Customer details management software

Streak's contact management tools can be integrated within your Gmail inbox, working alongside all other Google Workspace applications. The software also allows you to both maintain and share a timeline of customer contacts and communications.

This can include information about email records, call logs, files, notes, and tasks. Streak offers custom views of your sales pipeline. You can search, filter, group, and sort your contact data in any configuration as well as save those results in custom views and share that data with your team.

Streak is an accessible software, designed to easily integrate with your Google applications. It's free for personal use but there are professional and enterprise-level options for a charge. Pipedrive CRM is decidedly sales-oriented, and its contact management resources reflect that.

The contact management features are meant to enable hard sales with data and automation. The platform includes tools that can retrieve web-data about your contacts from online sources like LinkedIn. Using this information, the platform can give you insight into the viability of pursuing the leads you gather. The platform works seamlessly with Google Workspace and Office and features over app integrations.

Even their most basic subscription includes tools for maintaining email history, notes, and call logs. With Nextiva, you'll have access to a wide array of features including follow-up automation, surveys, live chat, and analytics. It's a single location for you and your team to store and reference contact details, call notes, and email conversations with customers. The tool's contact management infrastructure — paired with its powerful sales automation tools — can help you streamline your sales process and easily qualify leads.

Nutshell also integrates seamlessly with applications like Slack and Google Workspace and is designed to suit the needs of businesses of every size. No matter how big your business is, what you sell, or how your sales team is structured, you're bound to have contacts you need to track and manage. If you haven't already invested in contact management software for your business, you should strongly consider some of the options listed above. And remember, nothing in life can be said to be certain, except for death, taxes, and high-quality contact management software making life easier for salespeople.

Editor's note: This post was originally published in February and has been updated for comprehensiveness. Originally published Apr 13, PM, updated October 25 Subscribe to Our Blog Stay up to date with the latest marketing, sales, and service tips and news. Thank You! You have been subscribed. Start free or get a demo. Sales 10 min read. The app provides a unified address book for customer contacts, with email and social media engagement tools to manage all your cross-channel customer relationships.

It allows you to track deals and categorize task types with Tags feature, as well as create and assign roles to team members and set privacy permissions for information-sensitive projects. Smart task and email templates speed up routine inquiries and interactions with customers and help ensure best practice interactions every time.

Custom fields are listed alphabetically and cannot be custom-arranged amongst standard fields. The pricing model is inflexible jumps from single-user plan to 25 users fixed price plan , so some companies might end up paying for unnecessary capacity in users, contacts, and deals.

Learn More: Zoho. Machine-learning and natural language processing analyze sentiment and scores the strength of your relationships. AI also eliminates duplicate contacts and companies in your record. The mobile version is pretty clunky. Pricing is flexible, dependent on contract length and size of the organization; please contact the vendor for details. Learn More: Affinity.

Contacts can be accessed via email, voice, and text in-app. In-app voice transcription lets you take notes on the fly, so you can further build up a contact record. Copper offers a one-click contact add, and automatically ports Gmail contact info into your CRM, which allows you to quickly populate your contact list, with easy access to full email history, pipeline details, and other info.

Once you have your contacts list up-and-running, a highly visual, well-designed sales pipeline lets you manage your leads throughout the qualification process. Weekly pipeline progression reports suggest improvements in team communication and workflow, while custom filters and alerts keep you on top of the most important deals. Pipedrive is a sales pipeline-focused CRM with contact management and lead tracking, sales activity monitoring, and information sync across channels.

Gmail integration appearing as a sidebar app makes it easy to add contacts from email, make notes, and schedule sales tasks. Full email sync allows you to check messages in-app from whichever email provider you use.

Learn More: Pipedrive. The contact center allows you to pull information on individuals and organizations from social networks, mobile messenger apps, and landing pages, building up a comprehensive contact list.

Bitrix24 is de facto the most popular free CRMs in the world. It provides largely the same range of features as paid plans, albeit in scaled-down form. The notifications feature can be clunky, sometimes displaying the same notifications over and over when you log in.

Customizability options are not that great. Nimble is a simple CRM tailored for social media, with smart social search and powerful tools for market segmentation.

Apart from being a great way to add new contacts, this is very useful for simplifying your operations across social media channels like Facebook, LinkedIn, and Twitter. Data organization, sales pipeline, and reporting features keep your operations on the right track. Another thing to note: Keeping track of closed deals can be a bit of a pain, as can deleting messages which you have to do one page at a time. Learn More: Nimble. Full-fledged CRM tool, dedicated to providing personalized customer engagement that works with your business model.

It allows you to build and manage a complex contact database with call logging, automatic email tracking, document attachments, and robust search and filter tools. Data cleansing deletes duplicate entries and ensures contact information is tidy and accessible, while date range purge features old logs are exportable via Excel for safe-keeping make sure up-to-date information is being used. A shared address book and audit log tracks changes to contact fields, notes, and documents ensure full-team visibility on your customer-facing interactions.

Use notifications and follow-ups to ensure time-sensitive issues are dealt with. Run your workday with a mobile-friendly calendar, schedule appointments, and check your prioritized to-do list. There are many features, which can be overwhelming at first. It's also relatively pricey with a simple, yet inflexible price model , which might put off small businesses on limited budgets. Learn More: Maximizer. Nutshell is a total CRM solution with robust contact management tools.

Build and access customer profiles, including complete conversation histories. Use lead form integration to turn website visitors into contacts with names, email addresses, and other contact info. Segment leads and customers in sophisticated ways including industry, lifetime value, and location. It also allows you to save emails to Nutshell, sync Google Calendar activities, create tasks, track communication timelines, write notes, and view which emails have been shared with teammates in-app.

Users note a lack of automated integrations and customizability capabilities although there are third-party integrations through Zapier. Learn More: Nutshell. Freshworks CRM formerly known as Freshsales , the CRM system in the Freshworks customer engagement suite, provides comprehensive contact management. It offers a contact record with full visibility, including notes, recent conversations, recent activities, time zone, related accounts, and more.

Lead capture automatically grabs leads from emails. You can develop your own lead scoring criteria to find your best leads, and set custom organizational parameters, i. Overall, the platform is built to help you boost your customer base, scale your business, monitor deals, eliminate mundane tasks, run sales email campaigns, and create efficiencies through data centralization.

The act of filtering tasks, so you can focus on your key contacts, is probably more difficult than it needs to be. Customer support can sometimes be slow at resolving issues. Insightly tracks contacts, communications, projects, sales and documents in a single interface.

It provides the usual fields to represent and store contact data, such as name, email address, phone number, and so on, but users can also create their own specialized fields to add unique information, such as customer type, subscription type, contract renewal dates, and billing ID numbers.

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. CRM software organizes and tracks all customer and client information for businesses to better manage relationships.

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