If you would like to become a reseller, please see the Reseller Page. Our global support team monitors our email accounts and forums around the clock. If you need a prompt response, then please contact us through these channels.
If you need to contact us by phone then please ensure it is during office hours, otherwise there may be no member of staff available to take your call. We also have a Live Chat feature on the website that you can use to ask live operators any support and sales questions you might have.
You can contact us by phone, email or our social media accounts — we are here to assist you. 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. 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.
Sales Cloud Frequently Asked Questions. Contact Management Software from Salesforce. Manage your business contacts with ease with Salesforce. What is Customer Contact Management? Customer Management Software Features. Contact management can no longer be done effectively with spreadsheets.
Features: Access information from anywhere with cloud computing software Manage your contacts with Salesforce CRM Improve customer service with Service Cloud Stay in touch with your team with Quip Gain valuable insights through reports and analytics Improve your sales process with data cleaning tools More Features.
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.
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