We feature the best contact management software, to help you better manage relationships with your customers, suppliers, and sales contacts.
The best contact management software will help you better manage relationships with your customers, suppliers, and sales contacts. This is not least because relationships are key to business, especially for leads, sales, development, and general connectivity. Yet managing your contacts can be a challenge, for example when returning from business events or trade shows with a pocket full of business cards. You could, of course, simply use a document scanning app to save and manage your business contacts, or use a dedicated email folder, but neither are the best way to organize your new and old contacts. This is where business contact management software comes into play. The aim of contact management software is simple: to make it easier not to just organize your contacts, but to leverage them according to your needs and interests. At a basic level this means the software will make it far easier to organize all your contacts and communications in one place. Additional features are also available, such as visualizations of company hierarchies, so you can see at a glance which person is responsible for which department, making it easier to send an email or make a call to the right person. Sometimes everything will be done by clicking through options, but increasingly virtual assistants and AI now play a role in organizing your information. Additionally, Customer Relationship Management (CRM) is now increasingly built into contact management software — in fact, some CRM’s are directly marketed as contact management solutions. Here then are the best contact management software platforms currently available. Insightly is a popular contact management program, boasting the ability to connect to over 40 different apps to aggregate data, including Slack, Box, and Evernote. Insightly also focuses on business relationships, and can assist in discovering hierarchies at organizations, and build relationship maps which can help to increase sales via tools such as automated lead management and automatic tracked emails. For new users of the platform, there is a series of tutorials and webinars to get you up to speed quickly. Insightly offers free trials, with the paid plans starting with the Plus plan, which is appropriate for smaller organizations as it has a fairly basic feature set. The Professional plan offers additional voice and business intelligence options, as well as developer API support and increased limits. The Enterprise plan offers the fullest range of features available. Maximizer CRM is a business software solution with a robust feature set to cover contact management duties. Features include a shared address book that can perform searches by a case number or company affiliation and even save them, processes can be automated easily, multi-level security for hierarchical access to control who has access to what data, and integrated with a mobile friendly calendar.
