Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
HubSpot CRM is simple contact management software for small business teams that offers a range of tools to manage contacts effectively, including activity tracking, notes, and communication features. Its free version suits startups and small businesses that need a simple tool to record their contact engagement. Additionally, the paid versions have more advanced features like sales forecasting and analytics tools.
Freshsales is a scalable sales CRM and contact management software. 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. If your team needs a reliable contact management tool, the Standard plan is enough. However, upgrade to higher-priced plans if you want access to advanced tools like lead scoring.
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 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.
Bitrix24 is a feature-rich CRM and contact management system with specialized functionalities helpful for businesses running ecommerce stores. Its free version is an excellent option for small online store owners needing a simple contact management tool. However, those requiring advanced contact management functionalities like in-app phone integration, email, and web-to-CRM forms must subscribe to paid plans.
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, ideal for small teams needing basic contact management and engagement tools. If you plan to subscribe to a paid plan, we recommend considering other providers that are easier to navigate and have more advanced features.
Close is a CRM and contact management tool with features for deal, pipeline, task, and opportunity management. Its standout features are its contact filtering functionalities and a power dialer. However, one of its biggest drawbacks is its lack of a free plan and limited customer support.
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 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.
In addition to contact management-specific features, we look at the overall functionality necessary for a CRM. This includes various CRM integration options, reporting and analytics tools, customizable sales pipelines, and a mobile app. We also evaluate other standard capabilities in most CRM systems, such as task management and automated workflow options.
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.
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, and training modules.
Contact database software is one of the most basic features of a CRM system. Usage of this feature varies from basic functionalities, such as recording and saving contact details, to more complex ones, such as omnichannel communication and contact behavior analytics. While HubSpot CRM was our top pick for the best overall contact manager solution, other products may suit particular business needs better.
Bitrix24 CRM comes with a free contact manager. It's 100% free even when used by an unlimited number of employees and comes with unlimited records as well. Importantly, you can alter contact forms and any custom fields as necessary, as well as distinguish your contacts between leads (potential clients who have not made a purchase yet) and those who are already paying clients.
You can also assign different contacts to different employees, who are responsible for them. And with Bitrix24 mobile apps for iOS and Android devices, you can add, view or change contact records on the go.
Bitrix24 lets you convert your contact manager to a contact center. This means you can send and receive email messages or make phone calls directly from Bitrix24. Email marketing is absolutely free and only requires setting up Send&Save if you want to keep the history of all email communications attached to each contact inside your contact manager.
Likewise, you can use Bitrix24 Telephony to call your contacts, answer incoming calls, record phone conversations, rent local or toll-free phone numbers and perform other traditional contact center tasks.
The tried-and-true customer communication channels that are still highly popular are also included in your Bitrix24 Omnichannel Contact Center. Connect your mailboxes to Bitrix24 Contact Center in one click to receive and manage all your emails in one place. Run SMS campaigns by easily sending promotional text messages to contacts from your customer base.
In addition to names, phone numbers, emails, and company information, you can use contact management software to store information like sales history or open quotes. While contact management tools are popular for sales teams, they can be used for a wide range of additional use cases.
The built-in telephony features are fantastic for keeping every contact updated after every touchpoint. And, you can deploy simple automations to do the same for manual actions, triggers, or one-click workflows.
The software makes it easy to manage the full history of calls and emails for each contact. Everything is organized in a visual timeline, so you can quickly check on the last conversations before following up with a lead.
With Maximizer CRM, every contact, document, and interaction can be managed with a shared address book. Keep all of your sales, marketing, and support teams on the same page by showing a complete history of every interaction.
These rates are based on an annual contract. The ecommerce CRM starts with the Pro plan, which is where the bulk of the contact management features are found. Email marketing is only available at the Premium tier.
Each time you add a new lead to your contact management tool, Nutshell will automatically pull information from that person on the web. Such things like their social media profiles, job title, location, and more, will be added right away.
Nutshell is perfect for those of you who want to avoid tedious tasks. You can use the software to collect leads from your website, sync your phone contacts, or add new contacts by scanning a business card.
My favorite Nimble feature is the social profile matching and enrichment tool. The software matches social profiles for contacts and companies, then automatically enriches those contacts with the details found within each profile.
Look for software that lets you add notes to each contact so everything is fresh in your mind the next time you speak to them. This is also important for businesses where multiple employees will be dealing with contacts.
So if you fall into this category, you want to make sure that the software has tools to manage your leads. Pipeline management and advanced segmentation capabilities would be key features to look for.
Without contact management software, you and your team are forced to rely on memory when communicating with customers and sales leads. The alternative solution is hand-written notes or digital notes. This is nearly impossible to manage at scale.
The best contact management solutions encompass CRM (customer relationship management) features to track communication with people on your list. These features are crucial for sales teams to convert leads into loyal customers.
Contact management software is a vital tool for businesses of all sizes. It provides a central database to store and manage all your customer and prospect information, making tracking and following up with leads and customers easier. With so many options available, choosing the best contact management software for your business can be overwhelming.
monday.com centralizes customer information, tasks, and communications. It can strengthen your relationships by making every interaction more targeted and relevant. With monday.com taking care of your contact data, you can rest assured about your customer experiences. This highly customizable software allows you to modify workflows, processes, pipelines, etc., according to your business needs.
Covve lets you build meaningful relationships by keeping contact data well-organized. It ensures that no vital communication opportunity is wasted by tracking engagement and providing actionable insights. This intelligent contact database software can boost your retention by providing personalized experiences to clients. Covve also allows you to set up automated reminders for important tasks and events. 59ce067264