Best contact management software 2021

Best contact management software of 2020 manage customers and sales

The best contact management software will help you better manage relationships with your customers, suppliers, and sales contacts. This is not least because relationships are key to business, especially for leads, sales, development, and general connectivity.Best contact management software1. Insightly2. Maximizer CRM3. Nutshell4. NetSuite CRM5. Zoho CRM6. Bitrix24As the old saying goes, "It's not what you know, it's who you know."

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 Yet managing your contacts can be a challenge, especially when you find yourself returning from business events or trade shows with a pocket full of business cards. You could, of course, simply use a document scanning app to save and manage your business contacts, or use a dedicated email folder, but neither are the best way to organize your new and old contacts. This is where business contact management software comes into play.The aim of contact management software is simple: to make it easier not to just organize your contacts, but to leverage them according to your needs and interests. At a basic level this means the software will make it far easier to organize all your contacts and communications in one place.Additional features are also available, such as visualizations of company hierarchies, so you can see at a glance which person is responsible for which department, making it easier to send an email or make a call to the right person. Sometimes everything will be done by clicking through options, but increasingly virtual assistants and AI now play a role in organizing your information.However, do note that the term contact management software is sometimes used interchangeably by some vendors with Customer Relationship Management (CRM), although others believe that CRM solutions are more advanced than the closely related but simpler contact management software. For the purpose of this article we consider both to be the same category of software, although technically there are some nuanced differences here.With so many ways to contact folks these days, good contact management software can simplify this process, and integrate all these conversations into one unified place. In picking out the best offerings here, we’ve considered features, cost, professional reviews and user experiences.Want your company or services to be considered for this buyer’s guide? Please email your request to desire.athow@futurenet.com with the URL of the buying guide in the subject line.Best contact management software at a glanceInsightlyMaximizer CRMNutshellNetSuite CRMZoho CRMBitrix24(Image credit: Insightly)1. InsightlyBuild business relationships with this popular choiceTODAY'S BEST DEALS VISIT WEBSITEReasons to buy+App integration+Available educational contentReasons to avoid-Limited free tierInsightly is a popular contact management program, boasting 1.5 million users at 25,000 companies in a variety of industries including Bloomberg, the Mayo Clinic and the University of California. It can connect to 40 different apps to aggregate data, including Slack, Box, and Evernote.Insightly also focuses on business relationships, and can assist in discovering hierarchies at organizations, and build relationship maps which can help to increase sales via tools such as automated lead management and automatic tracked emails. For new users of the platform, there is a series of tutorials and webinars to get you up to speed quickly.  Insightly offers free trials, with the paid plans starting with the Plus plan, which costs $29 per user per month (billed annually) and is appropriate for smaller organizations as it has limits such as only letting you scan 15 business cards from a mobile device.The Professional plan offers additional voice and business intelligence options, as well as developer API support and increased limits. The Enterprise plan offers the fullest range of features available.Read our review of Insightly here.(Image credit: Maximizer)2. Maximizer CRMContact management as part of a larger business programTODAY'S BEST DEALS VISIT WEBSITEReasons to buy+Multi-level security+Searchable shared address book+30 day free trialMaximizer CRM is a business software solution with a robust feature set to cover contact management duties; it is trusted by 120,000+ corporations including Hallmark and National Bank.Features include a shared address book that can perform searches by a case number or company affiliation and even save them, processes can be automated easily, multi-level security for hierarchical access to control who has access to what data, and integrated with a mobile friendly calendar. Data entry can also be simplified with form field validation that can specify which fields are mandatory, and check for duplicate entries.  Maximizer is billed annually and hosted on your own server. A 30-day free trial and a 60-day money back guarantee are also available. There is also a solution whereby the firm hosts the software in the cloud, and this increases the cost per user monthly, billed annually.(Im