Find the best Contact Management Software
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.Compare Products
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Thryv
Thryv
FrontRunners 2023
Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamli...Read more about Thryv
Salesforce Sales Cloud
Salesforce Sales Cloud
FrontRunners 2023
Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud
Less Annoying CRM
Less Annoying CRM
FrontRunners 2023
Less Annoying CRM is a customer relationship management solution built for small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information, project...Read more about Less Annoying CRM
FreeAgent CRM
FreeAgent CRM
FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a proje...Read more about FreeAgent CRM
Maximizer CRM
Maximizer CRM
Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CR...Read more about Maximizer CRM
TOP PRODUCER
TOP PRODUCER
Top Producer is an all-in-one business management platform designed specifically for real estate agents and teams. Grow your database and convert more leads with cutting-edge lead gen and marketing automation. Smart follow-up te...Read more about TOP PRODUCER
Workbooks
Workbooks
Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-...Read more about Workbooks
SugarCRM
SugarCRM
SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard...Read more about SugarCRM
Pipeliner CRM
Pipeliner CRM
FrontRunners 2023
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. This CRM provides both salespeople and sales management with many ways of displ...Read more about Pipeliner CRM
LeadSquared
LeadSquared
FrontRunners 2023
LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, market...Read more about LeadSquared
Prophet CRM
Prophet CRM
Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify...Read more about Prophet CRM
Shape
Shape
Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for b...Read more about Shape
monday sales CRM
monday sales CRM
FrontRunners 2023
Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to pos...Read more about monday sales CRM
Really Simple Systems CRM
Really Simple Systems CRM
FrontRunners 2023
Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integra...Read more about Really Simple Systems CRM
vcita
vcita
vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, mo...Read more about vcita
Deltek Vantagepoint
Deltek Vantagepoint
Deltek Vantagepoint is a solution that helps your people manage your projects from start to finish. Vantagepoint is built specifically for professional services firms to improve productivity, boost collaboration, and increase prof...Read more about Deltek Vantagepoint
Zoho CRM
Zoho CRM
FrontRunners 2023
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more about Zoho CRM
Dynamics 365
Dynamics 365
Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offer...Read more about Dynamics 365
HubSpot CRM
HubSpot CRM
FrontRunners 2023
With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more about HubSpot CRM
ClickUp
ClickUp
ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolb...Read more about ClickUp
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Buyers Guide
Last Updated: March 16, 2023Effectively 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?
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
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.
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.
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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