Buyer's Guide for Top Contact Management Software

Found our list of Contact Management Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!

Buyers Guide Content

  1. What is Contact Management?
  2. What is Contact Management Software?
  3. What's the Use of Contact Management Systems?
  4. Typical Features of Contact Management Software
  5. Contact Management Software Vs CRM Software
  6. How to Find the Best Contact Management System

What is Contact Management?

Contact management is the process of storing, organizing and tracking the contact information related to customers, vendors and suppliers.

When you deploy a software for contact management, the entire procedure becomes not just automated but also insightful enough to profit a business. How? First, all contacts get stored in a centralized database that is shareable and easily accessible. Second, you have access to all call insights, business reports, graphical timelines and many more functionalities for handling contacts.

Contact management efforts contribute towards higher customer satisfaction and retention rates. You can categorize your contacts into different segments and run loyalty programs. Based on the preferences and needs of your contacts, you can run targeted campaigns and win back their attention.

What is Contact Management Software?

Contact management is the process of storing, organizing and tracking the contact information related to customers, vendors and suppliers. The software further helps manage leads and customer interactions along with scheduling tasks and activities related to customer engagement and sales.

Contact management systems with multiple integrations and activity database let you create segments for customers and personalise all interactions. Customer contact software further gives access to multiple channels too like wizards, web forms, CRM APIs and meeting notes for managing the contacts database.

What's the Use of Contact Management Systems?

Contact management systems provide many important functionalities for business relationship management. The software streamlines the process related to storing, tracking and managing all customer contacts. Companies use contact management solutions for organizing details of vendors, suppliers, customers and employees.

  • Versatile modules for checking past interactions, conversation history and call details
  • Smart integrations for fetching customers’ information from emails, apps and social media
  • Powerful contact storage and management capabilities based on different categories
  • Organizing vendors and customers’ information in an easy to search format
  • Collecting information digitally such as the client’s website activity and more
  • Retrieve contact details from live chats and appointment scheduling tools
  • Sales pipeline visibility for tracking the leads

Typical Features of Contact Management Software

  • Interaction tracking: Contact management software helps track daily activities of a business such as task schedules, emails and contacts for better sales pipeline visibility.
  • Contact export & import: Contact management systems helps with the quick transfer of contacts amongst multiple data sources with their easy export and import modules.
  • Search and filter: CRM contact management software makes it easy to filter and search contacts from the entire database for information tracking.
  • Activity database: Contact database software offers a powerful database for storing contacts, managing follow-ups and tracking previous interaction for better customer and vendor relationship.
  • Automated reminders: Customer contact software gives access to a calendar system for scheduling follow-ups, setting reminders and adding notes regarding every contact. You can also sync the software with Google calendar or similar tools.
  • Customizable fields: Online contact management software lets you segregate contact details based on the business campaign type. You can also rename, remove or add fields for the purpose.
  • Email campaign integration: CRM contact management software supports email campaign integrations so that the right email addresses can be picked directly from the database for further communication.
  • Graphical timelines: Customer contact software sums up the entire customer journey in a graphical timeline along with the contact history and conversation history.
  • Task management: Manage tasks efficiently by creating new activities, setting reminders and viewing past interactions with a client by using contact management software.
  • Smart insights: Contact management software offers smart insights and 360-degree view of your customer database along with the cross selling and up selling opportunities.

Benefits of Using Contact Management Software

  • Powerful business intelligence: Contact management software offers robust business intelligence tools for contact tracking and managing sales & marketing efforts. The software provides valuable reports that can be utilized for strategic decision-making.
  • Contact management for greater accuracy: Contact management systems store all contact information group-wise in an accessible database. You can use here grouping categories like employees, vendors and customers for higher business flexibility and operational accuracy.
  • Higher customer retention: CRM contact management software provides interaction histories with every contact for managing all customer queries diligently and in real time.
  • Managed interactions across multiple channels: Contact database software helps streamline business activities by supporting the integration with multiple channels such as note taking software, CRM APIs, wizards, web forms and VoIP phone systems.
  • Easy contact tracking: Customer contact software provides a centralized and shareable database for tracking contacts and activities related to them.
  • Higher productivity: As the software automates processes like data entry, appointment scheduling and contact management, businesses can achieve higher productivity in terms of sales conversions and customer service
  • Increased business revenue: Contact management systems help segment contacts into hot deals, lost accounts, etc. Accordingly, you can plan your marketing and sales efforts and achieve higher conversion.
  • Personalizing customer interactions: Online contact management software lets employers personalize their customer communications based on the demographic data and interaction history.

Contact Management Software Vs CRM Software

The two terms are quite often used interchangeably, however, CRM software offers broader functionalities compared to the contact database software. Contact management software provides the basic functions for managing the database of your existing vendors and customers. As an extension, CRM software includes advanced functionalities for managing the entire sales funnel by tracking potential clients and sales qualified leads.

To help you make the right decision, given here are key differences between the two for evaluating right the two solutions.

Contact Management Software CRM Software
Suitable for managing vendors and customers Modules for handling sales leads, potential clients and existing customers.
Contact management software also manages information related to sales reps, along with open orders and quotes. CRM’s additional functionalities include changing the lead status and reviewing the leads for follow-ups
Best for tracking communications Best for managing sales funnel
Ideal for small businesses with a lean sales pipeline Ideal for businesses with complex sales cycles
The basic functionality includes is contact management The basic functionality comprises customer relationship management
Most used for saving contact details including the phone number, emails & names Most used for saving the data related to sales pipeline
Basic reports or business analytics functionality. In-depth analytics for actionable business insights

How to Find the Best Contact Management System

  • Inbuilt CRM: An inbuilt CRM would help the employees manage contact details of customers and vendors from any app and from any location, thus ensuring smooth workflows.
  • Information tracking: The module collects all customer data, queries, complaints, follow-up details and such so that your customers get timely service. Make sure that this feature is there with the software you buy.
  • Easy data access: It should provide easy yet secure search functionalities to track the communication history with any customer quickly.
  • Contact storage: This feature is critical with any contact management software as this would allow easy storage and retrieval of as many contacts information as you want.
  • The right features: The features required of a contact management software would depend on your business size apart from the process requirements. Choose the software that is compatible with your business needs so that you do not have to change it later.
  • Integrations: This again depends on your business type and requirement, whether you want integration with project management apps, reporting tools or sales force automation tools.

Author: Kalpana Arya

Best Contact Management Software in 2022

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(Showing 1 - 16 of 16 products)

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Zoho CRM

By Zoho by Target Integration

4.3 (10 reviews)

Price On Request

Zoho CRM is one of the best online CRM software for the Indian and international markets. It helps the sales teams and... Read More About Zoho CRM

Freshsales CRM

By Freshworks

4.8 (2 reviews)

Starting Price


Inclusive of all taxes

Freshsales CRM is a cloud-based customer relationship management software that leverages a retail firm to see through t... Read More About Freshsales CRM

Zoho Contact Manager

By Zoho by Target Integration

4.7 (4 reviews)

Starting Price


Inclusive of all taxes

Zoho contact manager is a client database software that is meant to encourage and support intelligent search. It lets yo... Read More About Zoho Contact Manager

Telephone Diary

By Sahiwala

Starting Price


Inclusive of all taxes

Telephone Diary is a contact management software designed to meet the business requirements with respect to saving and... Read More About Telephone Diary

FAQs About Contact Management Software

The cost of the software would depend on the plan you subscribe to. Basic plans charge less compared to advanced or premium plans. Based on your budget and business needs, you may choose a basic plan. However, basic plans often support limited contacts.

These are the best contact management software for small businesses for managing vendor and customer contacts:  Keap ActiveCampaign Freshworks SalesRabbit EngageBay Lusha Call Center Studio

Contact management systems help manage the details of customers, vendors, suppliers, and employees along with the interaction with them. The software offers features ranging from contact storage, search & filter, import & export. Aside from powerful contact storage functionalities, contact database software provides data collection, information tracking and easy integration capabilities. 

Some of the best real estate contact managements software for managing client relationships and organizing prospect information are:  Wise Agent Apptive Contactuall Propertybase CINC

Digital Business Card Aarvi Technology

By Aarvi Technology

Price On Request

Digital Business Card is a digitized office contact management solution developed by Aarvi Technologies. The software h... Read More About Digital Business Card Aarvi Technology

By Monday

4.6 (2 reviews)

Starting Price


Inclusive of all taxes

Monday Software is one of the best Project Management Software in India. Monday Task Management Software best helps mana... Read More About

Pipedrive CRM

By Pipedrive

4.5 (2 reviews)

Starting Price


Inclusive of all taxes

Pipedrive CRM is a web-based CRM software used by over 90,000 companies in 179 countries. The customer relationship man... Read More About Pipedrive CRM

eMyPA - Enterprise Contact Engagement


4.7 (2 reviews)

Price On Request

eMyPA - Enterprise Contact Engagement software is helping business professionals manage their contacts. With this softwa... Read More About eMyPA - Enterprise Contact Engagement

Salesmate Sales CRM

By Salesmate

5.0 (1 reviews)

Price On Request

Salesmate Sales CRMis a complete Sales Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Sal... Read More About Salesmate Sales CRM


By Exotel Techcom

5.0 (5 reviews)

Starting Price


Inclusive of all taxes

Exotel is a remote-ready cloud-based business phone system to manage telephony, SMS or VoIP communication anywhere acro... Read More About Exotel


By Salesflare

4.5 (2 reviews)

Starting Price


Inclusive of all taxes

Salesflare is a full-fledged customer relationship management software that fully automates the contact and company info... Read More About Salesflare

Agility CMS


Price On Request

Agility CMSis a complete Contact Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Contact M... Read More About Agility CMS


By storychief

Price On Request

Storychief is a unique content distribution software. Storychief assists businesses in the centralization of their con... Read More About StoryChief


By Kajabi

Price On Request

Kajabi is a complete Contact Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Contact Manag... Read More About Kajabi

Symfact Compliance Solutions

By Symfact

Price On Request

Symfact Compliance Solutions is an all-in-one Contact Management Software designed to serve Startups, SMBs, SMEs and Age... Read More About Symfact Compliance Solutions


By CaseDocker

Price On Request

A Smart Legal WorkDesk - Legal Case Management Platform to Connect, Collaborate & Communicate with your Team Member... Read More About CaseDocker

Last Updated on : 05 Oct, 2022

What does a contact management system do?

Contact management systems help manage the details of customers, vendors, suppliers, and employees along with the interaction with them. The software offers features ranging from contact storage, search & filter, import & export. Aside from powerful contact storage functionalities, contact database.

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Contact Management Software Price List In India

Contact Management Software Cost
Best Contact Management Software Price Ratings
Freshsales CRM ₹1651 /Month 4.7
Zoho Contact Manager ₹1062 4.6 ₹24612 /Month 4.5
Pipedrive CRM ₹1239 /User 4.5
Exotel ₹5555 5
Salesflare ₹2891 /User 4.4

Contact Management Software Reviews



review for Zoho CRM


"Zoho CRM is the perfect tool for small and medium-sized businesses who want to track their sales, marketing, and customer support data in one place."

See All Zoho CRM Reviews


Rashmi Kasera

review for Freshsales CRM


"Initially, I had thought I would regret buying from here... But I couldn't have been more wrong."

See All Freshsales CRM Reviews


Anil Omar

review for Zoho Contact Manager


"Amazing resource. Stumbled on them by accident and glad I did. Erick was fantastic at helping organize the information I was looking to obtain! Very happy I called them!"

See All Zoho Contact Manager Reviews


Sunil goel

review for


"Thank you for your quick, professional, and knowledgeable service."

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review for Exotel


"It is an affordable, flexible, and secure solution that is easy to implement, and manage. It is a good fit for companies that want to simplify their communication services."

See All Exotel Reviews

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