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When you’re trying to make the sale, you want to be as tactful as possible. You want to talk to your customer at the exact time they want what you’re selling. This means going beyond storing their basic contact information and tracking points of contact, rebuttals, and previous sales deals.
That’s where contact management software can be one of your most valuable sales sidekicks. It helps you streamline your sales process so that you can close sales faster, keep your most valuable customers, and grow your business.
But how do you find the right contact manager to integrate into your sales system? Well, you’ve landed exactly where you need to be. In this extensive guide, I review five of the top contact management tools on the market and walk you through the best features as well as their price points. Let’s get started.
Choosing the best contact management software goes beyond making sure they provide the standard CMS tools scoping anywhere from sales tracking, keeping customer notes, emails, and sales history. Your business is unique, which means your CMS needs are also unique. Because of this, it’s hard to pinpoint a one-size-fits-all CMS that you can use in any given sales scenario or industry.
You also have to consider the size of your team, your plans for scaling and revenue growth, and what functionalities are non-negotiable in your given industry.
Beyond that, there are a few specific key factors to think through when trying to make the best choice in a sea of software. Here are a few additional factors to consider that I also used for this list to make sure you’re making the best contact management investment possible.
Some contact management systems put more emphasis on sales reporting and analytics than others. This can prove to be a valuable asset or just an extra feature to your team, depending on how you uniquely handle your sales process.
These days, contact management software is increasingly robust in terms of the analytics it can gather to help you make the best sales decisions. Some of them can measure everything from live chat interactions to sales calls, email responses, and even what you’re prospective customers say on social media about you or your competitor’s product or service.
Deciding how deep you need your contact management analytics to go will ultimately depend on your sales goals and budget. Consulting with your sales team can be a sound idea in the process of making a final decision.
The sales process you use to sell printers isn’t necessarily the same one you’d use to sell premium car parts. This also means you’ll want to find a CMS that fits every unique point of sale your team goes through continuously.
If done right, this can mean higher ROI, shorter sales cycles, and more revenue. This is where it’s a good idea to take the time to test drive every prospective CMS that looks appealing to your sales team. Most of them have the option for a demo or a 14-day free trial. These trials exist for a reason. I highly recommend you take advantage of as many as you can.
The more scalable integrations and features a CMS has, the more likely it is to have a big learning curve. This is important to take into account when thinking about onboarding your sales team to the system successfully.
Besides that, the user experience for both your front-facing customer features like contact forms and chatbots and the backend features your sales team will have to interact with daily is also a crucial part of the process as far as ease of use goes. An array of powerful features is pretty much useless if your sales team continually runs into trouble using them or if integrations prove too clunky to operate properly.
This also raises questions about what support features your preferred CMS provides and whether they offer any accompanying training options like forums, live chats, or even training webinars.
Many contact management tools on the market offer lots of the same features, with a few differentiators. They can vary by industry or by business size. That’s why it’s crucial to shop around first.
It’s important to distinguish between contact management software (CMS) and customer relationship management (CRM). Both tools offer many of the same functions and tools that they’re often thought to be interchangeable.
However, a CRM can give you all the functions of a CMS while also giving you additional tools for the overall sales process and scaling your business. A CMS by itself is a bit more limited in the scope of what it can do and how it can scale in terms of sales capabilities. In the end, it’s entirely up to your discretion if you ultimately decide to go for a more comprehensive CRM tool to manage your sales contacts and beyond or stick with a CMS.
A lot of contact management software is cloud-based, which can prove to be convenient as a subscription. This way, it doesn’t take up additional space on your sales equipment.
Moreover, there is also open-source software to think about. If your sales team includes in-house developers that can customize your system and take it beyond the standard features, it can be a worthwhile investment.
Contact management software that scales with you and offers powerful tools to take you beyond the basics? There’s a tool for that. It’s called Salesforce.
The point of a CMS is to increase the efficiency of your daily operations, so you’re never blindsided by lost sales or missed relationship-building opportunities.
Salesforce does that by offering the tools to build a good contact management base. This means contact history, survey answers, and email responses. But they take it a step further with their social data tool to keep track of what your customer is saying about products and services.
Not only that, but Salesforce makes it easy to collaborate with everyone in your business. You can share documents, comments, analytics and insights, sales history, and any other information relevant to your ROI.
On-the-go contact management is also possible with its mobile app. You can hop on a call armed with plenty of preemptive information about your customer from anywhere. This awesome array of tools makes Salesforce not only a contact management tool but a sales closing system, too, which is why it’s made it on my top five picks.
Here’s a breakdown of each plan they offer:
Each plan comes with:
The higher the tier, the more access to customizable features and tools you’ll have. Thankfully, you don’t have to jump right into a plan without testing how they work first.
Salesforce also gives you the option of testing any pricing tier first before committing.
Try Salesforce for free first here and see what plan fits your contact management needs the best.
Hubspot stands alone as a powerful free CMS with tons of accessible tools to enhance your sales cycle from beginning to end.
The list of contact management tasks you can do for free with Hubspot’s software is seemingly endless. You can keep track of contact website activity, deals, company insights, manage ticketing, manage ads, email tracking and notifications, and even messenger integrations.
Hubspot’s free contact management software is an excellent stepping stone toward more varied and growth-oriented contact management as your business grows since you can always upgrade to one of their paid CMS plans without having to migrate.
If you’re getting started with contact management and want to do more with your contacts in terms of sales strategy on a budget, I recommend you start onboarding Hubstop’s free tools for a strong beginning.
Start using Hubspot for free here.
A small or mid-sized business doesn’t always have use for tools built with enterprises in mind. Zoho takes the prize for a simple yet reliable contact manager you can easily start with.
A single dashboard unifies all your data points so you can make strategic decisions at a glance and manage everyone on your roster. It helps to think of it as your own personal yellow pages except for ten times more useful.
You can do things like adding your preferred tags to contacts to find what you’re looking for quickly, glance over at your expected revenue numbers, and see all your pending tasks.
Zoho makes it easier for you to close deals by scheduling follow-up activities and then closely monitoring results, all on an intuitive dashboard.
Zoho’s simplicity bleeds into its pricing structure, too. Instead of charging you per seat, they charge you a set monthly fee.
Here’s a quick overview:
Smart – $12.50 a month billed annually
Ultra – $20.83 a month billed annually
Get started with Zoho here to go beyond managing a simple list of contacts. Zoho also offers a free 14-day trial to test before you invest.
Pipedrive is loved not just for the wide array of CMS tools it offers but because it makes the whole contact management and sales process straightforward and visual. It’s been used by over 90,000 companies in more than 170 countries and business giants like Vimeo, Amazon, and Re/Max.
Pipedrive is a highly intuitive system that easily updates and automates contact tasks and sales calls. The easy drag-and-drop features and their clean and approachable interface make them an easily adaptable and usable system.
With a visual dashboard in mind, they don’t falter in the features department, as it offers plenty of tools for powerful contact management like task automation, lead pipelines, and smart lists that track the last time you contacted a prospect.
You can always try Pipedrive free for 14 days. It doesn’t hurt to spend a few days trying out the software’s ins and outs to see if they’re a good company match. Otherwise, the ricing plans break into four tiers:
Zendesk is a dynamic CMS that emphasizes the analytical and reporting aspects of contact management.
The last thing you want is to grow a robust list of leads and then have no idea what to do with them due to lack of data. Zendesk’s analytics make it possible for you to engage in better conversations with your prospects with their pre-built analytics features.
With them, you can track rep activities, call response times, and live chat interactions. Their rich reporting features ensure you keep a finger on every touchpoint of your sales cycle. This makes it easy to increase the ROI of each sales rep on your team.
Zendesk’s price breakdowns can get specific depending on the solutions and features you’re looking for. The contact and relationship management tiers start at $19 per seat.
Here’s a quick overview of the pricing tiers:
Get started managing your contacts with Zendesk here, or try their free trial first.
Finding the right contact management system can make the difference between constant sales, shorter sales cycles, and more efficient business growth all around.
But it starts with figuring out what your sales needs are, how you go through your sales strategy, and what you need to optimize for higher ROI. Once you’ve figured out your key needs, you can start narrowing down your list of prospects.
My top choices for effective contact management are Hubspot, because of their extensive list of free tools, and Salesforce, because of how versatile and adaptable they are. Make sure to use this review as a roadmap to make your final decision.
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