16 minutes read

Best Contact Management Software Overall

Sam Turner

Written by:

Sam Turner

Reviewed by:

John ThompsonJohn Thompson
best contact management software

Are you the owner of a new company that is interested in incorporating contact management software into your operations? I am aware that it is a challenging endeavor, but in order to make your life simpler, I will now provide you with recommendations for the best contact management software and much more!

Let's begin!

What is a Contact Manager?

Simply put, a contact manager or CMS platform is essentially a comprehensive and extensive address book. They serve as software for managing contacts, a crucial component of sales and marketing. 

An increase in the number of CRM solutions has been seen in the past decade. They offer a wide range of features, including lead management and transactions, as well as enhanced capabilities for managing projects, selling, advertising, and client service. 

It gives users the fundamental building blocks that they require in order to construct effective sales and long-term plans and to keep existing customers. They contain smart and useful tools for managing contacts and other aspects of the business.

In small and medium-sized businesses, usually a small team and often just one person is responsible for performing all contact management activities. It can be said that contact management can be considered a part of CRM processes with fewer features and more straightforward. 

Why Do Businesses Use Contact Management Software?

Here are some of the main uses of contact management software in businesses of any size:

1. Records all instances of communication

Creating automated records of every conversation with clients helps businesses develop better relationships with clients moving forward. This also helps build better business insight, develop marketing strategies, and much more!

2. Enhances client experience

Customer support representatives may work more efficiently and operate more smoothly due to CRMs. They will get project notices plus follow-up prompts, as well as simple access to a consolidated contacts database that includes thorough records of prior client interactions. All of this helps to increase client retention, decrease loss, and enhance the customer experience.

3. Helps to sort and organize

Users get client-related data through a variety of channels, including social networking sites, messaging, voice calls, webpage interactions, in-person interactions, etc. Contact management software and customer relationship management software organize this information in a customized way for sales teams so that it is easily accessible and stored conveniently.

4. Increases team efficiency

A unified information database improves accessibility for all personnel and makes the work experience intelligent and inclusive. It is less necessary to hold in-person sessions because coworkers may access specific case records easily and communicate via the platform. This saves time and makes everything more streamlined.

5. Offers business insight

The built-in tools for reporting and analysis provide users with valuable business insights on their clients, help develop marketing strategies, and help identify instances that require improvement.

6. Increases reach

In light of the rapid expansion of online shopping in recent years, companies now have an extraordinary chance to promote their products and thrive in marketplaces that are not within their immediate vicinity. 

7. Offers automation

Automation aims to help the sales team perform their responsibilities easily and effortlessly in an error-free manner. This enables them to concentrate only on the instances that require human input.

How We Chose Our Top 10

We chose our top 10 based on a few key factors:

1. Verified user reviews 

This includes both positive and negative reviews from users who have had their accounts verified. Because there is no such thing as perfect software, each and every piece of software has some sort of defect or drawback. As a result, we read all of the reviews and thought carefully about the advantages and disadvantages they presented.

2. Features and functionality

In order to be considered functional, a platform needs to have a certain minimum number of features that are indispensable to the work and responsibilities that the platform is designed to carry out. As a result, we focused a lot of attention on determining whether or not the platforms lived up to the standards that users had set for them.

3. Compatibility and user experience

Another important aspect to take into account is the degree of adaptability and convenience afforded by the platforms in question. Among the factors falling into this category are the following:

  • Compatibility with devices
  • Accessibility of the platform
  • Integration with various other platforms
  • Cohesiveness
  • Instruments and add-ons

Here Are the Best Contact Management Software for 2022

1. Bitrix24

Bitrix24 CRM

Bitrix24 is one of the top-tier CRM systems that has a wide range of tools that also include HRIS functions and much more, all in a single package.

Bitrix24 offers the following features (and more):

  • It offers administrative management
  • It allows call management
  • It has client management services
  • It has employee management tools
  • It offers customization by having a lot of template options
  • It has KPI measurement features
  • It allows CRM solutions

Bitrix24 serves as a comprehensive customer relationship management platform that helps organizations automate their workplace managing tasks. It provides business owners with important tools that enable them to run their businesses in a streamlined and automated manner. It is perfect for small and medium businesses as it can reduce costs and greatly improve their productivity.

Bitrix24 also serves small and medium businesses perfectly and offers effortless Human Resources solutions. Bitrix24 has received stellar reviews in all categories: in-built tools, costs, and functionality. 

However, they received relatively lower scores in the client service category. It also received a lower score in the UI category because of its relatively complicated and, to some extent, confusing UI and installation.

Why we chose it:

  • It offers free options for trial
  • It is cloud-based
  • It works on PCs
  • It works on mobile devices
  • It offers live support
  • It has great user reviews

Things to consider:

  • It is prone to bugs
  • It has a few accessibility options
  • It has unreliable reporting options

2. ClickUp

ClickUp is a platform where a workforce and all employees can organize and participate in strategic workforce planning using workforce planning tools.

ClickUp offers the following (and more):

  • Business development tools
  • Marketing tools.
  • Customizable templates
  • Product management options
  • Finance planning and tracking
  • Employee documentation and performance tracking
  • CRM
  • Project management facilities
  • Resource management

ClickUp is currently one of the best options, as it is a good mix of  functionality and customization. With ClickUp, you are able to visualize and make plans easier to understand and implement. Users get to collaborate and work on projects in a synchronized manner that improves efficiency and allows everyone to be on the same page (pun intended). 

With its customizable dashboards and templates, you can have a tailor-made platform that is perfect for whatever business you are running. Not to mention, it was also among 2021's top 100 fastest-growing products in the Best Software Awards 2021.

Why we suggest it:

  • It offers thousands of integrations
  • Mind maps
  • Customizable dashboards
  • Works on PCs and mobile devices
  • Excellent customer support
  • In-person training
  • Customizable

Things to consider:

  • It needs to be learned
  • Recurring tasks
  • Automation
  • Takes time to load pages

3. Copper

Copper CRM is a special CRM system that offers exceptional integration options and software to manage contacts.

Copper CRM offers the following features (and more):

  • It offers a contact database
  • It allows task management
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has document management options
  • It allows CRM solutions

Copper CRM is a unique CRM platform because it was designed specifically to be integrated with G-Suite or Google Workspace. While other platforms also offer integration with Google Workspace, those are not as seamless and also lack the ability to integrate, like Copper. This ability to integrate with Google elements is what sets Copper apart from its competitors. It offers automation for tasks like contact management, pipeline management, reporting and analysis, and much more!

Copper is also an excellent option for small and medium businesses because of its transparent plans and fees. It is easy to use and operate. Setting it up and installing it is also very convenient and requires no help from IT experts. These aspects make Copper perfect for small and medium businesses and rapid rate of growth. In addition, it has all of the tools necessary for closing agreements. 

Why we chose it:

  • It has free trial options
  • It is cloud-based
  • It works on mobile devices
  • It offers live support
  • It has great user reviews

Things to consider:

  • Users complained about horrible customer service

4. Hubspot

Hubspot Dashboard

Hubspot is one of the best CRMs out there as it is completely free and has a wide range of features that can be added on by extra payments.

Hubspot offers the following features (and more):

  • It offers contract management
  • It offers license management
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has performance metrics options
  • It allows CRM solutions
  • It offers integration with other platforms

The free CRM known as HubSpot is not just another contact management system. This customer relationship management platform is indefinitely free. However, users may choose to upgrade at any moment to a premium version for extra features by paying extra.

 After each engagement with a client or individual, HubSpot automatically records it. Moreover, these contact records are dynamically enhanced using information from more than 20 million organizations.

The HubSpot CRM is perfect for users new to CRMs as it is very easy to use and navigate through. Other noteworthy features include detailed reporting, intuitive dashboards, managing pipelines, providing insights to businesses, transaction monitoring, email management, contact management, and much much more.

Why we chose it:

  • It is free to use
  • It has free trial options
  • It has add-on features
  • It is cloud-based
  • It works on mobile devices
  • It offers live support
  • It has great user reviews

Things to consider:

  • It has a few accessibility options
  • Some add-ons are expensive

5. Insightly

Insightly provides comprehensive CRM solutions, allowing business owners to structure and sort their records and databases and acquire new and potential clients.

 Insightly offers the following features (and more):

  • It offers activity dashboards
  • It has a kanban board
  • It has a contact database
  • It allows call management
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has Email management options
  • It allows CRM solutions
  • It offers integration with other platforms

Insightly gives users several methods for capturing fresh leads. Locally adding new entries is straightforward, but exporting leads off of an Excel spreadsheet in bulk is the easiest method. 

Users may also integrate Insightly onto their own webpage to gather leads or utilize the Insightly application to extract information from business cards and transform the gathered information into useful leads. After recording, Insightly uses its social profile enrichment function associates and connects related information seamlessly.

After the data is recorded, additional fresh leads may then be automatically sent to the appropriate sales representatives based on the parameters users preset. Users can then afterward access and utilize these records, including other instances such as communication history, objectives, relevant items, etc., with other platforms. Insightly also offers a paid built-in calling feature that can automate the process of communicating.

Why we chose it:

  • It is free to use
  • It has free trial options
  • It has add-on features
  • It is cloud-based
  • It works on all mobile devices
  • It works on desktops
  • It offers live support
  • It has great user reviews

 Things to consider:

  • They lack time-tracking features

6. Keap

Keap is a salesforce contact management and CRM solution for small and medium businesses.

Keap offers the following features (and more):

  • It offers activity dashboards
  • It has referral-tracking options
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has Email management options
  • It allows CRM solutions
  • It offers integration with other platforms

Keap is an excellent contact relationship management solution for small and medium businesses. It not only provides CRM features but also serves as a tool for sales as well as marketing. Keap helps businesses to centralize and automate all instances of communication, both with clients and internally. It also automates feedback options, generates detailed records, and makes all necessary updates to information. Keap also allows users to personalize and customize things such as emails, replies, sales, and paperwork.

Business owners can also choose to integrate Keap with other platforms and tools. They have the option to integrate a wide range of business applications and tools into it so that everything is centralized and available collectively in one cohesive ecosystem.

Why we chose it:

  • It has free trial options
  • It has third-party integration options
  • It is cloud-based
  • It works on mobile devices
  • It offers live support
  • It offers a flat price rate

Things to consider:

  • It can be difficult for users that are not familiar with CRM platforms
  • They have horrible customer service

7. Monday

monday.com crm and project management software

Monday offers businesses the ability to automate and streamline CRM features and responsibilities.

Monday offers the following features (and more):

  • It offers a contact database
  • It allows call management
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has pipeline management options
  • It allows CRM solutions
  • It offers integration with other platforms

Monday offers business owners the ability to take care of their CRM needs using their platform. It assures that users don't lose track of any leads and gives them an advantage over competitors. Users are able to prioritize instances that require their attention thanks to the functions and tracking features Monday offers. Every action of employees of a workforce and including interactions with clients and contacts, can be monitored and managed with Monday. 

Users are able to prioritize instances that require their attention thanks to the functions and tracking features Monday offers. Every action of employees of a workforce and including interactions with clients and contacts can be monitored and managed with Monday. 

Again with its interactive dashboard, Monday enables you to monitor all aspects of your business and provide users with valuable business insights. Monday can be integrated with the many existing tools of any business. Users are able to test it out as Monday offers a free trial option for each of its plans.

Why we chose it:

  • It is free to use
  • It has free trial options
  • It has add-on features
  • It is cloud-based
  • It works on all mobile devices
  • It offers live support
  • It has great user reviews

Things to consider:

  • It is sluggish and, to some extent, slow
  • Some users have reported that their customer service is not up to the mark

8. PipeDrive

Pipedrive is a contact management system or CMS that specializes in sales.

PipeDrive offers the following features (and more):

  • It offers a contact database
  • It allows call management
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has internal communication options
  • It allows CRM solutions
  • It offers territory management

Pipedrive is a contact management system or CMS that specializes in sales and is intended to facilitate and automate the process of data recording and sales. It introduces users to uncharted realms of business insight and information that exponentially increases the sales and productivity of businesses. It achieves this by using smart data and lead management tools.

Pipedrive is also able to extract data and other information on the internet from sources like LinkedIn and other popular sites seamlessly. Based on the extracted data, it is able to generate insight and leads. 

Pipedrive serves as a useful solution for contact management by centralizing all important information. It allows users to save necessary data in a customized form, make adjustments to the stored info, and keep logs of all activities. This easy-to-use CMS also includes a straightforward drag-and-drop interface. 

Why we chose it:

  • It has free trial options
  • It has extended communication options
  • It is cloud-based
  • It works on all mobile devices
  • It works on desktops
  • It offers live support
  • It has great user reviews

Things to consider:

  • Users have reported that it is difficult to use
  • Some users reported that it lacks functionality
  • Some users also reported that it is difficult to navigate

9. ZenDesk Sell

Zendesk Sell is a comprehensive CRM platform that helps businesses increase sales and automate tasks.

ZenDesk offers the following features (and more):

  • It offers a contact database
  • It allows call management
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has Email management options
  • It allows CRM solutions
  • It offers collaboration features
  • It has self-service options

Zendesk Sell is popular among business owners all around the world because it offers customized and tailored features for their businesses. This web-based platform primarily focuses on automation and improving sales efficiency. 

It helps users manage and maintain contact and client information, record activity, manage pipelines, etc. Zendesk Sell's automated call tracking and customizable options make it convenient to easily monitor and keep track of sales and sales-related instances.

Zendesk Sell allows business owners and sales teams in automating their tracking, management, and customer engagement responsibilities. By automatically collecting crucial insights and data, this program significantly cuts down on the number of resources that are spent manually entering data.

Using the Zendesk platform, business owners and sales teams can perform all sales-related tasks from one singular application. Zendesk is equipped with everything necessary for increasing efficiency. This includes managing leads and contacts, generating detailed reports, sales data analysis, etc.

Why we chose it:

  • It has a free trial option
  • It has add-on features
  • It is cloud-based
  • It works on mobile devices
  • It offers live support
  • It has great user reviews

 Things to consider:

  • Some users have reported that it doesn't work as expected
  • Some users have reported that it is confusing to use

10. Zoho CRM

Zoho CRM platform is a suitable choice for small and medium businesses to improve their CRM functions.

Zoho CRM offers the following features (and more):

  • It has gamification features
  • It offers communication options
  • It offers a contact database
  • It allows call management
  • It has client management services
  • It has lead management tools
  • It offers contact management options
  • It has Email management options
  • It allows CRM solutions
  • It offers integration with other platforms

Zoho offers a dynamic solution for communicating, allowing small teams to handle large volumes of tasks and clients easily and conveniently. It monitors and keeps track of all instances related to CRM and allows business owners and sales teams to interact across multiple platforms, including phone, emails, websites, etc., and enable them to customize and personalize interactions with clients individually without the need to use multiple software and tools.

Zoho also has fun, rewarding, and gamification features that are loved and preferred by users worldwide. It tracks performance and activity and incentivizes and rewards employees for being productive, and increases the competitive nature of people, resulting in exponential growth in productivity and efficiency.

Why we chose it:

  • It is web-based
  • It works on all mobile devices
  • It has a free version
  • It offers trial options
  • It has live support benefit
  • It is suitable for all sizes of business

Things to consider:

  • It has limited integration options
  • It is somewhat frustrating and confusing to use

To Conclude

I hope you use our recommendations to find a contact management software for your company. There are lots of different choices available that might fit your needs better. Keep in mind that the best choice is the one that best matches you, not the one determined by ratings and reviews. 

Try out trial copies of any contact management software you want to purchase, give it a shot, and then decide what to buy or invest in!

Sam Turner

Written by:

Sam Turner

Writer

With over seven years of experience in the HR field, Sam is a go-to source of information for professionals. Sam helps people with data regarding the latest software and following trends and developments in HR. He is fond of testing HR and productivity software out there. His expertise exposes his knowledge in productivity, educating others and so forth.

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