All businesses have to manage their contacts with customers, suppliers, and sales contacts. But what's the best contact management software that you can use in 2022 to handle this job?
The relationships with your customers and business contacts are the life blood of your business. This makes contact management software or CMS crucial in today's digital world. Without it, your business won't be able to function properly.
Using a paper file system is your only option for managing your business relationships without a computer. But this will prove to be very time intensive and cumbersome for any business.
Content management software doesn't just allow you to store your contact information. It also allows you to leverage the contact information to your businesses needs and interests.
What Is Contact Management Software?
There's often confusion about what exactly contact management software (CMS) is. Simply put, it's software that allows you to store, organize, and filter through your contact information from customers, prospects, and vendors.
This includes information such as:
- emails
- addresses
- social media handles
- phone numbers
- sales history
- and much more
Contact management software also allows you to integrate with other applications such as calendars, zoom, and other customer relationship management software.
How Contact Management Software Can Help You
Contact management software can help you in a variety of different ways. One of the biggest areas that it can help you in is your sales. The software will help you create a more efficient workflow for sales processes.
If your business works with vendors. You can easily keep track of them and their sales history with contact management software.
As mentioned, contact management software can also integrate with other software such as calendars. This allows you to seamlessly manage your contact information and take action on the information to perform important business operations.
What to Look for in Contact Management Software
There are certain features that you'll want to have in your contact management software (CMS). These features will allow you to easily organize your contacts and use the information effectively in your business.
Here are a few things to look for in contact management software:
- Easy to use dashboard. The dashboard is the main hub of your CMS. If the dashboard isn't easy to use, then the software can cause more problems in your business.
- Integration with other tools. If you're using contact management software, then you'll most likely be needing software that isn't in the CMS. Good contact management software can be integrated into other popular customer relationship management software.
- Helps with taxes. Good contact management software will be able to help you organize your sales and make tax season much easier.
Let's look at the best contact management software of 2022.
Best Contact Management Software (Free + Paid Apps for 2022)
Below we've collected a list of the best free and paid contact management software that you should consider for your business:
1. Keap
Keap is one powerhouse CMS. It features not only the basic CMS functionality, but also native payments, appointment booking, and email marketing. The content management part of the software features sales and marketing automation to help you customize your customer experience and manage your day to day tasks.
Here are some of Keap's content management software most notable features:
- tag and segment contacts to trigger automations
- integrates with thousands of apps like Shopify and QuickBooks
- send and receive payments using the most popular payment processors like PayPal, Stripe, and WePay.
Keap has a free version of their software that you can use without adding a credit card to your account.
2. Hubspot
HubSpot is one of the biggest names in the CMS and CRM industries. They offer a free forever plan that helps you maintain new leads through their fully featured marketing, sales, and customer service tools. The free contact management software plan allows you to keep all incoming email and live chats in one place, making it easy for your whole team.
HubSpot integrates with hundreds of third party apps.
One of HubSpot's strengths is its easy to use dashboard. The platform asks you questions to find out exactly what features will be useful to you.
Here are some of the most notable features (some may be premium):
- automated emails and workflows
- in-depth contact insight
- intuitive marketing platform
- comprehensive sales, marketing, and contact metrics
3. Freshsales
Freshsales is an all-in-one sales and marketing solution. This advanced contact management software is ideal for small and medium sized businesses that are looking to take a strategic approach to their prospects. The easy to use interface makes it a great software for those just starting to use content management software. Keep in mind that the integrations available aren't as plentiful as those for HubSpot & Keap.
Here are a few main features of Freshsales:
- convert emails to contacts
- prioritize prospects
- set internal alerts
- provide a unified experience
4. Daylite
Daylite is a MacOS specific CMS and CRM platform. It helps support your day to day work by managing your calendars, sharing tasks, and collaborating on projects. The design of the contact management app is more productivity focused than other contact management software.
Since it's a MacOS app, it integrates seamlessly with Apple Mail, Apple Contacts, Apple Calendar, Siri, and much more. From the management side of things, you can create custom lead pipelines, organize targeted client lists, and manage interactive project checklists.
Here are the main features for Daylite:
- easily keep track of relationships and next steps to take
- unified dashboard that syncs for all team members
- comprehensive sales tracking
- quick client onboarding
Daylite has a 30 day free trial.
5. Capsule
This is another great contact management software for beginners. The software gives you an overview of everything about the people, companies, and organizations that you do business with. You can easily import all your spreadsheets into Capsule, so you don't have to import them manually.
Capsule does have a free contact management software option, but it's very limited.
Here are some of Capsules key features:
- great note taking and sharing functions
- intuitive interface design
- assign tasks to individual contacts
6. Active Campaign
If you need a feature rich CMS platform, Active Campaign is perfect for you. The interface can be a bit cluttered, but Active Campaign offers great customer support if you ever run into an issue. You can expect extensive marketing automations with this software.
There isn't a free version of Active Campaign, but there is a 14 day free trial that doesn't require a credit card.
Here are the main features of Active Campaign:
- many 3rd party integrations
- unlimited emails for all plans
- powerful marketing automation
7. Nimble
Nimble's main focus is on communication. This makes it a great software to keep in touch with your leads and clients. Nimble allows you to manage your messages in a user friendly way, segment your clients, and keep up with social media platforms. This makes it an ideal solution for all your communications.
This contact management system even comes with tools that help you generate new leads! This software is ideal for small to mid-sized business that need to focus on communication.
Here are the main features of Nimble:
- advanced lead generation tools
- easy to use interface
- unified inbox for email and social media platforms
- cheap pricing
8. EngageBay
EngageBay is ideal for small and mid-sized businesses. The software offers an integrated marketing, sales, support, and CRM solution. If you need to get the attention of your website visitors and convert them into customers, EngageBay has the tools to do this.
EngageBay offers a free trial as well as a free version of their software.
Here are some of the main features for EngageBay:
- live chat and help desk
- ticketing system
- landing page templates
- email marketing
9. Nutshell
Nutshell is a contact management software that's best for small businesses that are just starting out. Nutshell simplifies the customer management and sales processes in their software making it ideal for new CMS and CRM users. This software takes a unique approach by combining potential deals into opportunities and leads.
Keep in mind, once your business starts to grow, you may need to switch to a platform that offers more CMS and CRM features.
Here are the key features for this contact management software:
- no user or storage limits
- in-depth reports
- custom dashboards
- strong Google apps integration
10. Nextiva
If you need to help customers over many communication channels, Nextiva allows you to manage all these interactions in one place. The artificial intelligence tools allow you to save time, automate workflows, and get a complete overview of your customers. The software is quite easy to set up, use, and manage. Nextiva is easily scalable up and down and can be integrated with many popular CRM software.
Here's what you can expect from Nextiva
- customer segmentation
- internal chat integration
- lead qualification multi-channel data collection
- survey/poll management
11. Monday
At its core, Monday is a project management software. Monday also features many CRM and CMS features as well. What makes it such a powerhouse is its ability to integrate with tons of other apps. You can plan, schedule, and regulate your team effectively with Monday. There are over one hundred templates on Monday that were created from other teams. This makes the on boarding process quite easy and intuitive.
Here are a few notable features for Monday:
- eight different data visualizations
- drag and drop functionality for Kanban boards, timelines, and other project management features
- unlimited automation recipes
- iOS and Android apps available
12. Copper
If your company uses Google Workspace, then this contact management system is for you. Copper is known for its integration with Google Workspace and is even endorsed by Google.
This CMS platform doesn't offer fully featured solutions like Hubspot. But it fully integrates with Google Workspace. What's great about this integration is many of the features are directly accessible from Gmail so you don't have to keep switching apps.
Here's what you can expect from Copper:
- organize contacts in one central place
- automate recurring contact management tasks
- detailed reports
- fully integrates with Google Workspace
- mobile apps available
Now that we've gone over the best content management software, let's go over a must have deal!
Gain Access to High Quality Creative Assets (With Unlimited Use
If you're in need of contact management software, then chances are you'll need other high quality assets for your business. By using professional creative assets in your projects are a must if you're trying to deliver a professional product. Envato Elements has just what you need to supercharge your next project and save you time.
Envato Elements is the best place on the web for creative tools of all types. For a low monthly fee, you get unlimited downloads of PowerPoint templates, photos, fonts, videos, and much more. All these resources can be used in your next project.
Elements is one of the best values out there for creatives today. With the unlimited downloads, you'll be able to try out all types of options in your upcoming projects.
Here's how you can benefit from using Envato Elements:
- save money by not having to hire professional graphic designers
- save time by starting with an already professional design
- generate new ideas with all the fresh creative assets
- focus on other parts of your creative project
GraphicRiver also has plenty of creative assets that you can buy. Instead of paying for a subscription, you can buy individual creative assets with the same great quality!
Start Using a Contact Management System Now
Contact management software is essential for any size business. The software is irreplaceable when it comes to managing your business contacts and sales. If you don't already have contact management software in place, check out the apps on this list and choose one that fits your business the best.
As shown in the list, you can also start out with free versions of some of the contact management software. This gives you no excuse. Get your contact management software up and running right now!
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