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.

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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.
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Showing 1 - 20 of 100 products
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Showing 1 - 20 of 100 products

Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

178 recommendations

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Th...Read more

166 recommendations

Thryv

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

92 recommendations

NetSuite CRM

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, manu...Read more

76 recommendations

Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities tha...Read more

43 recommendations

FreeAgent CRM

FreeAgent CRM is a customer relationship management platform with robust work management capabilities. It helps teams get everything on a unified platform, collaborate on various projects and track and improve operational performa...Read more

4.66 (65 reviews)

40 recommendations

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

19 recommendations

Copper

Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper ...Read more

12 recommendations

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

12 recommendations

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

11 recommendations

Software pricing tips

Read our Contact Management Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Nutshell

Nutshell is a sneaky powerful growth software platform that helps sales and marketing teams work together to win more deals. Simple enough for any team and sophisticated enough for any business, Nutshell offers easy to use CR...Read more

4 recommendations

vcita

vcita is a cloud-based customer relationship management (CRM) solution for small businesses. Entrepreneurs and business owners can manage their client engagements from any device from anywhere. It enables organizations to dri...Read more

3 recommendations

Freshworks CRM

Freshworks CRM 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 includ...Read more

2 recommendations

Method CRM

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management,...Read more

4.14 (78 reviews)

1 recommendations

Lead Docket

Lead Docket is a cloud-based customer relationship management (CRM) solution that helps law firms to track leads. Key features include a real-time dashboard, contact management, task management and reporting. It enables users to s...Read more

5.00 (2 reviews)

1 recommendations

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

Nimble

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, em...Read more

PipelineDeals

PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots,...Read more

Apptivo

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) ...Read more

Popular Contact Management Software Comparisons

Buyers Guide

Last Updated: April 09, 2021

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

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

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

What Is Contact Management Software?

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

Screenshot of Base user dashboard

Screenshot of Base user dashboard

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

Common Features of Contact Management Software

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

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

Contact Management vs CRM: What's the Difference?

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

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

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

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

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

Market Trends

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

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