Categories   >   Contact Management Software
Last Reviewed: November 20th, 2024

Best Contact Management Software Of 2024

What is Contact Management Software?

Contact Management Software (CMS) is a tool designed to centralize and organize the contact information of customers, vendors, and leads. It addresses the challenge of scattered and disorganized contact databases, thus boosting professionalism and efficiency in communication. A key benefit of CMS includes fostering better relationships with contacts through organized, personalized interaction. Its quintessential features include contact storage, search and filter functionality, and integration with communication channels, with emerging features such as AI-powered data analysis. Professionals in the sales, marketing, and customer service departments, particularly in B2B settings, immensely benefit from using CMS. However, limitations might include unnecessary complexity for small businesses or integration issues with existing systems. To sum up, Contact Management Software is a game-changer in organizing and managing contacts efficiently, though its adoption should align with the complexity and requirements of the business.

What Are The Key Benefits of Contact Management Software?

  • Centralizes contact information
  • Improves communication efficiency
  • Enhances relationship-building efforts
  • Streamlines personalized interaction
  • Fosters professional client approach
  • Seamless integration with channels
  • Improves data searchability
  • Automates routine operations
  • Allows better lead management
  • Organizes vendor interactions
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Overall

Based on the latest available data collected by SelectHub for 46 solutions, we determined the following solutions are the best Contact Management Software overall:

Salesforce
Salesforce
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Salesforce

As the undeniable powerhouse in the CRM space, Salesforce offers a suite of products with vast capabilities to enhance organizational performance and drive business growth. Its AI capabilities, level of customization available and mobile app to deliver flexible access are among its most cited benefits. Users also call out its data analytics and communication features, which enable optimal performance and better connection with customers.
Some limitations include slow performance, high price and missing automation features. Due to its size, it suffers from an overload of features that many find overwhelming, confusing and a distraction from core functionality they need. Users also find it difficult to navigate in many cases. Most smaller companies that don’t require a host of features and desire a more straightforward experience should look at alternatives. It’s best for businesses that need end-to-end, advanced capabilities for complex business operations and that have the technical resources and budget to use the system to its fullest.

Pros & Cons

  • Highly Customizable: The level of personalization is helpful for managing tasks, report 60% of users who reviewed customizations.
  • Accurate Data and Analytics: The system offers a catalog for data and analytics and categorizes tasks using performance metrics, a key benefit according to 80% of reviews on analytics.
  • Intuitive AI: All users mentioning AI indicate it’s very intuitive and helps drive team productivity.
  • User-Friendly: The software is easy to use and doesn't require technical knowledge, making it easy to adapt to, say 61% of reviews on usability.
  • Communication Tools: Automatic call recording, customization, automation, and records of emails and calls improve customer communication, as 65% of users referencing this feature suggest.
  • Mobile App: With easy functionality, the app grants access to files and data anytime, anywhere, a useful feature in the view of all users who mention it.
  • Clunky and Slow: The software is heavy on the network and takes time to install, with 80% of reviews on the matter suggesting it’s best not run on mobile network connectivity to avoid poor speed.
  • Outdated UI: The UI and interactiveness of the application is outdated and needs an upgrade, according to 61% of users reviewing this feature.
  • Weak Automation: The marketing automation feature doesn't allow users to generate suggestions and implement organizational conversations, leading to difficult functionality according to 66% of users referencing automation.
  • Too Many Features: The system offers robust features that aren’t always useful, and 60% of reviews on this topic suggest they found some additional features complex to use and unnecessary for their needs.

Key Features

Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
ActiveCampaign
ActiveCampaign
Start Price
$9
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked ActiveCampaign

ActiveCampaign provides cloud-based marketing services to businesses of any size. It’s easy to use and offers a wide range of features, along with robust automation and campaigning capabilities. The system integrates with all major platforms. Most users also find the customer support team as well as the training materials to be helpful.
However, it takes time to learn the intricate features thoroughly. Reviews also state the system suffers from glitches and the interface could be more user-friendly. Businesses that need a system that caters to CRM as well as marketing needs, and that have the ability to leverage its complex functionality effectively, should consider this as a solid choice.

Pros & Cons

  • User-Friendly: Everyone referencing this aspect states the software is easy to use.
  • Automation: It helps run customer and lead campaigns, triggered automatically based on set specifications, note 98% of reviewers referring to this feature.
  • Customer Support: The support team is easy to reach and very responsive, according to 93% of reviewers talking about this aspect.
  • Functionalities: Every user mentioning features states the system offers robust capabilities including client onboarding, lead funnels, newsletters, contact tracking and more.
  • Email Campaigns: In the view of 85% of reviews about this feature, it’s easy to send weekly emails, replicate earlier emails and develop templates for other uses.
  • Integration: Connecting with Zapier and other platforms makes it easy to transfer leads, according to 88% of reviewers referencing integration.
  • Help Resource: Everyone mentioning training reports there are helpful tutorials and webinars.
  • Learning Curve: According to 77% of reviewers talking about training, it’s tough and time consuming to learn the platform.
  • Glitches: Every user mentioning this aspect notes it can be glitchy at times and quite slow to load during peak business hours.
  • Interface: The interface is slow and not very intuitive, according to 62% of reviewers referencing this aspect.

Key Features

  • Dynamic Content: Keep content fresh and personalized by automatically changing email content depending on where a lead is in the buyer’s journey. 
  • Email Marketing: A robust and fully-featured suite offers broadcasting, triggered and targeted emails, funnels, and robust integrations with popular social media and e-commerce platforms. Also offers: 
    • Drag-and-Drop Builder: Create and automate campaigns with ease. 
    • Scheduled Emails: Enables scheduling emails for specific dates and times. 
    • Email Autoresponders: Enables sending welcome emails, starting a welcome series or delivering lead magnets automatically. 
  • Segmentation: Target specific groups within the contacts list to be more personal in emails and engage people with the right information. 
  • CRM: Notify the sales team, update deals, create tasks and nurture leads automatically. Scores leads, passes off highly-qualified targets to sales and integrates with popular email providers. 
  • Advanced Reporting: Offers custom reporting features, including custom KPIs, sales reporting, tag counting and robust segmentation. Gives insights into email performance. Split testing can also be used to get email opens, clicks and buys. 
  • Fast Training: Schedule one-on-one appointments with the company’s customer service team to help teams get up to speed with training. A series of robust webinars and user docs are available. 
  • Migration Services: Receive assistance migrating from another marketing automation product. Services include contact list and tag import, form recreation, workflow recreation, and email template recreation. 
  • Powerful Integrations: Integrates with PayPal, Stripe, Shopify, WooCommerce, BigCommerce, Facebook, Google Analytics and more than 250 other apps including payment processors, membership websites and e-commerce stores. 
  • Audience Segmentation: Allows personalized messages by adding tags to segments. Tags can be based on purchase history, geographic location, time since last purchased, personal interests and more. 
  • Geo-Tracking: Automatically capture a contact’s location for geo-targeted email marketing campaigns. 
  • Site Tracking: Pulls data in from other websites to assist in tracking the customer’s activity. 
  • Social Sharing: Gives insights into performance on social platforms and enables greater audience engagement. 
  • Split Testing: Try different email subject lines, body copy and more to increase and optimize campaign conversion rates. Add up to five variations for a single campaign. 
  • SMS Marketing: Automate SMS marketing to send notifications and campaigns such as appointment reminders, flash sale notifications and more. 
  • Conversation Features: Provides: 
    •  Live chat to facilitate capturing leads and creating contacts from the website. Includes customizable auto reply, custom branding, contact creation and triggered automations. 
    •  A unified inbox to connect conversations with customers. 
  • Predictive Sending: Automate emails using machine learning algorithms. It ranks the hours in a day based on a contact’s open time and uses these recommendations to schedule an optimal send time. 
  • Contact and Lead Scoring: Sends notifications when leads are getting hot, with automatically triggered email notifications and task assignments based on lead score changes. Helps follow up with deals that are most likely to close. 
  • Win Probabilities: Calculates the conversion chance for a specific lead, giving foresight into lead behavior. 
Seismic
Seismic
Start Price
$32
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Seismic

Is Seismic the tectonic shift your sales team needs to crush quotas? User reviews from the past year paint a largely positive picture of Seismic.com, highlighting its strengths as a comprehensive sales enablement platform. Users rave about its intuitive interface and robust content management system, which consolidates sales and marketing materials into a single source of truth. This centralized approach eliminates version control issues and empowers sales reps with easy access to the latest and greatest resources. For instance, one user shared how Seismic.com became their "one-stop shop," providing easy access to nearly 1,000 assets. Users also appreciate the platform's seamless integration with popular tools like Salesforce, streamlining workflows and boosting productivity. The robust analytics dashboard provides valuable insights into content engagement, allowing sales teams to tailor their approach based on real-time data.

However, some users find the platform's extensive features a double-edged sword, noting that the initial learning curve can be steep and require significant training. A few users expressed that while the platform excels as a content management system, its functionality for creating customer-facing materials could be more robust. Despite these minor drawbacks, Seismic.com emerges as a top contender in the sales enablement arena. Its ability to centralize content, streamline workflows, and provide actionable insights makes it a perfect fit for sales and marketing teams in fast-paced environments who are looking to optimize their processes and drive revenue growth.

Pros & Cons

  • Centralized Content Hub: Seismic consolidates marketing collateral, sales content, and training materials into a centralized location. This eliminates wasted time searching for information and ensures everyone accesses the latest versions.
  • Seamless Salesforce Integration: Users praise Seismic's integration with Salesforce, enabling them to access and utilize Seismic features without leaving their familiar CRM environment. This streamlines workflow and boosts productivity.
  • Data-Driven Insights: Seismic's tracking features provide valuable insights into prospect engagement with shared content. This data empowers sales teams to tailor their follow-up strategies and improve their chances of closing deals.
  • Limited Mobile App Analytics: While Seismic offers a mobile app, it lacks comprehensive analytics to track app downloads and usage across the sales team. This makes it challenging to monitor adoption rates or identify regions with low engagement.
  • Cumbersome Content Updates: Some users have reported difficulties in editing and updating LiveDoc content, a crucial aspect of maintaining up-to-date sales materials. This can lead to delays and frustration for teams relying on dynamic content.
  • Search Functionality Issues: Despite its robust features, Seismic's search function has been criticized for returning irrelevant results, requiring users to manually sift through content. This can hinder productivity and make it difficult to locate specific information quickly.

Key Features

  • Content Management: Provides a central place for managing sales content. Create content, set permissions to define access, design approval workflows, edit content, change access and perform other admin tasks effortlessly. 
  • LiveDocs: Saves time creating documents using automation. Reusable elements, automatic content population and business rules simplify the process. 
  • Distribution: Sales reps can save time and view only relevant information with access to the proper training materials and content, in any system and on any device. Includes customized search, targeted content, machine learning suggestions and a news stream. 
  • Compliance: Avoid fines and reduce compliance-related risks via automated workflows and access controls. 
  • Content Analytics: Use content more effectively by gaining an overview of company assets, engagement levels and which ones drive the most revenue. Provides a library, a dashboard powered by Microsoft’s Power BI application, metrics and activity views. 
Bitrix24
Bitrix24
Start Price
$39
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Bitrix24

Bitrix24 is a collaboration platform that handles various tasks such as communications, notifications, subscriptions, reporting, workflow management and more. Automation, customization and integrations are a few noteworthy features. However, reviews noted that there are too many features and that the platform isn’t user-friendly. In addition, users found customer support unhelpful. Overall, it has all the basic CRM features along with extras like project management not always found in CRMs. That, along with a free subscription, makes it a good choice for companies on a tight budget.

Pros & Cons

  • Budget-Friendly: 87% of users mentioning this aspect suggested that the software is inexpensive and fits well for any size organizations, providing good value for the price.
  • Workflows: It automates many tasks to make work easier, according to 88% of reviews about workflows.
  • Report Generation: 64% of user reviews referencing this feature indicated the reporting tool is useful.
  • Integration: The platform integrates all the necessary applications that users need, as observed by 67% of reviewers mentioning integration.
  • Customization: Users can customize Bitrix24 based on their needs, according to 66% of reviews mentioning customization.
  • Device Compatibility: It works well on all kinds of devices and various digital networks, according to 75% of users who reference compatibility.
  • User Interface: 57% of users mentioning the UI said it was difficult to understand and use for daily operational tasks.
  • Customer Support: 100% of users who talked about support remarked that it wasn’t prompt and supportive in solving product-related queries.
  • Unnecessary Features: 50% of the users referring to capabilities noted the platform has many unnecessary features that never come to use.

Key Features

  • Pipeline Management: A kanban layout provides a visual view of your pipeline. The software supports custom deal stages and multiple pipelines. 
  • Campaign Management: This feature lets you build dynamic or static audience segments, run advertising campaigns on social networks, and set up campaigns across channels such as bulk mail and instant messaging. It includes campaign templates and metrics. 
  • Call Center Capabilities: Features include: 
    • PBX (private branch exchange) functionality for routing, queueing, voicemail, call transfers and forwarding, employee extensions, and recording.
    • Telemarketing features such as voice or SMS broadcasting, automatic call transcribing and callback requests.
    • Local numbers across more than 50 countries.
    • Integration with RingCentral and other VoIP tools.
  • Customer Support Tools: Post business hours, send canned replies, route and transfer conversations, and view client and supervisor ratings with a live support widget. A helpdesk feature provides tickets, SLAs, statuses and case priority. A multichannel contact center lets service teams provide email and telephone support, live chat, social media support and more. 
  • Document Management: Manage quotes and invoices, create custom documents, set up recurring invoices and build a product catalog. Documents support e-signature, and the kanban layout shows what stage invoices are at. Includes multi-currency support and tax capabilities, with accounting achieved via integrations with Xero and QuickBooks. 
  • Mobile Apps: Free iOS and Android apps are available. 
  • Self-Hosted Solution: The on-premise solution is a scalable platform offering: 
    • LDAP and Active Directory support.
    • Web clustering.
    • Multiple single sign-on (SSO) options and robust security features such as two-factor authentication and RSA encryption.
    • Modules for eLearning, a helpdesk and idea management, which aren’t available in the cloud version.
    • Access to the source code for full customization.
    • Deployment on any major server, including readiness for AWS deployment
    • 30-day trial.
ZoomInfo
ZoomInfo
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Key Features

  • Automated Intelligence and Outreach: With this feature, users no longer have to struggle with manual data updates and can completely automate contact discoveries and company searches with precision. 
  • Webform Optimizations: ZoomInfo FormComplete makes it easy for users to capture contact information without tedious form fields. All users need to capture is the prospect’s email address and the rest of the information is scored accordingly. 
  • Website Visitor Tracking: Users can turn intent into action with the software’s WebSights service, which tracks all anonymous visitors to landing pages or the website. Users never have to miss a visitor's responses again. 
  • Lead Enrichment: The Enrich feature prevents outdated and incomplete data by auto-updating data with new additional information. This process makes database management and lead management much simpler. 
  • Activity and Pipeline Management: The software’s InboxAI tool saves hours of manual work by quickly aligning the sales teams’ email inboxes directly to Salesforce. This data sync allows complete access to the engagement of accounts and activities. 
  • Enterprise API: Managers can customize workflows and data presentation. ZoomInfo’s API helps search, enrich and append existing data, so users never run out of contact discoveries. 
  • Account Targeting: The platform’s advanced targeting capabilities allow users to reach out to key decision-makers. The account targeting watchlist enables account managers to have access to updated insights that help promote business growth. 
  • Campaign Optimization: This feature helps users understand their target audience, enhance their data and develop hyper-targeted campaigns. It provides updated, accurate and actionable CRM data to ensure successful outreaches. 
SAP Sales Cloud
SAP Sales Cloud
Start Price
$134
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked SAP Sales Cloud

Having spent considerable time evaluating SAP Sales Cloud, I want to share my honest experience with the platform.

My journey began with the basic free trial, which only scratches the surface of what the platform can do. While this limited preview was helpful, it didn't give me the full picture of the advanced features I'd later discover.

The initial setup was quite tricky. I found myself deep in configurations and customizations, which took more time than I expected. However, I noticed that if your company already uses other SAP products, the implementation becomes significantly smoother. The platform works well alongside SAP ERP and other SAP tools, creating a connected ecosystem.

Senior SAP C4C Consultant Irshad Ichu said:

I would like to tell you about the lead to cash process in Sales Cloud. A salesperson can easily create a lead and can capture all the details within a beat. We have seamless integration with S4 or ECC systems. Also when compared to maintenance and cost with any other legacy system, no maintenance is required for Sales Cloud and licensing costs also would be less”

The analytical capabilities are very impressive and, thus, a user favorite. AI-powered forecasting tools help you make better decisions, while thorough reporting provides insights you probably hadn't been able to access before. The platform’s cloud-based nature allowed me to access these tools from anywhere, which is a huge plus for remote work.

But the platform occasionally runs slower than I'd like, especially when handling larger data sets. I also found that integrating with non-SAP systems required extra effort and technical expertise — something that might not be readily available in smaller organizations. During system updates, I experienced some minor disruptions, though these were usually temporary.

The learning curve was steeper than anticipated. While some team members may adapt quickly, others might struggle with the platform's complexity. In fact, many users I spoke with ended up hiring consultants just to get their systems configured properly, which added to the overall cost.

According to Azhar I, Team Lead at Accenture:

The CRM system helped me by streamlining customer interactions, allowing for better tracking of leads, sales and follow-ups. It made managing client data more efficient.

Talking about the challenges I faced — some customization options were a bit limited and data integration with other tools wasn’t always seamless, requiring manual updates at times. Still, the integrations are not as hard as they seem. These days business expectations are just sky high and they expect everything in a single press.”

My conclusion is that while SAP Sales Cloud offers customization options, it sometimes falls short for businesses with unique requirements. The platform works best for medium to large enterprises, particularly those already invested in the SAP ecosystem. For smaller businesses, the combination of high costs, technical requirements and implementation complexity might be overwhelming.

That said, once you get past the initial hurdles and have it properly set up, SAP Sales Cloud is a powerful tool. The key is having the right resources, budget and technical support to fully take advantage of its capabilities.

Pros & Cons

  • Data Analysis: SAP Sales Cloud’s advanced analytics tools help you make data-driven decisions across your sales pipeline.
  • Customer Insights: Users like that they have a 360-degree view of each customer's journey, interactions and history in one place.
  • Automation: It helps you save time with automated workflows that handle repetitive sales tasks and documentation.
  • Complex Interface: The platform's extensive features can be overwhelming for new users, requiring significant training time.
  • Performance Issues: Users may experience slower loading times when handling large amounts of data or multiple processes.
  • Limited Integration Options: Connecting with non-SAP systems can be challenging and may require additional development work.

Key Features

  • Sales Forecasting: Known for its analytics capabilities, SAP lets you track sales performance with precision using the Forecast Tracker. It compares your submitted forecasts against targets and opportunity amounts. Run simulations to see how different scenarios impact your revenue estimates in real time and quickly identify discrepancies that need attention.
  • Dashboards & Reports: Scoring a 100 for this functionality, the CRM lets you build custom reports that match your business requirements by selecting specific data sources, time frames and key figures. Interactive visualizations like bubble charts and bar-line combinations bring your data to life, helping you spot trends and opportunities at a glance.
  • Document Management: Store and organize all your sales documents in a centralized library where you can create custom folder structures to keep everything organized. Share files securely with team members through links while maintaining control over access permissions for private folders and sensitive documents.
  • Lead Management: Capture leads from multiple sources, including phone inquiries and email campaign responses, and smoothly convert them into opportunities. Use Lead Intelligence to predict conversion likelihood through machine learning, which analyzes historical data points like lead dates, priorities and sources to give you accurate lead scores.
  • Contact Management: You can create detailed contact profiles linked to corporate accounts and track all their interactions across activities, orders and opportunities. Get a complete 360-degree view of your relationship with each contact, including their current status and all past interactions.
  • Mobile App: Manage your sales operations on the go with native apps for both Android and iOS devices. You can create opportunities, leads, tasks and sales quotes, log calls, view interactive charts, and manage your appointments.
  • AI-Based Coaching: Receive step-by-step guidance from AI-powered recommendations that help you win more business. Get prescriptive suggestions on your next best actions to progress opportunities through your sales pipeline effectively.
Ontraport
Ontraport
Start Price
$24
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Ontraport

Ontraport is an all-in-one platform providing combined CRM and marketing automation, with intuitive features for a host of needs. Users report a high level of customization, along with excellent service and community support, as chief benefits. The platform also offers useful features such as campaign management, workflow management and time-saving automation.
However, the price and lack of basic integrations and compatibility are drawbacks. Users also find the reporting features are slow, making it difficult to run campaigns. The system overall is a solid pick particularly for small businesses with a big enough budget that wish to upscale operations and deliver marketing outcomes.

Pros & Cons

  • User-Friendly: Of users mentioning the platform, 60% describe it as intuitive, easy to use and powerful.
  • Highly Customizable: All users reviewing this aspect suggest it offers a full range of capabilities and can be personalized to fit tailored requirements.
  • Workflow Management: Useful metrics are available to help guide workflows and delegate work based on results, say 72% of users who review this feature.
  • Campaign Management: Nearly 85% of users reviewing this feature find benefit from its data tracking, data management, open and click-through rates, sales data, form creation and useful metrics.
  • Customer Service: Customer support is very diligent and is well-versed with product knowledge, in the experience of 87% of users citing support.
  • Timely Updates: More than 65% of users referencing this aspect agree that the platform is continuously evolving and improving with every update.
  • Community Support: All reviews on this subject appreciate the dedicated Facebook community that provides insights and lets users offer feedback on improvements.
  • Not Budget-Friendly: Despite being for small businesses, the software price is more suited for larger companies, according to 75% of users referencing price.
  • Slow Reporting: The reporting feature is not very robust and has a fixed time frame that restricts deriving reports as per requirement, state 87% of users talking about this.
  • Lacks Integration: In 66% of reviews on this topic, users note the platform isn’t fully compatible with browsers like Safari and lacks integrations such as payment gateways, making it difficult to process campaigns.

Key Features

  • Marketing Automation: Strengthen marketing efforts while automating daily tasks throughout the customer lifecycle. Create unified campaigns, set up marketing funnels, personalize customer journeys, send messages on multiple channels and build a variety of automated user paths. 
  • Lead Management: Visual elements and intuitive tools make it easy to track, store and update leads. A complete view of customers from lead score to engagement history helps make data-based decisions. Import leads from multiple sources, including API, SMS, direct import and lead-capture forms. 
  • Segmentation: Send the right content and campaigns to the right audience using behavior-based tagging, automatic lead assignment to campaigns and multiple segmentation criteria. 
  • Sales Force Automation: Sales team can simplify all sales-based activities and processes with task automation and pipeline management. Features help bring the most important information forward, identify the best leads, equally distribute leads and keep everything organized. 
  • Email Marketing: Drive higher engagement with contacts by seamlessly connecting and following up with them. Analytics tools optimize efforts for better results while a private IP ensures a strong email reputation. Offers a mobile-responsive design, templates, scheduling, SMS reminders and opt-ins, and automated lead assignment. 
  • Landing Pages: Build landing pages without knowing code or hiring a developer thanks to drag-and-drop tools, templates and predesigned elements. Pages are mobile-responsive and can connect with contact databases to provide dynamic content and personalize each visitor’s experience. 
  • Analytics: Provides reports and real-time analytics, measuring things like campaign performance, engagement, customer lifetime value (CLTV), UTM data, A/B results and conversion rates. 
  • Process Automation: Save time, standardize processes and scale more effectively using this suite of tools to automate time-consuming tasks. Supports blending manual and automated tasks for full control. 
  • E-Commerce: Seamlessly manage business online, giving customers a smooth shopping experience. Includes upsells and add-ons to boost revenue. Also offers integration for payment gateways such as Stripe and PayPal, coupons, web forms, and automated management for scenarios like refunds. 
  • Referral Programs: Drive more sales by providing partners with referral management capabilities. Supports end-to-end management to offer incentives, set commission rates, measure results, integrate with WordPress sites via plugin and centralize data storage.  
  • Membership Sites: Provides a single, hassle-free platform to get the site up and running quickly. Includes prebuilt page templates, free hosting, an Ontraport domain, a user-friendly page builder and automated management for things like access levels and registration. Supports WordPress integration if needed. 
  • Integrations: Integrates with dozens of third-party applications for e-commerce, help desk, accounting, forms, learning platforms, reporting and tracking, video, social media, webinars, voice and SMS, API connectors and more. 

COMPARE THE BEST Contact Management Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Contact Management Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Salesforce
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
ActiveCampaign
$9
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ActiveCampaign
Seismic
$32
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Seismic
Bitrix24
$39
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Bitrix24
ZoomInfo
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ZoomInfo
SAP Sales Cloud
$134
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
SAP Sales Cloud
Ontraport
$24
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Ontraport

All Contact Management Software (46 found)

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Salesforce

by Salesforce.com
Salesforce
Salesforce delivers an end-to-end suite of products for managing customer interactions at every stage of the process, as well delivering advanced analytics, custom developments and more. Organizations can deploy them alone or as part of an integrated environment to gain extensive flexibility based on business needs. Its most prominent offerings are Sales Cloud, Marketing Cloud, Service Cloud and Commerce Cloud.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
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Platform
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Infusionsoft

by Infusionsoft, Inc.
Infusionsoft
Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities. The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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Pipedrive

by Pipedrive, Inc
Pipedrive
Pipedrive supports sales professionals in managing every phase of the sales process, from lead generation to customer contact. Forecasting enables sales reps to close more deals, and visual pipelines clarify what stage a lead is in and what action is required. Users can simplify and streamline tasks with automation and AI capabilities. It offers integrations and an open API, so companies can plug in third-party apps to further extend its capabilities.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Dynamics 365 CRM

by Microsoft Corporation
Dynamics 365 CRM
Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses. Pros Robust customization Seamless Microsoft integration Strong sales automation Intuitive interface Mobile app functionality Cons Potentially complex setup Higher learning curve Subscription-based pricing Limited reporting options Occasional performance issues
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
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Deployment
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ActiveCampaign

by ActiveCampaign
ActiveCampaign
ActiveCampaign provides cloud-based marketing services, with robust capabilities ranging from automation and reporting to lead scoring and contact segmentation. It’s ideal for businesses of any size, as it offers a flexible, device-agnostic deployment model. It also functions as a marketing-oriented CRM with different integrations and exporting options to assist sales. It provides machine learning that can be used on data including phone calls, emails and sales. Machine learning enables predicting win probability and using predictive sending. Customers can also take advantage of a consultant directory with certified consultants from different countries.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
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Deployment
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Platform
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Seismic

by Seismic
Seismic
Seismic.com offers a sophisticated sales enablement platform designed to streamline and enhance the sales process. It is particularly well-suited for industries such as finance, healthcare, and technology, where personalized and compliant content is crucial. The platform provides unique benefits like dynamic content management, analytics-driven insights, and seamless integration with existing CRM systems. Users appreciate its powerful features, including automated content delivery and real-time collaboration tools, which significantly boost sales efficiency and effectiveness. Compared to similar products, Seismic.com is often praised for its user-friendly interface and robust customization options. While specific pricing details are not publicly available, potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements. Overall, Seismic.com stands out for its ability to empower sales teams with the right content at the right time, driving better engagement and results.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Bitrix24

by Bitrix
Bitrix24
Bitrix24 facilitates the execution of the customer journey. It supplies organizations with tools for marketing, sales and customer service activities such as lead generation, marketing automation, campaign management and call center support.It comes with a free edition for companies with less advanced needs or a smaller budget. Deployment is available in the cloud and on-premise. It’s suitable for smaller businesses as well as enterprises with up to 50,000 employees.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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ZoomInfo

by ZoomInfo
ZoomInfo
ZoomInfo provides a detailed contact directory for simplified marketing outreach. It supports lead generation, sales management and revenue tracking, and helps improve productivity by systematizing work. Users can leverage analytics and prioritize marketing efforts, sales prospects and align teams for effective outcomes. The ability to locate and align required contacts from desired domains reduces anonymity rates. Data-driven, it helps businesses make insightful strategies, connect with the right audience, boost business growth and provide custom solutions.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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SAP Sales Cloud

by SAP, Inc.
SAP Sales Cloud
SAP Sales Cloud is a sales automation platform that combines analytics, AI-driven insights and extensive lead management capabilities to simplify your sales operations. Whether you're generating quotes, managing contracts or forecasting sales, it offers end-to-end functionality to support your entire sales cycle.Best suited for medium to large enterprises, particularly those already using other SAP products, this CRM solution works well for organizations with complex sales processes and substantial customer data. While it offers solid features for sales teams of all sizes, it's especially valuable for businesses that prioritize data-driven decision-making.Users like the platform's strong analytical tools, 360-degree customer views and process automation features. However, some note that the learning curve can be steep and smaller organizations might find the implementation process challenging without technical expertise. The platform occasionally faces performance issues, and integration with non-SAP systems often requires additional resources.SAP Sales Cloud requires a significant investment, starting at $134 per user monthly, with additional costs for implementation and customization. The initial setup might require technical support or consulting services.Our Research Process for SAP Sales CloudTrying to understand SAP Sales Cloud was a bit of an adventure! While I started with the free trial, I quickly realized the basic plan wouldn't show me the full picture. So, I rolled up my sleeves and dug deeper. I spent time watching demos and tutorials to understand the advanced features. However, the real insights came from my conversations with SAP consultants and people who use the platform daily. Their firsthand experiences were eye-opening.To get an even broader perspective, I probed into user reviews on G2 and studied various case studies from SAP. I also relied heavily on SelectHub's detailed analyst reports to verify my findings. And yes, I even tested their Android app to see how it performed. This combination of hands-on testing, expert interviews and extensive research helped me get a complete idea of what SAP Sales Cloud really offers.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Ontraport

by Ontraport
Ontraport
Ontraport provides a cloud-based set of solutions that help small businesses handle marketing and sales processes. The all-in-one design allows users to seamlessly switch between tasks and access information from a central location.Users can leverage the capabilities to store and track contacts, send multichannel messages, automate sales processes, create landing pages, analyze metrics, engage in e-commerce activities and more.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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NetSuite CRM

by NetSuite, Inc.
NetSuite CRM
NetSuite CRM is a cloud-based software offering a real-time, 360-degree view of customers. It ensures a continuous flow of information for opportunities, sales orders, fulfillment, renewal, upsell, cross-sell, and support. Some of its capabilities are sales force automation, marketing automation, partner relationship management, quotes and order management, and sales forecasting. It supports businesses of all sizes across a broad spectrum of industries. Integration with existing e-commerce and ERP offerings eliminates the costs of having multiple applications for each business unit.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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SugarCRM

by SugarCRM, Inc.
SugarCRM
SugarCRM is a comprehensive platform that effectively manages the customer lifecycle with a set of modules that support each stage of the funnel. It helps organizations locate prospects, nurture leads, close more deals and retain customers. Some capabilities include quote management, forecasting, campaign management and a customizable interface.It supports multiple currencies and 35 languages with the option to develop support for additional languages. It can integrate with mobile device management offerings as well.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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CRMnext

by Acidaes Solutions
CRMnext
CRMNext leverages integrated technology to create an easy-to-use interface for financial institutions. It simplifies work, drives growth and delivers results with features such as sales force automation, service management, lead management, forecasting, an autoflow designer and workflow management.It also provides real-time integration, a business decision engine, sales planning, cross-selling intelligence, machine learning, analytics and more. It’s easily customizable and suitable for users without much technical knowledge. SaaS, private cloud and on-premise deployment are available.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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SharpSpring

by SharpSpring
SharpSpring
SharpSpring is a cloud-based sales and marketing platform that facilitates building automation rules to send customers with dynamic content or targeted emails based on their interests. It also provides adequate support for marketing agencies.Features include behavior-based email, campaign tracking, dynamic landing pages, a blog builder, anonymous visitor ID, a form builder, reporting and analytics, social media management, and integrations. Lead scoring helps track a lead’s page visits, demographics and engagement to enhance nurturing efforts.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Agile CRM

by Agile CRM
Agile CRM
Agile CRM is an all-in-one cloud platform that enables companies to handle all activities and tasks across the customer lifecycle. With integrated modules for marketing, sales and service, it provides capabilities such as contact management, a deal pipeline, lead scoring, project management, email marketing and campaigns, service automation, and live chat.Targeted primarily at small businesses, it allows users to maintain visibility into contacts, boost results with sales enablement, engage web users and deliver comprehensive support. Free and premium versions are available.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

PipelineDeals

by PipelineDeals
PipelineDeals
Designed to serve small and midsize businesses, PipelineDeals is equipped with sales-focused features, enabling sales teams to automate redundant tasks and nurture relationships with customers. With an intuitive user interface, it helps set up scalable processes, resulting in improved productivity and increased profitability. Deal management and sales acceleration tools expedite the sales cycle, and help set and track targets. A sales dashboard offers a 360-degree view of performance status, while lead management capabilities help streamline lead generation and nurturing. Customizations ensure enhanced experience and expanded functionality.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

Copper CRM

by Copper (Formerly ProsperWorks)
Copper CRM
Designed to integrate with Gmail and other Google Apps, Copper (formerly ProsperWorks) is a comprehensive and easy-to-use platform. It helps small and medium-sized businesses automate core operations; manage leads, sources and opportunities; streamline sales processes; uncover actionable insights; and nurture customer relationships. It enables users to check email threads and past interactions. It also acts as an alternative for goal setting and forecast management, as it converts sales bottlenecks into visible opportunities.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Pipeliner CRM

by Pipelinersales Inc.
Pipeliner CRM
Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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GreenRope

by Synchronous Technologies
GreenRope
GreenRope is an all-in-one CRM aiming to unify sales, marketing, and operations under one platform. It caters to businesses seeking streamlined workflows and improved team collaboration. GreenRope boasts features like lead generation, email marketing automation, social media management, and customer service tools. Users praise its user-friendly interface, comprehensive reporting capabilities, and 24/7 customer support. Compared to similar options, GreenRope is lauded for its affordability, offering unlimited users and emails at a flat monthly fee. However, some users mention occasional limitations in customization and integrations compared to more established CRMs. Overall, GreenRope shines for businesses seeking a cost-effective, user-friendly solution to manage customer relationships across departments. Pros User-friendly interface Unlimited users, emails Comprehensive reporting Affordable flat fee 24/7 customer support Cons Limited customization Fewer integrations Occasional feature glitches
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Cirrus Insight

by Cirrus Insight
Cirrus Insight
Cirrus Insight makes it easy for Salesforce users to manage all sales and marketing tasks on one dashboard. Users can track emails, schedule meetings, set follow-ups and more from their inbox. Android and iOS apps enhance productivity. Users can create or update contact information, see email performance, check their inbox, mark meetings on calendars and view customer profiles.Salesforce integration provides additional functionality for sales professionals, and 16 certified Salesforce Admins are available to answer questions. An organization-wide deployment model helps align work for all users and teams.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Pricing Guide

See the Price/User for the top Contact Management Software… plus the most important considerations and questions to ask when shopping.

Buyer's Guide

Contact Management Software Is All About Storing Customer Information 

By Saumya Anand, Market Analyst at SelectHub

Contact Management Software BG Intro

Are you still storing critical customer information on an Excel sheet or a piece of paper? Or are you shuffling through business cards like a game of poker? If your answer is yes, then you’re in dire need of contact management software or a CRM system with contact management capabilities.

Customer data is as crucial to a business as your heart pumping blood to the body. And if that information is scattered and not easily available, your company can suffer a hemorrhage. Think of contact management or customer tracking software as a sophisticated version of the contact directory on your phone. It provides a 360-degree view of your prospects, clients and vendors so you can make quick customer-driven decisions.

This buyer’s guide will explain what content management tools do, their benefits and questions to ask before purchasing. We’ll also cover the best solutions in the market and offer recommendations to aid your software selection journey.

Executive Summary

  • Contact management software lets you store customer and business contacts.
  • It helps you gain customer insights, personalize interactions and collaborate effortlessly.
  • Contact management systems offer generic features like scheduling, mobile access and advanced capabilities like reporting and analytics.
  • Creating a detailed requirements checklist helps you decide what functionalities you’re looking for.
  • Asking questions internally and to vendors can help narrow down your search.
What This Guide Covers:

What Is Contact Management Software?

Contact management software enables you to store customer information and interactions. This includes details like client names, addresses, phone numbers, social media profiles, sales history, open quotes and even notes jotted down by your employee during interactions.

What turkey is to Thanksgiving, customers are to sales. And you need their contact information to develop sales and marketing strategies. Contact management systems provide an easily searchable database of all the important information you need.

The solution functions as a digital Rolodex that keeps track of your contacts in a database. It helps businesses streamline processes by providing teams quick access to the relevant customer, vendor or contractor information. You can also manage leads, monitor customer interactions, log employee activities and even schedule events.

Contact Management vs. CRM

Because the core function of both CRMs and contact management solutions is to essentially store customer information, the two are considered somewhat similar. However, there are a few broad distinctions that set them apart.

Contact Management Software Categories

CRM software is an all-encompassing solution that lets you manage sales, marketing and customer service activities. On the other hand, contact management is more linear and focuses on storing necessary information about customers and business associates.

From typical CRM features like lead management, sales force automation and marketing automation, CRMs have evolved to aid other processes like project management, help desk, scheduling and interaction tracking. That’s why, typically, CRM comes with built-in contact management capabilities.

Usually, small businesses with a limited number of clients opt for standalone contact management systems. The reason is that they are comparatively cheaper than full-fledged CRM software. But also because small organizations could do without CRM’s extensive list of features.

On the other hand, while CRM software buyers look for modules beyond contact management software, they still might require contact management as a built-in feature. So if CRM is Batman, consider contact management software as its trustworthy sidekick Robin.

Deployment Methods

You can opt for on-premise or cloud deployment or a hybrid mix. While businesses are more inclined towards cloud-based solutions, it essentially boils down to your company’s specific needs.

Cloud-based

Cloud-based solutions store, manage and process data on public or private cloud servers hosted online. Companies don’t have to install, update or maintain the application.

Some of its unique advantages are low costs, smooth implementation and easy accessibility. However, it comes with its baggage of security and network issues and lack of customizations.

On-premise

On-premise contact management software is installed directly on your business server. It has a single license fee and requires no internet connection. Since the reins are in your hand, you can solidify security measures and avoid hacking and other cyber threats.

But on-premise solutions are infamous for their complex installation, set-up and a huge licensing fee. In addition, maintaining and upgrading the solution requires a lot of IT manpower.

Primary Benefits

Contact management software, also known as customer tracking software, benefits your organization in the following ways:

Contact Management Software Benefits

Improved Customer Experience

88% of customers say the experience a company provides is equally important as its product or service, according to a Salesforce report. Customer experience is emerging as the key brand differentiator. Contact management software empowers you to do exactly that!

CX Stat

Access to a centralized database of contact information, including past interactions, orders and basic details, allows teams to see valuable customer information and deliver quality, contextual interactions.

Some solutions also offer capabilities like follow-up reminders, call scheduling and automated routing to ensure you reach out to dissatisfied customers before escalation.

Optimized Sales Operations

Storing contact information in customer or prospect profiles includes jotting down where you got a particular lead from. This information helps you enhance your sales processes and create best practices for your sales and marketing efforts.

For example, if you realize your customers are more likely to respond via email than phone calls, you can ramp up your email campaign initiatives.

Easy Collaboration

Picture this: your customer service department needs details about a client and asks the sales department who created private files for each client. But the sales rep who made that particular address book is out of the office! Sounds like a hassle, right?

Your teams shouldn’t have to jump through hoops to access information. Storing all contact information in a shared repository fosters collaboration among departments. That way, teams can view files in real time and be in the loop.

Instant access to data reduces the time and labor costs involved in foraging for documents. It also gives everyone complete visibility and ensures full transparency.

In-depth Insights

With tons of customer data at your disposal, you can analyze it to identify recurring patterns, pain points, preferences, interests and more. This data, in turn, helps you optimize marketing campaigns to cater to your customer’s needs.

You can use reporting and analytical tools to create reports providing valuable insights into your customers. Metrics like sales funnel analysis, revenue predictions, customer churn rate and win rate enable you to make strategic, data-driven decisions.

Personalized Interactions

You can categorize customer data into groups based on variables like gender, industry, location and more. This segmentation helps your teams deliver personalized communications. And that’s super important! 49% of customers are likely to become repeat buyers after a personalized shopping experience.

Personalization Stat

Behavioral information like email click rates, website visits, downloaded content and list subscriptions give you a well-rounded picture of your customer’s wants and needs. With all that personal data, you can respond to clients the way they want. For example, a sales rep can prepare for a call beforehand by looking at the customer’s interaction history.

 

Implementation Goals

Goal 1

Improve Data Management

Move from outdated and disorganized contact storing methods like Rolodex or Excel sheets. You can use custom fields to classify contacts into customers, employees, vendors and companies.

Goal 2

Automate Data Entry

The system lets you automatically log customer details spanning several channels, including email addresses, web form capture, scanned copies of physical files, social media profiles, phone calls and more.

Goal 3

Centralize Information

Easy access to relevant files at critical junctures of sales, marketing or customer support efforts makes things a whole lot easier.

Contact management solutions help you assimilate information in a centralized, shareable database easily accessible by every team.

Goal 4

Increase Productivity

You can automate rudimentary processes with features like appointment and event scheduling to boost productivity levels.

Basic Features & Functionality

Contact Management Features

Centralized Repository

Store contact details in a unified database. You can maintain records of customers’ primary contact information (name, address, phone number and email), last interaction, follow-up activities and meeting notes.
Custom Search and Filter

Easily retrieve relevant information through contact search and filter. You can set up custom parameters to locate specific information within the database.

Filter results based on name, company, industry, job title and other details.
Data Import and Export

This feature allows you to transfer data from CSV files, Microsoft Excel, Google Sheets, business cards, CRMs and other documents. You can drag and drop files from the computer or upload them to contact profiles.
Tracking

Customer contact software allows you to track activities like lead opportunities, sales assignments, contact transfers, schedules, client interactions, purchase history and more.
Segmentation

You can sort contacts based on attributes like industry, location and customer lifecycle stage.
Mobile Access

Most contact management systems offer mobile app support. Sales, support and marketing teams can quickly access contact information on the go.
Scheduling and Alerts

Missing important meetings or follow-ups is not only a bummer but could also lead to losing clients. Contact management software provides automated reminders, so you don’t miss out on anything.

Schedule events and tasks related to specific contacts within their profiles. You can also set automated alerts for upcoming calls, meetings and emails.
To-do Lists

To-do lists are useful for more than just grocery shopping. They also help teams streamline their tasks and maintain a standardized workflow.

Create specific task lists for your employees and ensure they don’t miss out on a task by alerting them when they’re assigned a list.

Advanced Features & Functionality

Reporting and Analytics

Some contact management systems enable you to generate custom reports.

Visual tools help you identify recurring patterns and gain insights into contact behavior.
Automation

Eliminate rudimentary admin activities and free up time by automating data entry. You can record information from multiple channels like websites, phone calls and emails.
Integrations

Contact management software facilitates smooth data flow by integrating with your existing systems like CRM and Gmail.

Current Trends

The contact management software market is evolving like any other industry. Here are some emerging trends you should look out for:

Contact Management Trends

Integration With CRMs

While previously, contact management systems were a standalone product, now they’re more likely to be combined with other systems that cater to sales, marketing or customer service. For example, businesses now have the option to purchase a well-rounded CRM that offers contact management as a module.

Rising Popularity of Chatbots

The usage of AI chatbots saw the largest growth last year as they offer better engagement and generate more high-quality leads, according to a report.

Using intelligent chatbots in contact management systems allows you to provide better and more proactive services to customers in need. It helps with quick issue resolution and reduces ticket volume.

Increasing Omnichannel Adoption

Customers aren’t only active on one channel. They switch through multiple modes of interaction throughout each stage. Noting down every piece of information helps your team deliver better engagement.

In fact, marketers who used three or more channels in a campaign earned a whopping 494% higher order rate than those using a single channel campaign.

Omnichannel Stat

A contact management system stores all details across every channel within every profile. It gathers details from multiple touchpoints like email addresses, phone calls and live chat conversations.

 

Software Comparison Strategy

The contact management solutions market is diverse, and singling out the right system may seem like an uphill task. Start with searching for platforms that particularly cater to your business needs. Making a requirements checklist will help you narrow down the results.

You should also reach out to your peers in the industry to see what platforms they’re using and gauge whether they fit your business. Next, go through product reviews to get a complete picture of the software.

Once you have top three or five vendors, request free trials or demos to see the system in action. You should also ask questions to clear any doubts you may have. Make sure to be thorough with your questions for each vendor.

Cost & Pricing Considerations

The cost incurred for contact management software depends on several factors like deployment strategy, type of software and the number of user licenses required. Apart from these, additional costs, including add-on services and extra modules purchased, may influence pricing. You will also be charged an upfront fee for any set-up, implementation and migration services.

Contact management systems can be more affordable than full-fledged CRM software. Most vendors price cloud-based solutions on a “per month” and “per user” basis. If you’re opting for an on-premise deployment, you’ll need to pay an upfront sum to own the software’s license indefinitely.

Some free customer tracking solutions are available in the market with limited functions. A few vendors also offer enterprise or premium plans that cost more than the basic plan and include additional modules. Keep in mind that there might be a limit on the number of contacts you can store in the database.

The Most Popular Contact Management Software

Our team of analysts and researchers evaluated the contact management software market to pick the best solutions. The following list ranks the top performers in the market currently:

Zoho CRM

Zoho CRM is a cloud-based solution that helps your sales and marketing teams close more deals. Its contact management module stores customer information across channels like phone calls, websites and social media in a centralized place.

It syncs customer tickets with their sales profiles to promote cross-functional collaboration. You can manage communications and respond to customers within the system.

Zoho CRM

Follow-up schedules in Zoho CRM.

Oracle CX Sales Cloud

Oracle CX Sales is a customer-centric system that offers sales, service and marketing teams a 360-degree view of every customer. It unifies information from multiple data sources to provide an accurate customer timeline across all channels.

It enriches profiles with updated demographics and identifies duplicate records to prevent double entries. You can validate client addresses, emails and phone details in real time.

Oracle CX Sales Cloud

Contact profiles in Oracle CX Sales Cloud.

Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales drives business growth through intelligent sales insights, personalized interactions and optimized customer service. It offers a consolidated workspace to collaborate with other teams.

You can access customer records and share files within the system. Use Microsoft Teams to contact customers via their preferred communication channel.

Dynamics 365 for Sales

Contact management in Dynamics 365 for Sales.

Pega CRM

Pega CRM boosts agent productivity and helps personalize customer interactions through tools like intelligent automation, case management and omnichannel engagement.

The Customer Decision Hub provides contextual information to agents and leverages AI to recommend the next best actions.

Pega CRM

Customer service management in Pega CRM.

Creatio

Creatio is a low-code application streamlining marketing, sales and customer service operations. It enables you to track every interaction and build a comprehensive customer view. You can keep records of information like client addresses, prior orders and invoices, interactions and connections between accounts, and so on. Use this data to analyze buyer behavior and drive business growth.

Its intelligent data enrichment capabilities allow you to automatically identify email addresses, phone numbers, social media profiles and other relevant contact information. You can also segment customer data based on different parameters.

Creatio

Managing customer profiles in Creatio.

 

 

Questions To Ask Yourself

Contact Management Software Key Questions To Ask

Questions can be daunting in an interview or an exam, but in the quest for perfect contact management software, they can help you make the right decision.

Use these questions as a starting point for internal conversations:

  • What challenges do you currently face in storing and managing contacts?
  • What do you wish to achieve by implementing contact management software?
  • Will a standalone system or a CRM with content management capabilities better suit your needs?
  • Which departments will use the system, and what features are a must-have?
  • Do you need a solution that will integrate with current and future applications?

Questions To Ask Vendors

Use these questions as a starting point for conversations with vendors:

About the Software

  • Is there a cap on data storage? How much will you be charged for exceeding the limit?
  • How many channels does it capture contact information from?
  • What reporting tools does the system offer?
  • Does it offer data access on mobile devices?
  • Can you access data offline?

About the Vendor

  • How scalable is their data infrastructure?
  • What is the frequency of system updates?
  • Do they assist in implementation and migration?
  • Do they provide paid or free add-ons?
  • Do they comply with regulatory laws?

In Conclusion

Choosing a contact management software that aligns with your business needs requires meticulous research and consideration. But once you land on the system that fits you like a glove, you’ll see improvements in your day-to-day operations.

The right contact management solution will streamline your business processes, reduce manual dependency and give your employees everything they need under one roof. Hopefully, this buyer’s guide serves its intended purpose of being useful in your software selection process.

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Manogna Chandrika
By Manogna Chandrika Matta
Technical Content Writer
Manogna Matta was a Technical Content Writer at SelectHub who delivered content for CRM, mental health, marketing and fundraising. An alum of the University of Hyderabad, Manogna did Communication and Psychology courses in her B.A. and M.A. She's also an avid coin collector and a fashion enthusiast. When not typing away on the keyboard, Manogna plays mother hen to her tiny birds, watches sitcoms and makes bad-quality dad jokes.
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Joan
Technical Research By Joan Akash
Senior Analyst
Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry.
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Manan
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
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Pooja
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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