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Top 6 Best Contact Management Software CRM in 2024
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Shape Software
Struggling to keep up with your growing list of customers, leads, and follow-ups? In today's increasingly digital business environment, managing these vital connections effectively can be a daunting task. How do you ensure that every interaction is tracked, every detail is organized, and no opportunity slips through the cracks? The solution lies in finding the right contact management software. We've taken the guesswork out of your search by meticulously researching and reviewing the best contact management software available in 2024. This article will dive into the essential features that set these systems apart, such as robust organization of contact information, customizable fields for detailed data entry, advanced search and segmentation tools, comprehensive interaction tracking, and seamless import and export capabilities. With our insights, you'll be equipped to select the software that not only addresses your pain points but also elevates your business's relationship management strategy.
HubSpot
Versatile contact management tool for personalized outreach
$15-4000+/mo
Pricing scales as you increase number of contacts and features
- Unlimited contact and company records
- Default and custom contact properties
- Flexible contact import options
- Segmentation and personalization
Top Choice
Shape
Comprehensive contact management system offering best value
$119/user/mo
Fixed pricing plan
- Comprehensive contact management
- Efficient search and filter Options
- Easy import and organization
- Value for money
Zoho CRM
Robust contact management software with precise segmentation
$0-45+/mo
Has several pricing tiers
- Comprehensive communication tracking
- Visual tagging
- Versatile contact import and export
- Free CRM for small teams
What are businesses using contact management software for?
Essentially, contact management software enhances interactions with customers and streamlines various business processes. These systems deliver vital insights for nurturing stronger relationships across the entire customer journey. Key reasons include:
- Organizing and centralizing contact information for easy access.
- Facilitating personalized communication with customers and leads.
- Managing follow-ups and ensuring no interaction is missed.
- Streamlining the sales process from lead generation to closing deals.
- Enhancing customer service by tracking all customer interactions.
- Integrating with email, social media, and other digital platforms for comprehensive marketing strategies.
- Supporting targeted marketing campaigns through detailed segmentation and filtering.
- Improving team collaboration by sharing contact insights and interaction histories.
- Enabling data-driven decision-making with analytics on customer interactions and behaviors.
- Simplifying data management with easy import and export functionalities, ensuring data integrity across systems.
What features should you look for in contact management software?
When selecting the perfect contact management software for your business, make sure it includes these crucial features:
- 1. Detailed contact information organization - The software should adeptly manage and organize detailed contact information such as names, addresses, phone numbers, and emails in a structured manner.
- 2. Customizable fields and tagging - It's essential for the software to offer customizable fields and tagging options, allowing for detailed and categorized data entry that suits your specific business needs.
- 3. Efficient search, filter, and segmentation capabilities - The system should feature powerful search and filtering options that accurately find specific contacts or groups, facilitating targeted marketing and communication strategies.
- 4. Contact interaction tracking - A key feature is the ability to track and log all interactions with contacts, including calls, emails, meetings, and notes, ensuring a comprehensive view of customer engagement.
- 5. Easy import and export functionality - The software should allow for seamless data import from and export to other systems, simplifying data management and integration with other business tools.
- 6. Automated communication workflows - Look for software that automates communication processes, such as sending follow-up emails or scheduling reminders, to enhance efficiency and consistency in customer interactions.
- 7. Mobile accessibility - Given the mobile nature of business today, the software should be accessible and fully functional on mobile devices, enabling on-the-go contact management.
- 8. Integration with other business tools - The best contact management software integrates smoothly with other tools like email platforms, social media, project management tools and accounting software, creating a cohesive business management ecosystem.
- 9. Data security measures - With the increasing importance of data privacy, the software must include robust security protocols to protect sensitive contact information against unauthorized access.
- 10. Comprehensive reporting and analytics - Finally, the ability to generate detailed reports and analytics on contact data and interaction history is crucial for informed decision-making and strategy development.
Quick comparison of the top 6 best contact management CRMs in 2024
| Software | Intro Price | Differentiator |
|---|---|---|
|
Shape |
$119 |
Comprehensive contact management software with customizable fields, tags, and advanced search for efficient organization. |
|
HubSpot |
$0 |
Unified view with powerful segmentation and conversation history for personalized customer engagement. |
|
Zoho CRM |
$0 |
Visual tagging system for effective contact segmentation and advanced filters for precise handling. |
|
ActiveCampaign |
$9 |
Customer experience automation with versatile contact uploads, segmentation, and insightful case studies |
|
Intercom |
$39 |
AI-enhanced shared inbox for proactive communication and smart filtering of contacts based on behavior. |
|
Freshsales |
$0 |
Robust contact management with a comprehensive view, activity timeline, and custom filters. |
Our picks for the best contact management software in 2024 are:
1. Shape
| Founded: 1999 HQ: Irvine, California, United States | |
|---|---|
|
Key info |
Price: $119 per month
Free plan: No
Support: 24/7 (In-product support + email) |
|
Best for |
Businesses with a need for efficient contact management tools and tailored data organization. |
|
Pros |
+ Effortless note-taking through voice notes, enhancing post-contact documentation efficiency. + Comprehensive contact profiles consolidating notes, attachments, and communications for efficient information access. + The platform includes tools for capturing leads from various sources and managing them through the sales pipeline. |
|
Cons |
- Steep learning curve |
|
Integrations |
Outlook, Gmail, Quickbooks, Zapier, Calendly, and many more |
|
Pricing Model |
Sales & Marketing CRM: $119/user/mo
Point of Sale: $47/user/mo
Lead Funnels: $299/mo |
Shape is a comprehensive CRM solution with robust contact management tools. It allows you to create and manage a complex contact database with custom fields, call logging, automatic email tracking, and advanced search and filter options.
Shape starts contact management by easily importing up to 3000 contact records from your external file editor in CSV format. Once these contacts are imported, you can organize them through custom fields such as number, date, dropdown, phone number, email, currency, and time. Altogether Shape allows you to add up to 20 custom fields to improve your records.
Apart from custom fields, you can add tags for more precise organization. Every contact record in Shape has a Tags field automatically assigned upon entry through triggers or manually inserted directly in the record. Both the custom fields and tag features ensure your data entry process is well-detailed and organized, leading to an even more organized contact database.
These features also simplify searching for a contact. All you have to do is filter your records based on tags and the CRM will provide all the records with that tag on your screen. Additionally, you can do a global search of your entire database by just typing the name of the record you need in the search field.
Shape’s contact management platform is not limited to just storing and organizing your contacts. The CRM has a timeline tracking feature that monitors your timeline and ranks your accounts to determine account priority and ensure you manage your customers effectively.
Plus, with the built-in phone, email, and calendar sync features, you can track and log your communication history with contacts through emails, calls, meetings, and even notes making it easier to manage them.
When it’s necessary to preserve any vital customer information, Shape’s export feature comes into play. You can select any information you’d like to export and the CRM makes it available for up to 48 hours.
In addition to all these features discussed, Shape also offers effortless note-taking through voice notes for post-contact documentation and tools for capturing contacts from different sources and managing them through the sales pipeline, living true to its claim of being a comprehensive CRM.
Overall, at $119 per month, Shape CRM offers value for money with its combination of contact management and customer relationship features built into a single platform. Its intuitive interface as well as powerful features like custom fields, tagging, timeline tracking, mobile app and integrated communication tools, makes it the ideal software to handle large volumes of data.
However, as expected from a robust contact management CRM, it comes with an Initial learning curve that may be challenging for some users. However, the customer support team is highly responsive via email, live chat, and online support even though they are not available on phone channels.
2. HubSpot
| Founded: 2006 HQ: Cambridge, Massachusetts, United States | |
|---|---|
|
Key info |
Price: Starts at $15 per month
Free plan: Yes
Support: Knowledge base, community, email, chat & phone
|
|
Best for |
Businesses seeking a comprehensive contact management software with advanced segmentation and personalized outreach. |
|
Pros |
+ Unified view streamlines communication tracking, customer understanding, and sales pipeline monitoring. + Advanced contact segmentation for personalized outreach, optimizing sales efforts effectively. + Seamless connection of opportunities with contacts enhances clarity and organization in the sales pipeline. |
|
Cons |
- Importing contacts poses challenges. - Email-only contact creation limits for businesses relying heavily on phone numbers. - Rapid price escalation may result in quick cost accumulation across tiers. |
|
Integrations |
Zapier, WordPress, Stripe, Better Proposals, and many more |
|
Pricing Model |
Starter: Starts at $15
Professional: $1080 per month (5 users)
Enterprise: $4000 per month (7 users)
|
HubSpot is a popular and advanced CRM with a contact manager that help businesses of all sizes to build, organize, and manage relationships with their customers and leads. You can create up to one million contact and company records and enrich them with data from more than twenty million businesses.
Adding these contacts can come directly from your inbox, through form submissions, or by manually adding their corporate email address. HubSpot CRM allows you to import records, such as contacts and companies, or activities, such as emails delivered to a contact.
Once you have your contacts, HubSpot's default contact properties help you save relevant information about them such as their email address, job title, industry, and activities from their tracked and logged emails, meetings, or calls.
These default contact properties are automatically populated by HubSpot so you don't have to worry about errors or waste time on manual input. We noticed during our test that some default contact properties such as record identifier, latest source, and original source are not editable. Instead, you can create custom contact properties to add any unique properties to your contact records. These custom fields are then available on all your contact records.
Unlike other contact management software on this list, we couldn’t find a tag feature for contact categorization when we tested HubSpot. However, it makes up for this with multiple checkboxes for assigning attributes as well as contact list segmentation.
The segmentation feature is part of its marketing hub. You can segment your contacts based on various criteria from age to location, deal size, and even the latest content download. This list of segmented contacts can come in handy during your email marketing efforts to give your contacts the most personalized and relevant information.
Additionally, HubSpot provides your contact’s conversation history as well as their previous activities on your website so your team members have all the context they need. With more context, your sales team can provide the most personalized experiences and develop better relationships with your customers.
If a contact requests any personal data during your interaction, they can easily be exported from their records within the CRM. HubSpot has a completely free CRM but as your small business scales, you’ll need to upgrade to a paid plan for more features. HubSpot’s paid plans can start from as low as $20 a month and can go up to several thousand monthly depending on the number of your contacts and specific features you require for your business operations.
Ultimately, HubSpot CRM software provides a unified view of your contact allowing you to seamlessly track communications, understand your customers, and monitor your sales pipeline. Other features such as contact segmentation and conversation history, also ensure personalized outreach and optimize your sales efforts.
On the flip side, many users have reported challenges when importing contacts. For example, contacts are only created via email which can be limiting for businesses that rely heavily on phone numbers. The costs also rapidly escalate as you add more contacts and features which can be a challenge for growing businesses.
3. Zoho CRM
| Founded: 2005 HQ: Austin, Texas, United States; Chennai India | |
|---|---|
|
Key info |
Free plan: Yes
Support: 24/7 (phone + email & chat) |
|
Best for |
Businesses looking for an affordable CRM with comprehensive customer service features. |
|
Pros |
+ Customizable tickets and automation rules for swift responses. + Feature-rich with comprehensive analytics and reporting tools. |
|
Cons |
- Steep learning curve - limited key feature customization for non-enterprise users. - Clunky mobile app experience for streamlined usage. |
|
Integrations |
Salesforce, SugarCRM, OneDrive, and many more |
|
Pricing Model |
Standard: $12 per user/month
Professional: $20 per user/month
Enterprise: $35 per user/month
Ultimate: $45 per user/month |
Zoho, another popular name in the CRM space, offers contact management features such as custom fields, tags, and advanced filters. This contact management software has a field type for every kind of customer data. Regardless of your industry, you can add custom fields that are specific to your business and never miss recording any important customer information.
The keyword tagging feature then helps to segment and easily search your records. All it involves is marking your records with multiple keywords that indicate important details such as the source of the contact, industry, and any other detail that helps you identify contacts in a common tag.
Zoho’s adds a visual element to its tag feature that not only makes it stand out but improves your organization. You can associate different colors to each tag so your sales rep can quickly identify what attribute or status the contact holds at a glance.
Zoho also captures all communications with each contact across multiple channels such as calls, emails, and online chat so you can convert every valuable interaction into a sale. And with the Advanced Filters feature, you can segment contacts through conversations, such as contacts you missed their chats or those who recently called you.
Another major criteria for segmenting your customers that stood out for us when testing Zoho is the purchase history. It covers how frequent, recent, and substantial their purchases are so you can gauge their lifetime value and up-sell or cross-sell them. Essentially, Zoho’s advanced filters help you boil down your leads to the most important ones.
Importing contacts to your Zoho CRM is versatile. It could be from social networks through your Yahoo, Google, or Outlook accounts or via your local desktop files in CSV, CCF, or LDIF, file formats. Similarly, you can export contacts from Zoho to different file formats such as CSV, VCF, LDIF, HTML, or Outlook CSV and secure them with a password.
Like HubSpot, Zoho has a completely free CRM for small teams. The subscription plans start at the Standard level at $12 but the most popular plan with the complete CRM features is the Enterprise plan at $35 monthly.
Altogether, Zoho contact manager software centralizes your customer data and provides robust filters to handle them effectively. Real time information from logging your interactions within the CRM also aids lead analysis, prioritizing new, cold, and warm leads effectively.
However, getting started with Zoho comes with a notable learning curve and may require additional coaching, especially if you are new to CRM systems. The lightweight CRM also comes with various applications, which can bring up challenges in achieving smooth data integration.
4. Active Campaign
| Founded: 2005 HQ: Austin, Texas, United States; Chennai India | |
|---|---|
|
Key info |
Free plan: Yes
Support: 24/7 (phone + email & chat) |
|
Best for |
Businesses requiring robust contact data centralization, advanced filters, and real-time information. |
|
Pros |
+ Zoho CRM centralizes data, eliminating manual tracking, reducing duplication, and enhancing accuracy. + Robust filters simplify the management of large databases for efficient data handling. + Real-time information in Zoho CRM aids lead analysis, prioritizing new, cold, and warm leads effectively. |
|
Cons |
- Zoho software faces challenges in achieving smooth data integration among its different applications. - Initial investment is substantial; each new tool demands time and effort for setup. - Learning curve is notable, especially for CRM novices; additional coaching may be required. |
|
Integrations |
Salesforce, SugarCRM, OneDrive, and many more |
|
Pricing Model |
Standard: $12 per user/month
Professional: $20 per user/month
Enterprise: $35 per user/month
Ultimate: $45 per user/month |
ActiveCampaign is a customer experience automation solution with several contact management features designed to boost sales by enhancing how you obtain, assess, and engage your leads.
ActiveCampaign’s contact management capabilities start when you create a address book. You can simply add your existing email contacts and then organize them by tag, list, or custom field.
Adding contacts to Active Campaign is similar to other contact management software on this list. You can import your contacts through a CSV file or copy & paste them. Additionally, the CRM can connect you to many third-party services where ActiveCampaign can automatically pull in your contact data. These contacts can also be exported as CSV when necessary.
To organize your contacts, this contact management software uses customer segments, tags, and custom fields. It prompts you to segment your customers based on your communications over emails, forms, calls, etc. and supports a variety of custom field types such as list box, date, text input, text area, and drop-down. Then with tags, you can add more information to your contacts to give them more context.
Creating and editing tags in Active Campaign is done through the Manage Tags feature. With this feature, you can merge duplicate tags and include a purpose statement to describe why you created them and what they stand for.
In addition to all these features, ActiveCampaign adds an extra touch with its case studies feature. These case studies provide practical examples of how similar organizations are successfully using the same contact management tools and segmenting their customers. It removes the feeling of uncertainty when you are just starting with the CRM and helps you apply best practices in your own operations.
Although it offers a free trial, ActiveCampaign has no free plan. Paid plans start at $9 monthly for the Lite plan and go as high as $259 monthly for enterprise features. These prices also increase as you add more contacts.
Overall, with a robust provision for contact uploads, contact segmentation, and helpful case studies, Active Campaign is one of the best contact management software. However, creating a list when we tested the software was time-consuming, thanks to the tedious manual data entry process. The contact management software also lacks individual contact messaging features which can limit real-time, personalized communication with your contacts.
5. Intercom
| Founded: 2011 HQ: San Francisco, California, United States | |
|---|---|
|
Key info |
Price: Starts at $39 per month
Free plan: No; Trial: 14 days
Support: Email & chat
|
|
Best for |
Businesses prioritizing proactive customer communication and streamlined ticket management. |
|
Pros |
+ Widget data enhances proactive engagement and client behavior understanding on our platform. + Intercom's API integration centralizes customer data, providing invaluable unified context for support interactions. + Intuitive conversational interface and workflows for easy customer communication and engaging campaigns. |
|
Cons |
- Enhanced training resources needed for better understanding and utilization of Intercom features. - Search filters need optimizing to improve efficiency and user experience. |
|
Integrations |
Zapier, Mailchimp, Salesforce, Pipedrive, and many more |
|
Pricing Model |
Essential: $39 per seat/mo
Advanced: $99 per seat/mo
Expert: $139 per seat/mo |
Intercom is a popular customer service solution focused on converting leads to sales through proactive communication. The platform has an AI-enhanced shared inbox where service teams can manage customer tickets for faster resolutions, and better customer experiences. All conversations from every communication channel including live chat, email, phone, SMS, and social media route directly to this inbox.
To get started with managing your contacts on Intercom, your contact data can be imported through CSV, Rest API, and other CRMs like Mailchimp and Mixpanel. After importing your contacts, the software to manage contacts automatically filters them based on organization, behavior, conversation, and custom data. With this grouping, you can identify urgent issues and high value customers that need to be on top of the queue and get all the context you need to provide a great conversation.
Although they are not automated, customer tags in Intercom are also similar to segments. With tags, you can group contacts manually and highlight specific categories that require your experience. For example, tags are great for identifying long-time users who may provide valuable feedback on new product features or for singling out those who regularly purchase high-value items, opening room for loyalty rewards or exclusive offers.
We found the tag feature intuitive and easy to use. Once you select your preferred contact, you can immediately click ‘Tag” and select your preferred tag from the drop-down menu.
You can also see which segments and tags are assigned to a lead from their profile page. However, the Search filters are not as advanced as Shape and Zoho’s and need optimizing to improve efficiency and user experience.
Intercom’s pricing starts at $39 but to access many of the AI features requires subscribing to the Advanced or Expert plans at $99 and $139 respectively. Although this is a highly comprehensive customer communication tool, the hefty higher price tag may be a drawback for smaller companies who are only interested in the basic features.
To wrap up, although the filtering feature could be more optimized, the contact information they provide can help teams be more proactive and understand client behavior better.
However, many users have pointed out in reviews that details like company information are hard to find when having a conversation with clients. Additionally, the complex nature of many of the features makes them difficult to implement and requires better training resources.
6. Freshsales
| Founded: 2011 HQ: San Francisco, California, United States | |
|---|---|
|
Key info |
Price: Starts at $39 per month
Free plan: No; Trial: 14 days
Support: Email & chat
|
|
Best for |
Businesses prioritizing proactive customer communication and streamlined ticket management. |
|
Pros |
+ Widget data enhances proactive engagement and client behavior understanding on our platform. + Intercom's API integration centralizes customer data, providing invaluable unified context for support interactions. + Intuitive conversational interface and workflows for easy customer communication and engaging campaigns. |
|
Cons |
- Enhanced training resources needed for better understanding and utilization of Intercom features. - Search filters need optimizing to improve efficiency and user experience. |
|
Integrations |
Zapier, Mailchimp, Salesforce, Pipedrive, and many more |
|
Pricing Model |
Essential: $39 per seat/mo
Advanced: $99 per seat/mo
Expert: $139 per seat/mo |
Freshsales provides a robust contact management solution with complete visibility of your contact details thanks to features like notes, recent activities, conversations, time zones, and more.
The sales CRM can capture new contacts through multiple sources such as chats, phone calls, excel sheets, appointments, email threads, and web forms. Once you have your contact list, Freshsales gives you a full history of their previous and present activities in real-time. Therefore, just one glance at a leads’s landing page gives you all the information you need to engage them better and personalize your conversation to meet their needs.
The CRM software also has a contact card view that shows you the client’s email, phone number, source, location, and owner. But you can add six more custom fields to further tailor it to add other vital information relevant to your interactions. These contacts can also be labeled with tags to make them more accessible. Apart from tags, Freshsales supports custom filters for segmenting and prioritizing your leads.
When testing Freshsales, one of its standout features was the Activity Timeline. It gives you a chronological view of all your customer's interactions with your business. This means you can view specific interactions like their website visits, email activities, social interactions and overall engagement with your brand. Having them in chronological order also helps in tracking the customer journey so you have a deeper understanding of their behavior patterns.
That’s not all, with a comprehensive view of the customer journey, you can set their Lifecycle Stages based on where they are and map your sales and marketing activities accordingly to boost conversions.
Freshsales pricing starts at $0 and despite being free, it comes with a Kanban view for your leads, and custom fields, as well as a built-in chat, email, & phone system. Other advanced features such as the AI-powered tools, lead management,task management, pipeline management, and custom modules require a paid subscription between $15 to $69 monthly.
Ultimately, Freshsales provides full visibility into your CRM records so you can build stronger relationships. From marketing contacts to sales leads, you get complete client details in one view. This makes it easy to create marketing strategies and run data-driven campaigns. Unfortunately, some customers experience frustration with customer support services and the limited customization options.
Before choosing a contact management system, ensure you do your research carefully
Before finalizing your choice of contact management software, it's crucial to conduct thorough research. As detailed in this article, selecting the right contact management system extends beyond a simple feature comparison. We've delved into the key aspects of what makes contact management software invaluable, from organizing detailed customer information to facilitating efficient communication and data management. Every software we've examined brings something unique to the table, designed to optimize your customer relationship management processes. Now, it's up to you to decide which software best fits your business requirements and is poised to drive your customer engagement and organizational efficiency forward.
Our Top Pick - Shape
4.8/5 - from 2,000+ reviews
All-in-one software for marketing, sales, customer service, CRM, and operations. Improve communication and maximize your business.
Need more business advice? Take your pick from one of our many well-researched articles
Please note: All pricing mentioned in this article is based on information available as of 02-05-2024 and sourced from the respective companies' public pricing pages. While we strive for accuracy, we recommend verifying with the specific company for the most up-to-date details.
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To get started with managing your contacts on Intercom, your contact data can be imported through CSV, Rest API, and other CRMs like Mailchimp and Mixpanel. After importing your contacts, the software to manage contacts automatically filters them based on organization, behavior, conversation, and custom data. With this grouping, you can identify urgent issues and high value customers that need to be on top of the queue and get all the context you need to provide a great conversation.