Contact management software helps you to catalog, organize, and manage your own list of private and company contacts. We took a look at 20 contact manager software alternatives and narrowed it down to the six finest solutions now available which are easy to use and affordable for smaller businesses.
Based on our research and experience, we’ve selected Insightly as the best overall contact management applications of 2017.
In our guide, we’ll go into detail as to why Insightly is your best contact management software, and what the other contact manager software choices are best suited when it comes to your own business.
Let us get started.
All Contact Management Software Options
Here are a few choices that you may want to look at when deciding upon a contact management program.
| Name | Finest For | Beginning Cost |
|---|---|---|
| Insightly | Best overall contact management software | Free |
| Zoho CRM | Greatest CRM for customization | Free |
| PipeDrive | Best for mobile CRM | $13/month per user |
| Office 365 | Finest for company productivity software | $10/month per user |
| MailChimp | Finest for email advertising | Free |
| Airtable | Greatest database for data organization and manipulation | Free |
Contact management is generally included as part of a larger software package that specializes in a different purpose. Some of them can include:
- Customer relationship management (CRM), which helps you monitor interactions with your potential and current customers
- Email advertising, which Permits You to send bulk mails with offers or newsletters to Your Whole contact list
- Business productivity software, which may include suites such as Google’s or Office 365
For this reason, we have organized this manual into these software types subsequently made a recommendation within every kind. Which contact manager software you choose will depend on how you expect to leverage your own contact lists in the future.
Insightly: Best Total Contact Management Software
Who Insightly is Best Suited For
Primarily marketed as a CRM tool, Insightly can also be used for project and task management in addition to a straightforward contact manager program. Because of its assortment of applications, we advocate it as the best overall contact management software. If your organization is in its early stages and you haven’t determined how best to leverage your contact list, Insightly supplies you with a easy and easy to use alternative for keeping them and then a range of purposes to use them together with.
Insightly Prices & Pricing
Insightly provides five levels of programs, with four of those being suitable for smaller companies based on their size and requirements. These include a totally free program with up to 2,500 records, a Basic plan for $15/month per user with up to 25,000 records, a Plus plan for $35/month per user with up to 100,000 documents, and a Professional program for $59/month per user up to 250,000 records.
| Free | Fundamental | Plus | Professional | |
|---|---|---|---|---|
| Price | $0 | $15/month per user | $35/month per user | $59/month per consumer |
| Records | 2,500 | 25,000 | 100,000 | 250,000 |
| Custom Fields | two | 10 | 50 | 100 |
| Mass Emails per Day | 10 | 500 | 2,500 | 5,000 |
| Lead & Sales Management | ✔ | ✔ | ✔ | ✔ |
| Task & Project Management | ✔ | ✔ | ✔ | ✔ |
| MailChimp Integration | ✔ | ✔ | ✔ | |
| Calendar and Get Sync | ✔ | ✔ | ✔ | |
| Support | Self-service | Priority email |
Insightly’s Main Features
Besides the CRM, project and task management, and other features that it offers, Insightly includes the following features that are specific to contact direction:
- Automated address novels
- Custom filters and fields
- Internet to contact automation
- Linking of records (contacts, organizations, opportunities, and tasks/projects)
- Deploy mass emails with comprised email templates
- sew and discuss documents
- Fast searching
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Zoho: Greatest Contact Management Software for Advanced CRM
Who’s Zoho CRM is Best Suited For
While we urge Insightly as the best overall contact management applications in part for its CRM attributes, Zoho CRM provides a more specialized CRM with innovative features.
If you plan to leverage your own contact list to help you build relationships with prospective customers and nurture those with present ones, we then urge a specialized and advanced CRM solution like Zoho ContactManager. It gives you a range of sales and advertising tools, such as quotations, purchase orders, and site visitor tracking, and gives you good control over the layout and information in your system.
Most notably, Zoho ContactManager has robust automation tools that allow for a classy sales experience. It is possible to auto-assign leads to different sales teams based on their location. You might even set up notifications for every time a sale reaches the last stage or exceeds a certain dollar value — for instance, you could automatically send customers a followup email one week after delivery. This puts it at precisely the exact same course as Salesforce, however at a fraction of the cost.
Zoho CRM Prices & Pricing
Zoho is very cost-effective starting at $15/month per user and easy-to-use with a simple and fast-loading interface. The most important distinction is that Zoho packs in additional features and customization tools, which become available at their 25/month version and higher.
Zoho has five pricing bundles, three of which are well-suited for small businesses. These include a basic Free bundle for up to ten users, a normal package for $12/month per user that includes contact, lead, account, and opportunity management in addition to calendar syncing and earnings forecasting, and also a expert plan for $25/month per user that provides the ability to capture leads via social media.
| Free | Conventional | Professional | |
|---|---|---|---|
| Price | Free | $12/month per user | $25/month per user |
| Clients | Up to 10 | Priced per user | Priced per user |
| Contacts, Leads, Accounts, Opportunities, and Tasks | ✔ | ✔ | ✔ |
| CalDAV Calendar Sync | ✔ | ✔ | |
| Sales Forecasting | ✔ | ✔ | |
| Capture Leads from Social Media | ✔ | ||
| Mass Emails | 250 emails/day | 500 emails/day |
Zoho CRM’s Primary Features
The table above represents a high level view of the features included with every pricing program. It is possible to view a complete list of available features here.
Most especially for contact management, Zoho includes contacts, prospects, opportunities, and tasks with each pricing program. That can be online with Insightly, but in which Zoho shines is that it offers a more comprehensive selection of CRM attributes such as sales forecasting, social networking integration, as well as basic marketing automation like mass emails, marketing campaigns, and website visitor tracking.
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PipeDrive: Best Contact Management Software for Mobile Devices
Who’s PipeDrive is Best Suited For
Mobile CRMs equip your sales team to manage their client relationships on the go. And as the name implies, PipeDrive CRM is optimized to handle your team’s sales pipeline. Contacts, opportunities, and reports are accessible from the application’s home display, making it easy to navigate from a cell device. Even though Insightly and Zoho CRM offer a wider range of attributes, PipeDrive concentrates on your sales pipeline and can be optimized for mobile to make it accessible on the go.
PipeDrive’s mobile program allows your sales staff to access the data and tasks they’re likely to want in the field, and a simple search function yields the full history of any customer connection so you’re always advised. Notes may be inserted and customer calls can be monitored directly from your mobile device too.
PipeDrive Costs & Pricing
PipeDrive offers three pricing levels, two of which are targeted to small companies. Their Silver plan for $12/month per user includes pipeline management, over 80 third-party program integrations, sales forecasting and reporting, and live chat and email service and their Gold plan for $29/month per user provides full email integration within the program.
| Silver | Gold | |
|---|---|---|
| Price | $13/month per user | $29/month per user |
| Storage | 2GB/user | 5GB/user |
| Pipeline Management | ✔ | ✔ |
| 80+ Third-Party App Integrations | ✔ | ✔ |
| Sales Forecasting and Reporting | ✔ | ✔ |
| Smart Mail BCC | ✔ | |
| Complete Email Addresses | ✔ | |
| Live Chat and Email Support | ✔ | ✔ |
PipeDrive’s Primary Features
PipeDrive’s core features include:
- Contact management
- Interaction tracking
- Lean project direction
- Pipeline management
- Over 80 third party program integrations
- Sales forecasting and reporting
- Live chat and email service
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Office 365: Best Contact Management Software for Business Productivity
Business productivity applications are some of the most widely used by each business day-to-day, such as word processing, spreadsheets, email, and databases. As opposed to performing a particular function like CRM, they are generally part of a suite of applications offering a wide assortment of uses.
Who Office 365 is Best Suited For
Office 365 is Microsoft’s subscription-based version of their well-known small business productivity software suite, which was previously only available within an installed version. For those businesses that are already, or are, using applications like Word, Excel, and PowerPoint, Office 365 may make sense as a contact management solution as well since it includes Outlook in most variants.
Office 365 Prices & Pricing
Office 365 is offered in many different packages, but there are two which are particularly well-suited to small companies.
| Business | Business Premium | |
|---|---|---|
| Cost | $10/month per user | $15/month per user |
| Outlook | ✔ | ✔ |
| Word | ✔ | ✔ |
| Excel | ✔ | ✔ |
| PowerPoint | ✔ | ✔ |
| OneNote | ✔ | ✔ |
| Access | ✔ | ✔ |
| Publisher | ✔ | ✔ |
| OneDrive for Company | ✔ | ✔ |
| Outlook Customer Manager | ✔ | |
| Exchange | ✔ | |
| SharePoint | ✔ | |
| Skype for Company | ✔ | |
| Microsoft Teams | ✔ | |
| Yammer | ✔ |
Office 365’s Main Features
The Office 365 package contains Outlook, that can be an email, calendar, and contact management solution in one. As well, the Business Premium plan comprises Outlook Client Supervisor, Microsoft’s fundamental CRM program that will be adequate for most small companies until they need to graduate into the more full-featured (and costly) Microsoft Dynamics.
Outlook Customer Manager automatically organizes customer information, such as emails, meetings, calls, notes, documents, tasks, bargains, and deadlines, in a timeline next to your inbox for easy access and reference. The information in Customer Manager is automatically imported in the email, calendar, and telephone log data from elsewhere in Office 365, minimizing the need for manual entry.
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MailChimp: Greatest Contact Management Software for Email Marketing
Who’s MailChimp is Best Suited For
If your business plans to leverage your contact list for email marketing campaigns, then MailChimp’s combination of cost, simplicity of use, available templates, and third party program integrations make it our recommendation for your best contact management software for email advertising.
MailChimp includes dozens of attractive and customizable email templates that you can populate with your business’ content and set up up to 2,000 of your contact — for free. You can then track which of your contacts clicked and opened each email and see an overview of how these prices are tracking over time.
With countless third party application integrations accessible, it’s likely that MailChimp will work with your present systems, such as your website platform, CRM, and societal networking accounts. And once you’ve outgrown the free package and need access to more innovative features, MailChimp provides programs scaled to the amount of subscribers to a list.
MailChimp Prices & Pricing
MailChimp provides two strategies that are acceptable for small businesses, then sets the costs by the number of emails deployed within each strategy.
| Free | Growing Company | |
|---|---|---|
| Price per Subscriber | Free |
prices information for accounts with more than 5,000 subscribers is available here. |
| Maximum Subscribers | 2000 | Unlimited |
| Emails per Month | 12000 | Unlimited |
| Sign-Up Forms | ✔ | ✔ |
| Email Templates | ✔ | ✔ |
| Automated Emails | ✔ | ✔ |
| Social Media Campaigns | ✔ | ✔ |
| CRM Integration | ✔ | |
| Demographic Segmentation | ✔ | |
| Delivery by Time Zone | ✔ | |
| accessibility to Support | ✔ |
MailChimp’s Primary Features
MailChimp is a strong email marketing system that includes a wide range of features to help you leverage your list of contacts.
- Embed customizable sign-up kinds in your website or Social Networking accounts and manage your list of readers
- Marketing automation assists you segment your contacts and target them by demographics, behaviour, tastes, and previous actions
- Use some of the included email templates or design your own through a easy-to-use drag-and-drop interface
- Coordinate email campaigns with your Facebook and Instagram accounts
- Support for countless third party application integrations
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Airtable: Best Contact Management Software for Data Organization
Who Airtable is Best Suited For
Airtable is a cloud-based database application that stores information you enter into a spreadsheet-like port and then makes it effortless to create and deploy relational database-driven apps that assist your small business manage and share that info. By way of instance, you could create a form with fields for basic contact information to people, another type with areas for organizational advice, and also a third form with fields for opportunities. Then, with all of this data stored in Airtable’s relational database, then you are able to run a record that ignites every document using a unit of data in common that you specify, such as open chances or testimonials from customers on particular products or services.
Airtable Costs & Pricing
Airtable offers three levels of packages that would be a good fit for small businesses, depending on their requirements, including one for free.
| Free | Plus | Guru | |
|---|---|---|---|
| Price | Complimentary | $12/month per user | $24/month per user |
| Databases | Unlimited | Endless | Endless |
| Records | 1,200/ database | 5,000/ database | 50,000/ database |
| Storage | 2GB/ database | 5GB/ database | 20GB/ database |
| Custom Branding | ✔ | ||
| Priority Support | ✔ |
Airtable’s Primary Features
Airtable does something and it does it well. It enables you to build database-driven apps that enable you to save, handle, and relate large quantities of information like your personal and company contact lists.
Airtable utilizes an user friendly drag-and-drop interface that helps you to construct your database intuitively and with minimal technical knowledge. Multiple users can collaborate on precisely the exact same database, in addition to specify workflow actions that trigger notifications. Ultimately, Airtable enables for third-party program integrations and contains an open API to allow you to extend and customize it to your business’ needs.
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Greatest Contact Management Software Summary Table
| Software Name | What Makes It Unique? |
|---|---|
| Insightly | Greatest overall contact management software |
| Zoho CRM | Greatest CRM for customization |
| Pipedrive | Finest for cellular CRM |
| Office 365 | Finest for business growth applications |
| MailChimp | Finest for email marketing |
| Airtable | Finest database for data organization and manipulation |
Finest Contact Management Software for Advanced CRM
| Software Name | Why Is It Unique? |
|---|---|
| Zoho CRM | Highly customizable |
| Salesforce | Third-party application integrations |
| Prosperworks | Mail and phone integration |
| Microsoft Dynamics | Integration with other Microsoft productivity software |
| SugarCRM | Open source access to source code |
Best Business Productivity Suites for Contact Management
| Software Name | What Makes It Unique? |
|---|---|
| Office 365 | Integrates with Microsoft Office productivity applications |
| Zoho CRM | Over 60 third-party program integrations |
| Insightly | Over 40 third-party application integrations |
| Prosperworks | CRM that integrates with Google productivity applications |
| PipelineDeals | Integrates with Google, Office, QuickBooks, MailChimp, and more |
Best Contact Management Software for Email Marketing
| Software Name | What Makes It Unique? |
|---|---|
| MailChimp | Best complete email marketing applications |
| Campaign Monitor | Option option to MailChimp, but with less integrations |
| Constant Contact | Outstanding Customer Care |
| ActiveCampaign | Finest for promotion automation |
| Klaviyo | Track customers and send targeted e-commerce tips |
Greatest Free Contact Management Software Options
Of the contact management software solutions we examined, many included free variations with limited choices when compared to their paid packages. Here are the best free contact manager software choices.
| Software Title | Why Is It Unique? |
|---|---|
| Insightly | Best overall contact management applications |
| Google Contacts | Simple to use and integrates with other Google products |
| Hubspot CRM | Most full-featured free CRM Program |
| Zoho CRM | Best CRM for customization |
| MailChimp | Best for email marketing and list management |
| Airtable | Finest database for information organization and manipulation |
The Bottom Line
There are an endless number of telephone management software alternatives out there to your business and many come contained as part of a larger software package. Before choosing which choice is ideal for you, it is best to plan ahead for how you expect to leverage your contact list — for customer relationship management, email marketing, integration with other enterprise productivity programs, or to arrange the data for reporting purposes. As soon as you have your strategy in place, you can narrow your search to one of the primary classes above and find the contact manager software that we advocate.
