There are also map integrations to show the geolocation of a contact, Zia AI analysis on when the best time to contact them is, and the option to sync Google contacts in the CRM system. In addition to record tagging and storing information about leads and customers, Zoho offers automatic data enrichment from online and social media sites. Zoho CRM’s platform robustness extends to in-depth and high-level data stored in contact records. There’s also plenty of customization options to make lists, modules, data fields, links, and buttons depending on your needs and preferences. It is relatively inexpensive and offers many native integrations, such as Zoho Social, Desk, Campaigns, Bigin, and Analytics. Zoho CRM is arguably the most advanced contact management system on this list due to the CRM and artificial intelligence (AI) combination as well as the many automation options available. For small businesses looking to invest in a low-cost contact management system that gives them more flexibility in integrating with their favorite tools, we recommend Zoho CRM.
Contact and customer management software free#
Either through a built-in tool or by integrating with voice-over-internet-protocol (VoIP) phone applications like Twilio, you can place calls directly from the single-page contact record and set up automated dialing campaigns as well.Īlthough Agile CRM offers robust contact management capabilities, one key restriction is the integration and plugins available on the free (up to one) and Starter plan (up to three). The most significant component of Agile CRM related to contact management is the two-way telephone capabilities. It is also highly acclaimed for being easy to use and cost-efficient by offering a free plan and relatively inexpensive Starter plan that give you custom data fields, unlimited tasks, and document storage in contact records. Monthly billing is available at a higher cost.Īgile CRM is notability recognized for its combined sales, marketing, and customer service tools. As an alternative, we recommend HubSpot as the best contact management system for small businesses as it supports an unlimited number of users and custom fields in contact records. The biggest downside to Apptivo is that the free version is only available for up to one user and doesn’t allow custom contact fields to be added to a record until you are on a paid plan. The wide range of solutions offered makes it useful for all types of businesses such as ecommerce, retail, general contracting, real estate, and even manufacturing. Most of the contact management features are available on the free and low-priced subscription tiers.
Overall, users find Apptivo easy to use in terms of setup, operating the contact management system features, and navigating the interface.Īs a whole, we rank Apptivo as the best contact management system overall because of the value you get from the product. Monthly billing is also available at a higher cost.Īpptivo is a low-cost technology solution that can be used as a CRM, project management tool, call center, and billing management system.
Contact and customer management software software#
The Best Contact Management Software Compared Bitrix24: Best CRM for businesses that want a contact management system with invoicing and quote tools.Really Simple Systems: Solid option for new businesses looking for easy-to-use contact management software.HubSpot CRM: Best contact management software with free marketing tools.Zoho CRM: Excellent CRM contact management system for businesses looking for high-level insights on their contacts.Agile CRM: Great CRM for sales teams that want telephony tools integrated with contact management software.Apptivo: Overall best contact management software for small businesses looking for the best value.We found the six best contact management systems based on cost, usability, features, and use case based on functionalities. The best contact management software stores categorical and behavioral information about leads, vendors, and customers, streamlines workflows, and offers insights and tools for managing relationships more effectively. Contact management features are found in most customer relationship management (CRM) systems.
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