Best free software contact management
Keeping track of customer communications in a centralized CRM platform removes the need to rely on human memory and ensures teams are equipped with the latest information on the relationship. A good CRM system helps you gather new leads in a cost-efficient way. This can include inputting business card data via mobile app and scraping the internet for specific customer profiles.
Customizing and exporting reports on your sales and marketing activities helps you learn from successful deals and focus your attention on high-likelihood prospects. For manual changes to your pipeline activities, drag-and-drop Kanban-style boards are a quick and easy way to update the status of different deals. Integrating with other business software increases the information you have on contacts and can add new features, such as email campaign management.
When testing CRM software, we look at the features of the product and how it fares against the competition, as well as how user-friendly it is, what support options are available, and—for the best free CRM software—whether it delivers beyond the basic needs of a small or medium-sized business.
For free CRMs, features that score highly include contact and deal management, sales pipeline management, and basic reporting functionality, with bonus points for in-built calling and bulk emailing, customizable analytics dashboards, workflow automation, and third-party integrations.
In use, highly-ranked CRM software is straightforward to navigate, with clear feature categorization, drag-and-drop deal management, and an interface that gets tasks done quickly. Looking to learn more about CRM software? Read our in-depth reviews of Salesforce , and Freshsales , and our features answering the questions what is CRM software , and what is a CRM in real estate.
Ioana is also a successful entrepreneur, having launched several social enterprises. Writing interests include market research and planning, start-up culture and ethics, agile methodology, and financial modelling. No stranger to tech and hackathons, she is also an accomplished fintech and SaaS writer. North America. The best CRM software supports sales and marketing teams in managing customer relationships efficiently, and closing more deals.
View Deal. Freshworks CRM. Specifications Number of users: Unlimited. Contact limit: Unlimited. Mobile app: Android, iOS. Reasons to avoid - No reporting - No email integration - No workflow automation.
Zoho CRM. Specifications Number of users: 3. Contact limit: 5, Drag-and-drop custom layouts and custom fields allow for more personalized, appropriate record-keeping. By quickly generating screens that fit your workflow, your business can hone its focus on the right customers and opportunities.
The platform has a moderate learning curve. Some users have noted it has a habit of crashing every once in a while. Learn More: Insightly. Sync sometimes fails to detect duplicate contacts. Some users complain about slow customer support. Sales CRM with contact management tools that help you nurture relationships, find out which conversations to prioritize, and optimize your sales. Manage all of your contacts on one page, and monitor contact status with a graphical timeline that clearly and completely shows activity and emails over time.
The bulk activity feature allows you to message multiple contacts with personalized greetings to save valuable time. Zapier integration allows you to sync contact data with third-party applications, and access all your cross-platform prospect information from directly within Salesmate.
UI is sometimes not the most intuitive, and navigating through some key features can be confusing at first. The platform also lacks a lead scoring feature. Learn More: Salesmate. It pulls contact information from emails including email signature , phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter.
Algorithms determine which contacts are most important, and remind you to keep in touch. AI is what makes Cloze special. The automated info-collecting also cuts manual data-entry time. Could use more app integrations for pulling in more data from third-party sources. The UI feels a little bit dated as well. Learn More: Cloze. Radar is a visual contact relationship management platform, built for encouraging collaboration and putting together flexible project teams with freelancers. Radar transforms your contact list into a board of visual profile cards, which you can search, filter, sort, and organize by custom tags.
The UI is reminiscent of Instagram, making it instantly familiar and intuitive to most. Moving outwards from individual profiles, you can sort people into Segments and Sectors. Segments can be divisions of talent, freelancers, staff, and any other group via a customizable list. A free trial is available. Centra Hub CRM provides a detailed contact recording, including contact source, address, phone number, and other vital information.
This contact management system acts as the foundation for the rest of the app, a centralized database of people from which you build out your business processes and workflow. Schedule tasks and appointments, track contact activity, and import and export contacts. Track customer sentiment via communication history, social media profiles, and more. The platform is highly customizable, and its contact management integrates seamlessly with sales, marketing, service, and help desk functions.
Could benefit from more full-fledged integrations with other apps. Reporting tools could benefit from more sophisticated automation. Scoro offers an all-in-one business suite solution along the lines of Salesforce, HubSpot, and other major CRM providers. Their CRM and quoting software offers comprehensive contact management, with robust search, filter, and sort capabilities including categories, location, latest activity, and more.
Taking an end-to-end approach, from first greeting to deal won, you can easily compile quotes and send them as. PDFs to your contacts. Communication history, projects quotes, orders, and invoices are all viewable from within the contact record. Scoro has a bit of a learning curve. Gives sales reps, administrative personnel, and marketing managers the information they need to do their jobs effectively.
Advanced segmentation features can help you target marketing campaigns and hone strategy. Features Zapier integration to connect it with your other work tools and ensure contact information from other platforms is captured in Pobuca Connect.
Sometimes the contact duplication detection fails, and you end up having to manually delete erroneous entries anyway. The app can lag from time to time. From building a sales pipeline to setting up email campaigns and running customer support, this type of platform provides holistic benefits for developing and refining your business processes. After all, in an era of relationship-driven commerce, customer information is king.
The quickest, most risk-free way to get started is to try a free CRM with a contact manager, or a free trial for a dedicated contact management system. Thank you for subscribing. You will receive an email confirmation shortly. This widely used and incredibly popular project management app is great for all types of businesses.
With its built-in support for calls, email, meetings, and a huge array of further organizational tools, Monday. Other great features include sales tracking, Kanban support, maps, timelines, calendars, and charts — all of which can be customized and shared among teams in real-time.
This software is particularly popular with Office users. Primarily designed for small to medium-sized businesses, it has over 1. These are spread over a diverse array of sectors such as communications, media, manufacturing, and more. The user-friendly interface is famous for being easy to use. It has useful functions such as to-do lists, bulk email management, and account management. While it may not be the most aesthetically pleasing software on this list, it certainly packs a punch where it counts!
This CRM and contact management solution is a great way for businesses to plan sales strategies and control deals. Its interface makes it easy to see a full history of communications, both with team members and with customers.
It puts everything into a handy and beautiful timeline, which helps to streamline every process involved. Pipedrive is a cloud-based application , meaning it can be accessed and used from any web-connected device. AllClients has a host of functionalities that make it a great solution for marketing and CRM.
Some of the highlights in its roster of fantastic features include contact management, contact filtering, autoresponder emails, and great workflows. All of this is centered around a brilliant client database.
Along with those main features, AllClients includes an array of extras. These include video emails, team tools, contact management systems, client records, calendars, and much more. It also gives users the tools to build fantastic landing pages —a great way of building up client address databases. It helps users build up a client list including contact data based on previous engagements. This unique app uses machine learning to do this and is on the cutting edge of this kind of functionality.
This all-in-one solution allows users to personalize their communications with clients. With Maximizer CRM, users can make use of the fantastic interface to help organize communications, simplify data, and respond to promising leads as early as possible. The software helps do this by making use of a great shared address book , which can be edited and expanded by the whole team.
One of the best tools in this CRM software is the ability to track the connections between contacts. This is a brilliant way of maximizing the potential of each contact. This software allows for managing, storing and cataloging leads, clients, and other contacts. The powerful tools that are available through the system make lead generation, scheduling, and invoicing incredibly easy and intuitive. Take a birds-eye view of everything, from client history to payments and invoices.
You can use Cloze for free to manage your contacts and send basic e-mails. If much of your communication occurs via grouped contacts, then Groups is one of the best contacts apps you can put to use on your iPhone. Using the native contacts on your phone, you can group people into any category you can imagine — family, friends, neighbors, coworkers and participants in whatever social activity you enjoy.
Once you've got your groups together, just use the app to easily text or email all the contacts in a group at once. You can also set reminders for making contact with people and use the built-in tools in apps to merge duplicate contacts.
These days, Sync. Me puts more of an emphasis on caller ID and spam blocking features, but there's still enough contact management functionality in here to make it a worthwhile download if you're on the hunt for one of the best contact apps. One of the app's best contact features is its ability to add full screen photos to your contacts. That way you can more easily see who's calling you. The app also lets you merge and backup contacts, and background contact sync keeps images tied to your contacts' profile pictures from social media.
Really, though, this is the app to get if you're bothered by robocallers. Me boasts features like caller and text ID, spam blocking, reverse phone lookups and call recording. Flexible actions make it easy to call, tweet, email, or start a FaceTime call.
In addition, Cardhop lets you create contact groups, easily access recent contacts, and add notes to each entry. Whatever the name, it removes a lot of the pain from syncing contacts between our iPhone and Gmail. Contacts Sync Pro features a variety of syncing modes, from two-way, Gmail-to-iPhone, iPhone-to-Gmail, and manual syncing, with the app respecting a variety of filters, as well as contact groups.
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