Contact management is an essential feature in customer relationship management (CRM) systems. It lets teams store, organize, and search for customer or lead data, such as identifiable information like names, phone numbers, or addresses. It also records behavioral information, like lead activity, and descriptive data, such as a contact’s industry. We evaluated dozens of CRM systems to identify the best contact management software for small business sales teams.
- Best for contact management workflow automation: Zoho CRM
- Great for project management: Insightly CRM
- Top free contact management platform: EngageBay
- Recommended tool for automated lead engagement: ActiveCampaign
- Solid 360-degree view of contacts: Freshsales
- Best solution with unlimited contacts: HubSpot CRM
- Excellent choice for contact data enrichment: Pipedrive
- Easy-to-use contacts manager software: Less Annoying CRM
- Specialized solution for Gmail users: Streak CRM
- Great choice for multiple contact data views: monday sales CRM
Best Contact Management Software Compared
Provider | Free Plan? | Our CRM Rating Out of 5 | Learn More | |
---|---|---|---|---|
$14 per user | âś“ 3 users | 4.54 | ||
$29 per user | âś“ 2 users | 4.46 | ||
$13.79 per user | âś“ 15 users | 4.44 | ||
$19 per user | âś• | 4.43 | ||
$9 per user | âś“ 3 users | 4.42 | ||
$18 for two users | âś“ Unlimited users | 4.34 | ||
$14.90 per user | âś• | 4.31 | ||
$15 per user | âś• | 4.28 | ||
$15 per user | âś“ 1 user | 4.27 | ||
âś• | 4.19 |
Zoho CRM: Best Overall for Workflow Automation
Pros
- Affordable, scalable pricing options
- Robust system customization capabilities
- Lots of automation options, especially with contact management workflows
Cons
- Free plan limited to three users
- Custom data fields not available for free
- Requires some level of CRM experience to navigate the platform
- You need automation features to manage your contacts: Between the Zia artificial intelligence (AI) and workflow features, Zoho CRM has plenty of automation capabilities. Teams can auto-add contact records to the database through social media and web-to-contact online forms. Plus, they can keep the information fresh through data enrichment and prioritize opportunities based on lead-scoring criteria. Zia Insights also tell users the best time to contact someone and which tasks to focus on.
- You need a free or affordably priced all-around CRM: With free and low-priced plans available for evolving teams, Zoho CRM is one of the most scalable CRM solutions on this list. It supports sales and marketing as well as customer case management in one highly customizable system. Users can track leads and accounts on its app, log notes, calls, and events, and communicate with contacts via email, text, and telephone.
- You are looking for a more intuitive CRM tool: Zoho CRM has advanced AI features, but its interface requires a learning curve due to its robustness and wide customization options. As a result, it does not score well in the usability column.
- Alternative: Freshsales offers a user-friendly interface that is sleek and simple, even for beginners.
- You want a free CRM plan for unlimited users: Zoho CRM is indeed feature-rich, but its free plan is limited to three users.
- Alternative: HubSpot CRM’s free plan has unlimited seats, which fits organizations that don’t want to commit to a CRM subscription yet.
Zoho CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Zoho CRM topped this list because of its excellent tools for lead and contact management, reporting, email marketing, and conversational artificial intelligence (AI). It also offers lots of automation features, including auto-adding contacts to the database, data enrichment, lead prioritization, and smart recommendations on the best time to call contacts. Those needing only one pipeline to monitor their sales can use the free plan. Consider the paid plans if you require multiple pipelines and advanced features like lead scoring and sales forecasting.
Insightly CRM: Best for Project Management
Pros
- Offers a free plan with email templates and custom fields
- Real-time data synchronization with mobile app
- Built-in project management tools across all plans
Cons
- Workflow automation is only available in the more expensive plans
- Limited report customizations
- Marketing and customer service modules require a separate software product for an additional cost
- You need a CRM with built-in project management and delivery tools: Starting with its Free plan, you can collaborate with your teams on projects to track milestones and manage processes. You can also convert won opportunities into projects without losing any data.
- You are a real estate professional needing a free CRM: Insightly CRM is a great choice for a real estate CRM because of its configurable profiles for various access levels. Team managers can set different access permissions for their teams based on record types, records, links, and actions.
- You are seeking a CRM with ecommerce tools: While Insightly CRM has robust project management features, it does not have the tools to run an online store. These include inventory management and order processing.
- Alternatives: Starting with the free plan, HubSpot CRM enables you to collect customer payments via an integrated Stripe account.
- You are looking for an all-in-one CRM with free marketing and service tools: Insightly CRM does not have free integrated marketing and service tools. You’ll need to purchase a separate Insightly product for these tools.
- Alternative: EngageBay’s free plan includes tools for managing your sales, marketing, and customer service processes. It also supports up to 15 users.
Insightly CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Insightly CRM has robust project management tools that are perfect for sales management for freelancers and startups. It allows teams to assign and collaborate on projects, create workflows, and track key milestones. Best of all, its project management features are available for free and can be accessed with its mobile app.
EngageBay: Best Free Contact Management Software for Small Business
Pros
- Offers free and affordable pricing plans
- Has cross-channel communication platforms to engage with contacts
- All-in-one sales, marketing, and service tool
Cons
- Has no SMS (short message service) function
- Offers few customization options for email templates
- Expensive proposal management, A/B testing, and trigger-based workflow automation ($59.79 per user, monthly)
- You are looking for a free or low-cost online contact management solution: EngageBay offers free plans for sales, marketing, and customer service teams. It also has an all-in-one option with a combination of features for all three functions, making it ideal for teams with a limited budget for a CRM subscription.
- You need a cross-channel communication platform to engage with contacts: EngageBay offers multiple channels to interact with contacts, allowing you to have contextual, meaningful engagement and communication with your customers and prospects. It enables you to automate and send bulk emails, call contacts, use live chat, and integrate social media messengers from within the system.
- You need a user-friendly CRM: While EngageBay is packed with features, recurring reviews about the platform say it’s not intuitive to navigate, especially for beginners.
- Alternatives: Users who want a CRM that can be used out of the box and is easy to navigate can consider Less Annoying CRM and Freshsales.
- You need a CRM with built-in project management tools: EngageBay does not offer tools for managing projects.
- Alternative: Insightly CRM allows you to collaborate on tasks and projects across all plans. You can also convert won opportunities into projects to track product and service delivery.
EngageBay Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the EngageBay All-in-One plans, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
EngageBay is a free CRM with multi-channel communication features to engage contacts. Its free plan includes live chat, email marketing and auto-responders, and a landing page builder, making it ideal for small teams needing basic software for managing contacts and engaging with leads. If you plan to subscribe to a paid plan, we recommend considering other providers that are easier to navigate and have more advanced features.
ActiveCampaign: Best for Automated Lead Engagement
Pros
- Simple interface makes it easy to learn and use
- Basic plan includes lead scoring and AI tool for email content generation
- Includes free account migration services
Cons
- No free plan
- Sales engagement automation is not available until the Professional tier at $49 per user, monthly
- SMS automation costs extra, starting at $21 per month
- You need CRM tools for automating sales engagement and nurture campaigns: With ActiveCampaign’s Professional plan ($49 per user, monthly), you can automate sales engagement and one-on-one emails. It also uses customer touchpoint data to determine when and where to engage customers, as well as when human agents should take over to close sales.
- You want to leverage AI for content generation: All of ActiveCampaign’s plans include AI-powered email content generation tools. These tools help reps build and send personalized and engaging emails at each customer touchpoint.
- You’re looking for free lead engagement tools: ActiveCampaign does not offer a free plan, so its lead engagement tools come at a cost that starts at $19 per user, monthly.
- Alternative: Freshsales has a free plan for three users that offers an AI chatbot builder. This tool auto-engages website visitors and also books meetings straight from the chat widget.
- You want a CRM system with advanced tools like sales forecasting and bulk email: ActiveCampaign’s Sales CRM includes basic tools for lead, deal, and account management. It does not have tools for sending bulk emails and generating sales forecasts and quotes.
- Alternatives: HubSpot CRM has a robust free plan that supports an unlimited number of users. It includes advanced CRM features such as conversational bots, email tracking, customizable quotes, and a product library. Pipedrive is another good alternative that offers deal rotting indicators, product catalogs, and an AI sales assistant starting at $14.90 per user, monthly.
ActiveCampaign Pricing Plan & Overview*
ActiveCampaign Pricing Add-ons:
- SMS (Short Message Service) Automation: Starts at $21 per month for 1,000 SMS credits
- Marketing: Starts at $92.83 per month for five users
- Transactional Email: $15 per month for 10,000 sends
- Custom Reporting: $159 per month for 50 reports and 25 dashboards
*Pricing is based on annual billing on a per-month breakdown of the ActiveCampaign Sales plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
ActiveCampaign enables users to automate sales engagement and send personalized messaging using chatbots, starting with the Sales Professional plan at $49 per user, monthly. It has basic tools for deal and account management, lead scoring, and lead segmentation. However, it excels when it comes to workflow automation, as it offers over 800 customizable automation templates from its marketplace.
Freshsales: Best for 360-degree View of Contacts
Pros
- Provides a detailed view of customer activities
- Offers lifecycle stages identification for contacts
- Has a robust in-app caller to easily engage with contacts
Cons
- Two-way email sync not included on free plan
- Data enrichment is locked in the Enterprise plan
- Per-user limit on file storage
- You want a detailed activity history of your contact engagement: Freshsales’ contact management has an activity timeline feature that provides a chronological view of a customer’s engagement with your business. Users can view audience interactions like their website and email activities and gain complete visibility into their engagement with your brand.
- You want to assess the lifecycle stages of your contacts: Users can set lifecycle stages based on where customers are in their purchasing journey, including prospects, marketing or sales qualified leads, and existing customers. They can customize substages based on their business process to map sales and marketing activities.
- You need a CRM with robust in-app caller to engage with contacts: Freshsales’ calling features enable users to communicate easily with their contacts. With various functionalities like call transfers, recording, logging, and after-call work, sales teams can easily connect with contacts directly from the CRM system.
- You want affordable data auto-enrichment features: Freshsales offers auto-profile enrichment in the Enterprise plan for $69 per seat. However, it’s not available in its low-tiered plans.
- Alternative: Pipedrive offers data enrichment through its Smart Contact Data in its Advanced plan for $24.90 per user, monthly.
- You need project management tools built into your CRM: Freshsales is excellent for lead and deal management and engaging with customers through various channels, but there’s no built-in project management tool.
- Alternatives: Insightly CRM offers project management tools across all plans, allowing sales teams to collaborate on tasks and opportunities. Zoho CRM also lets sales teams view the number of projects associated with a contact and monitor their progress throughout the sales pipeline stages.
Freshsales Pricing Plan & Overview*
Freshsales Pricing Add-ons:
- Workflows: $5 for 10 workflows
- Phone Credits: Starts at $5
- CPQ (Configure, Price, Quote): $19 per user, monthly
- Additional Bot Sessions: $75 for 1,000 bot sessions per month
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 21-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Freshsales is a scalable sales CRM that provides users with a 360-degree view of customer interactions at different stages of the buyer journey. This helps facilitate better lead nurturing and removes silos between sales and marketing teams. In addition, its in-app cloud phone lets you easily communicate with your contacts through its desktop or mobile app. It also offers essential CRM functionalities like account, sales pipeline, and deal management.
HubSpot CRM: Best for Unlimited Contacts
Pros
- Free plan for unlimited users
- Includes data and lead management features plus chat, phone, and email communication tools
- Intuitive, easy-to-use interface
Cons
- Free plan limited to up to five contact lists and does not include lead rotation
- Data management customization options like required fields and record layouts require Professional plan ($450 per month)
- Lead scoring features are expensive at $450 per month under the Professional plan
- You need a massive volume of allocation for contacts: HubSpot CRM has an allowance for 1 million contacts and company records in its database—virtually unlimited. Users can add new contacts using a prospect’s corporate email address or pull them straight from their inbox or form submissions. The platform automatically creates an associated company record and populates it with revenue, industry, and contact details.
- You need robust marketing automation tools to engage with your contacts: HubSpot CRM is an easy-to-use CRM system, well-acclaimed for its marketing capabilities and direct sales features. It offers a vast library of email templates for users to engage with their contacts. You can easily segregate their contacts based on their industry, job titles, and past activities.
- You need an affordable lead scoring tool: The lead scoring features are helpful in online contact management for qualifying opportunities. Unfortunately, this function is unavailable until the Professional plan ($450 per month), which could be expensive for small businesses regardless of bundling or paying for the individual module.
- Alternative: Zoho CRM offers lead scoring rules under its lowest-priced plan, Standard ($14 per user, monthly). Its Enterprise plan ($40 per user, monthly) includes advanced scoring rules and is significantly more affordable than HubSpot CRM’s Professional plan ($450 per month for five users).
- You want a free telephone system for customer engagement: HubSpot CRM offers third-party telephone integration and an option for a built-in phone system, but these capabilities require a paid plan (starting at $18 per month).
- Alternative: Freshsales’ free plan includes a built-in telephone system with an inbound caller ID and the option to buy local and toll-free numbers.
HubSpot CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the HubSpot Sales Hub plans, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here.
**Annual billing only.
Our Expert Opinion
HubSpot CRM is simple contact management software for small business teams that offers a range of tools to manage contacts effectively. These include activity tracking, notes, and communication features. The free version suits startups and small businesses that need a simple tool to record their contact engagement. Additionally, the paid versions (starting at $18 per month for two users) have more advanced features like sales forecasting and analytics.
Pipedrive: Best for Intelligent Contact Data Enrichment
Pros
- Smart Contact Data feature effectively pulls contact information on the web
- Features an artificial intelligence (AI)-powered sales assistant
- 24/7 chat and email support across all plans
Cons
- Does not offer a free plan
- Lead generation tools cost extra (starts at $32.50 per company, monthly)
- Outbound calling features do not come in until the Advanced tier at $24.90 per user, monthly
- You need tools for intelligent contact data gathering: Pipedrive’s Smart Contact Data feature is available with the Advanced plan at $24.90 per user, monthly. This feature provides valuable insights about your contacts by retrieving web data from various sources using email and public data. Through the Smart Contact Data, agents save hours of research time since they don’t have to manually identify their most highly qualified prospects.
- You need an AI-powered sales assistant to engage your contacts effectively: All of Pipedrive’s plans include an AI-powered sales assistant called Smart AI. It enables you to engage contacts better by giving you insights and advice on the best course of action to take with contacts, leads, and deals. This email contact manager tool tracks email opens, keeps tabs on community discussions, receives activity reminders, and provides personalized productivity tips.
- You need a free plan: Pipedrive has no free-forever plan for businesses on a shoestring budget or those wishing to try it without risk.
- Alternatives: HubSpot CRM has a free plan for unlimited users that includes mobile functions. It also comes with tools for data and lead management, as well as chat, email, and phone communication.
- You want an affordable in-app phone to stay in touch with contacts: Pipedrive’s calling feature is only available starting with its Advanced plan at $24.90 per user, monthly.
- Alternative: Freshsales provides a built-in telephone system with inbound caller ID on its free plan. Paid plans (starting at $9 per user, monthly) give you access to advanced phone features, such as queue transfer, call recording, and voicemails.
Pipedrive Pricing Plan & Overview*
Pipedrive Pricing Add-ons:
- LeadBooster (lead generation tool set): Starts at $32.50 per company, monthly
- Web Visitors (web tracking and lead ranking): Starts at $41 per company, monthly
- Campaigns (customizable email campaigns): Starts at $13.33 per company, monthly
- Smart Docs (trackable documents): Starts at $32.50 per company, monthly (free with Professional, Power, and Enterprise plans)
- Projects (project management): Starts at $6.70 per user, monthly
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Pipedrive is a robust CRM and customer contact software with tools for managing leads, deals, contacts, and activities. It also provides a visual sales pipeline. Plus, users who need primary contact management for small business data can subscribe to its entry-level plan. However, subscribe to their Advanced plan or higher if you want access to its Smart Data Contact feature.
Less Annoying CRM: Easy-to-use Contact Software
Pros
- Unlimited contacts, companies, custom fields, and pipelines
- Easy-to-use interface and straightforward tools for managing contacts and tasks
- One low-cost pricing tier for a simple buying process
Cons
- No free plan, pricing variations, and annual billing option
- Lacks advanced AI, and analytics tools
- Does not have a mobile app
- You’re looking for a no-frills contact management software: Less Annoying CRM prides itself on having a simple interface that’s easy to operate even for beginners. Aside from that, it uses a single pricing tier with all the CRM features to make the subscription process hassle-free.
- You want a basic CRM that supports unlimited contacts: This provider allows users to store an unlimited number of contact and company records, as well as create unlimited custom fields and pipelines. You can also organize information on leads, manage files, track pipeline status, and add notes from within the contact record.
- You need a mobile CRM for your hybrid sales team: As of this writing, Less Annoying CRM does not offer a mobile app. While it has a mobile-friendly web browser, you can only view data records on your mobile phone, and it does not offer offline functionality.
- Alternative: HubSpot CRM is included in our list of the best mobile CRMs because of its excellent and intuitive mobile CRM features. It offers tools for contact record management, task tracking, communication, and marketing.
- You’re seeking an AI-powered tool for automating tasks: One of the disadvantages of a basic contact management software like Less Annoying CRM is the lack of advanced features. This provider does not have complex tools like workflow automation and AI for data insights.
- Alternative: When you subscribe to Freshsales’ Growth plan ($9 per user, monthly), you get access to its Freddy AI smart sales assistant’s contact scoring capabilities. Higher tiers provide you with next-best action recommendations, deal insights, and forecasting insights.
Less Annoying CRM Pricing Plan & Overview*
*Pricing is based on a monthly pay-as-you-go payment plan. It comes with a 30-day free trial. Businesses with over 10+ users must get a custom quote. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Less Annoying CRM lives up to its name by offering an easy-to-use contact management system with task monitoring capabilities and customization options. Aside from that, it uses a simple pricing scheme with one low-cost plan ($15 per user monthly) that already includes tools for managing contacts, leads, and pipelines. This is an ideal solution for a simplified user experience.
Streak CRM: Best for Gmail Users
Pros
- Free and scalable paid plans
- Offers a Chrome extension and direct integration with Google Workspace apps
- Unique format as it's a CRM plugged into Gmail to manage contacts and pipelines on the Gmail interface
Cons
- Users find it difficult to get used to interface design
- Only one user on Free and Solo plans
- Integration with non-Google apps and creation of automated workflows not available until Pro+ plan ($69 per user, monthly)
- You want to manage contacts from your Gmail inbox: Streak CRM is unique because it is a CRM that’s built specifically for Google. You can access your CRM contacts and pipelines in Gmail and even manage email communications, sales activity, and tasks.
- You’re a solopreneur looking for a free CRM to manage your business: Streak CRM has a free plan for one user that allows you to customize your pipeline without leaving Gmail. You can use this platform to track your business processes, sales deals, invoices, and client projects.
- You prefer using a CRM with a traditional interface: Some users may find Streak CRM’s interface uncomfortable because the CRM itself is inside Gmail. In fact, user reviews indicate that there are those who find this platform tricky to operate.
- Alternative: HubSpot CRM is a good alternative if you want to use a traditional CRM with high usability ratings.
- You want to connect your CRM with non-Google apps: Streak CRM does not allow integrations with non-Google apps until the Pro+ plan, which costs $69 per user, monthly. Aside from that, the direct integrations include only Calendly, Slack, and Typeform, while other apps require Zapier for the connection.
- Alternative: Zoho CRM offers several free integrations with Zoho apps, including Zoho SalesIQ, Zoho Survey, and Zoho Projects. Paid plans (starting at $14 per user, monthly) allow you to integrate the platform with other tools and extensions from the CRM Marketplace, including QuickBooks, Easy Dropbox, and Asana.
Streak CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Streak CRM is a specialized CRM for teams and businesses that want to manage their contacts, deals, tasks, and workflows from within Gmail. It is also equipped with a robust set of tools for email tracking and work collaboration. We especially like that you can fully customize it according to your unique business process. Moreover, it offers free and affordable plans that enable users to easily scale once their business expands.
monday sales CRM: Best for Multiple Data Views
Pros
- Simple product to use with a spreadsheet-style format for data entry and customizing boards
- Unlimited contacts, documents, and boards
- Intuitive for setting up automations to create or edit records based on preset triggers
Cons
- Does not offer a free plan; subscriptions require a minimum of three users
- Lead scoring and duplicate warning require the custom-priced Enterprise CRM plan
- No available Chrome extension
- You want a CRM with multiple viewing options for your contact data: monday sales CRM provides users with multiple viewing options for their data. You can monitor and track customer data, task due dates, and sales pipeline progress using different views, like Kanban, calendar, map, timeline, chart, and workload views.
- You’re looking for a CRM with no-code automations: monday sales CRM’s no-code automation system provides you with recommendations, premade workflow templates, and drop-down menu options for designing automations. You can use these options for trigger-based sales automations, such as updating records, sending emails, or assigning leads.
- You want a CRM with more affordable duplicate management tools: With monday sales CRM, duplicate management comes with the custom-priced Enterprise CRM plan. This could be expensive for small teams and businesses, considering that subscriptions require a three-user minimum, and the previous tier costs $24 per user, monthly.
- Alternatives: Zoho CRM offers manual duplicate management features on its Free plan, which supports up to three users. Pipedrive is another alternative with advanced data deduplication on its Essential plan, which costs $14.90 per user, monthly.
- You’re seeking free lead scoring tools: Like the data deduplication capabilities, monday sales CRM’s lead scoring feature requires the custom-priced Enterprise CRM plan.
- Alternative: Freshsales offers lead scoring features on its Free plan, which supports three users.
monday sales CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
monday sales CRM is great for users who want to evaluate their CRM and sales data using several viewing options, including Kanban, map, calendar, and timeline. This platform also has high usability ratings because of its simple yet intuitive interface. Additionally, it provides users with a comprehensive set of tools for work collaboration, such as file sharing, guest access for work boards, digital whiteboards, and collaborative document editing.
How We Evaluated the Best Contact Manager Software
To determine the best contact management software for small business, we considered product features specific to managing lead or customer information. These include contact data storage and enrichment, lead scoring, customer segmentation, and automated record entry. We also looked into each product in terms of typical attributes such as price, general CRM features, ease of use, and customer support.
The tabs below offer insight into our evaluation process of the best software to manage contacts:
20% of Overall Score
The pricing considers free plan availability, various scalable pricing options users can purchase affordably, and the availability for a subscriber to either pay monthly or save by paying annually. Additionally, we looked at the costs specifically for contact management capabilities, modules, and tools.
25% of Overall Score
20% of Overall Score
One of the critical evaluation criteria involved the features relating directly to managing contact, lead, and customer information. For instance, data storage and organization features are a must for contact management. Filtering tools, list segmentation, lead scoring, and automated data collection are essential features.
20% of Overall Score
Help and support were evaluated in terms of customer service hours and the availability of support via phone, live chat, and email. We also look at online resources for users to review, like tutorials, forums, or training modules.
15% of Overall Score
Besides firsthand experience, we looked at what users had to say about each provider to determine the best contact management software. The criterion considers how customers feel about the platform, its ease of use, and overall value for money based on their reviews.
Frequently Asked Questions (FAQs)
A contact management system stores contact information, including communication history and associated tasks and deals. One of the benefits of using software to manage contacts is improved workflow by giving sales teams quick access to their online contact database.
Contact management tools are not necessarily CRM systems. However, CRMs include features for managing contacts, communication, and their associated tasks.
When choosing which contact management software to use, first determine your budget to narrow down your choices. Then, evaluate the features that your team needs the most. It is also important to ask for feedback from similar businesses using the tools you are considering, as well as to check customer reviews on reputable websites. Finally, schedule demos or book free trials so that you can explore your chosen provider before you subscribe to it.
Bottom Line
Contact database software is a basic feature of a CRM system. This feature can vary in complexity, from having only basic functionalities, such as recording and saving contact details, to offering more complex ones, such as omnichannel communication and contact behavior analytics. While Zoho CRM was our top pick for the best overall contact manager solution, other products may suit particular business needs better. For instance, Less Annoying CRM works best for those who want a no-frills solution, while Insightly CRM is great for project-based businesses.