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 six contact management software.
Here are the best contact management software solutions:
- Zoho CRM: Best overall software for features and customization (free starting price)
- Freshsales: Best software for AI-powered contact management (free starting price)
- Bitrix24: Best CRM software option for sales team collaboration (free starting price)
- EngageBay: Best CRM software for contact behavior tracking (free starting price)
- monday sales CRM: Best option for visual contact management (14-day free trial)
- HubSpot CRM: Best free CRM software with premium upgrades (free starting price)
Overall, we found that Zoho CRM is the top contact management software, winning first place for core features, advanced features, and customization. Continue reading to learn more about each contact management CRM tool’s primary use case, pricing plans, and key features, or skip down to see how we scored each option across six categories.
Note: All per-user prices are with a one-year commitment unless noted otherwise.
Top 4 Contact Management Software Features
The best contact management CRM software includes these functions:
Monitor and record engagements with your contacts at multiple touch points and at every stage of the sales process.
Capture, track, and nurture your leads throughout their journey toward becoming paying customers for your business.
Access in-depth information about your contacts using social and publicly listed information and automatically enrich their profiles in your system.
Create and keep detailed contact records like social media profiles, communication history, and sales activities in a centralized location.
How We Evaluated the Best Contact Management Software
In our evaluation of the top options for contact management, we first defined six weighted categories based on factors that tend to be the most important to users. Then, we used a list of key subcriteria to assign every option a score out of five in each category. Finally, we used that information to determine an overall score for all software on our list and identify use cases.
Evaluation Criteria
We prioritized each software’s cost and CRM features like activity tracking, profile enrichment, and lead management. Next, we considered ease of use and customization since the best option is accessible and allows you to tailor the CRM to your industry’s needs. We then reviewed each software's advanced features and customer support, rounding out our evaluation.
This includes monthly rates, free trial periods for paid tiers, and/or free version offered.
We looked for key contact management functions like contact history and database, lead management, and segmentation.
Here, we combed through real user ratings on reputable review sites regarding implementation and daily use. We also checked each option’s knowledge base or available resources.
We evaluated how malleable each platform is in terms of customizable elements and availability of third-party integrations.
Does the contact management software offer lead scoring and distribution, prospecting tools, live chat, and/or artificial intelligence?
We considered the depth of each software’s user support channels via live chat, email, and phone. We also looked into validated customers’ feedback on certified review sites.
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. If you’re specifically trying to manage your leads, see our independent review of the best lead management software for salespeople.
