10 Best Contact Management Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
- 4. Keap
- 6. Zoho CRM
- 9. Zendesk
- 10. NetSuite CRM
Our one-on-one guidance will help you find the perfect fit.
Contact management software is a valuable company asset, helping to simplify operations and boost productivity. With the right software, teams can improve organization, enhance communication, and maintain better relationships with clients and partners.
However, finding the right contact management software can be challenging, especially with so many options on the market, each offering different features and benefits. Using my experience with revenue operations software, I tested and compared several top contact management software available. From there, I compiled my results into detailed reviews to help you find the best software for your needs.
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Best Contact Management Software Summary
This comparison chart summarizes pricing details for my top contact management software selections, helping you find the best one for your budget and business needs.
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for AI-powered voice & messaging | Free demo available | From $15/user/month (billed annually) | Website | |
2 | Best for social integration | 14-day free trial | From $25/user/month (billed annually) | Website | |
3 | Best for relationship intelligence | Free demo available | From $120/user/month | Website | |
4 | 14-day free trial | From $249/user/month (billed annually) | Website | ||
5 | Best for contact enrichment | Free plan available | From $9.99/user/month (billed annually) | Website | |
6 | 15-day free trial | $14/user/month (billed annually) | Website | ||
7 | Best for event management | Free demo available | From $15/user/month | Website | |
8 | Best for sales-focused teams | 14-day free trial + demo available | From $35/user/month (billed annually) | Website | |
9 | Free trial available | From $19/agent/month (billed annually) | Website | ||
10 | Free demo available | From $999/month | Website |
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Expedite Commerce
Visit Website -
Prisync
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
QuickBooks Online
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Best Contact Management Software Reviews
Below are my detailed summaries of my shortlist’s best contact management solutions. My reviews thoroughly examine each tool’s key features, pros and cons, integrations, and ideal use cases to help you find the best one.
Squaretalk is a cloud-based contact center platform that blends voice, messaging, and contact management tools to support distributed sales and support teams. It’s designed for organizations that want centralized visibility into contact activity while maintaining flexibility across communication channels.
Why I picked Squaretalk: Squaretalk stood out to me for its built-in contact management, which lets you access customer data and past interactions in real time—no switching tools mid-call. I also like its lead follow-up features and the ability to customize call routing and workflows to match your team’s structure. On the higher tier, you can add AI tools for sentiment analysis, call summarization, and auto-generated messaging templates, which can offer meaningful insights into your outreach efforts.
Standout features & integrations:
Features include AI-generated call summaries, smart lead capture and tracking, and customizable IVR and call routing workflows. You can also enable predictive dialing, spam detection, and WhatsApp messaging, depending on your tier.
Integrations include Zendesk, Telegram, Freshdesk, Zoho, Hubspot, Salesforce, Mailchimp, and Microsoft Teams.
Pros and cons
Pros:
- AI‑powered insights
- Multi‑channel communications
- ISO‑certified security
Cons:
- Advanced features cost extra
- No built‑in CRM
Nimble is a CRM platform designed for small to medium-sized businesses seeking to enhance customer relationship management through social media integration. It helps teams manage contacts, track interactions, and build deeper client relationships.
Why I picked Nimble: Nimble specializes in social integration, allowing you to connect your CRM with various social media platforms. It features contact enrichment, automatically updating your contact profiles with social and business data. The platform also offers a unified inbox to keep all communications in one place. These capabilities make Nimble ideal for teams leveraging social media in their CRM strategy.
Standout features & integrations:
Features include contact enrichment and updating contact profiles with the latest social and business data. The unified inbox lets you manage all your communications from a single platform. Nimble also offers social media integration, helping you connect and engage with your contacts effectively.
Integrations include Gmail, Outlook, Hootsuite, Mailchimp, HubSpot, QuickBooks, Xero, Zendesk, Evernote, and Microsoft 365.
Pros and cons
Pros:
- Enhances relationship building
- Effective for small businesses
- Unified communication inbox
Cons:
- Basic reporting tools
- Limited advanced features
Affinity is a CRM platform for teams focused on relationship-driven deal-making and networking. It primarily serves investment firms, financial institutions, and professional service providers.
Why I picked Affinity: Affinity's relationship intelligence feature enables users to analyze and visualize relationship data for better decision-making. The platform offers a solid contact management platform with automated contact tracking, which helps you stay on top of your network. Its pipeline management feature allows for deal tracking and collaboration.
Standout features & integrations:
Features include automated customer contact tracking, which helps your team maintain up-to-date customer journey records. The relationship intelligence dashboard provides valuable insights into lead generation and how your connections interact. Additionally, pipeline management tools allow you to track deals and collaborate easily.
Integrations include Gmail, Outlook, Slack, LinkedIn, Zapier, Mailchimp, Calendly, HubSpot, and Salesforce.
Pros and cons
Pros:
- Visual data analytics
- Relationship intelligence insights
- Automated contact updates
Cons:
- Complex for small teams
- Limited customization options
Keap
Covve is a personal CRM designed for professionals looking to maintain and build meaningful relationships. It primarily serves individuals and small teams who need a reliable way to manage contacts and networking efforts.
Why I picked Covve: Covve offers contact management features like automatic contact updates and reminders to keep your database fresh. Its standout functionality includes a business card scanner, which allows you to digitize contacts. The platform also provides insights and analytics to help you understand your networking patterns. These features make Covve a unique choice for those focused on maintaining a dynamic contact list.
Standout features & integrations:
Features include a solid business card scanner that allows you to digitize and organize your contacts easily. Automatic contact updates ensure your address book is always current. You can also set reminders to reach out to contacts, helping you maintain strong professional relationships.
Integrations include Zapier, Microsoft 365, Mailchimp, Gmail, Google Workspace, QuickBooks, Xero, and Capsule.
Pros and cons
Pros:
- Automatic contact updates
- Business card scanning
- Networking insights
Cons:
- No desktop app
- Requires internet connection
Zoho CRM
Contactboss is a contact management tool designed for organizations that need efficient event and attendee tracking capabilities. It serves event planners, non-profits, and other groups looking to manage contacts and logistics effectively.
Why I picked Contactboss: Contactboss offers event management features, including attendee tracking and registration. It also provides calendar integration and RSVP management tools to help coordinate events. The platform's reporting capabilities allow you to analyze event success and improve future planning. These features make Contactboss an excellent choice for teams organizing and managing events efficiently.
Standout features & integrations:
Features include event registration, which helps your team manage attendee lists and details. The calendar integration allows you to sync event schedules and tasks. Reporting tools provide insights into event performance, helping you plan better in the future.
Integrations include Mailchimp, Google Calendar, Microsoft Outlook, Zoom, Eventbrite, Salesforce, QuickBooks, Slack, Dropbox, and Asana.
Pros and cons
Pros:
- Ideal for event planners
- Comprehensive reporting tools
- Attendee tracking feature
Cons:
- Limited scalability
- Basic customization options
Close is a CRM platform designed for sales teams that require efficient lead management and communication tools. It primarily serves small to medium-sized businesses looking to enhance their sales processes and close deals faster.
Why I picked Close: Close offers sales-focused features like built-in calling, which helps your team connect with leads directly from the platform. The email automation feature simplifies follow-ups, ensuring consistent communication with prospects. Its lead management system allows for easy tracking and organization of sales opportunities. These features make Close an attractive option for teams focused on optimizing their sales efforts.
Standout features & integrations:
Features include built-in calling, which lets your team make calls directly from the CRM. The email automation feature ensures timely and consistent follow-ups with leads. The lead management system also allows you to track and organize sales opportunities effectively.
Integrations include Zapier, Slack, Gmail, Google Calendar, Zoom, Mailchimp, Zendesk, HubSpot, Salesforce, and Pipedrive.
Pros and cons
Pros:
- Quick setup process
- Optimized for sales teams
- Strong lead management
Cons:
- Fewer advanced features
- Requires training for use
Other Contact Management Software
Here are some additional contact management software options that didn’t make it onto my shortlist but are still worth checking out.
- InfoFlo
For one-time purchase
- Repfabric
For manufacturers' reps
- Law Ruler Software
For legal practices
- Visual Planning
For customizable workflows
- vcita
For service providers
- CRM Creatio
For no-code customization
- Capsule
For small teams
- monday CRM
For project management
- Streak
For Gmail integration
- Copper
For Google Workspace users
Contact Management Software Selection Criteria
When selecting the best contact management software for this list, I considered everyday buyer needs and pain points like data organization and integration capabilities. I also used the following framework to keep my evaluation structured and fair.
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these everyday use cases:
- Manage contact information
- Track customer interactions
- Automate follow-up tasks
- Organize contacts into groups
- Integrate with email platforms
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Advanced analytics and reporting
- Social media integration
- Customizable dashboards
- Mobile app availability
- AI-driven insights
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Easy navigation
- Minimal learning curve
- Responsive design
- Customizable workflows
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Pre-built templates
- Access to webinars
- Chatbot assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multichannel support options
- Access to a knowledge base
- Dedicated account managers
- Quick response times
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Flexible pricing plans
- Feature-to-price ratio
- Discounts for annual payments
- Free trial availability
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Reported issues and resolutions
- Frequency of updates
- User feedback on features
- Recommendations from current users
How To Choose Contact Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind.
Factor | What to Consider |
Scalability | Will the software grow with your team? |
Integrations | Does it work with your existing tools? |
Customizability | Can it be tailored to your specific needs? |
Ease of Use | Is it user-friendly for your team? |
Budget | Does it fit within your financial limits? |
Security Safeguards | Are your data protection needs met? |
Support | Will you get the help you need when issues arise? |
Security Safeguards | Does it provide insights into usage and performance? |
Trends In Contact Management Software
In my research, I sourced countless product updates, press releases, and release logs from different contact management software vendors. Here are some of the emerging trends I’m keeping an eye on.
- AI-driven insights: More tools use AI to analyze contact data, helping users identify patterns and make smarter decisions. This trend is helpful for businesses looking to personalize customer interactions and predict future behavior.
- Enhanced data privacy: With increasing concerns over data security, vendors are focusing on compliance with regulations like GDPR. This is relevant for users who prioritize the safe handling of customer information.
- Voice-enabled interactions: Some platforms integrate voice commands for hands-free navigation and information retrieval. This feature caters to users who need quick access without interrupting their workflow.
- Unified communication hubs: Tools are changing to integrate all communication channels into a single interface. This makes managing emails, calls, and messages easier without switching between apps.
- Customizable analytics dashboards: Vendors offer more flexibility in how users view and interpret data. This trend is essential for businesses that want tailored insights to meet specific goals.
What Is Contact Management Software?
Contact management software stores and organizes information about business contacts. Professionals like salespeople, customer service reps, and marketers use these tools to maintain relationships and improve client communication.
Features like contact tracking, data enrichment, and communication hubs help users track interactions, personalize communication, and manage customer data efficiently. Overall, these tools provide businesses with a way to enhance customer relationships and boost productivity.
Features Of Contact Management Software
When selecting contact management software, look for the following key features.
- Contact tracking: This feature helps you keep a detailed record of all interactions with your contacts, making it easier to manage relationships.
- Data enrichment: Automatically updates contact profiles with relevant social and business information, enhancing personalization.
- Communication hub: Centralizes emails, calls, and messages in one place, simplifying communication management.
- Task management: Allows you to assign and track tasks related to contacts, ensuring nothing falls through the cracks.
- Social media integration: Connects your CRM to social platforms, helping you engage with contacts more effectively.
- Automated reminders: Sends alerts for follow-ups and important dates, helping you stay on top of your contact engagements.
- Customizable dashboards: Provides flexibility in how you view and analyze data, tailoring insights to your needs.
- Voice commands: Enables hands-free navigation and quick access to information, improving workflow efficiency.
- Advanced analytics: Offers detailed reports and insights, supporting better decision-making and strategy planning.
- Security compliance: Ensures that your data handling practices meet industry regulations, safeguarding customer information.
Benefits Of Contact Management Software
Implementing contact management software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved organization: Helps keep all your contact information and interactions in one place, making it easier to manage relationships.
- Enhanced communication: Centralizes various communication channels, making client interactions more efficient and effective.
- Increased productivity: Automates tasks like reminders and updates, allowing your team more time to focus on core activities.
- Better insights: Provides analytics and reporting tools that help understand customer behavior and improve strategies.
- Stronger customer relationships: Enables personalized interactions through data enrichment and social media integration, building trust and loyalty.
- Streamlined workflows: Offers features like task management and voice commands, which simplify day-to-day operations.
- Secure data management: Ensures compliance with data regulations, protecting your business and customer information.
Costs And Pricing Of Contact Management Software
Selecting contact management software requires understanding the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes standard plans, average prices, and typical features of contact management software solutions.
Plan Comparison Table for Contact Management Software
Plan Type | Average Price | Common Features |
Free Plan | $0 | Basic contact management, email support, and limited storage. |
Personal Plan | $5-$25/user/month | Contact tracking, task management, and email integration. |
Business Plan | $30-$60/user/month | Advanced reporting, team collaboration tools, and customizable dashboards. |
Enterprise Plan | $70-$150/user/month | Enhanced security features, dedicated support, and full API access. |
Contact Management Software FAQs
Here are some answers to common questions about contact management software.
What is the difference between CRM and contact management software?
Contact management software manages contact data, while CRM software offers broader functionalities, including sales, marketing, and service management. Contact management software might suffice if you focus on organizing and accessing contact details. However, a CRM could be more suitable for your business if you need to integrate sales and marketing processes.
How do you manage contact management software?
To manage contact management effectively, choose the right tool that fits your business needs. Automating workflows and regularly updating your contact data are essential. Synchronize information across platforms to ensure consistency and enrich profiles with relevant details.
How can contact management software improve productivity?
Contact management software automates repetitive tasks like data entry and follow-ups. It enables quick access to contact information, saving time and reducing errors. By streamlining these processes, your team can focus more on core business activities.
Can contact management software integrate with other tools?
How To Choose Contact Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind.
Factor | What to Consider |
Scalability | Will the software grow with your team? |
Integrations | Does it work with your existing tools? |
Customizability | Can it be tailored to your specific needs? |
Ease of Use | Is it user-friendly for your team? |
Budget | Does it fit within your financial limits? |
Security Safeguards | Are your data protection needs met? |
Support | Will you get the help you need when issues arise? |
Security Safeguards | Does it provide insights into usage and performance? |
Yes, contact management software often integrates with tools like email platforms, calendars, and social media. This integration enhances functionality by keeping all communication channels connected and helps maintain a seamless flow of information across different platforms.
What's Next?
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