{"id":45503,"date":"2020-10-14T20:34:58","date_gmt":"2020-10-14T13:34:58","guid":{"rendered":"https:\/\/act.com\/best-contact-management-software\/"},"modified":"2023-03-21T10:50:27","modified_gmt":"2023-03-21T17:50:27","slug":"best-contact-management-software","status":"publish","type":"post","link":"https:\/\/products.act.com\/en-gb\/best-contact-management-software\/","title":{"rendered":"The Best Contact Management Software Tools for Small Businesses"},"content":{"rendered":"<p>As the inspirational speaker Bob Hooey once said: if you don\u2019t take care of your customer, your competitor will.<\/p>\n<p>The challenge, however, is to understand what it means to take care of them.<\/p>\n<p>And what better place to start than\u00a0<a href=\"https:\/\/dev-inproduct.pantheonsite.io\/what-is-contact-management\/\" target=\"_blank\" rel=\"noopener\">with contact management software<\/a>? In a nutshell, it will help you understand who your customers are, what they need from you, and what kind of interactions they have with your business.<\/p>\n<p>You\u2019ve guessed it: it\u2019s all about aggregating knowledge, keeping it organized, and using it to grow your business. In fact, it\u2019s very close to a <a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/what-is-crm\">CRM<\/a>, or customer relationship management tool, as most of the features overlap.<\/p>\n<p>And speaking of features, let\u2019s look at some of the ones you should absolutely have:<\/p>\n<h2>The Best Contact Management Software Features<\/h2>\n<p>While there are fewer moving parts in managing contacts than full customer relationships, make sure yours still performs well in the following areas:<\/p>\n<ul type=\"disc\">\n<li><strong>Custom fields<\/strong>: if you can\u2019t go beyond a name, address, and phone number, you will miss out on key information. Make sure the custom fields are easy to add, edit, and move at will. Also: keep an eye on providers who make you pay a premium for that must-have feature.<\/li>\n<li><strong>Groups, lists, and filters:\u00a0<\/strong>what\u2019s the point of having all that data about your contact if you can\u2019t organise it how you want? Make sure your software lets you create lists and groups and that it comes with a powerful search function.<strong>\u00a0<\/strong><\/li>\n<li><strong>Pipeline management:\u00a0<\/strong>this is simply a dashboard that will help you visualise your work. Especially useful to understand progress when you move your contacts from prospects to leads and then to loyal customers. The dashboard should be intuitive and well-designed to understand what your next goals are at a glance.<\/li>\n<li><a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/what-is-email-marketing\/\"><strong>Email marketing<\/strong>:<\/a><strong>\u00a0<\/strong>if you\u2019ve already got all your customer info in one place, why not use it as a base to send off your marketing emails? You\u2019re simplifying your workflow, and keeping things tidy, especially if the contact management software includes prebuilt email campaign templates and\u00a0<a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/what-is-marketing-automation\/\">automation<\/a>. Here, you should keep an eye on the email send caps, as many providers will move you to a more expensive tier if you go over your allocated limit.<\/li>\n<li><strong>Ease of use \/ UX:\u00a0<\/strong>user experience is tremendously important with any software, and this is even more true if you\u2019re using it to replace multiple systems. A good contact management software, for instance, can work as your CRM, email marketing tool, and even for project management. Make sure it\u2019s intuitive, and that training new marketing or sales members to use it won\u2019t take weeks.<\/li>\n<li><strong>Support<\/strong>: last but not least, when you\u2019re going to be paying a company every month to use their product, you want to make sure they\u2019ve got your back if things go wrong. Have a good look at reviews on the quality of the support team, and check out their online resources to see if they explain things clearly.<\/li>\n<\/ul>\n<h2><a href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"noopener\" data-sf-ec-immutable=\"\">Salesforce<\/a> Professionals and Essentials<\/h2>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-61747\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/home-page-salesforce-300x188.png\" alt=\"\" width=\"600\" height=\"375\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/home-page-salesforce-300x188.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/home-page-salesforce-1024x640.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/home-page-salesforce-768x480.png 768w, https:\/\/products.act.com\/wp-content\/uploads\/home-page-salesforce.png 1440w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>If you\u2019ve used a CRM or contact management tool in the past but need to join the big leagues, Salesforce is the name you\u2019re going to hear a lot. Yes, it\u2019s the most popular, with nearly 20% of the market share, but also one of the most daunting and complex solutions, so make sure you give sign up for the free trial before you jump the gun.<\/p>\n<ul type=\"disc\">\n<li><strong>Best for:\u00a0<\/strong>a reputable software provider with years of experience. Expect regular updates and quality online support resources.<\/li>\n<li><strong>Shortcomings:\u00a0<\/strong>the custom fields are limited. Marketing automation and email marketing are paid add-ons, and support is a paid option with the Essentials plans \u2014 steep learning curve.<\/li>\n<\/ul>\n<h2><a href=\"https:\/\/www.zoho.com\/crm\/\" target=\"_blank\" rel=\"noopener\" data-sf-ec-immutable=\"\">Zoho CRM<\/a><\/h2>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-61755\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/zoho-crm-1-300x172.jpg\" alt=\"\" width=\"600\" height=\"343\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/zoho-crm-1-300x172.jpg 300w, https:\/\/products.act.com\/wp-content\/uploads\/zoho-crm-1-1024x586.jpg 1024w, https:\/\/products.act.com\/wp-content\/uploads\/zoho-crm-1-768x439.jpg 768w, https:\/\/products.act.com\/wp-content\/uploads\/zoho-crm-1-1536x878.jpg 1536w, https:\/\/products.act.com\/wp-content\/uploads\/zoho-crm-1-2048x1171.jpg 2048w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>Zoho, an American \/ Indian company that\u2019s been in the CRM game since 1996, offers plenty of software options. You have the CRM, of course, but also Zoho One, which is more of a set of business applications, including contact management software.<\/p>\n<p>The software itself is easy to use, and comes with a handy integration with Google products, making it ideal for a tech novice or a freelancer.<\/p>\n<ul type=\"disc\">\n<li><strong>Best for:\u00a0<\/strong>the Google integrations are convenient if you\u2019re in the tech giant\u2019s ecosystem. Flexible pricing is a plus.<\/li>\n<li><strong>Shortcomings:\u00a0<\/strong>support can be patchy and unreliable. Marketing automation is limited, as it doesn\u2019t include follow up emails based on interaction.<\/li>\n<\/ul>\n<h2><a href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\" rel=\"noopener\" data-sf-ec-immutable=\"\">HubSpot CRM<\/a><\/h2>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-61762\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/hubspot-300x153.png\" alt=\"\" width=\"600\" height=\"305\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/hubspot-300x153.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/hubspot-1024x521.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/hubspot-768x391.png 768w, https:\/\/products.act.com\/wp-content\/uploads\/hubspot-1536x782.png 1536w, https:\/\/products.act.com\/wp-content\/uploads\/hubspot.png 1851w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>HubSpot is known for one fantastic offer: their \u201cfree forever\u201d plan. With that, you get great reporting and pipeline dashboards. As expected, there\u2019s a catch, though: going over your contact limit quickly becomes expensive.<\/p>\n<p>Still, you can\u2019t complain about a free product, which makes it a good solution for very small businesses and freelancers who just need a little extra help managing contacts\u2019 information.<\/p>\n<ul type=\"disc\">\n<li><strong>Best for:\u00a0<\/strong>the free plan is a great incentive to get started with HubSpot. Good reporting functions.<\/li>\n<li><strong>Shortcomings:\u00a0<\/strong>prices quickly start stacking up when you add more contacts \u2014 tons of features, which can be daunting and overwhelming for beginners.<strong>\u00a0<\/strong><\/li>\n<\/ul>\n<h2><a href=\"https:\/\/dynamics.microsoft.com\/en-us\/\" target=\"_blank\" rel=\"noopener\" data-sf-ec-immutable=\"\">Microsoft Dynamics 365<\/a><\/h2>\n<p>Microsoft needs no introduction, and in fact, their Dynamics CRM is nearly as famous as Salesforce. Of course, the immediate advantage of using the tech giant\u2019s own solution is that you get seamless integration with other Microsoft products.<\/p>\n<p>However, it should be noted that Microsoft Dynamics 365 is more geared at enterprise clients with vast IT and training budgets. You\u2019ll need a good 5 &#8211; 10 days to implement it, not counting the technical training required to get the most from the platform.<\/p>\n<ul type=\"disc\">\n<li><strong>Best for<\/strong>: large companies with dedicated IT and training departments.<\/li>\n<li><strong>Shortcomings:\u00a0<\/strong>Microsoft Dynamics 365 is at the pricier end of the spectrum, and extras like Microsoft Marketing only add to the baseline costs<\/li>\n<\/ul>\n<h2><a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/\">Act! CRM:<\/a>\u00a0Best for Small Businesses<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61769\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/act-premium-300x160.png\" alt=\"\" width=\"600\" height=\"320\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/act-premium-300x160.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/act-premium-1024x546.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/act-premium-768x409.png 768w, https:\/\/products.act.com\/wp-content\/uploads\/act-premium-1536x818.png 1536w, https:\/\/products.act.com\/wp-content\/uploads\/act-premium.png 1890w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p><em>\u201cWe\u2019ve been operating for 25 years, and Act! has been vital in helping us keep track of conversations with all of our customers. We have 35,000 contacts in our database and Act! helps make us more efficient.\u201d \u2013\u00a0<strong>Carey Wilbur, Founder &amp; Partner,\u00a0<\/strong><\/em>\u00a0<a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/customer-successes\/charter-capital\/\"><strong><em>Charter Capital<\/em><\/strong><\/a><\/p>\n<p>One of the pioneers of CRM, Act! has refined its software over the years to offer some of the\u00a0<a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/best-crm-for-small-business\/\">best features for small businesses<\/a>\u00a0at an affordable price point. Out of the box, you get 30 custom fields (15 for sales and 15 for opportunities) on the entry plan, a beautifully designed Kaban board for managing your pipeline, and robust email marketing, including pre-built campaigns to get you started quicker.<\/p>\n<p>And as for contact management, everything is included. You can keep emails, sales deals, websites, and addresses, including a neat Google Map plugin, to visualise their location.<\/p>\n<p>Best of all, Act! CRM starts at a very competitive\u00a0\u00a315 per user per month, including digital support and very generous email send limits.<\/p>\n<ul type=\"disc\">\n<li><strong>Best for:\u00a0<\/strong>the entry plan works great for small businesses, solopreneurs, and freelancers. SMBs can move to higher plans.<strong>\u00a0<\/strong><\/li>\n<li><strong>Shortcomings:\u00a0<\/strong>While Act! integrates seamlessly with Microsoft Office, Google and Outlook integrations are currently only available from the mid-tier plan onwards.<\/li>\n<\/ul>\n<p><em>Click here to get started with\u00a0<\/em><a href=\"https:\/\/my.act.com\/en-gb\/trial?_ga=2.50162336.766550019.1664208671-1096321993.1662042748&amp;_gac=1.229093742.1662148703.Cj0KCQjw08aYBhDlARIsAA_gb0eq-DYqpwL_Mdm4UkWMxEFmjeRqpamhZKkrnFxeWspwyb1CeEDEqzcaAgOFEALw_wcB\" target=\"_blank\" rel=\"noopener\" data-sf-ec-immutable=\"\"><em>your free trial of Act!.<\/em><\/a><\/p>\n<h2>Key Takeaways: Who Makes the Best Contact Management Software?<\/h2>\n<p>The good news is that there is no shortage of excellent contact management tools available these days. You\u2019re sure to find the one that meets your business needs, whether you are:<\/p>\n<ul type=\"disc\">\n<li><strong>A small to medium business:<\/strong>\u00a0Act! CRM has all the features you need at a very affordable price point.<\/li>\n<li><strong>A freelancer looking for the cheapest option:<\/strong>\u00a0you can\u2019t go wrong with HubSpot\u2019s free, albeit limited plan.<\/li>\n<li><strong>A large organization:<\/strong>\u00a0Salesforce or Microsoft Dynamics 365 can meet your needs with their technical integrations.<\/li>\n<\/ul>\n<p>And if you\u2019ve got a bit of time to spare before committing to a solution, we\u2019d recommend you try a few of them. Most providers offer a free trial, which will help you decide how best to simplify and streamline contact management for you and your team.<\/p>\n<p>Click here to get started with\u00a0<a href=\"https:\/\/my.act.com\/en-gb\/trial?_ga=2.50162336.766550019.1664208671-1096321993.1662042748&amp;_gac=1.229093742.1662148703.Cj0KCQjw08aYBhDlARIsAA_gb0eq-DYqpwL_Mdm4UkWMxEFmjeRqpamhZKkrnFxeWspwyb1CeEDEqzcaAgOFEALw_wcB\" data-sf-ec-immutable=\"\">your free trial of Act!.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As the inspirational speaker Bob Hooey once said: if you don\u2019t take care of your customer, your competitor will. The challenge, however, is to understand what it means to take care of them. And what better place to start than\u00a0with contact management software? In a nutshell, it will help you understand who your customers are, [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":45504,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[183],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v22.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Best Contact Management Software Tools for Small Businesses<\/title>\n<meta name=\"description\" content=\"Our top picks of the best contact management software tools for small businesses, including pricing comparison and pros and cons.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Best Contact Management Software Tools for Small Businesses\" \/>\n<meta property=\"og:description\" content=\"Our top picks of the best contact management software tools for small businesses, including pricing comparison and pros and cons.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/products.act.com\/en-gb\/best-contact-management-software\/\" \/>\n<meta property=\"og:site_name\" content=\"Act!\" \/>\n<meta property=\"article:published_time\" content=\"2020-10-14T13:34:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-21T17:50:27+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/products.act.com\/wp-content\/uploads\/2022\/01\/joshua-coleman-fXls-tVemno-unsplash-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1920\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Act! 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