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Home / A Guide To The Best Contact Management Software

A Guide To The Best Contact Management Software

Customers are the lifeblood of any business, so it’s important to keep their information organized and easily accessible. Modern contact management software decreases input errors, saves time, and helps your team procure and organize up-to-date customer information.
In this guide, we’ll review some of the basic features of this useful sales technology, as well as explore some of the latest innovations and how they help.

5 Best Contact Management Software

A contact management platform is a digitized address book where businesses can store and organize contact information. Simple, yes, but important.
Disorganized or incomplete contact information causes massive headaches, delays, and missed opportunities. Well-organized and accessible customer data, on the other hand, is easy to search, up-to-date, and most importantly, scales sales performance.

1. Zendesk Sell

Zendesk Sell is a sales CRM software solution that offers some of the most useful contact management tools today. With mobile access and a customizable and intuitive user interface, Sell is easily integrated into daily workflow no matter where your team is or what their IT capabilities are.
Zendesk Sell boosts salesforce efficiency by letting your team convert more leads with conversational and consultative selling. That frames your reps as advisors as opposed to salespeople. They’ll also save time by automating repetitive daily tasks.

Features:

  • Contact database
  • Lead capture
  • Sales pipeline management
  • Lead generation software
  • Customer service analytics
  • Segmentation
  • Prospecting tools
  • Referral and sales tracking software
  • Performance metrics and KPI sales dashboard

2. Hubspot

HubSpot is a customer relationship management platform that includes a dedicated contact hub, which offers a drag-and-drop editor, SEO recommendations, and website themes. This sales contact program can integrate with Gmail and Outlook, as well as schedule and track emails and contact activity.
HubSpot’s CRM software is a free CRM platform that integrates with the larger HubSpot ecosystem. Along with contact functions, Hubspot offers other business apps like Marketing Hub, Sales Hub, and Service Hub. While it is well-reviewed by customers, it does not support languages other than English.

Features:

  • Standard SSL certificate
  • List segmentation
  • Landing pages
  • Contact scoring
  • Content delivery network (CDN)
  • Record customization

3. Contact Boss

Contact Boss is a business contact software offering a “Quick Create” function that allows agents to input new contacts quickly and fill in further details later. It also has features for organizing and searching contacts, as well as eliminating accidental duplicates. Its Legacy Data Support function allows users to upload existing contact databases to reduce manual entry.
Contact boss provides contact reports, auditing functions, and security tools to keep confidential information secured. It integrates with Gmail, Outlook, Apple Mail, as well as common marketing applications such as MailChimp, iContact, and Constant Contact.

Features:

  • Contact database
  • Lead management
  • Segmentation
  • Data import/export
  • Search/filter
  • Shared contacts

4. Streak

Streak is a lightweight CRM for small to mid-sized businesses, and is fully integrated with G Suite applications. It includes features such as social media integration, task management, and email marketing. Live and shareable pipeline information and tasks allow for instant collaboration across teams. Visual reports can track pipeline and individual contributor data.
A tool called “Snippets” can insert commonly repeated text into emails in order to save time. Streak works through G Suite, and is advertised as a useful tool for any number of business needs, including: sales, project management, fundraising, support, hiring, real estate, and business development.

Features:

  • Pipeline management
  • Gmail integration
  • Zapier integration
  • Mobile for Android & iOS
  • Customizable workflows
  • Reporting

5. Pipedrive

Pipedrive is a CRM software for sales teams that focuses on lead generation and contact management. It allows reps to customize the naming of their pipeline stages to fit within a preexisting sales process, and it uses simple drag-and-drop features to track business contacts and lead progress.
Automation tools include one-click contact data collection, webhooks, open API, and an AI-powered sales assistant. It provides tools to help with goal setting, activity tracking, lead qualification, and smart communications. Pipedrive features numerous integrations with other contact software apps, including Zapier, Pandadoc, and Leadfeeder.

Features:

  • Call recording
  • Contact database
  • Lead nurturing
  • Calendar/reminder system
  • Chatbox
  • Reporting/analytics


Using contact management software is a great way to organize and track your customer base. Which is why so many businesses are already using it.