21 Best Contact Management Software Tools in 2024

using this CRM for contact management enables you to see the details connected to your contacts. You can view their communication history and activities on the timeline and review their deal to determine how to improve your sales performance.

create unlimited pipelines to manage your deals and filter the data using attributes such as deal size and expected close date. Use automation features to update pipeline records and move deals across pipeline stages.

diarize your ideas or brainstorm with your team. Embed files in your docs, create checklists, and tag members when assigning tasks. Save time by using templates and adding boards and other elements to get updates on your docs.

use the same platform for deal and work management. Plan your projects, auto-create tasks and assign them to team members, track your numbers on customizable dashboards, and share reports with stakeholders.

engage prospects through different channels, run targeted campaigns, monitor progress, and measure the impact. Automate sales processes, share your content calendar, align creative teams, and track sales goals.

create new contacts and see where they are located. Get additional data from Google, LinkedIn, and Twitter to learn more about your contacts. Use these insights to qualify and prioritize your sales leads.

click to call contacts, review call logs, notes, and recordings to track lead nurturing, and use built-in email templates. You can sync accounts, schedule emails, and track them to measure campaign performance.

create custom fields for your deals and visually track them through the pipeline stages. Turn off the features you don’t need, filter data to analyze deals, and track your pipeline metrics.

get tips to improve your productivity and reduce your workload. Automate email sending, auto-create deals, and refine your workflow by setting up rules to trigger automated tasks.

use the contact management software data to identify areas of concern and winning patterns. Define your own reporting criteria and pull data from custom fields. Understand your team’s performance, forecast revenue, customize your dashboards, and share reports.

identify and prioritize warm leads while monitoring email opens and link clicks. Get your contact’s interaction history, personalize email sequences, and schedule emails to go out when they’re likely to be read.

automate your sales with sequences that include manual steps, auto-create and assign tasks, and add up to 50 contacts to your database at once.

use your sales CRM data to create relevant messages. Design your own emails or choose a template. A/B test your emails to learn how best to improve engagement and conversion rates.

use predictive lead scoring or a custom scoring criteria to qualify leads. Embed forms on your website, automatically add them to your database, and add company details from 20M+ businesses into your contact management software.

customize your pipeline to fit your sales processes and create deals directly from your contact records. You can monitor progress towards hitting your goals and identify the deals which need extra attention.

capture sales leads, enrich their data, and score them to identify which ones to prioritize. Automatically advance leads to the following stages or distribute them to your reps based on their lead scores.

segment all your contacts based on their interests and send them relevant nurture emails. Choose from a library of beautiful email templates, optimize and A/B test them, and measure results to improve performance.

reach more leads through personalized text messages. Stay compliant using opt-in options, set up automated replies, view in-app reports, and get strategy courses to improve your results.

set up automatic replies, record your voicemail message, snooze calls and notifications, and allow sales team members to make calls using the business line.

create multiple pipelines and initiate automated follow-ups. Create tasks and assign them to team members, customize your dashboard, and get insight into your sales process through reports.

enrich every contact record with social data, view engagement history, and use predictive contact scoring to identify high-priority leads. Add contacts from your emails and get notifications about the actions they take.

call your prospects and customers using local numbers from 90+ countries, record the calls and add notes for context. Segment your prospects for personalized phone calls, schedule appointments, and use analytics to understand your sales performance.

auto-create deals once leads have been qualified, identify the hottest deals you need to focus on, and measure progress using time-based sales goals. Get recommendations on the next best action to close deals faster.

automatically create contracts, invoices, and other documents using data from the contact management software. Set up an inventory and link products to deals to see the deal value. Sync documents with deals, send them as attachments, and get notified when prospects open them.

use AI to predict deal success, identify performance patterns, and automate actions. Freddy will use data to forecast your revenue, automatically reschedule appointments, interact with your website visitors and book meetings via chat.

view your contact data and interaction history on the same page and leverage web data for insights into your contacts’ preferences. You can also manage your contact management software through the mobile app.

share documents among team members and allow customers to comment on quotes. Define permissions for viewing and editing, get notified when documents are updated, and use tags to categorize files for faster searching.

run your campaigns using professionally-designed email templates and track prospect engagement. Monitor email opens and CTRs, filter data on the interactive dashboards, and get notified when recipients take action.

customize Salesforce to fit your stages and processes and view deal details on the activities timeline. See highlights of the activities that need your attention, auto-generate quotes, and email them to customers.

automate lead scoring, decide which rep handles which leads, and track lead sources to know which marketing campaigns have the highest impact.

get a 360° view of contact records, including call logs, notes, and email interactions. Use custom fields to store data, show the caller’s details, and use advanced search to find what you need.

create customer profiles based on any criteria you define, including previous campaign responses. Segment your contacts using filters and create a dynamic contact list that populates when sending emails.

customize emails using the drag-and-drop editor, add your branding, and save them as templates. Personalize emails using CRM data and schedule them to go out when they’re most likely to be read.

create recurring tasks, assign them to team members, and set reminders that sync with your calendar. Pending tasks are displayed on the dashboard, while completed tasks are automatically added to the relevant customer’s activities timeline.

understand your campaign performance and use widgets to customize your dashboard. Efficiently track the most important numbers and export reports to share them as PDFs.

automate your dialing through call lists and use notes and call scripts to guide your conversations. Log and record all phone calls and link them to contacts for added context, send text messages, and use call analytics to improve your call outcomes.

enhance your contact data and gather more leads by tapping into the data of 20M businesses and 200M professionals. Identify the person you should connect with and engage them using customized email sequences.

build your pipeline to reflect the unique stages of your sales cycle, create touchpoints that align with lead sources and interest, and design personalized cadences that push deals down the funnel.

improve efficiency by using email templates, automate personalization, and set up sequences to engage your prospects. Track your emails to analyze reads and clicks, and view reports on the impact of your campaigns.

dig into your contact management software data to identify trends and performance improvement opportunities. View reports using 20+ chart types, customize every aspect of your reports, add your branding, and export them in different formats.

engage prospects and customers on all your channels. You can also log your meetings on mobile, review call reports, and sync customer tickets with sales data to build context for more relevant communication.

create a call schedule for your team, set reminders for upcoming calls, and get notified of missed calls. Auto-log your calls, add notes, join ongoing calls, and share call analytics through Zoho CRM reports.

create multiple pipelines for different business processes and view your deals and their accompanying details in the same window. Create personalized quotes, identify bottlenecks in your pipelines, and get competitor data inside Zoho CRM to help you make more effective pitches.

Zoho CRM enables you to define KPIs and motivate your team through competitions. Use the achievements panel to view performance and keep your team focused on closing deals by broadcasting targets on Motivator TV.

define your lead scoring criteria and segment prospects for targeted campaigns. Use tags to identify and group records, assign them color codes, create appropriate up-selling and cross-selling campaigns, and increase the lifetime value of your customers.

sync data between Method:CRM and QuickBooks, create estimates and invoices, track opportunities on Method:CRM, and easily convert leads to QuickBooks customers once the deal is closed.

customize your transaction templates by adding custom fields with data populated from QuickBooks. You can also automate repetitive tasks and set up Method:CRM to fit your unique sales processes.

gather leads from your inbox and web forms or import them from other tools into your contact management software. Track your contacts’ activities, analyze the data, and leverage the insights to send personalized emails to help you close deals.

send customers invoices that include details about the job and the hours worked. Get time records from timesheets and set approval safeguards to review the data and decide when entries will sync to QuickBooks.

use portals to allow your contacts to update their information, make orders, print invoices, and make payments online. You can also customize portals to enable different self-service options.

monitor social media for brand mentions while managing all your accounts from one place. Schedule posts, engage followers, and automatically add social media leads to the sales CRM system.

view all contact data on one page and track customer interactions on the timeline. Check engagement patterns and response rates, and view customer journeys to understand your contacts’ interests and motivations.

design emails using the drag-and-drop editor or choose a template. You can filter your contacts using various attributes and create a segmented contact list for targeted email campaigns. Use your metrics to determine how to optimize campaigns for higher ROI.

let contacts pick appointment date and time while you set daily limits on appointments, auto-create contacts from appointments, and add buffer times to your events. Sync appointments and events with popular calendars and embed your scheduler on your website or social media.

use gamification to encourage healthy competition among reps. Measure performance and give rewards based on metrics such as deals closed and generated revenue. You can also publish leaderboards and customize them to your liking.

manage customer contacts and track customer activity across social media. You can reply to messages, analyze data, chat with website visitors, and use canned replies to save time and supplement your support team.

call your contacts using local phone numbers while using phone extensions for your internal team. Phone calls can be forwarded, recorded, and transcribed, and details added to the CRM. You can also use voice broadcasts and run SMS campaigns.

track customer journeys to understand motivations and sales funnel performance. View customer interactions, measure marketing metrics, and analyze sales data to learn what needs to change to close more deals.

manage prospecting and selling activities by creating events and scheduling appointments on a calendar. You can create personal and group calendars, make events public or private, invite participants, and assign access rights.

create tasks, assign roles, and set permissions at the individual and department levels. Get more done by automating your tasks, distributing customer chats among your support staff, and using email to create tasks for external users.

contact records can include files, calendar events, notes, and tasks, to give more context to your records. Email your contacts through a different program and get the conversations logged in the CRM using the BCC feature.

create events and schedule them, set reminders for upcoming tasks, and sync your calendar with Google Calendar to import/export data. You can also share your calendar with team members and manage events together.

make teamwork a reality by inviting colleagues to your workspace. Data security is enforced by using personal accounts for every user, while collaboration is made possible by sharing your team’s workspace.

customize LACRM without unnecessary complexities. Create all the custom fields you want, set up the workflows you need, and if you need some help, call customer support and they’ll help you set up and customize your account for free.

LACRM keeps an online backup while maintaining several offsite copies. You can export all your CRM data any time and keep your own offline copy.

use customizable web forms that are captcha-enabled to protect them against automated scripts. Auto-assign leads to your reps and notify them while ensuring that your operations are compliant with major security guidelines.

log calls and add notes, auto-assign incoming calls to the right reps using personalized IVR, and provide your team with local and toll-free numbers. Integrations are available for 50+ telephony apps.

capture contact data from Gmail, connect with any email service provider, and set email sharing permissions to protect confidential discussions. You can also customize email templates and measure campaign results.

set up pipelines to track your deals and view deal summaries. You can also create transition rules for moving deals between stages or restrict the closing of stages until approved.

engage prospects using events and check your call logs to understand which stage of the sales process your leads are in. You can also use filters to narrow down your search for specific activities.

use your phone to access your sales pipeline and contact data, including historical interactions with your leads. You can update deal statuses after a meeting, share notes, set relationship triggers, and network with connections.

analyze data to determine how to optimize your pipeline and improve team activities. Use insights and performance trends to plan for future deals, and share reports with internal and external stakeholders.

connect your network with that of colleagues and business partners and benefit from the expanded pool of connections. Get insights into organizations you’re targeting, see who your teammates know, and share your network with group members.

incorporate relationship intel and social insights into your email communication to generate engagement through relevant messages. Avoid manual data entry by updating contact records using the information in your inbox.

Affinity analyzes the interactions in your relationships to identify who you should connect with to increase your chances of closing the deal. Get a recommended introduction and relationship scores to guide your decisions.

automatically fill in contact info and social media insights into your contact manager. Tag contacts for better organization and quick searches, use filters to create targeted lists, and view interaction history on the live activity feed.

monitor the activity on your leads to see how deals are progressing and see what needs your attention. Create rules to trigger reminders and assign reps time-based tasks to follow up on hot leads and close the deals faster.

use Copper’s email marketing tools to automate sequences based on different criteria and track which website pages prospects and existing clients engaged with. You can identify the leads your team should prioritize by scoring them based on campaign response.

automatically create new tasks, send nurture sequences, change deal statuses, and more. Auto-enrich contact records with scraped data from the internet, run recurring tasks, and trigger actions on your sales pipeline.

collaborate on work without shifting to a different tool. Use project boards to design custom workflows and create tasks and view them inside Gmail, while tracking the numbers which show you how everything impacts your revenue.

set follow-up reminders, send nurturing emails, tag contacts, and review past email and Twitter conversations. Use enrichment credits to get your prospects’ verified email addresses and phone numbers.

empower your teams by adding social data to your contact details. Get company details such as employee count, revenue, CEO details, and more, and use these to craft better messages and close open deals.

prepare for the day by viewing your dashboard to see your day’s appointments, tasks, and the state of your sales pipeline. From here, you can identify networking opportunities, learn about your contacts’ interests, and track deals.

use customizable templates, enable email tracking, view analytics inside Gmail, and send personalized group emails. You can set tracking on or off, mute notifications, create segmented lists, and set follow-up tasks.

view contact data from your email, calendar, and social apps. You can also search through past conversations and get notified when an email is opened or a link clicked. Access all the contact management features through mobile and use voice commands to record notes and set reminders.

send mass emails from Gmail and personalize them for each recipient. Check the interaction history of each contact on the timeline to avoid nurturing mistakes, and track opens and clicks to understand engagement.

use email data to enrich every contact record and view deal information next to your emails. Create unlimited pipelines and color them to highlight and distinguish between them. You can also save custom views of your data.

get the job done by collaborating with internal and external teams. Set reminders for task and milestone deadlines, share documents, and measure team performance using in-built formula functions.

customize everything from pipelines and workflows to emails and data views. Create custom data columns, add as many pipeline stages as you need, track different data points, and customize reports.

stay focused by splitting email threads when the conversation goes off-topic, schedule emails to be sent at the perfect time, and create canned responses which can be inserted into emails using shortcuts.

scan business cards and automatically upload the information into the contact management software. You can also create new contacts by syncing Nutshell with your phone or importing customer data from other business tools. Nutshell can also add social media details to your marketing contacts.

you can customize online forms to accommodate multiple choice questions and file uploads. Segment form submissions into lists for email outreach and track metrics such as visits and conversion rate.

filter your contacts using a combination of attributes and create lists for targeted campaigns. Choose an email template, set up and trigger sequences, track open rates and clicks, and view all interactions on a timeline.

engage and sell to more of your contacts by auto-assigning leads to reps, automating reminders, moving leads down the funnel based on predefined rules, and sending automated follow-ups.

automatically subscribe or unsubscribe prospects from your contact list, create canned responses and deploy them in seconds, receive emails sent from other email programs, and analyze relevant metrics to improve performance.

understand customer relationships and contact record connections to gain insight into your prospects. Link contacts based on their interactions to identify new leads, the best path to a connection, and more.

create customer journeys that automatically segment prospects based on their actions. Design campaigns and A/B test them, measure engagement, score leads, and launch your project workflow once the deal is closed won.

view a contact’s call history and attached notes. Use local phone numbers and set up personal lines for your reps. Route calls to specific reps, increase call velocity using call lists, and view reports about team productivity.

scan business cards to get the contact details automatically uploaded to your contact list. Access contact data and other contact management features on mobile and collaborate with sales team members to move deals forward.

use your CRM data to manage your project and deliver on time. Define your processes and customize them to fit project requirements, break down the work into milestones, collaborate with your team, and sync data with other tools.

save time by performing activities on multiple contacts simultaneously. You can improve your sales team’s efficiency by sending emails, text messages, and notifications to several contacts, all at the same time.

organize all your sales-related tasks and activities in one place and use reminders to keep track of what needs to be done. You can also create recurring activities and automatically assign tasks to sales reps.

assign tags to your contacts for easy sorting and organizing. Search records using 50+ filters and save the search criteria for future views.

view your customers' call records, emails, notes, and activities in one place to understand their needs better. You can map out your customer’s journey and identify areas that need improvement.

call and send SMSs, record some or all calls, review logs, and leverage call insights to close more deals. You can also call customers across the world using virtual or toll-free numbers.