RocketReach's team iterates at lightspeed, so anything missing - features or data will be filled fast. No installation for the platform, and a si One of the most popular CRM systems on the market, Salesforce. Salesforce is widely regarded as the leader in enterprise cloud computing.
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo With its cloud-based, customer relationship management CRM platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics.
Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, em ActiveCampaign's category-defining customer experience automation platform CXA helps over , businesses in countries meaningfully engage with their customers. Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies.
This system focuses primarily on data organization and collaboration. The system uses Keap formerly Infusionsoft is a cloud-based sales and marketing solution that offers customer relationship management CRM , marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v Explore Contact Management Software Category overview. CRM Software. Contact Management Software. Contact Management Software At its core, contact management programs store customer contact information.
Alternative Dispute Resolution. Alternative Medicine. Arts and Crafts. Broadcast Media. Building Materials. Business Supplies and Equipment. Capital Markets. Civil Engineering. Commercial Real Estate. Computer Games. Computer Hardware. Computer Networking. Computer Software. Consumer Electronics. Consumer Goods. Consumer Services. Education Management.
Environmental Services. Events Services. Executive Office. Facilities Services. Financial Services. Fine Art. Food Production. Government Administration. Government Relations. Graphic Design. Health, Wellness and Fitness. Higher Education. Human Resources.
Import and Export. Industrial Automation. Information Services. Information Technology and Services. International Affairs. International Trade and Development. Investment Banking. Investment Management. Law Enforcement. Law Practice. Legal Services. Legislative Office. Logistics and Supply Chain. Management Consulting.
Market Research. Marketing and Advertising. Mechanical or Industrial Engineering. Media Production. Medical Devices. Medical Practice. Mental Health Care. Motion Pictures and Film. Apart from the sales process, this information helps segment customers and run marketing campaigns.
The platform supports up to 1 million contact and company records, which should comfortably cover pretty much most businesses. Contact filter options could be more specific. The software learning curve is moderate, although this is lessened by access to video tutorials, support resources, and community forums. The app provides a unified address book for customer contacts, with email and social media engagement tools to manage all your cross-channel customer relationships. It allows you to track deals and categorize task types with Tags feature, as well as create and assign roles to team members and set privacy permissions for information-sensitive projects.
Smart task and email templates speed up routine inquiries and interactions with customers and help ensure best practice interactions every time. Custom fields are listed alphabetically and cannot be custom-arranged amongst standard fields.
The pricing model is inflexible jumps from single-user plan to 25 users fixed price plan , so some companies might end up paying for unnecessary capacity in users, contacts, and deals. Learn More: Zoho. Machine-learning and natural language processing analyze sentiment and scores the strength of your relationships.
AI also eliminates duplicate contacts and companies in your record. The mobile version is pretty clunky. Pricing is flexible, dependent on contract length and size of the organization; please contact the vendor for details.
Learn More: Affinity. Contacts can be accessed via email, voice, and text in-app. In-app voice transcription lets you take notes on the fly, so you can further build up a contact record. Copper offers a one-click contact add, and automatically ports Gmail contact info into your CRM, which allows you to quickly populate your contact list, with easy access to full email history, pipeline details, and other info. Once you have your contacts list up-and-running, a highly visual, well-designed sales pipeline lets you manage your leads throughout the qualification process.
Weekly pipeline progression reports suggest improvements in team communication and workflow, while custom filters and alerts keep you on top of the most important deals.
Pipedrive is a sales pipeline-focused CRM with contact management and lead tracking, sales activity monitoring, and information sync across channels. Gmail integration appearing as a sidebar app makes it easy to add contacts from email, make notes, and schedule sales tasks.
Full email sync allows you to check messages in-app from whichever email provider you use. Learn More: Pipedrive. The contact center allows you to pull information on individuals and organizations from social networks, mobile messenger apps, and landing pages, building up a comprehensive contact list.
Bitrix24 is de facto the most popular free CRMs in the world. It provides largely the same range of features as paid plans, albeit in scaled-down form. The notifications feature can be clunky, sometimes displaying the same notifications over and over when you log in. Customizability options are not that great. Nimble is a simple CRM tailored for social media, with smart social search and powerful tools for market segmentation. Apart from being a great way to add new contacts, this is very useful for simplifying your operations across social media channels like Facebook, LinkedIn, and Twitter.
Data organization, sales pipeline, and reporting features keep your operations on the right track. Another thing to note: Keeping track of closed deals can be a bit of a pain, as can deleting messages which you have to do one page at a time. Learn More: Nimble. Full-fledged CRM tool, dedicated to providing personalized customer engagement that works with your business model. It allows you to build and manage a complex contact database with call logging, automatic email tracking, document attachments, and robust search and filter tools.
Data cleansing deletes duplicate entries and ensures contact information is tidy and accessible, while date range purge features old logs are exportable via Excel for safe-keeping make sure up-to-date information is being used. A shared address book and audit log tracks changes to contact fields, notes, and documents ensure full-team visibility on your customer-facing interactions. Use notifications and follow-ups to ensure time-sensitive issues are dealt with. Run your workday with a mobile-friendly calendar, schedule appointments, and check your prioritized to-do list.
There are many features, which can be overwhelming at first. It's also relatively pricey with a simple, yet inflexible price model , which might put off small businesses on limited budgets. Learn More: Maximizer. Nutshell is a total CRM solution with robust contact management tools. Build and access customer profiles, including complete conversation histories.
Use lead form integration to turn website visitors into contacts with names, email addresses, and other contact info. Segment leads and customers in sophisticated ways including industry, lifetime value, and location.
It also allows you to save emails to Nutshell, sync Google Calendar activities, create tasks, track communication timelines, write notes, and view which emails have been shared with teammates in-app. Users note a lack of automated integrations and customizability capabilities although there are third-party integrations through Zapier. Learn More: Nutshell.
Freshworks CRM formerly known as Freshsales , the CRM system in the Freshworks customer engagement suite, provides comprehensive contact management. It offers a contact record with full visibility, including notes, recent conversations, recent activities, time zone, related accounts, and more.
Lead capture automatically grabs leads from emails. You can develop your own lead scoring criteria to find your best leads, and set custom organizational parameters, i. Overall, the platform is built to help you boost your customer base, scale your business, monitor deals, eliminate mundane tasks, run sales email campaigns, and create efficiencies through data centralization.
The act of filtering tasks, so you can focus on your key contacts, is probably more difficult than it needs to be. Customer support can sometimes be slow at resolving issues. Insightly tracks contacts, communications, projects, sales and documents in a single interface.
It provides the usual fields to represent and store contact data, such as name, email address, phone number, and so on, but users can also create their own specialized fields to add unique information, such as customer type, subscription type, contract renewal dates, and billing ID numbers.
Drag-and-drop custom layouts and custom fields allow for more personalized, appropriate record-keeping. By quickly generating screens that fit your workflow, your business can hone its focus on the right customers and opportunities.
The platform has a moderate learning curve. Some users have noted it has a habit of crashing every once in a while. Learn More: Insightly.
Sync sometimes fails to detect duplicate contacts. Some users complain about slow customer support. Sales CRM with contact management tools that help you nurture relationships, find out which conversations to prioritize, and optimize your sales. Manage all of your contacts on one page, and monitor contact status with a graphical timeline that clearly and completely shows activity and emails over time.
The bulk activity feature allows you to message multiple contacts with personalized greetings to save valuable time. Zapier integration allows you to sync contact data with third-party applications, and access all your cross-platform prospect information from directly within Salesmate.
UI is sometimes not the most intuitive, and navigating through some key features can be confusing at first. The platform also lacks a lead scoring feature. Learn More: Salesmate. It pulls contact information from emails including email signature , phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter.
Algorithms determine which contacts are most important, and remind you to keep in touch. AI is what makes Cloze special. The automated info-collecting also cuts manual data-entry time. Could use more app integrations for pulling in more data from third-party sources. The UI feels a little bit dated as well.
Learn More: Cloze. Radar is a visual contact relationship management platform, built for encouraging collaboration and putting together flexible project teams with freelancers. Radar transforms your contact list into a board of visual profile cards, which you can search, filter, sort, and organize by custom tags. The UI is reminiscent of Instagram, making it instantly familiar and intuitive to most. Moving outwards from individual profiles, you can sort people into Segments and Sectors.
Segments can be divisions of talent, freelancers, staff, and any other group via a customizable list. A free trial is available. Centra Hub CRM provides a detailed contact recording, including contact source, address, phone number, and other vital information. This contact management system acts as the foundation for the rest of the app, a centralized database of people from which you build out your business processes and workflow.
Schedule tasks and appointments, track contact activity, and import and export contacts. Track customer sentiment via communication history, social media profiles, and more.
The platform is highly customizable, and its contact management integrates seamlessly with sales, marketing, service, and help desk functions. Could benefit from more full-fledged integrations with other apps. Reporting tools could benefit from more sophisticated automation.
Scoro offers an all-in-one business suite solution along the lines of Salesforce, HubSpot, and other major CRM providers.
Their CRM and quoting software offers comprehensive contact management, with robust search, filter, and sort capabilities including categories, location, latest activity, and more. Taking an end-to-end approach, from first greeting to deal won, you can easily compile quotes and send them as. PDFs to your contacts. Communication history, projects quotes, orders, and invoices are all viewable from within the contact record.
Scoro has a bit of a learning curve. Gives sales reps, administrative personnel, and marketing managers the information they need to do their jobs effectively.
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