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In this article, we will present to you the top 6 best contact management software for small businesses in 2022. You’ll also find out how they compare with each other and what makes them different from others.
The “best personal contact management software” is a category of software that will allow small businesses to manage their contacts. The 6 best contact management software for small businesses in 2022 are listed below.
Most customer relationship management (CRM) systems provide contact management functions. The finest contact management software organizes and organizes categories and behavioral data on leads, suppliers, and customers, simplifies processes, and provides insights and tools for better relationship management. Based on cost, usability, features, and use case based on functions, we determined the six top contact management solutions.
- Overall, Apptivo is the finest contact management software for small organizations seeking for the most bang for their buck.
- Agile CRM is a great CRM for sales teams that want telephony and contact management software to work together.
- Zoho CRM is a fantastic CRM contact management solution for companies seeking for high-level insights into their connections.
- The best contact management software with free marketing features is HubSpot CRM.
- Systems that are really simple: A good choice for new organizations searching for contact management software that is simple to use.
- Bitrix24 is the best CRM for companies looking for a contact management system that also includes invoicing and quoting capabilities.
When it comes to contact management software, there are a lot of options.
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*Pricing is based on a yearly billing cycle.
Apptivo is the best contact management software overall.
Apptivo
4.66 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- For small enterprises, a low-cost contact management solution is available.
- Interface that is simple to use
- It may be used as a CRM system, an ecommerce tool, project management software, and an invoicing management platform, among other things.
What Isn’t There
- One user is allowed on the free plan.
- Options for third-party integration are limited.
- On the free plan, there are no custom fields in contact records.
Apptivo’s Pricing in a Nutshell*
- Starter: $0 for up to 1 user for up to 1 person as a starter.
- Lite: $8 per month per user
- Premium: $12 per month, per user
- Ultimate: $20 per month per user
- For estimates, contact the company.
- 30 day free trial
*Pricing is based on a yearly billing cycle.. Monthly billing is also available at a higher cost.
Apptivo is a low-cost technological solution that may be used as a customer relationship management system (CRM), project management tool, contact center, and billing management system. In terms of setup, managing the contact management system functions, and navigating the UI, consumers found Apptivo to be simple to use.
Because of the value you obtain from the software, we rate Apptivo as the top contact management system overall. The free and low-cost membership levels include the most of the contact management functionality. It is suitable for a broad variety of industries, including ecommerce, retail, general contracting, real estate, and even manufacturing, due to the large number of options available.
The most significant disadvantage of Apptivo is that the free edition is limited to one user and does not enable you to add custom contact fields to a record unless you upgrade to a subscription plan. We offer HubSpot as the finest contact management system for small companies as an option since it allows for an infinite number of users and custom fields in contact records.
Summary of the Apptivo Plan
Key Features of Apptivo
- Replicate contact data and records are detected, as well as the ability to simply duplicate data contained in existing records.
- Webform-to-Lead: Data from online webforms is automatically integrated into the contact management system.
- Tasks, appointments, and notes: Ability to add, save, organize, and connect tasks, appointments, and notes to contact records.
- Google Maps integration: Subscribers to the Enterprise subscription may include a Google Maps location in a contact record.
- Multi-solution features: A CRM, project management software, ecommerce tools, billing and invoicing management, email marketing tools, and a contact center are all included in this multi-purpose contact management software package.
Creating a duplication detection rule in Apptivo (Source: Apptivo)
Contact follow-up scheduling in Apptivo (Source: Apptivo)
In the lead record, Google Maps (Image courtesy of Apptivo)
Learn more about Apptivo and discover whether it’s the finest contact management software for your company in our in-depth Apptivo Review.
Go to Apptivo to learn more.
Best Contact Management CRM With Telephony Capabilities: Agile CRM
Agile CRM
4.45 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Up to ten users, 1,000 contacts, and limitless offers are available for free.
- Telephone functions, either built-in or via integrations, are also part of the contact management capabilities.
- Sales, marketing, and help desk administration features are all included in this solid all-around platform.
What Isn’t There
- Customer service is only available during regular business hours.
- For the Free and Starter plans, there are just a few integrations available.
- The telephone option will not be accessible until the Regular plan is purchased.
A Quick Look at Agile CRM Pricing*
- Up to ten users are free.
- Starter: $9.99 per month for each user
- Regular price: $39.99 per month, per user
- Enterprise: $64.99 per month for each user
*Pricing is based on a yearly billing cycle.. Monthly billing is available at a higher cost.
Agile CRM is well-known for its sales, marketing, and customer care technologies integrated. It is also well-known for being simple to use and cost-effective, with a free plan and a reasonably priced Starter plan that include custom data fields, limitless tasks, and document storage in contact records.
The two-way telephone capabilities are the most important feature of Agile CRM when it comes to contact management. You may make calls straight from the single-page contact record and build up automatic calling campaigns using a built-in tool or by connecting with voice-over-internet-protocol (VoIP) phone tools like Twilio.
Although Agile CRM has strong contact management features, the free (up to one) and Starter plans have certain limitations in terms of integration and plugins (up to three). We suggest Zoho CRM to small organizations searching for a low-cost contact management solution with greater flexibility in connecting with their preferred products.
Summary of the Agile CRM Plan
Key Features of Agile CRM
- Telephony capabilities: Use the contact management software’s built-in phone tools or integrate with third-party VoIP systems to make and receive calls.
- Contact management on a single page: Access all contact information, tags, and social media accounts from a single contact page.
- Timelines for contacts: A visual chronology of contact activity and interaction, including emails sent, material read, and social updates.
- Contact web analytics: Information on a contact’s online activity, including whether they visited your website, the pages they viewed, and how much time they spent on each page.
Contact management on a single page in Agile CRM (Source: Agile CRM)
Contact timeframes in CRM that are flexible (Image courtesy of Agile CRM)
CRM phone integration that is flexible (Source: Agile CRM)
Read our Agile CRM review to see whether its features, cost, and best-for situations make it the right fit for your company.
Visit Agile CRM for more information.
Zoho CRM is the best contact management CRM for high-level contact insights.
Zoho CRM
4.34 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- For up to three people, a low-cost and free plan is available.
- Contact management software with a lot of flexibility
- Workflow automation, artificial intelligence (AI), and marketing tools are all powerful aspects.
What Isn’t There
- The UI is clumsy and might be difficult to navigate.
- Access to the free plan is limited to three people.
- On the lower-cost options, there is no data enrichment.
A Quick Look at Zoho CRM Pricing*
- Free for up to three users
- Standard: $14 per month per user
- Professional: $23 per month for each user
- Enterprise: $40 per month for each user
- Ultimate: $52 per month per user
- 30 day free trial
Native Software and Add-ons:
- Bigin: It’s free or $7 per month per user.
- Zoho CRM Plus costs $57 per month per user.
*Pricing is based on a yearly billing cycle.. Monthly billing is also available at a higher cost.
Due to the CRM and artificial intelligence (AI) combo, as well as the various automation possibilities available, Zoho CRM is undoubtedly the most sophisticated contact management system on our list. It is reasonably priced and comes with a number of native connectors, including Zoho Social, Desk, Campaigns, Bigin, and Analytics. There are also several customization possibilities for creating lists, modules, data fields, links, and buttons based on your requirements and preferences.
The resilience of Zoho CRM’s platform extends to the in-depth and high-level data maintained in contact records. Zoho enables automated data enrichment from web and social media sites in addition to record tagging and storing information about leads and customers. There are also map connectors to reveal a contact’s geolocation, Zia AI analysis to determine the optimum time to contact them, and the ability to link Google contacts with the CRM system.
The platform’s drawback is that its design is clumsy and congested, with several buttons and tab choices that make it difficult to browse. We propose Systems that are really simple for the finest contact management software that is particularly user-friendly for beginning users.
Summary of the Zoho CRM Plan
Key Features of Zoho CRM
- Create custom fields inside contact records to capture whatever information your sales team deems useful.
- When is the best moment to contact the tool: You can know precisely when the optimum time is to phone or email the contact for a response with the Zia AI tool.
- Data enrichment: The Zia AI tool may enhance contact records with information from the internet and social media accounts.
- Lead data from social media lead generation efforts, online web forms, and synchronization with Google Contacts is instantly uploaded to your contact management system.
The optimal time to contact tool in Zoho CRM (Photo courtesy of Zoho)
Lead data enrichment in Zoho CRM (Source: Zoho)
Read our Zoho CRM review for more information on the platform’s features, plans, usability, and integrations.
Go to the Zoho CRM website.
HubSpot is the best place to go for free marketing tools.
HubSpot
AVERAGE RATING: 4.3 OUT OF 5
What We Enjoy
- Free CRM for an infinite number of users
- CRM software with robust marketing tools
- User-friendly navigation, easy-to-use functionality, and an excellent user experience
What Isn’t There
- Customer service is only available during regular business hours.
- After the Starter plan, the plans get more costly.
- Data duplication isn’t possible until the Professional plan, which is more expensive.
A Quick Look at HubSpot’s Pricing*
- Users are unlimited, but features are restricted.
- Starting at $45 per month, this is a good place to start (includes 2 users seats)
- Sales and Marketing Hub Professional (Bundled) for $1,600 a month for 5 users
- Enterprise (Bundled): $5,000 per month for ten users on the Sales and Marketing Hub.
- 14-day free trial
*Pricing is based on a yearly billing cycle.. Monthly billing is also available at a higher cost.
HubSpot is a marketing-focused CRM system that is well-known for its ease of use in terms of setting up, using features, and navigating the UI. There’s also a free-forever subscription that includes basic contact management software, meeting scheduling, and document management for an infinite number of users.
HubSpot’s contact management marketing features, the majority of which are accessible in the free CRM edition, set it apart. You may, for example, set up bots on your website to gather fresh visitor contact information and enter it into your CRM. There’s also webform to contact conversion, ad audience generation from database contacts, and contact list segmentation based on demographic and behavioral data.
For contact management software, data deduplication is a must-have function. While HubSpot does offer this capability, it is only accessible on the Professional plan, which may be too expensive for small firms. We suggest Bitrix24 or Systems that are really simple for the finest contact management software with data deduplication in low-cost plans—both offer free plans.
Summary of HubSpot’s Plan
Key Features of HubSpot
- Configure live chat bots to link website visitors with a sales agent or gather contact data for the contact management system with the basic bots tool.
- Contact segmentation: The ability to generate static or dynamic lists that update on a regular basis depending on contact data criteria to aid in the creation of more relevant online content and email marketing.
- Ad management: Target and retarget internet advertising by creating audiences from contact databases.
- Customizable data fields inside contact records for specialized information relevant to your company are available as part of the contact record properties customisation.
Basic HubSpot bot (Image courtesy of HubSpot)
List segmentation in HubSpot (Source: HubSpot)
Check out our in-depth HubSpot CRM review to learn more about the software’s features, best-case scenarios, and what other users have to say about their experiences with it.
Go to HubSpot CRM’s website.
Systems that are really simple: The Most Usable Contact Management Software
Systems that are really simple
3.75 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- It’s quite cheap, and it’s free for up to two people.
- The majority of contact management capabilities are free.
- Setting up, running, and navigating the product received high usability scores.
What Isn’t There
- Add-ons are required for email and automated marketing solutions.
- Only the Advanced Marketing add-on provides contact segmentation.
- Marketing add-ons are required for webform-to-contact.
Systems that are really simple Pricing at a Glance*
- Up to two users are free.
- Starter: $14 per month per user
- Professional: $30 per month for each user
- Enterprise: $46 per month for each user
- 14-day free trial
Add-ons:
- Simple marketing is included with the Enterprise plan or $22 per month on a monthly basis.
- $46 per month for advanced marketing
- Service Desk: $46 per month (included in Enterprise package).
*Pricing is based on a yearly billing cycle.. Monthly billing is also available at a higher cost.
Really Simple System’s platform allows you to manage your sales, marketing, and customer support departments all in one location when you subscribe to the basic plans and add-ons. It offers a free plan for up to two users and does not become prohibitively costly even if you upgrade to the Enterprise plan.
Just as the name suggests, Systems that are really simple is an easy-to-use CRM platform for both new and experienced users. It’s especially simple if you’re evaluating operating the contact management software features. Many of the user reviews indicate the product’s usability as one of its strongest attributes.
The biggest issue with Systems that are really simple is that contact management marketing features such as segmentation, webform-to-contact, and mailing list creation are only available by purchasing an add-on. HubSpot CRM is the best contact management software alternative to consider for access to those marketing features for free.
Systems that are really simple Plan Summary
Systems that are really simple Key Features
- Custom data fields: Fields inside contact records that may be customized to meet your company’s requirements.
- Timelines: View notes, emails, and accomplished tasks connected to particular contact records in a collaborative manner.
- 360-degree representation of a contact with identifying information, source, notes, and timelines on a single page
- Google integrations: Free Google Contacts and Maps connection solutions for syncing data across platforms and showing Google Map location in contact records.
See how this platform can be an excellent contact management tool for your business by reading our Systems that are really simple review.
Visit Systems that are really simple
Bitrix24: Best Contact Management CRM With Quote & Invoicing Tools
Bitrix24
3.53 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- For an infinite number of users, there is a free version.
- Communication capabilities via several channels
- Project and human resource (HR) management features are included in this entire company management platform.
What Isn’t There
- Setting up and navigating the UI might be difficult.
- Customer service is confined to email during normal business hours, with only a small amount of live chat help.
- On the Free plan, contact segmentation and ad audience design are not accessible.
A Quick Look at Bitrix24 Pricing*
- Free: For an infinite number of users.
- Basic: $39 for up to 5 users per month
- For up to 50 users, the standard price is $79 per month.
- Professional: $159/month for an unlimited number of users
- 30 day free trial
*Pricing is based on a yearly billing cycle., reflecting a 20% discount compared to monthly pricing. Monthly billing is available at a higher cost or save 40% off monthly pricing by committing to a two-year subscription.
Another CRM solution on our list is Bitrix24, which offers a free-for-ever package with unlimited users. It contains robust project management capabilities, human resource management tools, and a comprehensive ecommerce-specific module for online retail firms, in addition to contact management.
While the system’s contact management features include record deduplication, data merging, timeline views, and filterable contacts, it’s the system’s quotation and invoice management capabilities that set it apart from other CRMs. Quotes and invoices may be quickly created and saved in contact records, then sent as PDF files. Deals may be converted into quotes or invoices, and quotations can be converted into invoices.
Unfortunately, this platform is one of the more difficult systems on this list to set up and navigate. Systems that are really simple and HubSpot are the best contact management systems for small businesses that prioritize product usability in their buying decisions.
Summary of the Bitrix24 Plan
Key Features of Bitrix24
- Management of quotes and invoicing: Ability to create, store, and send quotations and invoices from contact data.
- Integration with Google Maps: Allows users to add Google Maps locations to contact data.
- Automatic duplicate record identification tools and the ability to combine records with parallel data are included in the management of duplicate records.
- Custom data fields: In contact records, you may add free, completely customisable data fields to customize them to your company’s requirements.
- Full contact and customer profile view, including basic information and tab structure for deals, invoices, orders, quotes, and activity history.
View the Bitrix24 contact page in its entirety. (Image courtesy of Bitrix24)
Bitrix24 generates invoices based on contact information. (Image courtesy of Bitrix24)
For an in-depth study of cost, features, and usability, see our entire Bitrix24 review.
Bitrix24 is a website that you should check out.
How We Decided Which Contact Management Software Was the Best
We examined the different CRMs in terms of functionality and usability to discover which are the best contact management solutions for small companies. This feature, for example, includes features such as contact data enrichment, contact record deduplication, and the ability to edit contact data fields. We also looked at things like the pricing of the product, how easy it was to use, and how responsive the customer service was.
Apptivo is the greatest contact management solution for small enterprises, in our opinion. In terms of cost and the breadth of options that expand its CRM functionality to include ecommerce, invoicing, and project management, it is the most valuable CRM on our list. Best of all, the free version includes the bulk of Apptivo’s contact management software functions, such as filtering, contact data storage, tasks, notes, and appointments.
Go to Apptivo to learn more.
The following tabs provide information about our assessment process:
40% of the overall score
Because cost is one of the most significant elements for every firm, it was given the highest weight. Pricing was based on the availability of a free plan, scalable pricing choices, and the opportunity to pay monthly or save by paying yearly.
20% of the overall score
We looked at aspects that we consider to be essential, such as CRM connectivity, analytics tools, and a mobile app. We also looked at contact management capabilities such as data field customisation, the amount of contact information that can be gathered, record deduplication, data enrichment, and the ability to filter or split contact lists.
15% of the overall score
The solutions were also judged on how well they worked with the platform. The skill necessary to set up an account, the simplicity of connecting with native or third-party programs, and the competence required to utilize the contact management tools were all taken into consideration. We also looked at how easy it was to navigate the system’s UI.
15% of the overall score
Users that utilize any of these CRM software systems will benefit from extensive support and service, which helps to avoid negative user experiences and results. Customer service hours and the availability of assistance by phone, live chat, and email were considered while evaluating help and support.
10% of the overall score
We reviewed what consumers say about each product in addition to actual experience with these software solutions. These factors take into account how consumers feel about a platform based on their evaluations in order to obtain insight into its popularity, simplicity of use, and overall value for the money.
*Percentages based on total score
The “zoho contact manager” is a contact management software that allows small businesses to manage their contacts. It has been around for quite some time and has a very low price point.
Related Tags
- open source contact management software
- contact management software free
- simple contact management software
- best crm for contact management
- contact management system examples
