The best contact management software will allow you to effectively manage relationships with your customers, suppliers and business contacts.
The best contact management software
It’s not less because relationships are essential for business, especially for leads, sales, development, and general connectivity. Still, managing your contacts can be a challenge, such as when you come home from business events or trade shows with a pocket full of business cards.
You can, of course, just use a document scanning app to save and manage your business contacts, or use a dedicated mail folder, but it’s also not the best way to organize your new and old contacts. This is where business contact management software comes in.
The goal of contact management software is simple: to make it easier not only to organize your contacts, but to operate them according to your needs and interests. At a basic level, this means that the software will make it much easier to organize all of your contacts and communications in one place.
Additional features are also available, such as corporate hierarchy visualizations, so you can see at a glance which person is responsible for which department, making it easier to send an email or send an email. call to the right person. Sometimes it will all be done by clicking on the options, but more and more virtual assistants and AIs are now playing a role in organizing your information.
In addition, customer relationship management (CRM) is now increasingly integrated with contact management software – in fact, some CRMs are marketed directly as contact management solutions.
So here are the best contact management software platforms currently available.
insightfully is a popular contact management program, offering the ability to connect to over 40 different apps to aggregate data, including Slack, Box, and Evernote.
Insightly also focuses on business relationships and can help uncover hierarchies within organizations and create relationship maps that can help increase sales through tools like automated lead management and auto-tracked emails. . For those new to the platform, there is a series of tutorials and webinars to get you up to speed quickly.
Insightly offers free trials, with paid plans starting with the Plus plan, which is suitable for small organizations because it has a fairly basic feature set.
The Professional plan offers additional voice and business intelligence options, as well as API support for developers and increased limits. The Enterprise plan offers the most comprehensive range of features available.
Maximize CRM is an enterprise software solution with a robust feature set to cover contact management tasks.
Features include a shared address book that can search by case number or company affiliation and even save them, processes can be easily automated, multi-level security for hierarchical access to control who has access to what data, and integrated into a mobile friendly calendar. Data entry can also be simplified with form field validation which can specify which fields are required and check for duplicate entries.
Maximizer is billed annually and hosted on your own server. A 30-day free trial and 60-day money-back guarantee are also available. There is also a solution where the company hosts the software in the cloud, although this increases the cost per monthly user, billed annually.
Nutshell is a customer management solution that can organize contacts and conversations, track leads, automate sales processes, and track everything with easily understandable performance reports. It’s easy to use, and the idea is that this is the tool that the sales team will actually use.
To this end, they offer features such as integration assistance to be up and running in less than 24 hours and accessible support available at no additional cost via phone, email and chat. Nutshell offers both iOS and Android apps for on-the-go use.
A 14-day free trial is offered without a credit card. Paid plans start with the Starter level which can support a single sales pipeline, standard sales reports, and offers team collaboration capabilities. There is also the mid-level Pro, and the top-level plan is Pro Plus, which is suitable for more complex needs.
Internet titan Oracle brings us its cloud-based business software offering, NetSuite CRM, covering the full spectrum of business needs.
NetSuite CRM strives to “drive the entire customer lifecycle”. This includes the automation of the sales force, including marketing, e-commerce, and customer support, all with the option of personalization. Sales performance management, order management and partner management are also included, with integration with other products. It also provides mobile apps for Android and iOS platforms.
Contacts are managed through sales portals, and sales managers get a “full view of all leads and opportunities in the pipeline” and records with full details of all interactions.
While NetSuite CRM is a robust offering, there is no price indication on its website, nor any mention of a free trial.
With digital assistants growing in importance in our lives, Zoho CRM takes this approach with its customer management software solution. No, you won’t be chatting with Cortana, Siri, Alexa, or Google Assistant, but rather a new virtual buddy named Zia Voice.
Ease of use is paramount here, and instead of having to generate performance reports like with competing products, the Zia chatbot can be queried for the desired information.
Zia is also useful when mobile, as it is accessible from an application on the smartphone and can perform various activities including updating accounts and retrieving information, thus avoiding having to put Manually update information on a smaller device. Zia can also analyze records and pinpoint which leads are most likely to close and which ones disappear.
There is a free trial, but no free tier. Subscription plans start at the Standard level, but Zia Voice is not included unless you upgrade to the Enterprise plan.
Bitrix24 offers CRM as part of its large inclusive service platform, which includes collaboration, instant messaging, telephony, project management and planning, as well as document management and even HR tools.
The CRM itself is sales driven to work with your sales funnels and pipelines, with a range of automation features, including connecting to marketing actions.
Although Bitrix24 offers many other tools, the excellent CRM is a capable system on its own. Contacts and communications are recorded, leads assigned to sales managers, emails sent, calls recorded, quotes and invoices issued. Detailed reports keep you up to date and are easily accessible through the mobile app.
Bitrix24’s exceptionally generous free account supports an unlimited number of users and includes 5 GB of storage, but if you need more, the Plus account offers more features for up to 6 users and provides online storage for 50 Go.
One of the main goals of contact management is not only to record and log interactions with customers, but also to support sales channels to create new ones. Here we’ll take a look at CRMs that have a particular focus on sales:
Pipedrive presents itself as a CRM developed by salespeople for salespeople. It’s designed as a sales management tool to help teams work on more advanced sales projects, and it’s simple to set up and use. It provides a visual display of the sales process, alerting you to the various actions and goals that need to be covered by the team at different stages.
Keap is the new brand of InfusionSoft’s successful CRM, which aims to simplify the sales process through a series of clear visual representations as well as a visual builder for creating automated workflows. This makes it easy to connect different campaigns in different ways from a single dashboard, as well as track appointments, quotes, invoices and payments.
Freshworks offers a CRM based on sales of the popular application stable Freshworks. It uses built-in phone and messaging features to find the best prospects, engage in relevant conversations, and better manage the sales pipeline. It can work as a stand-alone platform, but it also integrates with other Freshworks products for sales, customer management, calls, and marketing, among others.
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