--- title: "Best Contact Management Software - 2026 Reviews & Pricing" description: "Find the best Contact Management Software for your organization. Compare top Contact Management Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/contact-management-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Contact Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Contact Management Software of 2026 Updated July 29, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 287 results ### Compare Products Showing 1 - 25 of 287 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18799)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - 360-degree customer relationship management - Comprehensive sales process control - Tailored workflows and flexibility ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Drag & Drop 5.0 Proposal Generation 5.0 Campaign Analytics 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) ### Product: Topline OS [Topline OS](https://www.softwareadvice.com/crm/topline-profile/) 5.0 [(12)](https://www.softwareadvice.com/crm/topline-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Topline OS gives small sales teams everything they need to generate and close pipeline — without stitching together a dozen tools. CRM, marketing automation, website builder, calendars, contracts, phone, SMS, email, and social media management in one platform, plus five AI agents that handle intake calls, draft outreach sequences, build prospect lists, flag deal risks, and summarize meetings. Most sales enablement tools assume you already have reps and content. Topline is built for 5–100 person firms where the founder is still the closer. The AI agents handle the volume work — qualifying inbound, following up on stale deals, booking consultations — so your team focuses on conversations that close. Plans start with a free 60-day trial. Team starts at $31/mo for 1 user, Unlimited is $397/mo with no user cap. Every feature on every paid plan. Add Flex for a dedicated account manager and specialist team starting at $500/mo.... [Read more](https://www.softwareadvice.com/crm/topline-profile/) ### Best rated features: Contact Management 5.0 Data Import/Export 5.0 Template Management 5.0 CRM 5.0 [See all features](https://www.softwareadvice.com/crm/topline-profile/#key-features) ### Team $31.00/month The Team plan is Topline OS's entry-level paid tier at $31/mo (per one user). It includes every feature on the platform — CRM, marketing automation, website builder, calendars, contracts, phone, SMS, email, social media management, and all five AI agents, 14,000 emails/mo, 1,600 texts/mo, and 1,000 call minutes/mo.... [Read more](https://www.softwareadvice.com/crm/topline-profile/#pricing-and-plans) ### Unlimited $397.00/month The Unlimited plan is Topline OS's top-tier offering at $397/mo (or $327/mo on annual billing), built for professional services firms that have outgrown user caps and need room to scale. It includes every feature on the platform — CRM, marketing automation, website builder, calendars, contracts, phone, SMS, email, social media management, and all five AI agents — with no limit on users and double the capacity of the Team plan: 28,000 emails/mo, 3,200 texts/mo, and 2,000 call minutes/mo. When bundled with Topline Leads, the Unlimited Bundle drops to $594/mo ($454/mo annual), adding 4,000 lead credits per month, 3 Intent Signal audiences, access to the 200M+ profile database, website visitor identification via Signal, and Connect outreach campaigns. The per-seat math favors Unlimited over Team once a firm crosses roughly 8 active users, making it the natural upgrade path for growing teams.... [Read more](https://www.softwareadvice.com/crm/topline-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/topline-profile/#pricing-and-plans) ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Reminders 5.0 Forecasting 5.0 Source Tracking 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Basic $65.00/month [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) ### Product: Rolldog [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals. Rolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. Rolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. Rolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.... [Read more](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) ### Best rated features: For Sales Teams/Organizations 5.0 Segmentation 5.0 Data Import/Export 5.0 Customizable Reports 5.0 ### Worst rated features: Marketing Automation 4.0 Workflow Management 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#key-features) ### Starter $39.00/month Available at $35 per month, when billed annually. ### Professional $59.00/month Available at $50 per month, when billed annually. ### Enterprise $79.00/month Available at $65 per month, when billed annually. [See full pricing details](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#pricing-and-plans) ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6987)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - Flexible and intuitive usability - Affordable plans and value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Complex and limited email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 Widgets 5.0 For Mac Devices 5.0 ### Worst rated features: Chatbot 2.0 Incentive Management 3.0 Social Marketing 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: SalesOutlook CRM [SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) 4.25 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary SalesOutlook is the best CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and Mobile. The CRM was designed to be as easy to use as your Inbox. Organize items using categories, folders and flags. Use our CRM to create Microsoft Outlook tasks and appointments. Complete your Microsoft 365 experience by including a workgroup solution to track Contacts, Companies, Deals and Activities. Use email templates to send emails and campaigns. SalesOutlook CRM is ideal for small business. Easy to deploy via the Office365 admin panel. Deploy once and if users get a new pc the app is already available, no client installation or login.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) ### Best rated features: Workflow Automation 5.0 Segmentation 5.0 Contact Database 5.0 Forecasting 5.0 ### Worst rated features: Referral Tracking 3.5 Territory Management 3.7 Internal Chat Integration 4.0 Email Marketing 4.0 [See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features) ### Basic $40.00/month [See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans) ### Product: AllyPro [AllyPro](https://www.softwareadvice.com/inventory-management/allypro-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary AllyPro is a complete web-based solution designed for the portable sanitation and service industries. It was built to provide a complete CRM along with mobile user dispatching for jobs, field technicians, vehicles, and inventory. Dynamic and accurate service status updates are sent in real time to a complete management system that tracks, documents, invoices and manages all aspects of operations. AllyPro is truly an Enterprise Business Manager (EBM). With "build as you wish" settings, complete user permissions, and simplified wizard-style windows, AllyPro is easily adaptable as well as adoptable. Coupled with AllyPro's onsite training and implementation, data migration and user adoptability are both easier and quicker. AllyPro has been built around an intuitive web user interface that includes inventory management, a complete CRM (includes tasks and reminders), dispatch, route optimization, accounts receivable, order processing, proposals and contracts, and Administrative Settings all easily navigated to and opened by authorized users. The proposal module enables companies to build paper or web-based waivers, proposals, or contracts that are customizable to display and capture the data you need. Set terms and conditions, require delivery instructions or pictures, capture signatures, and require prepayment or a credit/debit card be put on file. Field technicians complete their functions in the AllyPro app on either Android and iOS operating systems – this provides two-way seamless and instantaneous updates between operations and customer service. The applications have embedded store-forward capabilities, meaning that interruptions or loss of cellular service allow the technicians to continue their route with data captured offline being uploaded to the management system when coverage is restored. Order updates are color keyed to make exceptions easily identifiable, with the ability to capture photos, signatures, and customizable checklists. Address, service lookups, and operations are overlaid on Google maps where you can display routes, service areas and regions to make route assignment and operational efficiency decisions much simpler. A web-based custom report writer gives users the ability to access data and build simple or complex reports to their needs. AllyPro has a complete customer portal that allows a company’s clients to review invoices, remit payment, download documentation and service history, order additional services, and update account information. AllyPro is fully PCI compliant, allowing customers to set up auto-pay, or pay as required on statements and invoices. Managing accounts receivables and payment processing is all done within AllyPro with simplified general ledger exporting to your accounting software. In order to realize the full potential of AllyPro as an enterprise business manager, our team utilizes an onsite onboarding and personnel training model. We are focused on teaching how the system and settings work as well as personally assisting in the actual conversion, setup, and user training. When onboarding is complete, our goal is to have a resident AllyPro expert as well as staff who can support the continued utilization of the software. Ongoing support is conducted by phone, chat or email, with all communication tracked in a ticket system that prioritizes issues in front of the right person. Training issues are handled by trainers (assigned and account specific managers) and development issues get to the development team faster and without the additional "explaining it 3 times" scenarios. AllyPro is licensed by mobile user (field tech) licenses. Use of the web interface is unlimited and not restricted. Users have unique login credentials, tailored to their permissions.... [Read more](https://www.softwareadvice.com/inventory-management/allypro-profile/) ### Product: Lone Wolf Relationships [Lone Wolf Relationships](https://www.softwareadvice.com/product/527741-Lone-Wolf-Relationships/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Lone Wolf Relationships is a customer relationship management (CRM) system designed for real estate professionals to manage leads, organize client communications, and streamline workflows. It is intended for agents, brokers, and teams to simplify relationship management and administrative tasks. Lone Wolf Relationships includes AI-powered email composition for creating personalized messages quickly. Contact syncing centralizes lead and client information in one location. It offers customizable email templates and automated tools for scheduling follow-ups and setting reminders. Integrated texting functionality allows users to send individual or bulk messages directly from contact records. Tracking features consolidate client interactions, tasks, and opportunities into a single interface. The platform connects with calendar systems such as Google and Outlook to keep events organized. Workflow automation reduces repetitive tasks, enabling professionals to focus on client relationships. Contact management tools store client notes, birthdays, and other key details to ensure consistent communication. Automation and artificial intelligence are used to handle routine processes while maintaining effective client engagement.... [Read more](https://www.softwareadvice.com/product/527741-Lone-Wolf-Relationships/) ### Lone Wolf Relationships $33.25/month ### Lone Wolf Relationships annual $399.00/year [See full pricing details](https://www.softwareadvice.com/product/527741-Lone-Wolf-Relationships/#pricing-and-plans) ### Product: Shared Contacts for Gmail [Shared Contacts for Gmail](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/) 4.45 [(97)](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Shared Contacts for Gmail is a cloud-based contact management software for Gmail and Google Workspace (previously known as G Suite) that allows sales, marketing and operations teams to create, manage and share Google Contacts. Shared Contacts for Gmail enables users to create new contacts, manage contacts and labels, share contacts and labels with permissions including view only, edit, delete and re-share. It also lets users transfer ownership of contacts. Shared Contacts for Gmail offers a web application, Google Chrome extension, and a Gmail add-on. The product is available on annual subscriptions.... [Read more](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/) ### Best rated features: Segmentation 5.0 Lead Management 4.7 Third-Party Integrations 4.6 Data Import/Export 4.6 ### Worst rated features: CRM 3.3 Contact Management 4.0 Tagging 4.0 Sales Pipeline Management 4.0 [See all features](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/#key-features) ### Team $2.49/month ### Business $2.99/month [See full pricing details](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/#pricing-and-plans) ### Product: NetSuite [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.23 [(2057)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Features ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) ### What users love - Flexible system tailored to needs - Comprehensive and scalable functionality - Centralized financial process management ### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience ### Best rated features: "What If" Scenarios 5.0 Aging Tracking 5.0 Vendor Master Data Management 5.0 Project Tracking 5.0 [See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features) ### Product: Less Annoying CRM [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.80 [(654)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: Activity Tracking 5.0 For Mac Devices 5.0 For Real Estate 5.0 Client/Property Matching 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) ### Product: Google Contacts [Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/) 4.71 [(706)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/) Best for:Contact Database ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/) ### Best rated features: Contact Database 4.7 Search/Filter 4.7 Shared Contacts 4.6 Data Import/Export 4.6 ### Worst rated features: For iPad Devices 4.0 [See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans) ### Product: HoneyBook [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.72 [(683)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows. The system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options. HoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.... [Read more](https://www.softwareadvice.com/crm/honeybook-profile/) ### What users love - Centralized client organization tools - User-friendly and intuitive design - Streamlined invoicing and contracts ### To take in mind - Clunky and unreliable email features - Slow and restrictive payment system - Expensive for small businesses ### Best rated features: Dashboard 5.0 Content Library 5.0 Task Progress Tracking 5.0 For Startups 5.0 ### Worst rated features: Status Tracking 3.0 Employee Scheduling 3.0 Business Process Automation 3.0 Customizable Forms 3.0 [See all features](https://www.softwareadvice.com/crm/honeybook-profile/#key-features) ### Starter $36.00/month ### Essentials $59.00/month ### Premium $129.00/month [See full pricing details](https://www.softwareadvice.com/crm/honeybook-profile/#pricing-and-plans) ### Product: ClickUp [ClickUp](https://www.softwareadvice.com/project-management/clickup-profile/) 4.63 [(4611)](https://www.softwareadvice.com/project-management/clickup-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary ClickUp is a productivity platform designed to unify work tools within a single workspace. It supports various teams and industries, including marketing, product development, engineering, IT, HR, and leadership, by helping organizations streamline workflows and reduce reliance on multiple applications. The platform includes features such as tasks, sprints, Gantt charts, and kanban boards for project management. It incorporates AI-based tools, including ClickUp Brain and AI super agents, which assist with task delegation, event updates, and document creation. Collaboration tools include built-in docs, wikis, whiteboards, chat functionality, and time tracking. ClickUp offers security measures such as SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance. It provides customization options through custom fields, statuses, and templates to align with specific workflows. The platform is compatible with iOS, Android, Mac, Windows, and Chrome, allowing teams to maintain productivity across devices and operating systems.... [Read more](https://www.softwareadvice.com/project-management/clickup-profile/) ### What users love - Flexible project organization tools - Centralized team collaboration hub - Customizable task tracking options ### To take in mind - Lag and slow load times - Steep learning curve for newcomers - Overwhelming and noisy alerts ### Best rated features: Guest Access 5.0 Knowledge Management 5.0 Bug Tracking 5.0 Campaign Management 5.0 ### Worst rated features: Issue Auditing 2.0 Negative Feedback Management 3.0 Lead Generation 3.0 Overtime Calculation 3.4 [See all features](https://www.softwareadvice.com/project-management/clickup-profile/#key-features) ### Product: VipeCloud [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) 4.86 [(163)](https://www.softwareadvice.com/crm/vipecloud-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars. Empower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way. Designed for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access. VipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry. Additionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.... [Read more](https://www.softwareadvice.com/crm/vipecloud-profile/) ### Best rated features: Customizable Reports 5.0 CRM Integration 5.0 Web-based Deployment 5.0 Territory Management 5.0 ### Worst rated features: Quotes/Estimates 2.5 Engagement Tracking 4.0 [See all features](https://www.softwareadvice.com/crm/vipecloud-profile/#key-features) ### Community $15.00/month This plan offers a free trial and allows up to 1 user. ### Plus $25.00/month This plan offers a free trial and allows up to 1 user. ### Pro $50.00/month This plan offers a free trial. [See full pricing details](https://www.softwareadvice.com/crm/vipecloud-profile/#pricing-and-plans) ### Product: EngageBay CRM [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.65 [(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/) ### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth ### Best rated features: Responsive Web Design 5.0 Multi-Campaign 5.0 Customer Engagement 5.0 Service Level Agreement (SLA) Management 5.0 [See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features) ### Product: monday CRM [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - User-friendly and intuitive interface - Highly customizable workflow management - Efficient client relationship tracking ### To take in mind - Expensive for small teams ### Best rated features: Opportunity Management 5.0 Lead Scoring 5.0 Prioritization 5.0 Project Management 5.0 ### Worst rated features: Dashboard 2.0 Meeting Management 3.0 Campaign Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) ### Product: Teamgate [Teamgate](https://www.softwareadvice.com/crm/teamgate-profile/) 4.81 [(155)](https://www.softwareadvice.com/crm/teamgate-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/) ### Best rated features: Interaction Tracking 5.0 Third-Party Integrations 5.0 Calendar Sync 5.0 Opportunity Management 5.0 [See all features](https://www.softwareadvice.com/crm/teamgate-profile/#key-features) ### Starter $0.00/month All the basic contact and communication tools to get you started. ### Teams $39.90/month Boost sales efficiency and process management with our scalable and complete toolkit for SMBs. ### Growth $59.90/month Take your sales team to the next level, with deeper insights, extensive analytics, integrations and enhanced sales tools.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) ### Product: OnePageCRM [OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) 4.85 [(110)](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/) Best for:On the rise ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. Unique CRM features: — Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps. — Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. — Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub! — Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions. More CRM features: — Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool. — Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature. — Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner. — CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues. — CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/) ### Best rated features: Calendar Management 5.0 Customizable Forms 5.0 Customizable Reports 5.0 Tagging 5.0 [See all features](https://www.softwareadvice.com/crm/onepagecrm-profile/#key-features) ### Professional $9.95/month The monthly billing plan is also available. $15/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) ### Business $19.95/month The monthly billing plan is also available. $29/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) ### Product: Creatio CRM [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.72 [(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/) ### Best rated features: Calendar Sync 5.0 Task Management 5.0 ROI Tracking 5.0 Customizable Templates 5.0 ### Worst rated features: Surveys & Feedback 3.0 Live Chat 3.0 Activity/News Feed 4.0 [See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features) ### Product: Sage Sales Management [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.63 [(169)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) ### Product: ActiveCampaign [ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) 4.56 [(2568)](https://www.softwareadvice.com/crm/activecampaign-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 950+ apps, uncover deep performance insights, and optimize your workflows so you win every day.... [Read more](https://www.softwareadvice.com/crm/activecampaign-profile/) ### What users love - Flexible and powerful automation builder - Personalized campaign management support - Intuitive platform for beginners ### To take in mind - Email builder and deliverability issues - Rising costs and unclear billing - Clunky and unintuitive navigation ### Best rated features: Batch Processing 5.0 SMS Marketing 5.0 Role-Based Permissions 5.0 Shared Contacts 5.0 ### Worst rated features: Real-Time Notifications 3.0 Multi-Language 3.4 Product Recommendations 3.5 [See all features](https://www.softwareadvice.com/crm/activecampaign-profile/#key-features) ### Starter $15.00/month Get started with personalized marketing campaigns. For up to 25,000 contacts. ### Plus $49.00/month Go further with automation and powerful customer insights. ### Pro $79.00/month Unlock full omnichannel marketing automation. [See full pricing details](https://www.softwareadvice.com/crm/activecampaign-profile/#pricing-and-plans) ### Product: Tracker [Tracker](https://www.softwareadvice.com/crm/trackerrms-profile/) 4.67 [(186)](https://www.softwareadvice.com/crm/trackerrms-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary With TrackerRMS contact management software, employees can spend more time working with customers, and less on data entry. This cloud-based system is a good fit for businesses with up to 100 users.... [Read more](https://www.softwareadvice.com/crm/trackerrms-profile/) ### Best rated features: Lead Generation 5.0 Lead Qualification 5.0 Email Management 5.0 Reminders 5.0 ### Worst rated features: Internal HR 1.0 Forecasting 3.3 [See all features](https://www.softwareadvice.com/crm/trackerrms-profile/#key-features) ### Basic $80.00/month [See full pricing details](https://www.softwareadvice.com/crm/trackerrms-profile/#pricing-and-plans) ### Product: OpenCRM [OpenCRM](https://www.softwareadvice.com/crm/opencrm-profile/) 4.57 [(294)](https://www.softwareadvice.com/crm/opencrm-profile/reviews/) Best for:Customizable Fields ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary OpenCRM is a customer relationship management software designed to help businesses in the UK manage administrative operations related to helpdesk, sales, project, inventory, contact, and email marketing. It offers an auto emailing functionality, which lets sales teams pre-schedule emails according to preferences. Businesses can utilize OpenCRM to track statuses or time spent on tasks and report on the team's progress across projects. Managers can build custom job views. delegate tasks notify staff about to-dos and gain insights into activities on a calendar. Other features include SLA management, integrated customer portal, eSignature, quotation, invoicing, interaction tracking, event management and more. It provides a mobile application on Android and iOS devices, which lets field teams access and engage with customers even from remote locations. Pricing is available on per user subscriptions.... [Read more](https://www.softwareadvice.com/crm/opencrm-profile/) ### What users love - Intuitive and adaptable user experience - Responsive and helpful support team - Centralized customer relationship tracking ### To take in mind - Clunky and dated navigation experience ### Best rated features: Campaign Management 5.0 Data Security 5.0 Sales Reports 5.0 Territory Management 5.0 ### Worst rated features: Email Marketing 3.5 Mobile Access 3.7 Sales Trend Analysis 3.8 [See all features](https://www.softwareadvice.com/crm/opencrm-profile/#key-features) ### Complete Business £39.00/month This price exclude VAT which will be charged at the current rate. [See full pricing details](https://www.softwareadvice.com/crm/opencrm-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/contact-management-comparison/?page=2)[3](https://www.softwareadvice.com/crm/contact-management-comparison/?page=3)[4](https://www.softwareadvice.com/crm/contact-management-comparison/?page=4)[5](https://www.softwareadvice.com/crm/contact-management-comparison/?page=5) ... [12](https://www.softwareadvice.com/crm/contact-management-comparison/?page=12) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ NetSuite vs Dynamics 365 ](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[ Wrike vs ClickUp ](https://www.softwareadvice.com/project-management/clickup-profile/vs/wrike/)[ eWay-CRM vs Pipedrive ](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[ ActiveCampaign vs Constant Contact ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/constant-contact/)[ Act! vs LinkedIn for Business ](https://www.softwareadvice.com/crm/act-crm-profile/vs/linkedin-for-business/)[ EngageBay CRM vs Keap ](https://www.softwareadvice.com/crm/engagebay-profile/vs/infusionsoft-crm/) ## Your Guide to Top Contact Management Software, January 2025 Software Advice uses reviews from real software users to highlight the top-rated Contact Management products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Act!](https://www.softwareadvice.com/crm/act-crm-profile/) - [Agile CRM](https://www.softwareadvice.com/product/6827-Agile-CRM/) - [Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/) - [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) - [Breakcold](https://www.softwareadvice.com/crm/breakcold-profile/) - [Constant Contact](https://www.softwareadvice.com/marketing/constant-contact-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [folk](https://www.softwareadvice.com/construction/folk-profile/) - [Gold-Vision CRM](https://www.softwareadvice.com/crm/gold-vision-crm-profile/) - [Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/) - [Lead Docket](https://www.softwareadvice.com/crm/leaddocket-profile/) - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [Nimble](https://www.softwareadvice.com/help-desk/nimble-profile/) - [Nutshell](https://www.softwareadvice.com/crm/nutshell-profile/) - [Outplay](https://www.softwareadvice.com/crm/outplay-profile/) - [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) - [Salesforce Starter](https://www.softwareadvice.com/crm/salesforceiq-profile/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [SugarCRM](https://www.softwareadvice.com/crm/sugarcrm-profile/) - [Teamgate](https://www.softwareadvice.com/crm/teamgate-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. 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?](#WhatIsContactManagementSoftware) [Common Features of Contact Management Software](#CommonFeaturesofContactManagementSoftware) [Contact Management vs CRM: What's the Difference?](#ContactManagementvsCRMWhatstheDifference) [Market Trends](#MarketTrends) ## 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](https://www.softwareadvice.com/crm/). 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. ### Related Contact Management Software - [CRM Software](https://www.softwareadvice.com/crm/) - [Client Onboarding Software](https://www.softwareadvice.com/client-onboarding/) - [Customer Experience Software](https://www.softwareadvice.com/customer-experience/) - [Customer Journey Mapping Tools Software](https://www.softwareadvice.com/customer-experience/journey-mapping-comparison/) - [Customer Retention Software](https://www.softwareadvice.com/customer-retention/) - [Customer Success Software](https://www.softwareadvice.com/customer-success/)