-backed decisions using comprehensive business intelligence dashboards
  • Manage quotes, invoices, and payments from a single platform
  • View relevant information remotely with the mobile application


Pros:

  • Define automated rules and workflows with custom triggers
  • Connect all your email inboxes to manage all emails from a single location

Cons:

  • Technical support is ineffective
  • Setup is time-consuming and complicated

Pricing:

Free plan available

Paid plans start from $49/month

Bitrix24 Plan Summary:

Free

Basic

Standard

Professional

Enterprise

Unlimited Contacts

Custom Fields

Duplicate Search & Control

Activity Timelines

Bulk Emails

Sales & Marketing Automation

Bitrix24 Reviews:

( Back in 2014 when I was looking for an all-in-one solution that offered calendar import and export between different platforms such as Apple iCal, Outlook, and Gmail, That’s when I first came across Bitrix 24 because it was the only platform offering it. )G2Crowd Review

( Overall, working with Bitrix24 as my main project management software has really improved my team’s effectiveness in developing a product and increased our time spend on organizing projects that has a short due dates.) – Capterra Review

11. Insightly

Insightly empowers you to manage all sales, marketing, and customer service activities without leaving the platform. It works as an effective solution to optimize contact data management efforts. This contact management CRM tool can be utilized to craft consistent experiences that boost customer satisfaction levels. It also offers reliable reporting to help you track your performance.

Insightly Contact Management

Key features:

  • Understand the contact’s organizational structure with relationship linking
  • Create automated workflows with multiple rules and steps
  • Ensure the security of business data with user roles, sign-on verification, and authorization
  • Use the drag-and-drop functionality to create custom real-time data dashboards
  • Customize workflows and views as per your business needs

Pros:

  • Manage client data on the go using the mobile application
  • Keep data seamlessly synchronized with tools like Slack, QuickBooks, ZoomInfo, and Okta


Cons:

  • Requires better functionality to notify internal team members
  • Customization options are limited


Pricing:

Free plan available

Paid plans start from $29/user/month

Insightly Plan Summary:

Plus

Professional

Enterprise

Contact Management

Relationship Linking

Mobile App

Workflow Automation

Gmail & Outlook Integration

Custom Objects

Insightly Reviews:

( I love the ease and user-friendly options that this CRM provides. Not all CRM’s are made the same and most can be a bit tricky… )G2Crowd Review

( Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace.) – Capterra Review

12. Freshsales

Freshsales automates contact management by enabling you to capture and log data intelligently. The tool helps track contact data and communication records from the same place. Moreover, the 360° view of contact data provided by Freshsales can help you personalize your interactions. You can also connect the application with your email inboxes to stay on top of every conversation.

Freshsales Contact Management

Key features:

  • View detailed activity timelines to track touchpoints
  • Automatically enrich contact records with publicly available data
  • Use contact scoring to engage with high-value opportunities
  • Track tasks, notes, and files related to contacts
  • Connect with contacts at the right time using automated email sequences

Pros:

  • Set alerts and reminders to perform appropriate actions at the right time
  • Enhance real-time collaboration within your team with Slack integration


Cons:

  • Customer support fails to meet expectations
  • The speed of the tool drops at times

Pricing:

Free plan available

Paid plans start from $15/user/month

Freshsales Plan Summary:

Free

Growth

Pro

Enterprise

Contact Management

Custom Fields

Tags

Auto-assignment Rules

Activity Timelines

Automated Workflows

Team Inbox

Freshsales Reviews:

(Freshsales offers the best analytical and automated CRM for a salesperson. It’s so an intuitive platform to get on users on different channels like SMS.)G2Crowd Review

( We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spending and maintenance for those systems are too high..) – Capterra Review

13. SugarCRM

SugarCRM is one of the best software for contact management that can be tailored to suit your exact needs. It can be used to automate key business processes, allowing you to achieve your goals with greater efficiency. Capturing leads and qualifying them is simple with SugarCRM. The tool also enables you to comply with data storage and management security requirements.

SugarCRM Contact Management

Key features:

  • Create multi-step engagement campaigns to foster stronger relationships
  • Get real-time alerts and valuable insights into contacts
  • Automate processes to improve organizational productivity
  • Enhance data management with user access permissions
  • Predict customer needs and deliver reliable experiences accordingly

Pros:

  • Customize data fields and views based on your needs
  • Track key metrics and performance to forecast your revenue


Cons:

  • The interface is clunky
  • The mobile app offers limited features

Pricing:

Starts from $49/user/month

SugarCRM Plan Summary:

Essentials

Advanced

Premier

Contact Management

Data Enrichment

Lead Prioritization

Gmail & Outlook Integration

Mobile App

SugarCRM Reviews:

( We are a rapidly growing business that needed an intuitive IT platform to help us provide great customer service and mix technology with a human touch.. )G2Crowd Review

( SugarCRM Community edition has been a great daily driver for my music business. It’s reliable, and has enough functionality to enable me to record all the key data that I need. ..) – Capterra Review

14. Nimble

Nimble offers a range of features that keep your contact data organized and well-updated. It brings contact details, social media accounts, previous interactions, and upcoming appointments to a single platform, enabling you to drive better engagement. By providing a 360° account of your prospects and customers, Nimble makes it easy to personalize outreach efforts.

Nimble Contact Management

Key features:

  • Contact records are enriched with essential information with AI-powered
  • Track email open and click rates to identify your most engaged contacts
  • Segment contacts into lists that enhance targeting
  • Use reporting and analytics capabilities to track the performance of your email campaigns
  • Get a visual representation of where every prospect stands with a sales pipeline


Pros:

  • Use email templates to connect with contacts instantly
  • Manage contact data remotely with the iOS and Android applications


Cons:

  • The interface needs to be more uncomplicated and user friendly
  • Customer service isn’t highly responsive


Pricing:

Starts from $19/user/month

Nimble Plan Summary:

Nimble Business

Contact Management

Custom Fields

1,000

Data Enrichment

Task Reminders

Group Messages

100/user/day

Nimble Reviews:

( Nimble helps me manage my CRM and sales demands in various ways. It is one of the most critical weapons in my marketing arsenal, and I employ it in several ways.)G2Crowd Review

( Nimble is the best tool to use and you can reach a large number of consumers through various channels such as emails. ..) – Capterra Review

15. Copper CRM

Copper CRM tool works effectively within the Google Workspace. This tool can be used for contact management for businesses that wish to keep their data synchronized across applications. It enables deals and email tracking from the same platform. Copper also makes it easy to add new prospects and manage tasks, contributing to improved efficiency.

Copper Contact Management

Key features:

  • Find all emails, files, and notes related to contacts in one place
  • Add new contact records directly from Gmail or Google Calendar
  • Contact records are enriched with information such as phone numbers, email addresses, and social media automatically
  • Tag and filter contacts based on your preferred criteria
  • Access live activity feeds within contact profiles to stay updated with interactions in real time

Pros:

  • Use the mobile app to stay connected with contacts even when you’re out of the office
  • Receive reminders and alerts directly in your inbox

Cons:

  • Functionality is restrictive for businesses not working within the Google ecosystem
  • Creating workflow automation sequences is time-consuming and challenging

Pricing:

Starts from $23/user/month

Basic

Professional

Business

Contact Management

Custom Fields

Mobile App

Activity Logs

Google Chrome Extension

Bulk Email

Copper CRM Reviews:

( Copper is easy to use and intuitive for collecting data, managing relationships, and building processes to manage those relationships. )G2Crowd Review

( I’ve used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.) – Capterra Review

How to Select the Best Software to Manage Contacts?

Every business is unique and has different requirements from a CRM application. A tool that may be highly productive for one organization may fail to meet the basic needs of another.

In simple words, there is no one-size-fits-all solution for contact management.

Before looking into contact management tools, you must thoroughly understand your business needs, industry, and target market. Here are some questions to consider before searching for the best contact management system:

What is the current size of your business?

What problems does your team currently face with contact management?

What is the level of automation that you require?

What integrations are you looking for?

What is the budget that you are working with?

Once you answer such questions, you can search for the best contact manager software for your business. Here are some factors to consider when making the final decision:

  • Business requirements

Remember, your business needs to find a tool that aligns with your vision and goals. Choose a flexible tool that can be adapted according to your team’s requirements.

  • Pricing

Go for a tool that offers all the required features without causing budget overruns. You can easily find cost-effective contact management systems such as BIGContacts providing advanced features for affordable prices.

  • Simplicity

Even the most advanced features are futile if your team encounters problems using them. The tool should have an easy-to-use interface since a complicated tool will only get in the way of your business operations, leading to a drop in productivity.

  • Scalability

Keep the future needs of your business in mind when picking a contact management system. A tool that is capable of growing with your business can save you time and money in the long run.

Once you find tools that check these boxes, start looking into their user reviews posted on credible sources. You can also use the free trial period that most applications offer. This can help you ascertain if the tool is right for your business before you commit to it.

Key Takeaways

  • Contact management tools keep relevant contact data such as phone numbers, addresses, emails, call logs, notes, social media accounts, transactions, etc., well-organized.
  • Along with enhancing accessibility to contact information, these tools enable you to engage with contacts more effectively.
  • You must keep your specific needs in mind to find the most appropriate contact management solution.
  • If you require a comprehensive contact management solution with advanced features such as automation, analytics, and multi-channel engagement, go for tools such as BIGContacts, HubSpot, Salesforce, etc.

Keeping Your Profitability Intact With Contact Management System

The 15 best contact management software listed above is highly reliable for managing prospect and customer data. These tools can streamline your contact management efforts, allowing you to build relationships that stand the test of time.

One thing you must remember here is that-

Every business has a different scope of implementation of its tech stack.

Therefore, you must communicate with your team members and identify areas they require help with. The next step is to look into certain key features that can add to the functionality of any contact management system. These include the integrations it offers, the extent of automation it provides, its features, and its ease of usage. These factors can help you find your business’s most effective contact management solution.

For instance, if you require features such as automatic profile enrichment, marketing automation, instant alerts, data synchronization, and comprehensive reports, you should use tools like BIGContacts. This simple yet powerful tool offers a range of features that enhance contact management. It also offers features such as workflow automation that can empower your team to be more productive. All of these combine into increased revenue and accelerated business growth.

FAQs

Why is Contact Management Important?

Contact management helps you:

  • Track all previous interactions, contact information, social media or website activity, pending tasks, and any other additional notes related to prospects and customers from a single platform
  • Modify interactions according to the target customer segment, thereby enhancing the probability of conversion
  • Understand contact needs and preferences to optimize your offerings
  • Enhance internal communication with shared access to updated information
  • Streamline sales, marketing, and support processes
  • Stay on top of your customer interactions and gain actionable insights into customer behavior

What does contact management software do?

Contact management software keeps contact data organized and accessible. These tools make it easy to store, manage and leverage contact data, including communication history, purchasing behavior, and other essential details.

Moreover, such tools offer detailed contact activity timelines, allowing you to obtain deep insights into your contact engagement.

What is contact database management?

Contact database management enables you to store all contact information and communication history in one place. It involves leveraging the data for improved interactions and stronger relationships. Anyone from the organization can readily access the database to access updated contact information.  

Contact database management also lets you segment contact data effectively to drive more personalized conversations.

Do you want to make more sales?

BIGContacts is the #1 contact management software & CRM to close more sales.