Contact management software allows organizations to track, sync and manage the storage of contact information to improve communication. Compare the best Contact Management software currently available using the table below.
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Freshworks
Copper
Zestia
Ivanti
InfoFlo Solutions Inc
Scoro
Pipelinersales Corp.
Personify
1CRM Systems Corp.
Less Annoying CRM
IXACT Contact
CallShaper
Lusha
OnePageCRM
VipeCloud
Luit Infotech
Flowlens
Salesforce
Pipedrive
Airtable
Microsoft
Raklet
Nimble
TopBuilder
Salesflare
Your business is based on building relationships with your contacts, be they customers, clients, or other businesses. Making sure you’re able to manage your clients is essential for building a sustainable business. These contacts are important on all levels; Contact management is important for delivering excellent customer service to your clients by letting representatives quickly receive information about past interactions, for example, and sales and marketing team employees need to be able to keep up with their current leads.
Contact management software is, essentially, a database and interface for inputting and retrieving information about your business contacts. Through these programs, users can pull up contact names, phones numbers, email addresses and physical addresses. You can typically store other information as well, such as social media information. While physical versions of contact management are still in wide use, contact management software offers the advantages of near-instant searching and easy modification.
Instead of dealing with ad hoc text files or searching through emails, your business can instead rely on a one-stop tool. Simple digital address books still have a role to play, but most businesses can benefit from a more dedicated solution.
In addition to providing a robust database for managing basic contact information, you can expect some or all of the following features:
Basic search tools can help you find the right contact or group of contacts, but tagging features provide significantly more flexibility and features. Do you need to create and access contacts based on specific projects? Does geographical location matter? If so, tagging offers a seamless solution.
No two clients are exactly the same, and contact management software lets you store information about each contact to aid in future conversation. This information is great for collaboration; if someone at your company agrees to special conditions for a client, for example, note-taking features let you share this information with everyone.
Keeping your schedule intact is important for businesses, and contact management programs often provide a means of attaching dates to particular clients and events. Use calendar events to remind the sales and marketing team to follow up on a potential lead, or use them to send out renewal invoices in a timely manner. Notification features serve as invaluable reminders.
From proposals to contracts, files almost certainly play a critical role in your business, and contact management software makes files easy to access and share among teams. Although dedicated file-sharing tools might still play a role for your operations, being able to quickly store, share and retrieve documents can lead to more seamless operations.
To-do lists are great for individual use, but they can be even more powerful for teams. Combining your to-do lists with your contact management software lets you assign elements to individual team members, and they make it easy to check off when a task is completed.
Contact management software and customer relationship management software might seem similar, and this is for a good reason: Both tools offer similar functionality. In addition, some people use both of these terms interchangeably.
That said, CRM solutions often act as a superset of contact management software and typically contain basic contact management features. Where CRM differentiates itself is through features such as interaction tracking and automation. CRM systems vary significantly, but some are designed to serve as a foundation for field service, customer support or sales and marketing automation.
CRM users often make their decision based on industry-specific capabilities. If you’re looking to revamp or expand your customer service capabilities, for example, you might want to consider the CRM route. Furthermore, if your business is in need of robust automation capabilities, CRM might offer better flexibility.
While these guidelines can help you narrow your search, it’s worth noting that each software suite contains a unique set of features. Even if CRM software might seem more advanced, it might not contain some features found in dedicated contact management systems. Similarly, CRM software might offer the right set of tools for your business needs even if you’re not interested in more advanced capabilities. Make sure to seek out the right tool for the job regardless of which label is used.
Contact management isn’t new. However, the software has improved dramatically over the years, and today’s offerings are far more robust than those available just a few years ago. Before settling on a particular tool, it’s worth keeping in mind where the market is heading is where you can expect to see improvements going forward. Here’s some of the areas where the market has changed recently:
Contact management software is incorporating more and more CRM features, and perhaps the area where this is most evident is through integration. The fewer interfaces employees need to use, the better they’ll be able to focus on the task at hand instead of fiddling with software. Today,it’s more common to see fully integrated suites instead of standalone tools.
Internal departments fill different roles, but they interact regularly. Software vendors are aware of this, and modern tools make it easier to share information and work in cooperative manner. By relying on a shared database, it’s faster to locate information regardless of where it originated.
Business today relies on a number of different communication channels, including email, live chat and telephone. By taking an omnichannel-focused approach, today’s contact management software makes it easy to reach out to contacts in the most effective manner. Contact entries offer all of this information, providing improved flexibility.