10 Best Contact Management Software For Small Business in 2019

Contact management software allows businesses to store contacts, manage sales pipelines, and send automated emails. Such software enables business and salespeople in nurturing customer relationships by centralizing communication with them. We have compiled a list of 10 best contact management software for small business in 2019. They have been rated based on contact searchability, ease of use, and activity tracking.

1. Salesmate

Introduction

Salesmate is a cloud-based CRM solution that consist of all the features a contact management software has for small and mid-size businesses. This smart solution also offers additional functionality for

• sales management,
• business automation, and
• acceleration.

This software has been developed primarily for small businesses across. With rule based automation in place, the software enables sales teams in capturing contacts automatically from website submission form and manage them in sales pipelines too.

Single page view

Once the contact is created inside Salesmate a follow-up task gets automatically assigned to a sales representative. A reminder is set for every pending sales activity towards a contact. An intuitive dashboard that allows reps to manage all the contacts on a single page.

Informative contact timeline

Stay up-to-date regarding the contacts with important insights and reports. Generate graphical timeline that consists of the contacts entire conversation history. These insights capture email tracking and activity management.

Intuitive task management

Create activities to be done towards approaching, following-up and closing the contact. Set reminders for these tasks and view all the past tasks.

Data integration

Users can easily integrate with any third-party application and synchronize their important contact data centrally.

Perform bulk activities

They can also save more than 37% of their sales time by reducing manual labor. They can perform bulk activities on multiple contacts.

Built-in virtual telephony

Simple click to call and text feature makes communication with contacts fast, reliable and productive. Automatic call logging, ability to take notes during the call, recording call and bulk messaging features make Salesmate the ace of spades in contact management software vertical.

• Pricing: $12 yearly subscription, $15/User/Month
• Value for money: 5 stars
• Follows the subscription model.
• Offers free trial for 15 days.
• Available on Desktop, Android and iOS

2. Freshsales

Introduction

A single solution CRM that aims at managing all the contact information of small and mid-size businesses in a centralized location.

No juggling between tools

A smart dashboard that comes with an in-built phone, email sync, lead scoring, event tracking and reporting.

A 360-degree customer view

Single click customer profile view that helps sales reps identify customer touchpoints, score leads and look at the recent conversation from a single screen.

Smart automation

With the help of intelligent workflows, sales reps can automate general sales and contact related tasks. All these tasks are part of busy work sales reps have to undergo but cannot avoid. With smart automation, sales reps can save more time and divert it towards tasks that bring more revenue.

• Pricing: $12/month/user or $19/user
• Value for money: 4.5 stars
• Follows the subscription model
• Offers free trial for 30 days
• Available on Desktop, Android and iOS

3. Metrilo

Introduction

Metrilo is an eCommerce marketing platform offering instant eCommerce analytics, personalized email marketing, and specialized CRM inside one single system.

Contact Management

Once visitors start landing on users website, Metrilo starts treating them as contacts and builds customer profiles. Customer profile carries information such as the actions taken by clients on the user’s business site, what product pages they visited, and orders of any value they may have placed with the business.

Users can assign tags to contacts and carry out customer segmentation and searchability. Team members don’t have to manually add the tags again, just set up a condition and Metrilo will add the tags automatically, or even add follow-up reminders.

Email Marketing

Metrilo offers the option of sending out unlimited emails. This is done automatically based on over 20 different customer action triggers like welcome or an abandoned shopping cart. Metrilo also offers email performance tracking for improving email marketing campaigns in the future.

Ecommerce analytics

Metrilo provides statistics such as

• one-time buyers versus returning customers
• cart abandonment rates
• average order value, and
• conversion rates by the device

Such level of reporting cannot be found in any other contact management software we have come across till now.

• Pricing: $119/month.
• Value for money: 5 stars
• Follows subscription model
• Offers free trial
• Available on Desktop only

4. Pobuca Connect

Introduction

Pobuca connect is a smart contact management software that helps in keeping the multiple contacts from overlapping and stores them inside a unified company address book. This address book is accessible for anyone, at any time on any device. A contact management software that helps businesses in keeping all their business contacts up-to-date.

Accessing contacts from everywhere made simple

Use Pobuca Connect for storing and sharing all the business contacts with ease of assigning users roles and permissions. Universal search that allows searching names, organizations, job titles to get all the contacts details and related information. Scan business cards or get the email signature or sync all the other devices for keeping the contact database up-to-date.

More organized contacts

Business contacts are often scattered across various databases. Many of these contacts may even be duplicated, other databases may have missing and vague information too. With Contact Organizer, users can have their contact files merged, cleaned-up and get enriched with extra info.

• Pricing: $3/user/month.
• Value for money: 4.5
• Follows subscription model
• Offers free trial
• Available on Desktop Android and iOS  

5. amoCRM

Introduction

Contact management is not just some plain database maintenance anymore as it has become a vital sales tool now. However, amoCRM takes it one step further.  

Small and mid-size businesses can experience better sales when their leads and contacts are bound together. With amoCRM, users get to use a database that stores a detailed history of all their leads and contacts from their previous company interactions. Businesses can easily organize their leads or track everything that happens

• on their website,
• in emails,
• during calls and
• across social media.

Everything in a glance

Business owners, team members and managers can see everything in a glance when they want to with amoCRM. This sales CRM tool helps them develop a complete picture of their business. Managing contacts using amoCRM shortens the sales cycle.

Pricing: $15/user/month.

Value for money: 4.5 stars

Follows subscription model

Offers free trial

Available on Desktop, Android and iOS.

6. Bitrix24

Introduction

This CRM solution provides a platform to its users for organizing and tracking all the interaction with a potential or existing clients, their partners, agents, and any other contacts.

Every new event (phone calls, messages, meetings) are connected with a contact or company and easily get logged. Going through this history alone, the team members can plan further interaction

Manage interaction

User can easily create reports, import/export contacts, carry out analysis, and perform segmentation of the target audience in a precise manner.

Website forms

With Bitrix24’s free web form builder users can create any form. Entirely customizable forms, including the use of custom CSS and images, and which can be embedded into websites or hosted on Bitrix24’s public pages.

Bitrix24 forms support

• conditional logic,
• post submit redirects,
• product catalog and
• online payments.

All the information submitted via these forms goes inside Bitrix24 CRM as leads, contacts, companies, deals, quotes etc depending on settings selected.

• Pricing: $29/user/month.
• Value for money: 4 stars
• Offers free version
• Allows free trial.
• Available on Desktop, Android and iOS

7. QuickBase

Introduction

With QuickBase storing customer data becomes easy for business owners. QuickBase helps to decode the data and get insights that will help in making data-driven decisions.

QuickBase offers

• automated workflows,
• built-in integrations with other cloud apps, and
• unlimited reporting.

Using such advanced features, business owners can turn their contacts from a bunch of static records into revenue generating source for the company. QuickBase is the perfect solution for small and mid-size businesses that plan to scale fast and automate as much as possible.

• Pricing: $25/month/user.
• Value for money: 4.5 stars
• Available on Desktop.

8. InStream

Introduction

InStream is friendly contact management platform and is a perfect match for small and medium-sized businesses no matter the different market sectors they belong to.

The system gives these businesses an opportunity so that they can build unlimited contact lists tailored as per specific needs. This list of contacts can be freely adjusted to the profile of the business, making InStream a subtle solution for all those businesses that rely on long-term customers relationships and don’t believe in the concept of making one-time-sale.

• Pricing: $8/user/month.
• Value for money: 5 stars
• Has a free version
• Offers free trial
• Available on Desktop and Android

9. Copper (formerly ProsperWorks)

Copper is the friendly CRM for businesses who want to use it for seamless contact management. Copper CRM quickly integrates with G Suite, helps users get rid of manual data entry, and is really easy to use.

Capture customer moments

With Copper, every team members gain visibility into every single customer moment. This allows other team members to pick up from where the colleague might have left off. Knowing what exactly is going on in any deal is important from generating revenue much quickly.

Create long-lasting relationships

Using Copper allows business owners to effortlessly work their way through tricky and time-consuming deals. It also portrays their customer relationship in full context. With Copper now users can save all their customer moments at a single place.

• Pricing: $19/user/month (up to 3 users only).
• Value for money: 4.5 stars
• Offers free trial
• Available on Desktop, Android and iOS.

10. Rolo

Tired of tracking your personal and professional interactions across multiple apps using notes, reminders, SMS & calls? Get Rolo! Rolo makes it magically easy for team members to pull together all your interactions and get the big picture.

With Rolo, users can not only track their interactions but also follow-up using power-tools like the inbuilt SMS scheduler and reminders. Rolo’s powerful and elegant UI brings the simplicity of a dialler to a powerful personal CRM.

• Pricing: Not Mentioned
• Value for money: 4.5 stars
• Offers free version
• Has free trial option too
• Available on Android

To conclude

Although the definition of CRM is Customer Relationship Management. However, it also is a type of contact management software. CRM system includes the capability of a contact management software which is at the core of its features. In addition to these features, they also provide other helpful features, like

• deal tracking,
• reporting,
• email outreach,
• activity tracking,
• sales pipeline management,
• goal tracking,
• sales forecasting and
• much more.

We hope this list will help you find your CRM and allow seamless contact management for a successful client relationship development that will help you quickly scale and make more revenue.