Best Contact Management Software: Paid & Free Choices For Small & Large Businesses

Want to get right to the point? Our Top picks for the best contact management software are Salesforce & HubSpot. 

Contact Management Software works beyond just maintaining a plain database and has become a crucial sales tool. It allows you to track prospect, customer, and vendor contact information & communication to generate leads or close deals. It includes & maintains data such as – customer’s names, addresses, contact numbers, email addresses, social media profile information, and much more.

What Are The Features Of Contact Manager Tools?

Usually, a contact management program is required where the sales interaction model is ‘One to Many.’ There are plenty of features offered by contact management software:

  • Contact History 

Holds all the details about who the company had contacted, when it was made, with what offer & through what channel.

  • Import & Export 

Export and Import contact information from external sources such as brokers etc.

  • Filters 

To perform a quick search without going through the entire database for a particular set of information.

  • Hassle-Free Integration 

Allows you to integrate contact records with existing systems.

  • Group Management 

Easily create personal and group contact categories organized based on multiple sections.

  • Pipeline Management 

An easy-to-understand dashboard that helps you visualize your entire work. The process is beneficial when you want to understand moving your contacts from prospects to leads & loyal customers.

Ability to schedule appointments itself and send emails to the contacts for their upcoming appointments.

  • Direct Fax 

Ability to send emails and fax using a contact management tool.

  • Customization 

Add new fields and tags depending on your business requirements.

  • To-do List 

It helps businesses create a to-do list for other team members & notify them when assigned to complete a task.

  • Create Notes 

Apart from storing information, you can also take down notes about a particular event or add comments for a customer.

  • Automatically Dialing 

Capability to connect to a particular customer automatically from their records.

  • Email Marketing 

If you have a centralized location with all your customer information in one place, it wouldn’t be great to send off your marketing emails from the same dashboard. In case you have previously missed our guide 9 Best Email Verifier & Validation Software You Need To Know 2021

With the clarity of features to look for in your Contact Management Software, let’s take a look at the Top Seven Paid & Free Contact Manager Tools (2021).

 

At A Glance: With Price & Benefits

Best CMS (2021) Key Highlights Pricing Models Get It Here

Salesforce

salesforce

  • Easy to set up & intuitive dashboard
  • Has lead & campaign management tools
  • Assign status to each contact based on the sales pipeline
  • Standard 

($25/Month)

  • Professional 

($75/Month)

  • Enterprise

($150/Month) 

  • Unlimited

($300/Month)

  • Trial Period 

(30 Days)

TRY IT NOW

HubSpot

HubSpot

  • Supports unlimited users for Free
  • Offline access to contacts
  • Can store up to 1 Million contacts

(Sales Hub & Marketing Hub – $50/Month

TRY IT NOW 

Zoho

zoho

  • Mobile apps
  • Social monitoring tools
  • Multichannel customer communication
  • Free 

(Supports 3 users)

  • Standard 

($12/Month)

  • Professional 

($20/Month)

  • Enterprise

($35/Month) 

  • Ultimate 

($45/Month)

  • Trial Period 

(30 Days)

TRY NOW

Agile CRM

Agile CRM

  • Provides complete details & options to seal the deal
  • Import social media profiles
  • Schedule messages & emails
  • Free 

(Supports up to 10 users)

  • Starter

($8.99/Month)

  • Regular 

($29.99/Month)

  • Enterprise

($47.99/Month) 

  • Trial Period 

(None)

TRY NOW

Streak

streak

  • Easily integrate Google applications.
  • Centralized communication platform
  • Accessibility & sharing of multiple users
  • Solo

($15/Month)

  • Pro

($49/Month)

  • Enterprise

($129/Month) 

  • Trial Period 

(14 Days)

TRY NOW

Pipedrive

Pipedrive

  • Track performance, predict revenue & prioritize deals
  • Quickly check on last conversations
  • Easy to manage
  • Essential 

($12.50/Month)

  • Advanced 

($24.90/Month)

  • Professional 

($49.90/Month)

  • Enterprise

($99/Month)

  • Trial Period 

(14 Days)

TRY NOW 

Nutshell

nutshell

  • Offers a Chrome extension
  • Build & access customer profiles (with complete history)
  • Straightforward interface 
  • Starter 

($19/Month)

  • Pro 

($35/Month)

  • Trial Period 

(14 Days)

TRY NOW 

Top 7 Paid & Free Contact Management Software (2021)

The options listed here are compared and analyzed by the editorial team and selected on the basis of popularity in the SaaS market, availability based on data generated from the user reviews & usability of different kinds of users.

1. Salesforce

Salesforce is one of the most popular and intuitive contact management software that helps you manage your clients & prospects from the top of your funnel to the bottom. You can even assign statuses to each client or prospect based on where they are in the sales pipeline. This helps the sales team to reach out to potential contacts with the right information at the right time. They even have an excellent support team that addresses your issues in the most effortless way possible.

Salesforce

2. HubSpot

HubSpot offers a free contact management tool, equipped with excellent reporting and pipeline dashboard. Unlike most of the contact managers, with HubSpot, you can enjoy activity and observe which of your contacts stands in the sales funnel. It offers a clean dashboard and visualizes the status of each of your contacts. You can even sync all of this data with Gmail and Outlook for accurately tracking interactions. You don’t have to rely on confusing spreadsheets ever again, with a systemized contact manager software like HubSpot, you can organize leads with all the vital bits of information.

HubSpot

3. Zoho

Zoho offers a simple & straightforward contact database software and it is a suitable choice for both small and medium-sized businesses to manage data at a centralized location. You can easily import/export contacts, manage leads & do much more using prospecting tools to increase the efficiency of the organization. Moreover, it includes a tagging feature to keep track of your client’s contact information as required by your organization’s sales model for better customization.

Zoho

4. Agile CRM

Agile CRM is designed and developed for the sales team and is powerful and easy to use. With Agile CRM, you can effortlessly organize your contacts and help you observe the buying trends and how active they are in the market. For better customization, it allows you to add stars to the cite the most valuable and most active ones. You can easily schedule messages & emails also!

Agile CRM

5. Streak

Streak is an excellent contact management tool that can help you integrate your Gmail & other G-Suite services. Hence, it becomes quite easy to store and maintain email records, call logs, notes, and other tasks. The contact manager tool is free for personal use & has professional and enterprise options for affordable pricing.

Streak

6. Pipedrive

Pipedrive is an award-winning customer management software and it’s a suitable choice for small, medium, and large-sized businesses. Built by both salespeople and web developers, Pipedrive is the easiest to use and has an intuitive interface that makes it a suitable choice for novice users. The software makes it a hassle-free process to manage the full history of calls and emails in a visual timeline.

Pipedrive

7. Nutshell

Nutshell is an excellent customer management program, which claims that its users (businesses) have closed over 1.1 Million worth of deals using the software. Using the tool, you can organize contact details and respective conversations. It helps you track leads, progress, and automate the sales process. Nutshell supports mobile applications and is available to use on both Android and iPhone.

Nutshell

Contact Management Software are extremely useful tools for securely storing customer data and communicating with prospects easily and effectively. But with several choices available, hopefully, it becomes easy for you to choose the most suitable one for you. Most of the free Customer Manager Tools offer free trials and will help you simplify and streamline contacts for you & your team!

If you still have any queries or feedback, do mention them in the comments section below.

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3 COMMENTS

  • comment_avtar
    Gajendra singh
    I personally use Hubspot and it is really a good tool for marketing purpose

    3 years ago
  • comment_avtar
    Aditya Purohit
    Thanks for the blog it’s very helpful.

    3 years ago
  • comment_avtar
    Manju Songra
    Super useful blog for my business! Thank you for this descriptive analysis!

    3 years ago

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