Showing 1-20 of 326 products
With its cloud-based, customer relationship management platform, HubSpot 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 segments, including... Read more
Recent recommendations: 336 recommendations
FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The system works automatically by pairing with the user's email to create and classify... Read more
Recent recommendations: 270 recommendations
Thryv is a cloud-based customer relationship management (CRM) solution designed for small businesses across various industry verticals. Features include appointment scheduling, billing and invoicing, contact management, reputation... Read more
Recent recommendations: 209 recommendations
Infusionsoft by Keap is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries... Read more
Recent recommendations: 185 recommendations
NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read more
Recent recommendations: 126 recommendations
The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read more
Recent recommendations: 124 recommendations
Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere.... Read more
Recent recommendations: 121 recommendations
AmoCRM is a cloud-based customer relationship management solution that helps users manage the sales pipeline. Users can receive feedback and reports about the performance of salespersons. The solution offers lead scoring and nurturing,... Read more
Recent recommendations: 89 recommendations
Claritysoft is a cloud-based 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... Read more
Recent recommendations: 80 recommendations
Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click... Read more
Recent recommendations: 33 recommendations
FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read more
Recent recommendations: 29 recommendations
Mission Suite is a cloud-based customer relationship management (CRM) platform for small to midsize businesses that helps automate day-to-day sales and marketing processes. The software enables teams to track sales pipelines, create... Read more
Recent recommendations: 26 recommendations
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read more
Recent recommendations: 23 recommendations
Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more
Recent recommendations: 20 recommendations
Bpm'online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service. The... Read more
Recent recommendations: 19 recommendations
CINC Pro is a cloud-based customer relationship management solution catering to businesses of all sizes in the real estate industry. The solution offers a native mobile application for Android and iOS devices. Key features allow users... Read more
Recent recommendations: 19 recommendations
Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read more
Recent recommendations: 17 recommendations
Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. Firepoint... Read more
Recent recommendations: 15 recommendations
Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read more
Recent recommendations: 12 recommendations
OnContact CRM is a mid-market customer relationship management (CRM) solution that can be deployed on-premise or in the cloud. OnContact includes complete sales automation, marketing automation, customer service and contact center... Read more
Recent recommendations: 11 recommendations
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:
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.
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 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.
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: