Contact Management Software

Contact Management Software Overview

Contact management software is designed to store business contact information, such as email addresses, phone numbers, and social media handles. In addition to simple storage, contact management software allows for the organization of contacts and filtering to help users find specific subsets of customers with ease. Businesses that often engage in client communication rely on contact management software and its integrations with other software such as calendar applications to ensure that meetings are scheduled properly and that updates can be pushed out to all participants.

Contact Management features are often included in customer relationship management (CRM) platforms, but standalone tools are also offered for businesses that don’t need an entire CRM platform, or who want to supplement a CRM platform with limited contact management features. Contact management software options are important tools so that businesses can keep in touch with potential clients, vendors, and partners.

Top Rated Contact Management Products

Contact Management Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Contact Management Products

(1-25 of 94) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

monday.com

monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.…

Key Features

  • Task Management (1260)
    92%
    9.2
  • Team Collaboration (1241)
    90%
    9.0
  • Resource Management (1089)
    83%
    8.3
HubSpot CRM
Customer Verified
Top Rated

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team…

Key Features

  • Customer data management / contact management (891)
    89%
    8.9
  • Integration with email client (e.g., Outlook or Gmail) (891)
    85%
    8.5
  • Workflow management (868)
    84%
    8.4
Insightly
Customer Verified
Top Rated

Insightly is an online CRM solution targeted at small and mid-sized businesses. It also provides project management, workflow automation, and reporting capabilities, along with 3rd-party integrations.

Key Features

  • Customer data management / contact management (328)
    86%
    8.6
  • Task management (314)
    83%
    8.3
  • Integration with email client (e.g., Outlook or Gmail) (305)
    72%
    7.2
Salesforce.com
Customer Verified
Top Rated

Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com's Sales (CRM), Service, Platform and Marketing applications are designed to help companies connect with customers,…

Key Features

  • Opportunity management (184)
    80%
    8.0
  • Customizable reports (184)
    80%
    8.0
  • Customer data management / contact management (188)
    80%
    8.0
Zoho CRM
Customer Verified
Top Rated

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

Key Features

  • Custom fields (247)
    85%
    8.5
  • Customer data management / contact management (250)
    84%
    8.4
  • Workflow management (237)
    80%
    8.0
Keap
Customer Verified
Top Rated

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

Key Features

  • Lead nurturing (141)
    86%
    8.6
  • List management (142)
    85%
    8.5
  • Email deliverability reporting (192)
    80%
    8.0
Pipedrive

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Key Features

  • Opportunity management (58)
    90%
    9.0
  • Pipeline visualization (61)
    86%
    8.6
  • Custom fields (57)
    73%
    7.3
Sugar Sell (SugarCRM)

Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is presented by the vendor as lean, fast and integratable with anything. Sugar Sell replaces former…

Key Features

  • Integration with email client (e.g., Outlook or Gmail) (29)
    87%
    8.7
  • Customer data management / contact management (32)
    86%
    8.6
  • Interaction tracking (30)
    75%
    7.5
Freshworks CRM

Freshworks CRM (formerly Freshsales) is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to…

Key Features

  • Customer data management / contact management (52)
    81%
    8.1
  • Integration with email client (e.g., Outlook or Gmail) (51)
    70%
    7.0
  • Interaction tracking (51)
    68%
    6.8
Kintone
Customer Verified
Top Rated
TRUE

Kintone is a customizable digital workplace platform that lets the user manage data, tasks, and communication in one central place. Over 23,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses.…

Key Features

  • Platform Scalability (41)
    90%
    9.0
  • Platform User Management (41)
    90%
    9.0
  • Reusability (39)
    88%
    8.8
monday sales CRM

monday sales CRM lets you control your entire sales funnel and close deals faster by automating manual work and streamlining sales activities from A-Z.

Key Features

  • Task management (35)
    85%
    8.5
  • Workflow management (36)
    83%
    8.3
  • Customer data management / contact management (36)
    80%
    8.0
CallRail

CallRail offers phone call tracking, recording and analytics.

Nimble

Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.

Key Features

  • Customer data management / contact management (29)
    90%
    9.0
  • Integration with email client (e.g., Outlook or Gmail) (29)
    89%
    8.9
  • Task management (29)
    88%
    8.8
BenchmarkONE

Hatchbuck is an all-in-one sales and marketing software that includes CRM, marketing automation, and email marketing tools. Users can build online forms, manage and segment contacts, engage prospects with relevant follow-up, manage tasks, and track their pipeline.

Key Features

  • List management (29)
    43%
    4.3
  • Email deliverability reporting (55)
    43%
    4.3
  • Lead nurturing (29)
    32%
    3.2
Bitrix24

Bitrix24 is a local-hosted or cloud-based social intranet and project management platform that also contains core HR (HRMS) and CRM features. Bitrix24 also provides time management services and employee self-service.

Key Features

  • Document collaboration (20)
    87%
    8.7
  • Task Management (19)
    86%
    8.6
  • Mobile Access (19)
    81%
    8.1
Copper

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Key Features

  • Integration with email client (e.g., Outlook or Gmail) (19)
    78%
    7.8
  • Customer data management / contact management (19)
    55%
    5.5
  • Task management (19)
    46%
    4.6
Agile CRM

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

Key Features

  • Custom fields (19)
    44%
    4.4
  • Customer data management / contact management (19)
    42%
    4.2
  • Email marketing (19)
    17%
    1.7
Capsule CRM

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt.…

Key Features

  • Integration with email client (e.g., Outlook or Gmail) (14)
    88%
    8.8
  • Customer data management / contact management (15)
    84%
    8.4
  • Opportunity management (15)
    82%
    8.2
GridBuddy Connect

GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data. GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they…

Nutshell CRM

Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

Key Features

  • Customer data management / contact management (10)
    90%
    9.0
  • Mobile access (11)
    75%
    7.5
  • Integration with email client (e.g., Outlook or Gmail) (11)
    75%
    7.5
vCita

vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following…

Key Features

  • Role-based user permissions (6)
    97%
    9.7
  • Mobile access (7)
    85%
    8.5
  • Custom fields (7)
    67%
    6.7
Daylite

Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.

BIGContacts

BigContacts is a contact management solution built to help small businesses organize contacts, manage tasks, track opportunities, and manage email campaigns.

Key Features

  • Customer data management / contact management (7)
    98%
    9.8
  • Opportunity management (7)
    95%
    9.5
  • Workflow management (7)
    95%
    9.5
OpenPhone

OpenPhone, a business phone service from the company of the same name in San Francisco, adds work phone numbers to existing devices. No new hardware required; all that's required is an app. Extended services include a lightweight contact management CRM, and customer service team…

Key Features

  • Instant messaging (8)
    100%
    10.0
  • Call recording (6)
    100%
    10.0
  • Mobile app for iOS (8)
    95%
    9.5

Learn More About Contact Management Software

What is Contact Management Software?

Contact management software is designed to store business contact information, such as email addresses, phone numbers, and social media handles. In addition to simple storage, contact management software allows for the organization of contacts and filtering to help users find specific subsets of customers with ease. Businesses that often engage in client communication rely on contact management software and its integrations with other software such as calendar applications to ensure that meetings are scheduled properly and that updates can be pushed out to all participants.

Contact Management features are often included in customer relationship management (CRM) platforms, but standalone tools are also offered for businesses that don’t need an entire CRM platform, or who want to supplement a CRM platform with limited contact management features. Contact management software options are important tools so that businesses can keep in touch with potential clients, vendors, and partners.

Features & Capabilities

  • Contact information storage

  • Contact information management

  • Calendar application integrations

  • Contact filtering

  • Click to call

  • Mass Email

Pricing

Pricing for contact management software is highly dependent on what features are included. Basic contact management that includes simple storage and management is available for free, but as more features are included and software becomes closer to fully featured CRM tools, prices increase dramatically.

Pricing

Pricing for contact management software is highly dependent on what features are included. Basic contact management that includes simple storage and management is available for free, but as more features are included and software becomes closer to fully featured CRM tools, prices increase dramatically.


Contact Management Comparison

When considering contact management software options, consider the following aspects of each product offering.


  1. Feature Needs: Contact management software range from offering basic contact storage to offering fully featured CRM suites. If your business only needs to store and manage contacts, consider one of the cheaper contact management tools, while if your business is looking for more detailed customer analytics, consider a CRM tool.

  2. Number of Contacts: Some contact management software is priced based on the amount of data stored in them, while others have flat-rate pricing. When purchasing contact management software consider your current contact management needs, as well as your expectations for the future, and select a contact management software whose pricing structure makes sense for your needs.

  3. Integrations: Almost all contact management tools offer integrations with calendar applications, but some offer sales tools and marketing tool integrations as well. When buying contact management software, consider what software you have that needs to integrate with your contact management solution.

Related Categories

Frequently Asked Questions

What kinds of businesses need contact management software?

Contact management software is ideal for smaller businesses that may not need a fully featured customer relationship management (CRM) tool, but still need to keep detailed contact information. As businesses gain customers it is worth considering purchasing a CRM with contact management features instead.

What are the best contact management solutions?

The highest rated contact management software options include:

  1. Insightly
  2. SalesForce
  3. Hubspot CRM


What integrations are included in contact management software?

Almost all contact management tools feature integrations with calendar applications for the purposes of creating meetings. Many contact management software options also include integrations with sales and marketing tools to help businesses maximize engagement with clients.

What features are included in contact management software beyond contact storage?

Many contact management software options include click to call features, allowing organizations to start calls with contacts at the click of a button. Additionally, most contact management solutions allow for the filtering of contacts by factors such as age, location, and demographic, making it simple to send mass emails to specific groups of contacts.