Best Contact Management Software of 2024

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

NetHunt, a powerful CRM platform, is especially useful for sales and marketing departments that rely on Gmail or other Google Workspace apps. NetHunt has made the leap from a powerful CRM system into a dedicated sales-growth hub with the launch of its Workflows feature. It automates webform capture, drip campaign creation, and contact-email link generation. Notifications and algorithms make life easier, because sometimes it is too hard to work hard.

This solution solves the problem of managing contacts and capturing activities from a large number of field agents and sales reps, dealers and channel partners, as well as employees. Fully customizable to suit your business operations. App with rich features, including web and mobile interfaces as well as add-on modules for digital business cards and file-sharing. Data preparation, complex de-duplication, entity resolution and transformation, merging, purging and merging of large databases on-premises or private cloud. Ingestion of structured or unstructured data in any format. Fuzzy logic-based pattern matching algorithms have been proven on millions of records. Complex contact data extraction program can be implemented on-premise or via API. It returns key/value pairs to text. Works with scanners, digital transformation tools, OCR/automation software, and robotic process automation (RPA), products.

What is Calldrip? And why should my sales team use it? Calldrip has been helping businesses respond to new inquiries for over 10 years. This experience has allowed us to create our suite of sales automation tools, which we have now made available to thousands of customers around the world. We were able to increase the number of conversations between your sales team members and your prospect by triggering a call while they are still on your website. This can result in up to 900% increase in conversation. Salt Lake City, UT is the home of this privately-held, fast-growing company. Today's Google Micro Moments world requires that businesses engage with prospects FAST. Calldrip provides instant engagement and highlights potential issues in sales processes.

InfoServ CRM Platform adheres to security protocols to protect your data. The platform uses secure connections through multiple authorization and authentication policies to ensure reliable and secure connections. Our infrastructure adheres to all important standards to protect your enterprise data. We offer comprehensive security. This includes redundant and highly scalable online infrastructures; monitoring and validation of production systems; multiple internet backbone connections to ensure routing redundancy and high-performance connectivity; continuous monitoring of network traffic; servers located in redundant facilities that are automatically backed down; power systems with multiple power sources, UPS devices, and backup generators to ensure uninterrupted operation. We are constantly reviewing and improving our performance. To ensure that system performance metrics are within acceptable limits, we closely monitor them.

Able Group, originally trading under the name Able Glaze in 1993, was established in London and Essex as an emergency maintenance company. In 1998, we expanded to become a nationwide company and moved to larger premises in Leigh-on-Sea 2 years later. Able Group was formed to handle seven trades: plumbing, heating and drainage, electrics, locks and glazing, pest control, and electricals. From humble beginnings, our Company has grown to become a Nationwide property maintenance company that can service more than 90% of UK postcodes. Viabl Ltd trades as Able Group. This company employs 800+ engineers and vans that drive the streets of the UK.

Sansan is a cloud-based/business-card-based contact management/CRM software for companies and teams. It has more than 6,000 corporate customers around the world. Sansan is a leader in Japan's market and is available in English. Users increase productivity, efficiency, better follow up on leads, and allow companies to collaborate on internal referrals. Sansan's focus is on business cards. They are a rich source for first-party data and can be scanned with great accuracy. To achieve 99.9% accuracy in digitization, we combine OCR with highly secure human transcription in harmony with machine-learning. It's not just English or Japanese. Sansan's intelligent data detection can read and digitize all major languages around the world. This data is the basis of a shared and proprietary database that includes all contacts acquired by a company. The database becomes a valuable company asset that can be accessed via the internet.

Copy2Contact can be used by individuals and companies to capture important business information about leads and clients. Copy2Contact is used by smart professionals to reduce data entry time by 98%, and triple the accuracy of their day-today tasks. Copy2Contact allows you to capture contacts, leads and appointments into Microsoft Outlook or Salesforce.com from your iPhone or PC. Grab contacts from emails and documents, resumes, websites, etc. Copy2Contact is a proprietary technology which saves time and helps you manage appointments and contacts. It eliminates mistakes and saves time by instantly grabbing all contacts or appointments from the screen. It works with email signatures, web searches results, documents, resumes, and other sources of event or contact information that are a part of any professional's everyday workflow.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

A sales platform that is easy to set up, seamless integrations, intuitive tools, and simple to use. Pipeline CRM will give you everything you need to increase sales. Since 1995, we have been creating sales enablement tools and listening to our customers every step along the way. The result is simple to use, customizable, fluff-free. You can see every detail about your sales pipelines right there, and hidden when it isn't. All of your deals are displayed in one customizable list view. Filters can be used to find exactly what your looking for. Pipeline is used daily by real people, all of whom are based in the US. Our customer service is unmatched. Our support team is known for picking up within two rings, with no phone trees. With personalized onboarding services, getting started is easy. We do custom development. We can do custom development if it isn't "out of the box". It's easy to get started, with no setup fees or hidden costs.

CONTACTfile CRM is your "contact file". It is your own CRM solution. It was developed entirely in the UK and caters to small business contact management. CONTACTfile gives you access to all the CRM tools you need. You can keep track of your contacts, whether they are at home or at work, remind you to do so, export and import your data, and many more! Do you ever want to know how to contact someone you know? You have, but where can you go? Many people will use their phone and email program. Some will also have a lot of business cards. This is clearly not ideal. Ask yourself if you can do it better if you are a contact manager. A contact manager program would allow you to be more efficient in your work. If the answer is "Yes", then you probably you need a business customer-relationship management (CRM) system!! CRM systems are used by all businesses.

Automated tasks for your sales team and all their correspondence on one contact screen will make your sales team dream machines! Don't let leads and $$$ get lost! You can reach more leads with follow-ups and email marketing for $2 per day. You can also organize your sales team, capture leads directly from your website, and send all emails to and about your team. Your current CRM is not sufficient to help you get organized. We can help!

Companies choose SuperOffice to help them build long-lasting customer relationships and generate higher and more sustainable revenue. Striving to be more than a cloud CRM provider, we serve as a trusted partner to B2B companies in Europe that want to streamline their processes, become customer-centric and achieve more. With more than 30 years of CRM experience and a commitment to data security, we have the knowledge, expertise and insight to help you throughout your entire CRM journey.

The Best Way to Keep Your Contacts. For individuals, teams, and small businesses, intuitive contact management. We connect multiple sources or accounts to create a unified contact book for you. You can get up-to-date contact data that automatically syncs across multiple devices and accounts. We will let you know if your contact information is out-of-date. Automated scans will ensure that you always have the most current information. For hassle-free contact management, we detect duplicates and provide updates. Combine duplicates to create an unified address book across multiple accounts. We take one piece of information, such as your email address, social handle, and phone number, and give you a more detailed profile. Contextual data, richly populated, ensures that you always contact the right person. We transcribe business cards and verify them twice before adding them to your address book. You can scan and save business cards using our mobile app, or upload them in bulk via the web app.

A system that manages a company's interaction with its current and potential customers. CRM is the use of technology to automate, synchronize, and organize sales, marketing and customer service. SFA includes a system for managing contacts and following up with customers. Designers, architects, real estate developers and contractors, agents, brokerage offices, etc. There are many others, such as nonprofits, tech companies, online businesses and more. Business service providers, such as accountants, attorneys, and consultants.

Marketing leads can be answered, you can stay in touch with them and learn what marketing is most effective. ReachLocal offers ReachEdge software.

Building better people is the first step to building a better business. PlanPlus Online Business Edition is a unique software product that combines a proven personal productivity tool with a powerful Customer Relationship Management system. PlanPlus Online's Business CRM solution allows for collaboration, sales, marketing and project management. This will enable productivity and ensure accountability within your company.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Manual solutions to sync contacts, calendars, notes, and other data to smartphones can be time-consuming and error-prone. Custom apps are not scaleable and have limited functionality. Employees can waste time searching for current contact information, cannot identify important business calls, and are forced to make manual updates without an automatic GAL sync. Unsynchronized shared calendars can lead to missed business-critical meetings, ineffective management of projects and emergencies, as well as ineffective shift or project management. CiraSync provides central administration with single sign on, granular control and best-in class support. There is no software to install, client configuration is not required, and there is no need for user training. You can sync unlimited numbers of contacts, shared calendars, notes, and more than once per day. Utilize existing distribution groups to control who receives which contacts and calendars.

We offer a complete management system that includes tasks, appointments, sms and email, as well as payment processing, to help you manage your contacts. Non-Profit Membership Businesses and Membership Based Businesses can benefit from recurring contact and fees. You can quickly organize, manage, and track all aspects related to your customers or contacts. Intake forms, website forms and invoicing. Payments processing with ACH and credit/debit cards. Appointment reminders using SMS and emails. Contact Types You can organize contacts by type and add custom contact lists and mass email or SMS to the list.

This is the easiest way to manage multiple tasks in one place. It also helps you organize your clients and your team. Your team will be notified in advance of their worklist so they can plan and improve their productivity. This allows you to separate your project with different team members. You can add your client to a to-do list as a client role to let them know how the work is progressing. Your team can follow up on the client and request feedback. Everything is recorded so you don't have to worry about any future problems. You can establish a deadline for a project. This is where you can save money indirectly.

Software for field service management in every industry. SMART Software works with you to streamline your routes and provide detailed reporting and analysis to help you grow your service business. Our software support team is the best in the industry and includes on-site training. Streamline your business operations and keep all your important customer information in one place. Our inventory management, equipment tracking and time management tools, as well as reporting, will help you increase your bottom line. You can keep track of all aspects related to Service Issues, including ticketing and technician routing, inventory control, and vehicle maintenance. We forecast vault cash differently to any ATM software or processor. ATM SMART is a popular choice for customers who return 20% of their vault cash. SMART offers a powerful, integrated CRM solution that allows you to manage your relationships with customers, vendors, sales prospects, and other business contacts.

Recognize business card. You can export your stored business card data to a CSV before it expires. Please contact PenPower's customer service if you want to save the image files of your business cards. Attention! After the subscription expires the system will retain the user data 180 days. If the user doesn't renew the subscription in 180 days, all data will be automatically deleted. The maximum number of users for the NAS edition should not exceed 20. Basic edition users should not exceed 100. Windows Server edition has a maximum number of users that will vary based on the performance of your server. WorldCard Team can import contact data from WorldCard Mobile or WorldCard. We suggest that when you set up WorldCard Team for your company you transfer all of your contacts to WorldCard Team rather than continuing to use WorldCa.

Essentials is a sales and customer support app. You can think of us as an extra pair - multiplied by 1000. All your customer data can be organized in one app. All your sales processes, from initial contact to closing, can be tracked in one place. You can support your customers via phone, email, and web chat. You can manage your business from your smartphone. To visualize key business metrics, create dashboards and real-time reports. Sync with tools like Dropbox and DocuSign.