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.
Appointment Scheduling
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
Professional
($75/Month)
Enterprise
($150/Month)
Unlimited
($300/Month)
Trial Period
(30 Days)
Standard
($12/Month)
Professional
($20/Month)
Enterprise
($35/Month)
Ultimate
($45/Month)
Trial Period
(30 Days)
Starter
($8.99/Month)
Regular
($29.99/Month)
Enterprise
($47.99/Month)
Trial Period
(None)
Pro
($49/Month)
Enterprise
($129/Month)
Trial Period
(14 Days)
Advanced
($24.90/Month)
Professional
($49.90/Month)
Enterprise
($99/Month)
Trial Period
(14 Days)
Pro
($35/Month)
Trial Period
(14 Days)
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.
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.
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.
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!
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.
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.
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.
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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