19 Best Contact Management Software Reviewed In 2024
10 Best Contact Management Software Shortlist
Here's my pick of the 10 best software from the 19 tools reviewed.
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.
| Tools | Price | |
|---|---|---|
| CRM Creatio | From $25/user/month | Website |
| Nimble | From $25/user/month (billed annually) | Website |
| Affinity | From $120/user/month | Website |
| Covve | From $9.99/user/month (billed annually) | Website |
| Close | From $49/user/month (billed annually) | Website |
| vcita | From $29/month (billed annually) | Website |
| Visual Planning | No details | Website |
| InfoFlo | From $99/user one time fee | Website |
| Contactboss | From $15/user/month | Website |
| Law Ruler Software | From $49/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow 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? |
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.
Creatio CRM is a no-code platform designed to automate marketing, sales, and service processes. It offers a unified solution to manage customer interactions and streamline business workflows. With its customizable modules, you can tailor the system to fit your organization's specific needs.
Why I picked CRM Creatio: Creatio CRM excels in contact management by providing a centralized database that consolidates all customer information. This ensures your team has access to up-to-date contact details, interaction histories, and communication preferences, facilitating personalized customer engagement. Additionally, the platform's lead management capabilities allow you to capture, track, and nurture leads effectively, enhancing your sales pipeline. Another notable feature is the ability to automate routine tasks and workflows. By setting up automated processes for tasks like follow-ups, reminders, and data entry, your team can focus on building relationships and closing deals.
Standout features & integrations:
Features include advanced analytics that provide insights into customer behaviors and sales performance, helping you make informed decisions. The platform also offers mobile access, allowing your team to manage contacts and tasks on the go. Additionally, its customizable dashboards enable you to tailor the interface to display the most relevant information for your business operations.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- Extensive customization options
- No-code platform
- Supports scaling businesses
Cons:
- Customization can be time-consuming
- Data migration may be complex
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
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
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
vcita is a business management platform tailored for small service providers, helping them manage client interactions and streamline business operations. It serves freelancers, consultants, and small business owners by offering tools for client management, scheduling, and payments.
Why I picked vcita: vcita is ideal for service providers with its all-in-one approach to managing client interactions and business tasks. It includes features like online scheduling, which helps your clients book appointments effortlessly. The platform also offers invoicing and payment processing to simplify financial transactions. With client communication tools, vcita ensures you stay connected with your clients efficiently.
Standout features & integrations:
Features include online scheduling, allowing clients to book appointments directly through your calendar. The invoicing and payment processing feature helps you manage financial transactions smoothly. Additionally, client communication tools keep you in touch with your clients, improving service delivery.
Integrations include QuickBooks, Google Calendar, Zoom, PayPal, Square, Stripe, Mailchimp, WordPress, Facebook, and Wix.
Pros and cons
Pros:
- Simplified payment processing
- Efficient appointment scheduling
- Tailored for small services
Cons:
- Requires learning for new users
- May not suit large teams
Visual Planning is a CRM platform designed for organizations and startups that need a flexible approach to managing customer relationships and internal resources. It serves businesses of all sizes, helping them centralize customer data and contact records and simplify sales management and project management processes.
Why I picked Visual Planning: Visual Planning stands out for its customizable workflows, which allow teams to tailor the CRM to their specific needs. The software includes resource scheduling and project management features, making it adaptable to various business environments. Users can create customized contact database reports and spreadsheets to track marketing campaigns and market segmentation better. Its ability to integrate with business and marketing tools further enhances its value for teams seeking a personalized CRM solution.
Standout features & integrations:
Features include resource scheduling that helps your team allocate tasks efficiently. The project management tools enable you to track progress and manage deadlines. You can also customize dashboards and reports to gain insights into sales and operations.
Integrations include Microsoft Office Suite, Google Drive, Dropbox, OneDrive, Outlook, Salesforce, SAP, and Oracle.
Pros and cons
Pros:
- Real-time collaboration tools
- Centralized data management
- Highly customizable workflows
Cons:
- Limited out-of-the-box templates
- Complex setup process
InfoFlo is a CRM solution for small to medium-sized businesses looking to manage contacts and customer relationships. It provides features like contact management, email integration, and task management to support business operations.
Why I picked InfoFlo: InfoFlo offers a unique one-time purchase model, differentiating it from subscription-based CRMs. It includes unlimited contacts and custom fields, providing flexibility for your team's needs. The contact-linking functionality lets you easily associate contacts with projects, tasks, and documents. This approach makes InfoFlo a cost-effective option for businesses seeking long-term value without recurring fees.
Standout features & integrations:
Features include contact linking, which helps your team connect contacts to various projects and tasks. The unlimited contacts feature ensures your database can grow without restrictions. Custom fields allow you to tailor the CRM to match your business requirements.
Integrations include Outlook, QuickBooks, Skype, Google Workspace, Microsoft Exchange, Xero, Dropbox, Evernote, and SharePoint.
Pros and cons
Pros:
- Long-term cost savings
- Contact linking feature
- Customizable fields
Cons:
- Requires manual data entry
- Basic reporting tools
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
Law Ruler Software is a specialized CRM designed for law firms. It focuses on simplifying client intake and case management processes. It primarily serves legal professionals by offering features that help manage client relationships and automate routine tasks.
Why I picked Law Ruler Software: Law Ruler Software targets legal practices with its client intake and management features tailored for law firms. It offers automated text and email reminders, ensuring your firm stays connected with clients. The platform also includes legal case management tools that help organize case files and documents. By providing a tailored experience for legal professionals, Law Ruler Software helps firms manage client communications effectively.
Standout features & integrations:
Features include automated text and email reminders that keep your clients informed and engaged. The client intake forms simplify gathering necessary information from new clients. Legal case management tools help you organize case files and documents.
Integrations include Clio, QuickBooks, Zapier, LawPay, Microsoft Office 365, Gmail, RingCentral, and Slack.
Pros and cons
Pros:
- Efficient case management
- Automated client reminders
- Tailored for legal practices
Cons:
- Limited customization options
- Requires training for staff
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.
- Repfabric
For manufacturers' reps
- Capsule
For small teams
- HubSpot CRM
For marketing automation
- monday CRM
For project management
- Bigin by Zoho CRM
For small businesses
- Copper
For Google Workspace users
- Streak
For Gmail integration
- Pipedrive
For visual sales pipelines
- Salesforce Starter
For enterprise scalability
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
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?
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.
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