6 Best Contact Management Software for Sales 2022

Read our independent editorial review of the best contact management software for salespeople, including the best use cases for each option.

Contact management software is a tool that stores and organizes lead and customer data in a centralized location. The best contact management software are typically CRMs that allow users to create segmented lists, track interactions, and easily update contact information so they can better engage new leads and keep current customers happy. To help you find an efficient way to store and access contact data, we’ve evaluated the top contact management software.

Here are the best contact management software solutions:

  • Zoho CRM (Overall Winner): Best for multichannel contact management (free starting price)
  • Monday.com: Best for visual contact management (free starting price)
  • Pipedrive: Best range of third-party integrations (14-day free trial)
  • HubSpot CRM: Best free software with premium upgrades (free starting price)
  • Freshsales: Best for AI-powered contact management (free starting price)
  • Salesforce Essentials: Most advanced contact management tools (14-day free trial) 

If you’re specifically trying to manage lead contact information, you might find lead management software helpful. For more information, check out our guide on the best lead management software.

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Question 1

What Types of Contacts Do You Manage?

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    How Many Users Will You Have?

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      What is Your Desired Mix of Price and Features?

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        How We Evaluated the Best Contact Management Software

        We began our evaluation by combing through each software’s CRM features for key contact management functions like activity tracking and list segmentation. Next, we considered cost and ease of use since the best contact management software is accessible and reasonably priced. Rounding out our evaluation are an expert score (a culmination of our opinion plus public reputation), customizations and third-party integrations, and quality of user support options.

        Evaluation Criteria

        We divided our scoring criteria into six categories. Then, we used a list of key subcriteria to assign every option a score out of five in each category, and we used that information to determine an overall score for all software on our list.

        Cost:
        25%
        Core Features:
        25%
        Ease of Use:
        20%
        Expert Score:
        15%
        Apps & Customization:
        10%
        Customer Support:
        5%

        Note: All per-user prices are with a one-year commitment unless noted.

        Per our scoring, Zoho CRM is the top contact management software overall; it also placed first in core features and customer support. Meanwhile, Salesforce Essentials led in expert score (along with HubSpot CRM) plus apps & customization. Keep reading to understand how each contact management software option fared in all categories.

        Zoho CRM: Best for Multichannel Contact Management

        Integrates with social media and other channels to enrich contact data and track real-time activity.

        Price Range: Free to $52 per user, per month (15- to 30-day free trial)

        Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-full

        Pros:

        • Great social media integration
        • Omnichannel communication tracking
        • Free data backups with paid plans

        Cons:

        • Free plan missing social media tools
        • AI is only for Enterprise and up
        • Setup takes time

        Zoho CRM is a contact management solution known for its tight social media integration. Syncing with Facebook and other social networks enables reps to have conversations with people (which are then saved) and automatically enrich contact data. Zoho CRM also allows users to track and interact via email, telephony, and other channel integrations. It’s the best contact management software for businesses that run multichannel marketing campaigns.

        Zoho CRM Pricing

        • Zoho Free-for-Life: Support for 3 users
        • Standard: $14 per user, per month
        • Professional: $23 per user, per month
        • Enterprise: $40 per user, per month
        • Ultimate: $52 per user, per month
        • Free Trial: 15 to 30 days

        Zoho CRM Key Features

        • Omnichannel: Integrate Zoho CRM with email, telephony, social media, and more.
        • Social Tab: View contacts’ conversations from Facebook, Twitter, and other platforms.
        • Record Tagging: Create tags based on select criteria to help segment contacts.
        • Data Backup: All paid plans include 2-4 free data backups per month.

        Zoho CRM - Contact Management Software

        Visit Zoho CRM

        monday.com: Most Customizable Visual Contact Management

        Provides a visual interface that can be customized with color-coded tags and hundreds of templates.

        Price Range: Free to $16+ per user, per month for 2-3 users (14-day free trial)

        Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-full star-fullstar-full

        Pros:

        • Highly customizable dashboards
        • Easy import from Excel or Sheets
        • Segment contacts with tags

        Cons:

        • Free and Basic activity logs limited
        • Can be expensive for larger teams
        • Lacking live support options

        monday.com is an open platform software that can be tailored to suit a company’s contact management needs through customizable visual boards. It has a colorful, highly-visual dashboard that can be outfitted with 200+ templates, including designs specifically made for contact management. Further organize contact data with color-coded tags for segmentation. monday.com is best for those who want to display key information in a simple, appealing way.

        monday.com Pricing

        • Monday Individual Free-for-Life: Support for 2 users
        • Basic: From $8 per user, per month for 3 users
        • Standard: From $10 per user, per month for 3 users
        • Pro: From $16 per user, per month for 3 users
        • Enterprise: Call for quote
        • Free Trial: 14 days

        monday.com Key Features

        • Customizable Boards: Choose from over 200 templates and over 30 column types.
        • Tags: Segment contacts and organize multiple boards by creating color-coded tags.
        • Data Import: Transfer spreadsheets from Excel or Google Sheets in a few clicks.
        • Project Management: Visualize tasks using kanban, Gantt, or calendar views.

        monday.com contact management software example

        visit monday.com

        Pipedrive: Best Range of Third-Party Integrations

        Features hundreds of third-party integrations along with an accessible kanban-style interface.

        Price Range: $14.90 to $99 per user, per month (14-day free trial)

        Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

        Pros:

        • Hundreds of third-party apps
        • Accessible visual interface
        • 24/7 live user support

        Cons:

        • Adding contacts can be cumbersome
        • Reporting could be more robust
        • Essential plan lacks key features

        Pipedrive is a user-friendly CRM with kanban-style pipelines made with a drag-and-drop builder. Pipedrive’s solid suite of core features, which includes two-way email sync and social-media-enriched contact data, can be enhanced by adding any of its 250+ third-party sales app integrations for lead generation, contacts and calendar sync, and more. It’s a great choice for users who want an accessible sales tool that can adapt to their needs via integrations.

        Pipedrive Pricing

        • Essential: $14.90 per user, per month
        • Advanced: $24.90 per user, per month
        • Professional: $49.90 per user, per month
        • Enterprise: $99 per user, per month
        • Free Trial: 14 days

        Pipedrive Key Features

        • Third-Party Apps: Add 250+ apps like Leadfeeder, SigParser, and LeadsBridge.
        • Sales Inbox: Sync email to the CRM to track activity and link contacts to deals.
        • Visual Interface: Customize kanban-style pipelines with a drag-and-drop builder.
        • 24/7 User Support: Reach customer support via chat or email at any time.

        Pipedrive - Contact Management Software

        Visit Pipedrive

        HubSpot CRM: Best Free Software With Upgrades

        Free platform supports unlimited users, stores up to one million non-marketing contacts, and auto-updates list segments.

        Price Range: Free to $1,200 per month (Sales Hub)

        Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-full star-full

        Pros:

        • 1MM non-marketing contacts free
        • Automatically updated contact lists
        • Free platform supports unlimited users

        Cons:

        • Reports can be more in-depth
        • Free plan lacks automation rules
        • Upgrades may be costly

        HubSpot CRM is an industry leader in lead generation that offers a solid suite of free contact management tools. These include email activity tracking, data extraction via Gmail or Outlook, and automatically updated list segments. Plus, unlike most free plans, HubSpot CRM provides up to a million non-marketing contacts at no cost and also supports unlimited users. HubSpot CRM is ideal for small businesses wanting a scalable CRM they can eventually upgrade.

        HubSpot CRM Pricing

        • HubSpot CRM Free-for-Life: Support for unlimited users
        • Sales Hub Starter: From $45 per month for 2 users
        • Sales Hub Professional: From $450 per month for 5 users
        • Sales Hub Enterprise: From $1,200 per month for 10 users

        HubSpot CRM Key Features

        • Free Non-Marketing Contacts: Store up to 1 million non-marketing contacts for free.
        • Inbox Insights: Integrate the CRM with Gmail or Outlook for detailed contact data.
        • Email Tracking: Receive notifications every time a recipient opens an email.
        • List Segmentation: Generate segmented lists to aid in automated email campaigns.

        hubspot crm pipeline example

         

        Visit Hubspot CRM

        Freshsales: Best AI-Powered Contact Management

        Harnesses the power of artificial intelligence to add, score, and engage with contacts.

        Price Range: Free to $69 per user, per month (21-day free trial)

        Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-full

        Pros:

        • AI scores & engages contacts
        • Basic & advanced segmentation
        • Centralized contact activity timeline

        Cons:

        • Free plan is barebones
        • Add-ons are useful but costly
        • AI limited in Growth plan

        Freshsales is contact management software with built-in AI automation. Known as Freddy, this AI assistant engages with contacts, scores leads, and deletes duplicate contact data — it also automates email sends, invoicing, and general data entry. Sales reps can keep contact info organized in Freshsales by segmenting using demographics and behaviors. Busy professionals needing to streamline their sales process should check out this CRM.

        Freshsales Pricing

        • Free Version: Support for unlimited users
        • Growth: $15 per user, per month
        • Pro: $39 per user, per month
        • Enterprise: $69 per user, per month
        • Free Trial: 21 days

        Freshsales Key Features

        • Freddy AI: Utilize machine learning to score contacts and engage with leads.
        • Activity Tracking: View every contact interaction through an activity timeline.
        • Segmentation: Sort contacts by demographics or by their typical behaviors.
        • 24/5 Support: Access live support via chat, phone, or email five days a week.

        Freshworks CRM - Contact Management Software

        Visit Freshsales

        Salesforce Essentials: Most Advanced Contact Management Tools

        Allows for customization of reports, dashboards, and pipelines, along with hundreds of integrations for added functionality.

        Price Range: $25 per user, per month for up to 10 users (14-day free trial)

        Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-full star-full

        Pros:

        • Wide range of customizable elements
        • Supports 500+ app integrations
        • Eliminates duplicate contact data

        Cons:

        • Supports 10 seats max
        • Not for novice users
        • Lacks forecasting tools

        Salesforce Essentials is a scaled-down version of Salesforce CRM, but it still has robust contact management features. It creates contact profiles by extracting data from Gmail or Outlook and keeps everything orderly by blocking duplicate information. Salesforce Essentials also offers advanced customization, from reports and dashboards to 500+ integrations. It’s great for small businesses looking for affordable advanced features and customization.

        Salesforce Essentials Pricing

        • Essentials: $25 per user, per month for up to 10 users
        • Free Trial: 14 days

        Salesforce Essentials Key Features

        • Customizable Elements: Customize reports, dashboards, pipelines, and list views.
        • Email Integration: Sync with Gmail or Outlook to add contact data right to the CRM.
        • Duplicate Blocking: Make contact data easier to access and always up to date.
        • Salesforce AppExchange: Add functionality via 500+ third-party integrations.

        Salesforce Essentials - Contact Management Software

        Visit Salesforce Essentials

        Bottom Line: Best Contact Management Software

        If you’re still relying on spreadsheets to manage your contacts, consider any of the options above to help organize and streamline your data. What’s more, the best contact management software options are also CRMs, which means you’ll be able to avail of other functions that will make your overall sales process even more efficient. Whatever your business’s needs or priorities, you’re bound to find what you’re seeking among these worthy sales software options.

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