Best Contact Management Tools in 2021

ContactBook
7 min readAug 17, 2021

What is the core of a successful company? A motivated team, a strong selection of networked tools … and a flawless contact management strategy.

Contact management consists of collecting, organizing, prioritizing, and synchronizing contacts as smoothly as possible throughout the buying process. Travel.

Here are 10 of the best contact management tools to help you succeed from the first point of contact and effectively integrate your phone, inbox, and CRM contacts.

10 of the best contact management tools

That will help you manage contacts on your phone, read on to know more,

1. Google Contacts

The Google Contact Management Tool is available with Gmail, as a standalone service, and as part of other Google applications.

If you are an Android or Gmail user, Google Contacts stores and organizes your contacts behind the scenes. It also has native integrations with other Google products like Google Calendar and Google Drive.

You can get more out of Google’s free contact management tool by getting involved in an organization such as adding fields and alignment and connecting it to your broader technology stack.

Contact Book also allows you to allow Google Contacts to communicate with your other tools in two ways.

Like Google Contacts, you can use and sync other contact management applications such as Outlook and iCloud to manage your contacts across devices.

2. Contacts+

Contacts + is a popular tool for keeping your contacts in sync across all of your accounts, whether you use Google, Apple, or Microsoft.

Contacts + solves a common problem for tech geeks: having multiple email addresses with multiple providers and quickly leading to duplicate contacts, data errors, and a complete lack of organization. The tool is designed for individuals, teams, and small businesses and enables them to organize, clean up, share and maintain their contacts.

3. HubSpot

A great end-to-end contact management solution with add-ons for sales, marketing, and service functions as your business grows.

The HubSpot CRM is one of the most comprehensive solutions on the market, with which you can save a large number of contacts for free and benefit from a comfortable engagement analysis. a 360-degree view of every potential customer and deliver them the most relevant news.

To get the most out of HubSpot as your business grows, you may want to upgrade to one of the high-performing sales, marketing, or service centers. However, you can also get more out of the free HubSpot CRM by adding more powerful tools.

4. Insightly

A CRM that provides reliable front-and-center reports and analysis, and gives you a high-resolution view of your contacts.

“Today’s customers want relationships, not transactions,” Insightly says on its homepage. This is what they want to offer with their comprehensive CRM tool that keeps a close eye on the customer during the entire purchasing process “from the first ‘hello’ to delivery and beyond”.

Insightly also introduced Insightly Marketing, which brings marketing, sales, and project management together on a single platform.

5. Pipedrive

A sales CRM with strong automation features is designed to give you the highest results with the lowest input.

Pipedrive is used by over 90,000 teams who love the simplicity and intuitive nature of the tool. With Pipedrive you can bring all sales data to one place and find all the information you need before a meeting or call. Features include pipeline and activity management, lead generation, sales reporting, and forecasting.

6. Nimble

An insightful CRM created to help professionals build better relationships across all social channels.

Nimble works directly inside your Office 365 or GSuite inbox, so you can update contacts, gain insights and manage deals from within your existing workflows. Nimble “automagically builds your contacts” by bringing together all the data that Nimble can tap into. You can amplify this further with two-way connections between your business tools.

7. Zoho CRM

A web-based CRM designed to attract, retain and satisfy customers to grow your business.

Zoho’s multichannel sales CRM incorporates email, live chat, phone, and social media for contact outreach and management. It’s a great solution for simple and cost-efficient contact management, starting at €18/user/month or €12/user/month for their Standard plan.

Zoho also offers a comprehensive stack of effective tech tools, including email, accounting, and HR tools as well as their CRM.

8. Freshworks CRM

A contact management solution with AI-based lead scoring and built-in phone, email, activity capture, and more.

As part of the Freshworks toolkit, Freshworks CRM is a comprehensive solution for contact management. As a Freshworks CRM user, you can benefit from built-in phone and email, lead generation and qualification features, and advanced sales pipeline management. The platform has a clean and seamless user experience and is popular on review sites like G2 Crowd.

9. SalesLoft

SalesLoft helps you build stronger relationships, gain deeper insights, and keep up with a rapidly changing sales playbook. The sales engagement platform is truly multichannel, offering email, dialer, social, direct sales, calendaring, and meeting intelligence with a single log-in.

For reliable contact management across all apps, SalesLoft seamlessly integrates with your existing tech stack and CRM, prioritizing leads and equipping sellers with the information they need to close more deals and have more productive sales conversations.

SalesLoft shares that their customers enjoy a 2.5x increase in response rates, a 20% increase in qualified lead to opportunity conversion, and a 13% increase in renewals.

10. Contact Book

ContactBook helps you organize your business contacts and keep them shared, so relevant people always have access to them. If contacts are modified, they will be reflected by all shared users. ContactBook makes contact sharing extremely simple and hassle-free. ContactBook is developed to simplify the process of sharing Gmail contacts across coworkers. You can manage contacts in Google Contacts, sync from the ContactBook interface, and instantly share with the team

What You should Look at to Find the Best Contact Management Software

Choosing the best contact management software goes beyond making sure they provide the standard contact management software (CMS) tools like sales tracking, 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. Use these criteria to ensure you’re making the best contact management investment possible.

Reporting and Analytics Capabilities

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 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 your 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.

Sales Process and Software Fit

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 them before you commit.

User Experience

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.

Finding the right contact management system can make the difference between constant sales, shorter sales cycles, and more efficient business growth all around.

Conclusion

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 Contact Book, because of how versatile and adaptable they are. Make sure to use this review as a roadmap to make your final decision.

Originally published at https://contactbook.app.

--

--

ContactBook

ContactBook is a user-friendly contact sharing app developed to simplify the process of sharing Google Contacts.