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14 Free & Top Contact Management Software
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14 Free & Top Contact Management Software

14 Free & Top Contact Management Software
5 (100%) 7 ratings

Contact details are essential business assets. Different businesses use a variety of methods to collect as many contact details as possible from the public including opt-ins in their websites and more.

Companies must communicate with customers and prospects to generate and increase sales. Businesses must save & update contacts in a secure place where they won’t easily get lost, an easy to access location for all business associates and co-workers and a place that doesn’t limit the number of contacts a business has.

The business associates can meet the customer needs more effectively if they access their full details in one place. They need to access the contact profiles from anywhere and at any time to manage tasks and close deals.

What are the Top Free Contact Management Software: Funnel CRM, Pipedrive, Cloze are some of the Top Free Contact Management Software.

What are the Top Contact Management Software: Funnel CRM, Pipedrive, Salesflare, InTouchCRM, GreenRope, Capsule CRM, Sugar CRM, Workbooks, Maximizer, Insightly are some of the Top Contact Management Software.

You may like to read: How to Select the Best Contact Management Software for Your Business

What are Contact Management Software?

Contact Management Software enables users to store and find contact information including telephone numbers, names and other relevant information. The system helps monitor communication and activities linked to specific contacts.

Contact Management Software is an essential tool for all businesses because it helps them to keep track of their prospects and customer contacts and they can easily communicate with them to generate leads or to close deals.

What are Contact Management Software

What are Contact Management Software


  • Contact Management: Contact Management allows the users to organize, store, update, and track an infinite number of account and contact profiles, including names, phone numbers, titles, email addresses, mailing addresses, fax numbers, company size in terms of employees and revenues, date of birth and anniversaries, product information and other relevant data.
  • Cloud-enabled: A cloud-based solution allows the user to access all necessary information with any device including their mobile devices.
  • Correspondence, Notes and conversation management: Contact Management enables the user to add notes according to their dates and to keep the history of the discussions, brief of correspondence that has been exchanged with different associates in the company. The user can track their message history with specific customers and identify potential sales.
  • Categorize & Group Contacts: The user can create personal and group contact categories and can organize each contact by specific category. The user can associate particular contacts with multiple categories, and the user can as well update contact information and change it under all categories.
  • Consolidates Contact Management: Contact Management allows the user to store and manage contact information in one centralized place.
  • Import/export utility: The user can modify their address book, import details from a spreadsheet and export them into printable and excel versions.
  • Contact Search & Filter: The user can locate the contact information they need easily by doing a simple search. They can also view the full contact list by categories, filter alphabetically and have a predictive text like search option.
  • Email integration: Contact Management allows the user to transfer data from e-mails to their contact management software easily.
  • Scheduling of appointments and meetings: The user can easily schedule appointments, events, and meetings with their contacts.


You may like to read: How to Select the Best Contact Management Software for Your Business

Top Free Contact Management Software

Funnel CRM, Pipedrive, Cloze are some of the Top Free Contact Management Software.
Top Contact Management Software
PAT Index™
 
 
 
1

Funnel CRM

Funnel CRM
Funnel CRM

Funnel CRM is a sales tool and CRM for growing businesses. Helping business owners and sales team solve the most frustrating problems like broken sales workflows, missing follow-ups, losing track of deals because of messy inboxes or not able to track leads and managing them under one app. It provides the following features: - a simple form for capturing leads, similar to a contact form many sites have, - a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other emails - a way to communicate…

Overview
Features

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

What is best?

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

What are the benefits?

• Code Your Own Forms
• Catch-All Email Address
• Easily spot deals with unread messages

Bottom Line

Funnel is a intelligent CRM for Smart Teams. Funnel enables website owners to easily process work-related inquiries and keep track of their business contacts through contact forms

9.1
Editor Rating
9.1
Aggregated User Rating
11 ratings
You have rated this

Funnel CRM

2

Pipedrive

Pipedrive
Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps. Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities…

Overview
Features

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms
• Sales Data Analyzer
• Simple & Effective Sales Reports
• SAML SSO (Single Sign-On)

Price

• Silver - $15-$18* / month per user
• Gold - $29-$34.50* / month per user
• Platinum - $75-$89.50* / month per user
*billed monthly

What is best?

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms

What are the benefits?

• Identify Opportunities for Improvement
• Track & Test Sales Process
• Enter, Update & Find All Data in One View

Bottom Line

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.

8.7
Editor Rating
8.8
Aggregated User Rating
8 ratings
You have rated this

Pipedrive

3

Cloze

Cloze is dedicated mobile CRM app that manages inboxes, social media accounts and contacts all at once. The application comes with built-in support for Google Drive, Microsoft OneNote, Slack, Dropbox and Google Docs. It was designed to automatically link Slack conversations to deals, people, companies and projects. The app's objective is to give users a single portal for maintaining relationships. Cloze marketed an email management app for consumers to organize messages based on the priority of relationships with email senders. It offers tracking capabilities regarding who is assigned to specific contacts, projects, next steps, and deals. Emails, phone calls, meetings,…

Overview
Features

• To-Dos: Keep track of all the one-off things
• Central control for team settings and users
• Lead and Pipeline Management: Enables users to keep track of the various stages of their interaction with potential clients
• Email Tracking: Notifies a user if an email has been successfully sent, and received and opened by the intended recipient
• Task Reminders and Notifications
• Team Collaboration Function lets various members of the team work on the same accounts at the same time

Price

• Free

What is best?

• To-Dos: Keep track of all the one-off things
• Central control for team settings and users
• Lead and Pipeline Management: Enables users to keep track of the various stages of their interaction with potential clients

What are the benefits?

• Mobile Access: Allows users to manage CRM functions on the go using their smartphones
• Mail merge: Send a personalized email to multiple contacts at once
• Importing: Bulk import contacts from other applications in CSV or vCard format

Bottom Line

Cloze is a website and service that collects tweets, emails, Facebook posts, and other bits of communication from your contacts and prioritizes them.

7.6
Editor Rating
7.9
Aggregated User Rating
2 ratings
You have rated this

Cloze

Top Contact Management Software

Funnel CRM, Pipedrive, Salesflare, InTouchCRM, GreenRope, Capsule CRM, Sugar CRM, Workbooks, Maximizer, Insightly are some of the Top Contact Management Software.
Top Contact Management Software
PAT Index™
 
 
 
 
 
 
 
 
 
1

Funnel CRM

Funnel CRM
Funnel CRM

Funnel CRM is a sales tool and CRM for growing businesses. Helping business owners and sales team solve the most frustrating problems like broken sales workflows, missing follow-ups, losing track of deals because of messy inboxes or not able to track leads and managing them under one app. It provides the following features: - a simple form for capturing leads, similar to a contact form many sites have, - a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other emails - a way to communicate…

Overview
Features

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

Website
What is best?

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

What are the benefits?

• Code Your Own Forms
• Catch-All Email Address
• Easily spot deals with unread messages

Bottom Line

Funnel is a intelligent CRM for Smart Teams. Funnel enables website owners to easily process work-related inquiries and keep track of their business contacts through contact forms

9.1
Editor Rating
9.1
Aggregated User Rating
11 ratings
You have rated this

Funnel CRM

2

Pipedrive

Pipedrive
Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps. Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities…

Overview
Features

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms
• Sales Data Analyzer
• Simple & Effective Sales Reports
• SAML SSO (Single Sign-On)

Price

• Silver - $15-$18* / month per user
• Gold - $29-$34.50* / month per user
• Platinum - $75-$89.50* / month per user
*billed monthly

Website
What is best?

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms

What are the benefits?

• Identify Opportunities for Improvement
• Track & Test Sales Process
• Enter, Update & Find All Data in One View

Bottom Line

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.

8.7
Editor Rating
8.8
Aggregated User Rating
8 ratings
You have rated this

Pipedrive

3

Salesflare

Salesflare
Salesflare

Salesflare is a simple and powerful CRM that automates data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine.Salesflare is designed to be simple to understand and powerful when used. Get all opportunities in one smart overview and know which one requires the attention today. Salesflare intelligently brings the opportunities to the surface for which action is due and shows the information users need to take that action. If not now, one can decide to follow up later or assign the opportunity to someone else. Salesflare automatically identifies which of the team’s email and…

Overview
Features

• Insights dashboard - master the numbers
• Automated file repository - keep handy document folders for customers effortlessly
• Send automated emails based on triggers
• Bulk emails - send personalized follow-up emails at scale
• Visual pipeline - a clear, customizable view of a sales funnel
• Live notifications - get up-to-date notifications whenever, wherever, on any device

Price

• Starter - $30 / month / user

Website
What is best?

• Insights dashboard - master the numbers
• Automated file repository - keep handy document folders for customers effortlessly
• Send automated emails based on triggers

What are the benefits?

• Mobile: Designed to work quickly, anywhere, anytime, from any device
• Fully automate contact and company info: Stop manual entry of contact and company data
• REST API - it’s simple: Salesflare’s API can be connected to any other app

Bottom Line

Salesflare is the smarter, modern-day CRM for small business.

8.6
Editor Rating
9.1
Aggregated User Rating
2 ratings
You have rated this

Salesflare

4

InTouchCRM

InTouchCRM
InTouchCRM

Intouch provides a powerful sales & marketing automation for growing service businesses. It can capture your contacts’ details into one central all-knowing system, wherever they may be; online, in-person or on the phone. It follows up on people by using automation to ensure that every lead, contact and opportunity is followed-up automatically. It also has a well-planned growth system; automation and consistent follow-up are the keys to the growth and success of any small business. InTouch has many other features to help the users business grow, such as its sale’s pipeline manages the user’s sales process to progress prospects from…

Overview
Features

• Drag & Drop Email Editor
• Powerful Sales Pipeline & Lead Management
• Leads Table View
• Automated Campaigns
• Web Forms
• Text Messaging & Social Media Integration

Price

• Sales - $15 / month per user
• Marketing - $31 / month per user
• Complete - $47 / month per user

What is best?

•Email Marketing
•Marketing Automation
•Sales Pipeline

What are the benefits?

• Full reporting & Automation
• View the sales overview page
• Powerful Search & Segmentation

Bottom Line

Intouch provides a powerful sales & marketing automation for growing service businesses.

8.6
Editor Rating
8.2
Aggregated User Rating
2 ratings
You have rated this

InTouchCRM

5

GreenRope

GreenRope
GreenRope

GreenRope is a complete CRM software that provides everything your business needs for maximum growth and efficiency. Its complete CRM offers market automation, sales pipelines, and customer service solutions. The main features offered by this CRM software include GreenRope Sales, GreenRope Marketing, and GreenRope operations. The GreenRope Sales feature offers the tools you need to develop stronger relationships with your clients and leads, and close more deals. Some of the solutions under GreenRope Sales include contact management, opportunity tracking, pipeline visibility, predictive analytics, and social CRM. These solutions provide you with a 360° view of your customers enabling you to…

Overview
Features

GreenRope Sales features
• Workflow manager
• Custom objects
• Sales opportunities
• SMS marketing
GreenRope Marketing features
• Marketing automation
• Website builder
• Email marketing software
• Social network marketing
GreenRope operations features
• Project management
• Learning management
• Ticketing system
• Contact management

Price

• Starter - $149/mo (1,000 contacts)
• Prime - $199/mo (3,000 contacts)
• Pro - $249/mo (5,000 contacts)
• Premium - $299/mo (7,500 contacts)
• Powerhouse - $349/mo (10,000 contacts)
• Supreme - $449/mo (25,000 contacts)
• Ultimate - $699/mo (50,000 contacts)

Website
What is best?

• Project management
• Learning management
• Ticketing system

What are the benefits?

• Arm your sales team with state of the art tolls, information, and insight
• Ominichannel automation and reporting to supercharge your communication
• Get your tem on the same page, all the time – excellent collaboration and efficiency

Bottom Line

GreenRope is a complete CRM software that offers you with sales, marketing, and operations features which come with everything your business needs for maximum growth and efficiency in market automation, sales pipelines, and customer service solutions.

7.6
Editor Rating
6.9
Aggregated User Rating
1 rating
You have rated this

GreenRope

6

Capsule CRM

CapsuleCRM
CapsuleCRM

Capsule CRM is a simple CRM system aiming to keep your business organized, improve your customer relationship, and to make the most of sales opportunities, all the while minimising user input. The contact page gives you a complete overview of a contact so that you can keep track of the people, companies and other organizations that you do business with and with the option to share contacts with co-workers ensuring a single up-to-date view of the contact. Use Capsule to track bids, deals, proposals and other opportunities. You also have the option to generate reports and extracts from the pipeline…

Overview
Features

•Track all history
•Attach documents
•Manage tasks
•Share with co-workers

Price

•Free
•Professional- $12 MONTH/USER

What is best?

•Track all history
•Attach documents
•Manage tasks

What are the benefits?

•Add notes and store emails by sending them from any email client into Capsule.
•Add and complete tasks that need to be done for each contact.
•Record the information you need about each contact.

Bottom Line

Capsule's RESTful API can be used by developers to create add-ons or to integrate Capsule with other applications. The API is implemented using XML or JSON over plain old HTTPS allowing developers to use existing tools and languages.

9.5
Editor Rating
8.5
Aggregated User Rating
3 ratings
You have rated this

Capsule CRM

7

Sugar CRM

Sugar CRM helps in improving customer relationships. It is a Saas(software as a service) product. Sugar provides both mobile and social crm to its consumers. Sugar provides crm software in four editions: Sugar Enterprise, Sugar Professional, Sugar Ultimate and Sugar Corporate. Each of these services is provided by the same code tree. The products run on LAMP stacks and on PHP-capable platforms like windows or solaris. Sugar is used to automate and customize customer service and marketing processes. Sugar has revolutionized the typical CRM solutions, which users find too bothersome, by making the user interface more friendly and personalized to…

Overview
Features

•Cloud or on-premise deployment
•Revenue Line Item Level Opportunity Tracking Forecasting
•Product Level Quotes
•Advanced Workflow
•Role-based Views
• Customization and Configuration
• Teams, Roles and Security
• Case Management and Bug Tracking

Price

•Sugar Professional $40 user/month billed annually *
•Sugar Enterprise $65 user/month billed annually **
•Sugar Ultimate $150 user/month billed annually

What is best?

•Sales automation and forecasting
•Marketing lead management
•Support automation

What are the benefits?

• Self-Service Portal
• Knowledge Base
• Lead Management

Bottom Line

Sugar offers innovative, flexible and affordable CRM in the market and delivers the best all-around value of any CRM.

7.5
Editor Rating
8.9
Aggregated User Rating
6 ratings
You have rated this

Sugar CRM

8

Workbooks

Workbooks.com delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. Workbooks CRM help small and midsized businesses to improve their business strategies and customer service. It is a contact management system. It does this by providing a user friendly interface that does not require complex IT systems. Workbooks provides joined up applications to increase workplace efficiency. It provides customer account portals thus improving customer interactions. It provides business…

Overview
Features

•Multi Language Support
•Workbooks Exchange Synchronisation Service
•Activities & Meetings
•Notes & Attachments
•Relationship Mapping
•Leads

Price

•FREE
2 Users Completely Free
Free Online Support

•CRM
$30/user/month
Unlimited Users

•Business
$70/user/month
Unlimited Users

What is best?

•Multi Language Support
•Workbooks Exchange Synchronisation Service
•Activities & Meetings

What are the benefits?

•Contact Management
•Sales Force Automation
•Marketing Automation

Bottom Line

Workbook provides dashboards which can be customized to user preferences. Users also have the data reports available to them. Sales order processing features are also available on Workbook, along with Webservices API for integration work.

8.6
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Workbooks

9

Maximizer

Maximizer helps the user create personalized experiences for each and every customer, and build deep relationships that accelerate business growth. It can segment your customers and prospects to receive relevant information targeted to each audience. List management capabilities allow you to search and filter data, ensuring your campaigns move targets along the buyer’s journey and prepare them for a sales conversation. Maximizer’s Campaign Manager makes it easy to execute multi-phased email campaigns that automatically nurture relationships over time. Events like site downloads, purchases and service incidents can trigger specific automated email campaigns that offer appropriate and timely resources. One of…

Overview
Features

•Deep customer insight
•Maximum Productivity
•Unlimited contacts, leads, opportunities, and custom fields
•Outlook, Word, and Excel integration

Price

Contact for Pricing

What is best?

•Deep customer insight
•Maximum Productivity
•Unlimited contacts, leads, opportunities, and custom fields

What are the benefits?

•Get organized with every communication and contact in one place
•Close more deals, get pipeline visibility and improve agent productivity.
•Resolve cases faster and optimize your service delivery.

Bottom Line

Maximizer helps the user create personalized experiences for each and every customer, and build deep relationships that accelerate business growth. It can segment your customers and prospects to receive relevant information targeted to each audience.

8.7
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

Maximizer

10

Insightly

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world. Its CRM tool has features for lead management, contact management, calendaring and events, file sharing, linking (direct relationships between contacts, organizations, opportunities, projects) and many more. See everything from background, email history, events, projects or opportunities. With the project overview screen you can see the recent activity on any project, and track project performance against milestones…

Overview
Features

•Build Relationships
•Accelerate Sales
•Deliver Projects
•Engineered for Enterprise
•Connect to Apps

Price

Contact for Pricing

What is best?

•Build Relationships
•Accelerate Sales
•Deliver Projects

What are the benefits?

•Relationship Linking
•Contact Management
•Mobile CRM App

Bottom Line

Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

7.9
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Insightly

You may like to read: How to Select the Best Contact Management Software for Your Business

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About The Author
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