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Contact Management Software


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Salesforce.com logo
 
Salesforce integrates social, collaboration and mobile tools with contact management features. Social profiles are stored alongside contact information in the database, and Chatter allows users to create groups and tasks.
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Salesforce integrates social, collaboration and mobile tools with contact management features. Social profiles are stored alongside contact information in the database, and Chatter allows users to create groups and tasks.
 
ProsperWorks CRM logo
 
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
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ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
 
Infusionsoft logo
 
This solution combines contact management with marketing automation and e-commerce tools. Users can organize their appointments and contact information, as well as automate their lead capture and nurture process.
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This solution combines contact management with marketing automation and e-commerce tools. Users can organize their appointments and contact information, as well as automate their lead capture and nurture process.
 
Base logo
 
Base is a cloud-based contact management and sales productivity tool for small to midsize businesses. It features a range of sales force automation functionality, as well as a user-friendly visual interface and native mobile apps.
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Base is a cloud-based contact management and sales productivity tool for small to midsize businesses. It features a range of sales force automation functionality, as well as a user-friendly visual interface and native mobile apps.
 
Less Annoying CRM logo
 
Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
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Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More

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Claritysoft logo
 
Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
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Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
 
NetSuite logo
 
Netsuite CRM+ integrates contact management features with tools for creating orders, tracking projects and managing partners. The system also offers advanced analytics and sales forecasting.
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Netsuite CRM+ integrates contact management features with tools for creating orders, tracking projects and managing partners. The system also offers advanced analytics and sales forecasting.
 
CallProof logo
 
CallProof is a sophisticated CRM system with a host of features that effectively organizes all facets of the sales process, from lead tracking to reporting. This system is fully web-based, and is optimized for companies that utilize... Read More
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CallProof is a sophisticated CRM system with a host of features that effectively organizes all facets of the sales process, from lead tracking to reporting. This system is fully web-based, and is optimized for companies that utilize... Read More
 
Chime logo
 
Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
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Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
 
PipelineDeals logo
 
PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots, real-time... Read More
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PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots, real-time... Read More

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SalesNOW logo
 
SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
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SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
 
PlanPlus Online logo
 
Designed for Real Estate, Insurance and Finance professionals, this web-based system offers contact management tools to help streamline customer communications, improve relationships and let you generate more business.
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Designed for Real Estate, Insurance and Finance professionals, this web-based system offers contact management tools to help streamline customer communications, improve relationships and let you generate more business.
 
SalesOutlook CRM logo
 
Created for the Microsoft Outlook platform, SalesOutlook’s contact management software is a good fit for growing companies in a variety of verticals and we generally recommend it to companies with more than 5 users.
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Created for the Microsoft Outlook platform, SalesOutlook’s contact management software is a good fit for growing companies in a variety of verticals and we generally recommend it to companies with more than 5 users.
 
BNTouch Mortgage CRM logo
 
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step... Read More
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BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step... Read More
 
Maximizer CRM logo
 
On the market for over 20 years Maximizer CRM is designed for SMBs looking to automate their sales, marketing and service processes. It can be deployed both on-premise and in the cloud.
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On the market for over 20 years Maximizer CRM is designed for SMBs looking to automate their sales, marketing and service processes. It can be deployed both on-premise and in the cloud.

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1CRM logo
 
1CRM by CRMonCall offers businesses a solution for managing their sales, customer service and business operations. 1CRM combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices,... Read More
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1CRM by CRMonCall offers businesses a solution for managing their sales, customer service and business operations. 1CRM combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices,... Read More
 
SAP Digital CRM logo
 
SAP Digital CRM is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include contact, lead and opportunity management, a customer... Read More
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SAP Digital CRM is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include contact, lead and opportunity management, a customer... Read More
 
Cosential logo
 
Cosential is a cloud-based CRM and proposal automation tool created by AEC experts (architecture, engineering and construction). It allows business developers, marketers and principles to access and act upon the information specific... Read More
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Cosential is a cloud-based CRM and proposal automation tool created by AEC experts (architecture, engineering and construction). It allows business developers, marketers and principles to access and act upon the information specific... Read More
 
OnContact CRM logo
 
Offering a choice web-based or on-premise deployment, OnContact CRM 7 is a great fit for price-conscious companies in several industries, including Banking, Software, Healthcare, Insurance, and Field Service. It is Mac compatible.
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Offering a choice web-based or on-premise deployment, OnContact CRM 7 is a great fit for price-conscious companies in several industries, including Banking, Software, Healthcare, Insurance, and Field Service. It is Mac compatible.
 
Hatchbuck logo
 
Hatchbuck enables users to import contacts from Outlook, Excel, and LinkedIn. Each contact meanwhile has a full activity history to track communication. We recommend this product to small businesses in a wide range of industries.
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Hatchbuck enables users to import contacts from Outlook, Excel, and LinkedIn. Each contact meanwhile has a full activity history to track communication. We recommend this product to small businesses in a wide range of industries.
 

Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: April 28, 2017


Effectively managing contacts is one of the most mission-critical tasks of running a business. Sales and marketing need the ability to quickly find the current status of an active opportunity in their database, while support teams should be able to quickly find a contact’s entire customer history.

This buyer’s guide will provide a brief overview of contact management software, which is designed for these purposes (among others). Here’s what we’ll cover:

What Is Contact Management Software?
Common Features of Contact Management Software
Contact Management vs CRM: What's the Difference?
Market Trends

What Is Contact Management Software?

At its core, contact management programs store customer contact information. This can include customers’ names, addresses, phone numbers, email addresses and even social media profile information. These databases are often easily searchable and store important documents within each contact profile.

Screenshot of Base user dashboard

Screenshot of Base user dashboard

These systems are designed to increase efficiency by consolidating critical customer data into one tool. Rather than trapping contact information in your team’s individual inboxes or address books, everyone maintains a single view of the customer.

Common Features of Contact Management Software

In addition to the core capabilities described in the previous section, contact tracking systems might also include the following features.

Calendaring & notifications These features allow users to schedule events and tasks and associate them with a contact in your database. This might include reminders to follow-up with an active opportunity in your pipeline, or a task for an account manager to send a renewal contract to one of your customers.
Note-taking In addition to storing contact information, your team might also want to make notes about a particular customer or opportunity. This might be notes from a recent call or meeting, or comments about the best time or day of the week to reach a certain person.
File-sharing Your team likely creates a variety of documents during the course of their relationship with each customer. These features allow them to easily store these contracts, proposals and other files in account profiles. Often, users can simply drag and drop files from their desktop; or, they can quickly click to upload them to the contact profile.
Tags Tagging features allow users to quickly pull subsets of customers at once. These tags are often highly customizable, so businesses can create groups by geographic region or project, for example. Think of it as a sort of index for your accounts, allowing you to quickly find customers of a certain type.
To-do lists Allows you to create to-dos for your team within each contact profile. Often, staff will be notified when a to-do is assigned to them. Then, when that person closes out the task, management receives an alert. Often, these tasks can be selected from a drop-down menu, which allows you to standardize workflow.

Contact Management vs CRM: What's the Difference?

Contact tracking software is essentially a more basic version of a customer relationship management (CRM) system, although vendors sometimes use these terms interchangeably, particularly when discussing CRM systems designed for small businesses.

Typically, CRM systems include the most common contact management features described in the previous section; however, they might also incorporate more robust workflow automation, reporting and interaction tracking, among other features. Depending on the CRM application, the system might also offer features for marketing automation, sales force automation, customer service, field service and help desk and call center management. For more information on CRM software, visit our buyer’s guide.

Despite many vendors differentiating their systems in this way, you might still encounter systems that have more features than another product described as being a CRM system, and vice versa. Regardless of what the system is called, deciding between a basic contact management system or a more robust CRM system could depend on a variety of factors.

Most of the buyers we speak with are smaller businesses, or smaller departments within larger businesses, which don't require capabilities beyond tracking contact information. These buyers most often can function exclusively with the core capabilities described in the “common features” section.

Meanwhile, CRM software buyers need more capabilities that extend well beyond simple contact management. They may need features specific to their industry (e.g., field service) or for a particular operational role, such as customer service. Very large enterprises might also need contact managing features to work in concert with other types of automation, so they would buy an integrated CRM suite.

Market Trends

The world of business software has offered contact management solutions for many years, probably longer than most other types of business software. But just because contact management apps have existed for many years, that doesn’t mean the products and their functionalities aren’t still evolving. Vendors of contact management software continue to refine their products in light of the changes brought by increasingly digital business environments. Modern contact management systems are often designed to be:

  • Always omnichannel. Omnichannel software allows companies to seamlessly engage with customers and clients across all common communication channels, from personal and business email addresses, to phone calls, live chat conversations and more. Omnichannel contact management systems ensure that information regarding preferred communication channels, and contact details, are stored with every contact’s entry.
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  • Increasingly integrated. Contact management software is often combined (integrated) with other CRM functionalities into broader software suites. Integrated suites add efficiency to internal workflow processes by minimizing the number of interfaces employees use to complete individual tasks. While in years past contact management systems were often sold as standalone products, today, they’re more often found combined with other applications, like those used specifically for sales, service or marketing.
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  • Interdepartmentally available. As more and more businesses find value in increasing the cooperation between their internal departments, more software vendors are designing platforms to facilitate cross-departmental information sharing. Contact managment solutions that allow all internal departments to share and work from the same database are increasingly common.

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