The 14 Best Contact Management Software Tools in 2023

In a letter he wrote to Jean-Baptiste Le Roy in 1789, Benjamin Franklin famously wrote, “On this world, nothing might be mentioned to make sure, besides dying and taxes… and a shared repository for buyer contact data being useful for gross sales groups of all sizes, industries, and buildings.”

Alright, I admit I may need taken some artistic liberty with the final a part of that quote — however it does not make it any much less true.

Having the ability to readily entry and analyze buyer and prospect information could make your gross sales efforts significantly simpler and more practical. That is why contact administration software program is at all times a selection to think about.

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Environment friendly contact administration helps companies successfully use their contacts. It permits personalised communication, higher customer support, and improved gross sales alternatives.

“Contact administration software program” is a catch-all time period for information administration software program.

This software program permits you to observe prospect, buyer, and vendor contact data. This will embrace information like:

• Addresses
• Particular person workers
• Related firms
• Open quotes
• Orders
• Gross sales historical past

It is a useful resource that may enhance your gross sales efforts by simplifying communication and making a single supply of reality. Contact administration software program may assist streamline processes like outreach and lead qualification.

Contact Administration Software program vs. Buyer Relationship Administration System

Contact administration software program and buyer relationship administration (CRM) methods each deal with information administration and communication. However CRMs may assist companies handle gross sales, advertising and marketing, and customer support. A CRM may give a enterprise a transparent overview of the client expertise for superior evaluation, forecasting, reporting, and outreach.

Briefly, contact administration software program manages particular person contact information, whereas a CRM system manages the total buyer journey to drive enterprise development.

Attempt HubSpot CRM without cost.

Advantages of Contact Administration Software program

Helps your enterprise do extra with much less.

Some companies use spreadsheets to prepare contact information or let workers have their very own system for protecting contacts. In addition to creating chaos and bottlenecks, this strategy silos data. A central area for contact administration can:

• Save your workers’ time
• Improve productiveness
• Give your group a extra streamlined workflow

It additionally allows you to add automation and different time-savers to your contact processes.

Improves buyer relationships.

Each dialog with each buyer issues. A central supply of buyer information could make distinctive particulars out there to the group members that want them. This helps your enterprise meet expectations, nurture buyer relationships, and personalize communication.

So, contact administration software program can enhance the client expertise for higher satisfaction and loyalty.

Betters gross sales efficiency.

Contact administration software program typically consists of instruments to:

• Handle gross sales leads
• Maintain observe of gross sales actions
• Analyze gross sales efficiency

These instruments will help your group discover the very best alternatives and use information to enhance the gross sales course of. These enhancements can result in greater win charges, shorter gross sales cycles, and higher gross sales efficiency.

Allows group collaboration.

A central platform for contact particulars retains prospects from getting handed from division to division once they have an issue to unravel. It makes it simpler for groups to share the work it takes to maintain your prospects completely happy.

Improved collaboration means higher outcomes in your prospects and your enterprise. Try this information for extra recommendations on how one can benefit from your contact administration software program.

Greatest Contact Administration Software program

Listed below are a few of the prime contact administration software program for small companies. Then, we’ll go over the very best free and paid choices out there for any enterprise.

1. HubSpot

Worth: Free ceaselessly.

Get HubSpot’s Fully Free CRM

HubSpot’s free CRM is a contact administration instrument plus a lot extra. You may by no means should manually add or replace contact data — HubSpot will deal with that for you after each interplay you may have with a contact. Plus, contact data are enriched robotically with information from over 20 million companies.

The CRM and speak to administration system is simple to get began with, use, and navigate.

Along with contact administration, different notable options embrace:

• Pipeline administration
• Reporting dashboards
• Firm insights
• Deal monitoring
• E-mail monitoring and notifications
• Prospect monitoring
• Assembly scheduling
• Stay chat

The CRM is solely free ceaselessly however you possibly can improve at any time to a paid plan for extra options as your enterprise scales.

Helpful buyer suggestions: “We use HubSpot to handle new incoming leads, make revenue projections, and handle ongoing contacts. Managing a whole lot and hundreds of contacts is subsequent to not possible with no CRM and HubSpot makes the job very simple with all of the automation and reporting out there. It is good for organizing and transmitting all gross sales supplies and transaction paperwork as properly.”

Professional Tip: Get HubSpot’s free-forever CRM platform that is simple to start out, will scale with your enterprise, and assist you to develop higher.

2. BIGContacts

Worth: Plans beginning at $5 per person/mo.

BIGContacts CRM simplifies contact administration to assist small companies construct buyer relationships. The instrument affords an in depth view of contact data together with their telephone numbers, location, emails, earlier touches, transaction historical past, notes, and upcoming interactions. You may retailer further data below customized fields as properly. Then, use these complete contact data to personalize numerous outreach communications and campaigns.

BIGContacts permits you to seize information from internet types robotically, eliminating guide effort and potential errors. The platform brings contacts and duties to 1 place, making it simple to remain up to date with upcoming actions.

The contact administration CRM gives the performance to tag and type contacts via static and dynamic contact lists to enhance segmentation. The instrument integrates with a number of enterprise functions resembling accounting, analytics, and advertising and marketing software program. This makes it simpler to handle every thing associated to your contacts from a single platform. BIGContacts additionally gives distant entry, permitting you to maintain tabs in your contacts from anyplace.

Helpful buyer suggestions: “Adjusting to working with the software program may be very simple, customers can share data and examine one another’s actions associated to sure job duties. Updating contacts when their data modifications might be difficult since you should add one other contact after which it could turn into complicated when making an attempt to determine which one is right.”

3. Nextiva Buyer Relationship Suite

Worth: Plans ranging from $24.95 per person/ mo.

The Nextiva gross sales CRM’s strong suite of options consists of contact administration assets which might be out there throughout all of their plans. Even their most simple subscription consists of instruments for sustaining e-mail historical past, notes, and name logs.

Collectively, these assets will help you observe your prospects’ contact data and communication historical past whereas taking the stress out of processes like follow-up and outreach. With Nextiva, you will have entry to a wide selection of options together with follow-up automation, surveys, stay chat, and analytics.

Helpful buyer suggestions: “The benefit of use on the desktop permits me to be extra productive. I like that pulling up contacts, calling, texting, and seeing who is looking is as simple as engaged on my newest challenge.”

“I’ve had a number of points with creating contacts and all communications not being labeled instantly, however sometimes a refresh solves this drawback.”

4. ActiveCampaign

Worth: Plans beginning at $49 per mo.

ActiveCampaign is a buyer expertise automation platform with a variety of contact administration options and capabilities.

ActiveCampaign pairs its contact administration capabilities together with your buyer lifecycle. The method begins with reaching and fascinating your viewers, then nurturing and educating them, adopted by changing and shutting them, and lastly, supporting their development. To start the method of contact administration, the instrument may have you create a contact record.

From there, merely add current e-mail contacts after which manage your contacts by record, tag, or customized area. ActiveCampaign will immediate you to construct segments in your prospects to assist you to goal and personalize content material for them. This contact administration answer will assist you to phase primarily based on communications like emails and types, too. Then, it’s going to determine and pull out behavioral actions that may educate you extra about prospects in these segments.

ActiveCampaign additionally gives case research. This will help you study concerning the ways in which different firms like yours are utilizing the software program’s contact administration instruments and the way they phase their prospects.

Helpful buyer suggestions: “With ActiveCampaign you possibly can automate affords, record administration, and speak to administration. You may schedule appointments, add notes to contacts, and ship them direct messages. To enhance the general person expertise, you possibly can ship personalised messages to your web site customers. To transform extra guests, you possibly can construct a form of gross sales funnel.”

5. Freshworks

Worth: CRM plans beginning at $15 per person/ mo.

Freshworks is a CRM and speak to administration system that helps you handle and nurture your contacts to create sturdy and lasting relationships with them. It automates contact information entry for you and gives 360-degree views of particular person prospects.

Freshworks tracks gross sales actions, manages gross sales duties and appointments, and permits you to place calls or ship emails with out having to go away the instrument. You may combine with Google Workspace to entry Gmail, Google Docs, Google Drive, and extra all from Freshworks.

Helpful buyer suggestions: “Customers can effectively handle their contacts, observe interactions, and preserve a complete view of buyer particulars, resembling e-mail conversations, telephone calls, and social media interactions.”

6. Moosend

Worth: Plans beginning at $9 per mo.

Moosend is an e-mail advertising and marketing automation platform with superior viewers administration options to maintain your contacts organized. Moosend’s CRM capabilities will allow you to simply handle your contacts via the contacts dashboard, monitoring who’s lively and who bounced to optimize your technique.

The platform’s superior segmentation capabilities assist you to accumulate in-depth buyer information. And you’ll simply tag your subscribers primarily based on completely different standards and data to create tailor-made content material. For instance, Moosend’s customized fields personalize your topic traces and content material primarily based in your prospects’ names, birthdays, places, and extra.

Moosend’s lead era instruments will even assist you to develop your mailing lists by changing publication sign-up types and touchdown pages. You may automate your contact administration via advertising and marketing automation by creating particular automated workflows that may preserve your record clear and engaged primarily based on person actions.

Helpful buyer suggestions: “Customers can create contact lists quickly and simply. This platform targets the required viewers itself. This platform permits customers to schedule completely different campaigns. It’s fairly a helpful characteristic as a result of the person doesn’t have to recollect the time and date for beginning them.”

7. Keap

Worth: Plans beginning at $159 per mo.

Keap is a CRM and gross sales and advertising and marketing platform with a shopper administration answer for small companies. The platform affords a central location for shopper exercise and communications and the instrument automates follow-ups, contact report creation. and speak to report updates for you. You can too rapidly personalize communications with contacts (resembling types, emails, and gross sales follow-ups) utilizing the contact information that is saved in Keap.

Combine Keap with Gmail or Outlook so all of your e-mail interactions are robotically up to date within the related contact’s report. There are additionally all kinds of different enterprise instruments and software program you possibly can combine with Keap so all of your information is up-to-date and accessible from a single location.

Helpful buyer suggestions: “Keap is a beast in itself during which you are able to do issues successfully offered that you simply use it successfully, and know your method round it. We used Keap for managing our Contacts, sending promotional emails, advertising and marketing automation, and e-comm. Keap grew to become a lot simpler to make use of as we obtained to know the best methods of doing issues ranging from tag naming conventions, proper methods of utilizing Objectives, Marketing campaign hyperlinks, and many others.”

Subsequent, let’s dive into the very best free and paid contact administration software program for all companies — from small to midsize to enterprise.

1. HubSpot CRM Platform

Worth: Free and paid plans beginning at $45 per mo.

The HubSpot CRM platform’s contact administration instruments are designed to take away friction out of your gross sales processes, streamlining your gross sales efforts and giving your reps extra time and adaptability to shut offers.

Just like the free model of the CRM, the platform robotically enriches your contact data with information from over 20 million companies. It additionally notifies you when prospects open your gross sales emails or go to your web site.

HubSpot consists of different contact administration staples like prospect monitoring instruments, assembly scheduling, and stay chat (which each your gross sales and repair groups can profit from).

We chatted above concerning the free-forever model of HubSpot — when you’re a startup or small enterprise, it’s possible you’ll begin with that model of the software program after which scale right into a paid model of the gross sales CRM. This permits for seamless development together with your contact administration system as your enterprise scales (together with a bunch of different options and instruments that are perfect for your gross sales, advertising and marketing, and repair groups).

Helpful buyer suggestions: “Gross sales Hub seamlessly integrates with HubSpot CRM, which serves as a single supply of reality for all buyer and prospect data. This integration ensures that our gross sales groups have a whole view of our contacts, communication historical past, offers, and interactions. It permits me as gross sales rep to supply a personalised expertise to prospects and prospects, enhancing the standard of our interactions.”

2. Bigin

Worth: Free and paid plans beginning at $7 per person/ mo.

The worth of Bigin is in its simplicity — it is simple to function with out sacrificing energy or performance. It permits you to handle your contacts with a complete view of any communication you may have with these individuals.

Emails, duties, and notes particular to your particular person contacts are all accounted for and simple to entry. It additionally options instruments that assist you to apply the data gathered throughout these communications to your gross sales efforts.

Probably the most primary model of the platform is free to make use of and might accommodate 500 contacts for a person person. That plan is good for small companies, startups, and freelancers. In the meantime, Bigin’s paid subscriptions provide extra flexibility and options.

Helpful buyer suggestions: “We use Bigin to utterly handle the contacts of shoppers, which makes it efficient after we need to make some communications with them. Moreover, Bigin makes workflow administration more practical, after figuring out the enterprise alternatives for development.”

3. Bitrix24

Worth: Free and paid plans beginning at $49 per mo.

Bitrix24’s contact administration software program’s suite of options affords normal contact administration assets, together with a centralized database for accumulating and monitoring prospect and buyer contact data.

The instrument additionally robotically logs and data all telephone calls reps place or obtain. The identical goes for e-mail communications — when you sync your e-mail deal with with the platform, your complete historical past of e-mail exchanges can be saved in your Bitrix24 contact supervisor.

For those who’re curious about a free answer with performance that usually is not out there with normal contact administration software program, Bitrix24 could also be price contemplating. As your enterprise grows and also you need extra out of your contact supervisor, Bitrix24’s paid plans can accommodate your wants at affordable worth factors.

Helpful buyer suggestions: “We would have liked a system that allowed for unified communication, contact monitoring, doc administration, and workplace setup. Bitrix24 allowed as much as stand up and operating rapidly.”

4. Streak

Worth: Free and paid plans beginning at $15 per person/ mo.

Streak’s contact administration instruments might be built-in into your Gmail inbox, working alongside all different Google Workspace functions. The software program additionally permits you to each preserve and share a timeline of buyer contacts and communications. This will embrace information about e-mail data, name logs, recordsdata, notes, and duties.

Streak affords customized views of your gross sales pipeline. You may search, filter, group, and type your contact information in any configuration in addition to save these ends in customized views and share that information together with your group.

Streak is an accessible software program, designed to simply combine together with your Google functions. It is free for private use however there are additionally paid skilled and enterprise-level plans.

Helpful buyer suggestions: “It’s going to assist you to create a pipeline of the attainable prospects and allow you to comply with up via the mails you might be sharing and receiving with them. Some further options price point out is you could observe the openings of the emails shared, associations of particular contacts with particular offers, and better of all, establishing the pipeline as you would like.”

5. Pipedrive

Worth: Plans ranging from $14.90 per person/ mo.

Pipedrive CRM is decidedly sales-oriented, and its contact administration assets replicate that. The contact administration options are supposed to allow laborious gross sales with information and automation. They add a brand new diploma of perception and intelligence to an organization’s gross sales efforts by gathering good contact information and robotically pre-qualifying leads.

The platform consists of instruments that may retrieve internet information about your contacts from on-line sources like LinkedIn. Utilizing this data, the platform may give you perception into the viability of pursuing the leads you collect.

Helpful buyer suggestions: “The UX/UI is straightforward. I repeat, it’s easy and ideal for gross sales guys. The deal view and the contact/firm views are simply easy and simple to work with. Anybody can simply customise or add new fields if required.”

6. Nimble

Worth: Plans beginning at $24.90 per person/ mo.

Nimble CRM’s contact administration options assist you to entry all of your contacts — throughout any cell, cloud-based, or desktop data — in a single relationship supervisor.

Nimble’s prospecting instrument robotically shows all contact data and firm particulars for prospects and prospects, together with all emails, social interactions, messages, notes, and calendar occasions you could have exchanged with them.

The platform works seamlessly with Google Workspace and Office365 and options over 100 app integrations. It’s a robust, versatile instrument for protecting tabs in your contacts, the way you attain them, and the way they may match into your general gross sales efforts.

Helpful buyer suggestions: “The system is organized and you do not are inclined to get misplaced within the small particulars with contacts. The benefit of use and the opportunity of linking a couple of firm to 1 individual is a superb benefit. It’s versatile and simple to configure.”

7. Nutshell

Worth: Plans beginning at $16 per person/ mo.

Nutshell acts as a central repository for all of your firm’s buyer data and information. It is a single location for you and your group to retailer and reference contact particulars, name notes, and e-mail conversations with prospects. The instrument’s contact administration infrastructure — paired with its highly effective gross sales automation instruments — will help you streamline your gross sales course of and simply qualify leads.

Nutshell additionally integrates seamlessly with functions like Slack and Google Workspace and is designed to swimsuit the wants of companies of each measurement.

Helpful buyer suggestions: “Nutshell’s performance, help, and price made it a simple and good selection. Reminders for follow-up are properly designed and might be set based on your cadence, making it simple to maintain observe of your contacts.”

Select Your Contact Administration System

Regardless of how massive your enterprise is, what you promote, or the way you construction your gross sales group, you are sure to have contacts you should observe and handle. If you have not already invested involved administration software program for your enterprise, it’s best to strongly think about a few of the selections listed above.

And keep in mind, nothing in life might be mentioned to make sure, apart from dying, taxes, and high-quality contact administration software program making life simpler for salespeople.

Editor’s notice: This publish was initially printed in February 2020 and has been up to date for comprehensiveness. This article was written by a human, however our group makes use of AI in our editorial course of. Try our full disclosure to study extra about how we use AI.