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

TrustRadius Top Rated for 2021

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

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 73) 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 (1155)
    92%
    9.2
  • Team Collaboration (1139)
    91%
    9.1
  • Resource Management (1002)
    81%
    8.1
HubSpot CRM

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 (521)
    87%
    8.7
  • Integration with email client (e.g., Outlook or Gmail) (510)
    85%
    8.5
  • Workflow management (504)
    82%
    8.2
Insightly

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 (306)
    89%
    8.9
  • Integration with email client (e.g., Outlook or Gmail) (287)
    87%
    8.7
  • Task management (294)
    84%
    8.4
Salesforce.com

Salesforce

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

  • Customizable reports (178)
    85%
    8.5
  • Customer data management / contact management (182)
    85%
    8.5
  • Opportunity management (178)
    85%
    8.5
Keap (formerly Infusionsoft)

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

  • List management (113)
    89%
    8.9
  • Email deliverability reporting (162)
    84%
    8.4
  • Lead nurturing (112)
    84%
    8.4
Zoho CRM

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

  • Lead management (134)
    86%
    8.6
  • Customer data management / contact management (139)
    84%
    8.4
  • Custom fields (136)
    84%
    8.4
Pipedrive

Pipedrive

Customer Verified
Top Rated

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

Key Features

  • Opportunity management (55)
    89%
    8.9
  • Pipeline visualization (57)
    86%
    8.6
  • Task management (53)
    83%
    8.3
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)
    90%
    9.0
  • Customer data management / contact management (32)
    89%
    8.9
  • Interaction tracking (30)
    81%
    8.1
Freshworks CRM (formerly Freshsales)

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 (51)
    87%
    8.7
  • Interaction tracking (50)
    84%
    8.4
  • Integration with email client (e.g., Outlook or Gmail) (50)
    81%
    8.1
SAP CRM

SAP is best known as an ERP vendor and their enterprise CRM product tends to be used by customers who are already using SAP's ERP other solutions. SAP CRM also includes marketing resource management (MRM) capabilities. SAP has recently combined SAP CRM with analytics, mobile,…

Key Features

  • Customer data management / contact management (28)
    91%
    9.1
  • Workflow management (28)
    90%
    9.0
  • Interaction tracking (27)
    87%
    8.7
CallRail

CallRail

Customer Verified
Top Rated

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

  • Integration with email client (e.g., Outlook or Gmail) (27)
    87%
    8.7
  • Task management (27)
    85%
    8.5
  • Customer data management / contact management (27)
    85%
    8.5
NetSuite CRM

NetSuite CRM is built on the same code base as the NetSuite ERP product and is usually used by customers who are already using NetSuite for ERP/Accounting.

Key Features

  • Customer data management / contact management (17)
    87%
    8.7
  • Workflow management (16)
    83%
    8.3
  • Opportunity management (17)
    67%
    6.7
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

  • Task Management (20)
    74%
    7.4
  • Document collaboration (21)
    74%
    7.4
  • Mobile Access (20)
    68%
    6.8
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

  • Customer data management / contact management (18)
    67%
    6.7
  • Lead management (18)
    62%
    6.2
  • Email marketing (18)
    57%
    5.7
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) (18)
    83%
    8.3
  • Customer data management / contact management (18)
    61%
    6.1
  • Task management (18)
    49%
    4.9
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

  • Customer data management / contact management (13)
    85%
    8.5
  • Pipeline visualization (13)
    80%
    8.0
  • Opportunity management (13)
    79%
    7.9
GridBuddy

GridBuddy, developed by AppBuddy which was acquired by Validity in summer 2019, is a native Salesforce App Exchange app that is designed to make it easier to act on data within Salesforce, and simplify complex data management processes while working within the Salesforce CRM. Access…

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…

Shared Contacts for Gmail

Shared Contacts for Gmail enables Google Workspace (G-Suite) & Gmail users to create, manage, share team address books (labels) from anywhere (Gmail, Google Contacts, Mobile phones etc.). Define access permissions exactly like you would do with a Google Doc: View OnlyEditDelete…

BizConnect

BizConnect is a cloud-based business card systematization solutions for professionals and business organizations. The mobile application manages business cards and contacts at the click of a button. The vendor provides its features as: Primary Features● Accurate card scanning and…

CamCard

CamCard is an online tool used to scan, manage, sync and exchange business cards. CamCard for Salesforce is also available for a mobile app.

Claritysoft

CloudSoft is a simple, cloud-based CRM system for SMBs.

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.

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 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.