Constant contact retains gross sales prospects , prospects engaged, and distributors comfortable. Given the variability and quantity of contact knowledge now collected by corporations, nonetheless, constant contact turns into difficult.

The answer? Contact administration software program. Listed here are 14 instruments to assist your gross sales, advertising, and repair groups keep in contact.

Maintain studying to be taught extra, or bounce forward to the part you’re searching for:

In brief, contact administration software program manages particular person contact knowledge, whereas a CRM system manages the total buyer journey to drive enterprise progress.

Attempt HubSpot CRM without spending a dime.

In keeping with HubSpot’s State of Gross sales survey, 34% of gross sales groups say the most important profit of those instruments is monitoring leads, whereas 28% spotlight improved buyer retention.

You may allow crew collaboration.

A central platform for contact particulars retains prospects from getting handed from division to division after they have an issue to resolve. It makes it simpler for groups to share the work it takes to maintain your prospects comfortable.

Improved collaboration means higher outcomes in your prospects and your online business. Try this information for extra recommendations on how one can take advantage of your contact administration software program.

1. HubSpot

Value: Free ceaselessly

Get HubSpot’s Utterly Free CRM

HubSpot‘s free CRM is a contact administration instrument, plus a lot extra. You’ll by no means must manually add or replace contact information — HubSpot will care for that for you after each interplay you’ve got with a contact. Plus, contact information are enriched robotically with knowledge from over 20 million companies.

The CRM and call administration system is simple to get began with, use, and navigate.

Along with contact administration, different notable options embody:

• Pipeline administration.
• Reporting dashboards.
• Firm insights.
• Deal monitoring.
• Electronic mail monitoring and notifications.
• Prospect monitoring.
• Assembly scheduling.
• Reside chat.

The CRM is solely free ceaselessly, however you’ll be able to improve at any time to a paid plan for extra options as your online business scales.

Helpful buyer suggestions: “Managing lots of and hundreds of contacts is subsequent to inconceivable with no CRM, and HubSpot makes the job very straightforward with all of the automation and reporting accessible. It is good for organizing and transmitting all gross sales supplies…”

Professional tip: Get HubSpot‘s free-forever CRM platform that’s straightforward to begin, will scale with your online business, and let you develop higher.

What I appreciated: Certain, I’m biased as a result of this piece lives on the HubSpot weblog — however that doesn’t change the truth that HubSpot is a stand-out CRM with nice contact administration options.

The largest profit for companies is the automation that comes customary with HubSpot. Whereas it’s nice to have a contact administration instrument that permits you to enter related buyer, lead, and vendor knowledge, it’s even higher to have one which does it robotically, letting you deal with the following activity at hand.

2. BIGContacts

Value: Free plan and plans beginning at $9.99 per thirty days for 1000 contacts

BIGContacts CRM simplifies contact administration to assist small companies construct buyer relationships. The instrument affords an in depth view of contact information, together with their telephone numbers, location, emails, earlier touches, transaction historical past, notes, and upcoming interactions.

You may retailer additional data below {custom} fields as properly. Then, use these complete contact information to personalize numerous outreach communications and campaigns.

BIGContacts lets you seize knowledge from net types robotically, eliminating guide effort and potential errors. The platform brings contacts and duties to at least one place, making it straightforward to remain up to date with upcoming actions.

The contact administration CRM supplies the performance to tag and type contacts by means of static and dynamic contact lists to enhance segmentation.

The instrument integrates with a number of enterprise functions, reminiscent of accounting, analytics, and advertising software program. This makes it simpler to handle every little thing associated to your contacts from a single platform. BIGContacts additionally supplies distant entry, permitting you to maintain tabs in your contacts from anyplace.

Helpful buyer suggestions: “Adjusting to working with the software program may be very straightforward. Customers can share data and look at one another’s actions associated to sure job duties.”

What I appreciated: I like free issues. You want free issues. All of us like free issues. BIGContacts affords a “Endlessly Free” account that features contact administration and advertising campaigns for as much as 100 contacts per thirty days. Want extra? It’s $9.99 per thirty days for 1,000 contacts and extra options.

Talking of options, I’m an enormous fan of BIGContacts import spreadsheets choice and their automated follow-up duties, each of which cut back the quantity of guide effort required of gross sales and advertising groups.

3. Contact Boss

Value: Plans ranging from $10 per consumer per thirty days

Contact Boss is a CRM resolution for small companies. The identify makes it clear: Contact Boss is all about serving to companies successfully handle their contacts. Options embody legacy knowledge switch of current contacts into Contact Boss’ cloud-based CRM resolution, together with the flexibility to create contact reminders and shortly seek for contact data.

Undecided if Contact Boss is for you? Begin with a one-month free trial and see if it’s a great match.

Helpful buyer suggestions: One of the best factor about CRM Database Supervisor is how simply we are able to handle customer and name logs, plus the pliability the product affords is superb.

What I appreciated: Creating contacts was — as you’d count on — straightforward with Contact Boss. What I actually appreciated was the flexibility to both create a contact from scratch by inputting all related knowledge or use the “Fast Create” to fill in key particulars after which replace contact information as time permits.

4. Jotform

Value: Free, and plans beginning at $34 per thirty days; {custom} pricing is out there for Enterprise

Expertise the ability of Jotform, an distinctive on-line utility that empowers you to create and handle {custom} on-line types for any event. The intuitive drag-and-drop consumer interface, mixed with a no-code constructing instrument, lets you design types, construct apps, accumulate e-signatures, generate studies, and effectively handle kind knowledge.

Improve your workflow with Jotform’s huge platform, providing lots of of worthwhile instruments and widgets for seamless integration with numerous functions. Join with CRM, undertaking administration instruments, cost processors, analytics instruments, and extra.

Jotform Enterprise is a flexible and highly effective resolution that elevates your organization’s productiveness and effectivity.

What I appreciated: Varieties are an effective way to seize focused buyer knowledge. JotForm permits you to simply construct your personal types so you’ll be able to seize precisely the info you need, the way in which you need it. This implies much less time spent combing by means of knowledge for related data — because you make the shape, you can also make certain it’s capturing precisely what you want.

5. ActiveCampaign

Value: Plans beginning at $26 per mo.

ActiveCampaign is a buyer expertise automation platform with a variety of contact administration options and capabilities.

ActiveCampaign pairs its contact administration capabilities along with your buyer lifecycle.

The method begins with reaching and fascinating your viewers, then nurturing and educating them, adopted by changing and shutting them, and lastly, supporting their progress. To start the method of contact administration, the instrument could have you create a contact record.

From there, merely add current electronic mail contacts after which manage your contacts by record, tag, or {custom} subject.

ActiveCampaign will immediate you to construct segments in your prospects to let you goal and personalize content material for them. This contact administration resolution will aid you section primarily based on communications like emails and types, too. Then, it’s going to establish and pull out behavioral actions that can educate you extra about prospects in these segments.

ActiveCampaign additionally supplies case research. This may help you be taught concerning the ways in which different corporations like yours are utilizing the software program’s contact administration instruments and the way they section their prospects.

Helpful buyer suggestions: “With ActiveCampaign…you’ll be able to schedule appointments, add notes to contacts, and ship them direct messages. To enhance the general consumer expertise, you’ll be able to ship customized messages to your web site customers.”

What I appreciated: It’s no straightforward activity in your gross sales groups to search out certified leads and shut offers. What stood out to me about ActiveCampaign was its use of clever automation to streamline the contact seize course of.

For instance, if a contact visits your webpage, the instrument robotically updates their standing to “.” If potential spend meets or exceeds the worth you set, a activity is robotically created to name the client. If not, automated main nurturing is applied to assist have interaction potential consumers.

6. Freshworks

Value: CRM plans beginning at $9 per consumer a month

Freshworks is a CRM and call administration system that helps you handle and nurture your contacts to create robust and lasting relationships with them. It automates contact knowledge entry for you and supplies 360-degree views of particular person prospects.

Freshworks tracks gross sales actions, manages gross sales duties and appointments, and lets you place calls or ship emails with out having to go away the instrument. You may combine with Google Workspace to entry Gmail, Google Docs, Google Drive, and extra, all from Freshworks.

Helpful buyer suggestions: “Customers can effectively handle their contacts, monitor interactions, and keep a complete view of buyer particulars, reminiscent of electronic mail conversations, telephone calls, and social media interactions.”

What I appreciated: Freshworks would not simply work to enhance your contract administration — it does so in a manner that makes this knowledge simpler to trace, view, and handle. Drag-and-drop playing cards mixed with clear sign-board interfaces make it straightforward to see what’s been achieved, what wants doing, and who’s doing what.

7. Moosend

Value: Plans beginning at $9 per thirty days

Moosend is an electronic mail advertising automation platform with superior viewers administration options to maintain your contacts organized. Moosend’s CRM capabilities will allow you to simply handle your contacts by means of the contacts dashboard, monitoring who’s lively and who bounced to optimize your technique.

The platform’s superior segmentation capabilities aid you accumulate in-depth buyer knowledge. And you may simply tag your subscribers primarily based on totally different standards and data to create tailor-made content material.

For instance, Moosend’s {custom} fields personalize your topic traces and content material primarily based in your prospects’ names, birthdays, areas, and extra.

Moosend’s lead era instruments may even aid you broaden your mailing lists by changing e-newsletter sign-up types and touchdown pages. You may automate your contact administration by means of advertising automation by creating particular automated workflows that can maintain your record clear and engaged primarily based on consumer actions.

Helpful buyer suggestions: “This platform targets the required viewers itself. This platform permits customers to schedule totally different campaigns. It’s fairly a helpful function as a result of the consumer doesn’t have to recollect the time and date for beginning them.”

What I appreciated: It’s price mentioning that the Moosend brand is a cow with an envelope in its mouth. What’s to not like about that?

Fortunately, that’s not the one wonderful thing about Moosend. This contact administration instrument stands out within the skill to see knowledge about your whole contacts concurrently and filter knowledge primarily based on {custom} standards.

8. Keap

Value: Plans beginning at $159 per thirty days

Keap is a CRM and gross sales and advertising platform with a shopper administration resolution for small companies. The platform affords a central location for shopper exercise and communications. Plus, the instrument automates follow-ups, contact file creation, and call file updates for you.

You may also shortly personalize communications with contacts (reminiscent of types, emails, and gross sales follow-ups) utilizing the contact knowledge that is saved in Keap.

Combine Keap with Gmail or Outlook, so all of your electronic mail interactions are robotically up to date within the related contact’s file. There may be additionally all kinds of different enterprise instruments and software program you’ll be able to combine with Keap. All of your knowledge is up-to-date and accessible from a single location.

Helpful buyer suggestions: “Keap turned a lot simpler to make use of as we acquired to know the appropriate methods of doing issues ranging from tag naming conventions, proper methods of utilizing Objectives, Marketing campaign hyperlinks, and so on.”

What I appreciated: Keap permits you to maintain every little thing in a single place however doesn’t prohibit the place your contact data comes from. Information may be robotically collected from custom-built lead types, touchdown pages, or social media campaigns.

Plus, contact pages aren’t static. You may take fast actions instantly from information both on Keap desktop or the cellular app.

9. Bigin

Value: Free and paid plans beginning at $7 per consumer a month

The worth of Bigin is in its simplicity — it is easy to function with out sacrificing energy or performance. It lets you handle your contacts with a complete view of any communication you’ve got with these folks.

Emails, duties, and notes particular to your particular person contacts are all accounted for and simple to entry. It additionally options instruments that aid you apply the data gathered throughout these communications to your gross sales efforts.

Probably the most primary model of the platform is free to make use of and may accommodate 500 contacts for a person consumer. That plan is good for small companies, startups, and freelancers. In the meantime, Bigin’s paid subscriptions supply extra flexibility and options.

Helpful buyer suggestions: “We use Bigin to fully handle the contacts of purchasers, which makes it efficient after we need to make some communications with them. Moreover, Bigin makes workflow administration simpler, after figuring out the enterprise alternatives for progress.”

What I appreciated: Bigin has a easy philosophy. One of the best ways to make use of spreadsheets for contact administration isn’t utilizing them in any respect. It’s each intelligent and proper — whereas spreadsheets are nice for static knowledge, they’re a poor alternative for managing buyer contacts.

Bigin affords a light-weight contact administration resolution that’s cost-effective, works on any platform, and simply integrates with greater than 5,000 apps.

10. Bitrix24

Value: Free and paid plans beginning at $49 per thirty days

Bitrix24‘s contact administration software program’s suite of options affords customary contact administration assets, together with a centralized database for gathering and monitoring prospect and buyer contact data.

The instrument additionally robotically logs and information all telephone calls reps place or obtain. The identical goes for electronic mail communications — for those who sync your electronic mail deal with with the platform, your whole historical past of electronic mail exchanges shall be saved in your Bitrix24 contact supervisor.

If you happen to‘re curious about a free resolution with performance that usually isn’t accessible with customary contact administration software program, Bitrix24 could also be price contemplating. As your online business grows and also you need extra out of your contact supervisor, Bitrix24’s paid plans can accommodate your wants at affordable value factors.

Helpful buyer suggestions: “We wanted a system that allowed for unified communication, contact monitoring, doc administration, and workplace setup. Bitrix24 allowed us to stand up and working shortly.”

What I appreciated: Bitrix24 is all about AI-powered CRM. This isn’t the type of AI that sounds nice on paper however would not actually ship.

As an alternative, it’s the useful type of AI that permits you to seize contact data from web sites, types, stay chats, calls, or social messages and robotically add them to your CRM. Plus, you’ll be able to create custom-made triggers primarily based on contact actions that aid you be in contact.

11. Streak

Value: Free and paid plans beginning at $49 per consumer a month

Streak’s contact administration instruments may be built-in into your Gmail inbox, working alongside all different Google Workspace functions. The software program additionally lets you each keep and share a timeline of buyer contacts and communications. This could embody knowledge about electronic mail information, name logs, information, notes, and duties.

Streak affords {custom} views of your gross sales pipeline. You may search, filter, group, and type your contact knowledge in any configuration, save these leads to {custom} views, and share that knowledge along with your crew.

Streak is an accessible software program, designed to simply combine along with your Google functions. It is free for private use, however there are additionally paid skilled and enterprise-level plans.

Helpful buyer suggestions: “Some further options price mentioning are which you could monitor the openings of the emails shared, associations of particular contacts with particular offers, and better of all, organising the pipeline as you would like.”

What I appreciated: Streak integration with Gmail makes knowledge seize straightforward, however within the contact administration house, that’s par for the course. The place Streak actually stands out is Streak AI, its “final CRM co-pilot.”

With Streak AI, you get automated knowledge entry, {custom} electronic mail creation, and the flexibility to get solutions utilizing plain-language questions. No extra speaking like a robotic — simply ask, and Streak AI will reply.

12. Pipedrive

Value: Plans ranging from $14.90 per consumer a month

Pipedrive CRM is decidedly sales-oriented, and its contact administration assets replicate that. The contact administration options are supposed to allow laborious gross sales with knowledge and automation. They add a brand new diploma of perception and intelligence to an organization’s gross sales efforts by gathering good contact knowledge and robotically pre-qualifying leads.

The platform contains instruments that may retrieve net knowledge about your contacts from on-line sources like LinkedIn. Utilizing this data, the platform can provide you perception into the viability of pursuing the leads you collect.

Helpful buyer suggestions: “The UX/UI is straightforward. I repeat, it’s easy and ideal for gross sales guys. The deal view and the contact/firm views are simply easy and simple to work with. Anybody can simply customise or add new fields if required.”

What I appreciated: Customization is central to Pipedrive. As an alternative of being compelled to make use of pre-built CRM and call templates, Pipedrive permits you to construct {custom} views that provide you with snapshots of related buyer knowledge on-demand.

13. Nimble

Value: Plans beginning at $24.90 per consumer a month

Nimble CRM’s contact administration options let you entry all of your contacts — throughout any cellular, cloud-based, or desktop information — in a single relationship supervisor.

Nimble’s prospecting instrument robotically shows all contact data and firm particulars for prospects and prospects, together with all emails, social interactions, messages, notes, and calendar occasions you’ll have exchanged with them.

The platform works seamlessly with Google Workspace and Office365 and options over 100 app integrations. It’s a strong, versatile instrument for maintaining tabs in your contacts, the way you attain them, and the way they may match into your total gross sales efforts.

Helpful buyer suggestions: “The system is organized, and you do not are likely to get misplaced within the small particulars with contacts. The convenience of use and the potential of linking a couple of firm to at least one particular person is a good benefit. It’s versatile and simple to configure.”

What I appreciated: Nimble permits you to create contact information from anyplace. This may very well be your electronic mail inbox, your LinkedIn profile, your web site types, or anyplace else on the net.

Even higher? It “automagically” creates a contact record that makes use of your current contact record as a place to begin and builds out this base with social and enterprise knowledge.

14. Nutshell

Value: Plans beginning at $16 per consumer a month

Nutshell acts as a central repository for all of your firm’s buyer information and knowledge. It is a single location for you and your crew to retailer and reference contact particulars, name notes, and electronic mail conversations with prospects.

The instrument’s contact administration infrastructure — paired with its highly effective gross sales automation instruments — may help you streamline your gross sales course of and simply qualify leads.

Nutshell additionally integrates seamlessly with functions like Slack and Google Workspace and is designed to swimsuit the wants of companies of each dimension.

Helpful buyer suggestions: “Nutshell’s performance, assist, and price made it a simple and good alternative. Reminders for follow-up are properly designed and may be set based on your cadence, making it straightforward to maintain monitor of your contacts.”

What I appreciated: In a nutshell, Nutshell helps you discover the contact knowledge you want, once you want it. No extra looking by means of information simply to find the info you’ve got isn’t up-to-date. As an alternative, Nutshell all the time offers you the newest knowledge for each particular person and each enterprise your groups work together with.

Editor’s observe: This put up was initially revealed in February 2020 and has been up to date for comprehensiveness. This text was written by a human, however our crew makes use of AI in our editorial course of. Try our full disclosure to be taught extra about how we use AI.