Contact Management Sales Software
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Contact management is a subset of CRM. CRM systems attempt to track all customer interactions and then tie that data into the sales pipeline, digital marketing campaigns, and even your supply chain. Pure contact management systems are much more focused. These systems generally work to maintain rock-solid addressing data, along with a summary of sales and associated sales rep information (especially any open contracts). They may also include an overview of other touchpoints with that customer, such as verbal communications or help desk calls.
So why not simply deploy a CRM if you want contact management features Because no matter how beautifully it's designed, a fully functioning CRM, even one built as a small business CRM, is more than just a software implementation. It's also an overhaul of your sales and pipelining process and usually requires evaluations of how and why your company gathers data as well as your business intelligence strategy. For most tiny businesses and startups, that's too much overhead. These organizations want a tool that will help them find customers and sell. Now.
Starting with a standalone contact management service gets that job done. It gets your early sales operation off the ground quickly and smoothly, ensuring that any later expansion into CRM is not only easier but also has a good data pool at the outset. That's especially true if your contact management platform already has CRM capabilities built-in, as do many of the top players we list below.
And because these systems are essentially slick databases with purpose-built front-ends, you can also apply creative uses to them. During the pandemic, for instance, companies can use separate contact management systems to track employees, third-party vendors, and even regular customers. That's information that can be shared with or brought in from other systems, like an employee monitoring solution or a shift scheduling platform.
This is another CRM tool with contact management features that may be a little too much for those seeking a basic contact database. However, Zoho CRM's strength is its versatility and range. It offers a lot of functionality for the money and an abundance of pricing tiers for various business needs. This is one of the most developed and mature CRM SaaS solutions we've tested, and, while it's certainly got more muscle than a basic contact manager, it's also aimed at small business users. That means it's fairly easy to learn, versatile, and highly customizable.
If you're absolutely sure that contact management is all you need, Zoho has more to offer than just its flagship CRM. There's also Zoho ContactManager(Opens in a new window), a tool strictly focused on handling contact data but with good export hooks to Zoho CRM, should you move that way in the future. Additionally, the company recently released Bigin by Zoho. This is a streamlined CRM designed specifically for small and microbusinesses, but with good contact management capabilities also built in.
Contacts+ is aimed primarily at customers looking for a reliable gathering tool and repository for contact data. The software is designed to make inputting contact data easy. It also has a number of data migration features when customers need to share that information with third-party CRMs or marketing apps. Furthermore, it has some integration with Google Gmail, though it's mostly a standalone app.
However, if you anticipate requiring more sophisticated CRM functionality, you should evaluate Freshsales from this perspective and not just its contact management capabilities, just in case you're looking to avoid a platform shift later on.
HubSpot CRM is designed for those new to CRM, which means it provides a good path from basic contact management on up to full CRM functionality. It's especially useful to customers who already use HubSpot's other sales or marketing tools, but it's also good as a standalone solution especially for smaller companies. Next to contact management, it offers outstanding email and calendar integration and removes a lot of the tedious data entry and management that many competitors require to get up and running.
If you're looking for a way to streamline and organize a disparate array of customer data, Insightly CRM is a great choice. However, this isn't intended as a beginners' tool, even for those just interested in its contact management features. Insightly CRM has all the contact data features you need and then some, but its strengths lie more in the CRM arena with special attention paid to pipeline and deal management as well as data analysis.
Monday.com is trying to put a lot of eggs in a single software basket. On the surface, it's an online collaboration app, meaning small businesses and teams can use it to organize and track tasks. But because the software has a slick and flexible interface along with rudimentary tracking and database capabilities, the company bills Monday.com as a project manager, a small business customer relationship management (CRM) system, and a contact manager, too.
Because it's really a collaboration and work management tool, you'll probably be reminded of services like Asana (our Editors' Choice winner in the project management space) when you open Monday.com for the first time. While it's got some weaknesses in the project management and CRM categories, having some of those capabilities in a contact manager could make it one of the best solutions for that kind of work as long as you can match your contact tracking requirements to the project-driven work process that Monday.com uses.
Not only can you store and retrieve contacts easily with Monday.com, but you can also customize the interface somewhat so it better accommodates your business. And since it has task tracking and room for additional data attached to each contact record, you can combine contact tracking with whatever tasks you have associated with that contact. That could make it a very attractive, \"quick and dirty\" contact and pipeline solution depending on how your sales process works.
However, for those that like its look and feel, be aware that this is an entirely sales-focused tool. While its contact management features are good, the software doesn't differentiate between leads and contacts, for example. Everything is a deal, so be sure this workflow is what you're looking for. If you're a small sales outfit, it almost certainly is, but for companies with other contact data needs it might be a hurdle.
As a result, it is paramount not only that you have a way to keep all your contacts organized by details like name and contact info, but that you also know where each of your contacts stands in the sales process, and that can quickly get complicated.
Every lead management software option will be able to provide some direct marketing tools and basic organization of information such as names, phone numbers, and the like, but great customer contact software will go a little bit further.
A contact management solution that offers customizable fields for extra details -- such as, say, the fact that a customer really likes features A and B about your product -- will give you that edge in your next phone call to hone in on what the customer cares about and improve your chances of getting that sale.
Software with automation features can keep track of when you called a client and automatically record it. Then, each time you load your software, you can see which clients you need to reach out to again based on the date of your last contact.
The great thing about Insightly's contact management system is how automatic it is. The software tracks potential sales activity on your leads and then automatically routes those leads to the correct member of your sales team so they can strike when the iron is hot.
The software doesn't stop there: It links emails and other records to contacts in your database so you can build a picture of an organization's structure, which both increases your conversion rate and opens the door to more prospecting.
Agile CRM offers a feature it calls 360 Degree Contact View, which places every bit of information you need about a contact on a single page. This helps your sales team have a more personalized experience with a customer and, therefore, a greater chance of making a sale.
Bitrix24 does a great job when it comes to managing the sales funnels your contacts go through. You can juggle multiple sales funnels at one time and even automate them so you're not having to constantly update them manually.
Close is ideal for managing relationships with your contacts, and it has great automation features for improving your sales process. The software has a \"Daily Call List\" tool that shows exactly who you need to call and all of the information you need to get the most out of it.
HubSpot CRM offers simple activity logging so you can see where each of your contacts stands in the sales funnel, and that way, your sales team doesn't lose a lead by contacting them out of order or providing old information that confuses the client.
It also features helpful icons such as \"hot,\" \"warm,\" and \"cold\" to show where you stand with leads and, therefore, how you should approach that contact. You can make unlimited, customizable pipelines to manage these contacts within the sales process.
You can assign statuses to each contact based on where they are in the sales pipeline, allowing your sales team to reach out to contacts with the right information at the right time -- a vital part of any sales team's success rate.
But not all of them offer certain extras that can really take your sales team to the next level, such as simple dashboards that help you visualize where your contacts stand, and automation to improve efficiency.
Contact management software is a vital tool for businesses of all sizes. It provides a central database to store and manage all your customer and prospect information, making tracking and following up with leads and customers easier. With so many options available, choosing the best contact management software for your business can be overwhelming. 59ce067264