17 years helping Australian businesses choose better software
Contact Management Software
Contact Management software provides powerful tools that enable the storage, tracking, and management of contact information throughout an organisation. By using Contact Management systems, organisations can function more effectively by distributing information on customers, contractors, vendors and others to all levels and locations instantly. Contact Management solutions also often incorporate efficiency-increasing features such as lead management tools, employee task logs and customer interaction histories.
Contact Management software is related to Campaign Management software, Lead Management software, and Sales Force Automation software. Find the best contact management software for your organisation in Australia.
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"We are using Monday.com for our internal strategy work. We use Basecamp for project management for..."
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Kory
Sales Manager in US
This information was sourced from monday CRM
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of monday CRM
Pros:
Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI.
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Cons:
Hard to prioritise jobs. Hard to get a sense of everything not done for one contact.
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This information was sourced from monday CRM
Who Uses monday CRM?
Best for mid and small businesses, monday CRM is a fully-customizable and AI-powered CRM that enables revenue to sell faster and streamline communicat...
Argentina, Australia, Austria, Belgium, Brazil, Canada, Chile, China, Colombia, Denmark
, Ecuador, Finland, France, Germany, Greece, Hong Kong SAR China, India, Ireland, Israel, Italy, Japan, Luxembourg, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Portugal, Russia, Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States
and 29 others
Languages
Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese
, Russian, Spanish, Swedish, Turkish
and 4 others
This information was sourced from Bigin by Zoho CRM
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Bigin by Zoho CRM
Pros:
I am using this becasue of automation, not very costly, and function wise it is very good. Customer care are not very good, they do not help immediately, need to wait for few days only then call back.
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Cons:
It broke down several times. However, it finally worked.
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This information was sourced from Bigin by Zoho CRM
Who Uses Bigin by Zoho CRM?
Bigin is ideal for small and micro businesses that are looking to move away from inefficient spreadsheets and other legacy sales tools and better...
"Very happy so far with PipeDrive - agonised initially about using it because of weaker marketing..."
Read the full review
Peter
CEO in UK
This information was sourced from Pipedrive
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Pipedrive
Pros:
Neatly organized and friendly application. The most liked feature is the chat support team.
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Cons:
The only thing that is kinda confusing especially to non-technical person is on integrating with third-party tools. Most of it needs to be connected with Zapier which is again another subscription.
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This information was sourced from Pipedrive
Who Uses Pipedrive?
Sales teams and small and mid-sized businesses looking for a simple yet powerful sales tool to help them stay organized.
"Very Good! It was easy to switch over and get everything going from the beginning."
Read the full review
Rob
Marketing in US
This information was sourced from Constant Contact
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Constant Contact
Pros:
It also offers some excellent graphics solutions and allows you to configure your emails to also be mobile friendly.
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Cons:
Email editor shortcomings: no way to create reusable items to be used across emails; hard to get to html when editor features are insufficient or inaccurate.
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This information was sourced from Constant Contact
Who Uses Constant Contact?
Constant Contact's expanded online marketing platform is designed to help small business owners, side-hustlers, nonprofits and individuals do more...
Afghanistan, Australia, Brazil, British Virgin Islands, Canada, Germany, India, Japan, Kuwait, Kyrgyzstan
, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Niue, Norfolk Island, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Pitcairn Islands, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Georgia & South Sandwich Islands, South Korea, South Sudan, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Barthélemy, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Togo, Tokelau, Tonga, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Outlying Islands, US Virgin Islands, Uganda, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Western Sahara, Yemen, Zambia, Zimbabwe
and 118 others
Languages
Danish, Dutch, English, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish
"It provides ease of use and the quickest customer journey via the car parts selection catalogue."
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Muhammad Wasif
Management Consultant in Australia
This information was sourced from Peach Software
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Peach Software
Pros:
Peach has grown with us. The customer service is the best, if I can't find a report or need some special report, customer service points me in the right direction or adds a special report for me.
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Cons:
These normally get fixed but that is a task in itself and you are made to feel like it is something you are doing wrong. The reporting is over complicated and building your own reports is painful.
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This information was sourced from Peach Software
Who Uses Peach Software?
Great for Fasteners, Bearings, Auto Parts, Hardware, Cleaning Products, Stationery, Agricultural Parts. Any business with complex Inventory and...
"Overall, it is a great tool unquestionably. Whether it is data extraction, prospecting or maintenanc..."
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Nikhil
Business Development Associate in India
This information was sourced from Lusha
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Lusha
Pros:
Lusha is pretty well known amongst the sourcing community as one of the best tools for getting personal contact details - email address and phone numbers - from social media profiles.
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Cons:
The system didn't always give correct call numbers, and sometimes fails to get the numbers in the first place.
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This information was sourced from Lusha
Who Uses Lusha?
Lusha is a sales intelligence platform that helps businesses find decision-makers using fresh, dynamic, and accurate data.
"We use Seamless.AI to get the email addresses (and all other contact info ) of selected prospects..."
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Dusti
Senior BDA/AE in US
This information was sourced from Seamless.AI
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Seamless.AI
Pros:
Seamless allows myself and my marketing team to quickly gather contact info for prospective clients. I love how easily it integrates with LinkedIn and LinkedIn Recruiter.
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Cons:
Then lied again and said he could move around the numbers.
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This information was sourced from Seamless.AI
Who Uses Seamless.AI?
500,000+ sales teams, recruiters, and marketers from top startups to large-scale enterprise use Seamless to build a strong pipeline of qualified...
"We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly..."
Read the full review
Rich
Overpaid Storyteller / Brand Manager in US
This information was sourced from Method CRM
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Method CRM
Pros:
Method was straight forward to setup and integrate with Quickbooks.
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Cons:
We have spent plenty of money adjusting this to our liking. Everytime they fix something they mess something else up and then charge you to fix there mistakes.
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This information was sourced from Method CRM
Who Uses Method CRM?
QuickBooks Desktop or QuickBooks Online users who need a CRM solution to easily manage leads, track sales activities and better serve their customers.
"Less Annoying CRM was recommended to me years ago when I was trying to get the company I was..."
Read the full review
Kelly
Certified Professional Organizer in US
This information was sourced from Less Annoying CRM
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Less Annoying CRM
Pros:
There is a compromise in that full integrations are limited but personally think that was the positive right choice. It is an excellent example of user focused software design.
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Cons:
As with all changes, the learning curve was the only obstacle, but the LACRM team was always an email or phone call away if we needed assistance.
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This information was sourced from Less Annoying CRM
Who Uses Less Annoying CRM?
Built for small businesses looking for an easy-to-use CRM to simplify managing customers without IT help. Expert support + no hidden costs =...
"Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now)."
Read the full review
Antonio
Founder in Netherlands
This information was sourced from EngageBay CRM
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of EngageBay CRM
Pros:
I love using a multiform that can manage all of my data and daily functions in the one place without having to sync and integrate multiple platforms using third party service providers.
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Cons:
NO SMS Function However I have been told this is coming soon.
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This information was sourced from EngageBay CRM
Who Uses EngageBay CRM?
Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to...
"In my Company, the Salesforce Sales Cloud is the tool for everyday work. This software has..."
Read the full review
Sergiy
Technical Consulting Engineer in Netherlands
This information was sourced from Salesforce Sales Cloud
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Salesforce Sales Cloud
Pros:
The dashboard is in every case exceptionally alluring and basic. The interface is delightful and generally has an excellent cost.
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Cons:
There are countless strides to having a total record, so this is definitely not a languid program. In case you will utilize it, focus on utilizing it, in any case, nonsense in, nonsense out.
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This information was sourced from Salesforce Sales Cloud
Who Uses Salesforce Sales Cloud?
With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Our customers benefit from a...
Australia, Austria, Belgium, Canada, China, Denmark, Finland, France, Germany, India
, Indonesia, Ireland, Israel, Italy, Malaysia, Mexico, Netherlands, Norway, Philippines, Portugal, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, United Arab Emirates, United Kingdom, United States, Vietnam
and 21 others
Languages
English, French, German, Italian, Russian, Spanish, Swedish
Armenia, Australia, Austria, Bahrain, Bangladesh, Belarus, Belgium, Bhutan, Brazil, Canada
, China, Colombia, Cyprus, Denmark, Egypt, Estonia, Finland, France, Germany, Greece, Greenland, Hong Kong SAR China, Hungary, India, Indonesia, Ireland, Italy, Japan, Kuwait, Luxembourg, Malaysia, Mexico, Myanmar (Burma), Nepal, Netherlands, New Zealand, Nigeria, Norway, Pakistan, Philippines, Poland, Portugal, Qatar, Romania, Saudi Arabia, Serbia, Singapore, South Africa, Spain, Sri Lanka, Sweden, Switzerland, Taiwan, Thailand, Türkiye, United Arab Emirates, United Kingdom, United States, Vietnam
and 49 others
"Dynamics 365 has been a valuable asset for our business. It's helped us streamline our operations,..."
Read the full review
Dixit
Support Engineer in India
This information was sourced from Dynamics 365
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of Dynamics 365
Pros:
I use this software and it’s so easy to use like Microsoft Word, Excel. Another advantage of Dynamics 365 is its flexibility and integration capability.
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Cons:
Difficult to use at the start or being a beginner it's very hard and limited feature in mobile app.
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This information was sourced from Dynamics 365
Who Uses Dynamics 365?
Dynamics 365's plans can accommodate for households, individuals, or even enterprises.
Andorra, Argentina, Australia, Austria, Bahrain, Belarus, Belgium, Brazil, Brunei, Canada
, Chile, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, Germany, Greece, Hong Kong SAR China, Hungary, Iceland, Ireland, Israel, Italy, Japan, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Mexico, Netherlands, New Zealand, Norway, Oman, Poland, Portugal, Qatar, Russia, Saudi Arabia, Singapore, Slovakia, Slovenia, South Korea, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States
and 42 others
"Overall my experience with hubspot crm is very well, here first I used free version then I satisfy..."
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Vishnu
Software programmer in India
This information was sourced from HubSpot CRM
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of HubSpot CRM
Pros:
Hubspot is also great for start-up companies or small businesses, as the pricing is more fair and other CRM tools can be overkill for a small company.
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Cons:
Now I am stuck with some defined items that are inaccessible.
Read more
This information was sourced from HubSpot CRM
Who Uses HubSpot CRM?
The HubSpot CRM is built for growing teams. Today, over 100,000 customers in more than 120 countries use HubSpot's award-winning software to attract,...
Australia, Austria, Belgium, Brazil, Canada, China, Denmark, Finland, France, Germany
, Hong Kong SAR China, India, Ireland, Japan, Malaysia, Mexico, Netherlands, New Zealand, Norway, Philippines, Singapore, Spain, Sweden, Switzerland, United Kingdom, United States
and 16 others
"In my company, Active Campaign is used on a daily basis. We are a franchising network, needing one..."
Read the full review
Pedro
CEO in Portugal
This information was sourced from ActiveCampaign
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of ActiveCampaign
Pros:
Automations are really easy to setup, email templates are good and easy to design. What I like the most about this software is user experience.
Read more
Cons:
I struggled a bit to get the email function working for my monthly company newsletter but that was mostly because I'd made an error with the segment feature.
Read more
This information was sourced from ActiveCampaign
Who Uses ActiveCampaign?
ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation.
Australia, Belgium, Canada, China, Denmark, France, Germany, India, Ireland, Italy
, Japan, Mexico, Netherlands, New Zealand, Portugal, Singapore, Spain, United Kingdom, United States
and 9 others
Argentina, Australia, Belgium, Brazil, Canada, Chile, China, Colombia, Ecuador, Finland
, France, Germany, Hong Kong SAR China, India, Ireland, Israel, Italy, Japan, Mexico, Netherlands, Norway, Philippines, Portugal, Saudi Arabia, Singapore, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States
and 21 others
Languages
Chinese, Czech, Danish, Dutch, English, French, German, Indonesian, Italian, Japanese
, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish
and 9 others
"Overall, it has been a good experience using LinkedIn for Business because I can control what is..."
Read the full review
Kristie
Business Owner in US
This information was sourced from LinkedIn for Business
Lead Capture
Sales Pipeline Management
Calendar/Reminder System
Customizable Fields
CRM
Shared Contacts
Segmentation
Tagging
Sales Forecasting
Prospecting Tools
This information was sourced from verified user reviews of LinkedIn for Business
Pros:
Being a veteran of the United States Army, I get a LinkedIn Premium account with no cost. I love that I am able to network with so many people, known and unknown to me.
Read more
Cons:
The only defect that I find in Linkedin for business is that only the team version provides native integration with crm.
Read more
This information was sourced from LinkedIn for Business
Argentina, Australia, Austria, Bahrain, Bangladesh, Belgium, Brazil, Cambodia, Canada, Chile
, China, Colombia, Denmark, Egypt, Fiji, Finland, France, French Polynesia, Germany, Hong Kong SAR China, India, Indonesia, Iran, Ireland, Italy, Japan, Jordan, Kuwait, Lebanon, Liechtenstein, Luxembourg, Malaysia, Maldives, Mexico, Monaco, Mongolia, Myanmar (Burma), Netherlands, New Zealand, Norway, Oman, Pakistan, Papua New Guinea, Peru, Philippines, Portugal, Puerto Rico, Qatar, Romania, Saudi Arabia, Singapore, Solomon Islands, South Africa, Spain, Sweden, Switzerland, Syria, Taiwan, Thailand, United Arab Emirates, United Kingdom, United States, Vietnam, Yemen
and 54 others
Contact management software enables the storage, tracking, and management of contact information across an organisation. Contact management system helps organisations function more effectively by distributing current contact information for customers, contractors, vendors, and more across all levels and locations. These systems help businesses manage and promote leads, archive customer interactions, log employee tasks, report engagement analytics, and schedule events and tasks.
What are the benefits of contact management software?
Distributed contact information. A contact management system typically tracks and stores the contact information in a universally accessible cloud database. People and companies can be grouped as leads, customers, vendors, employees, and more. Businesses can grant specific users permission to access certain groups. Together, these features make it possible for small businesses to access essential contact information at any time, boosting efficiency, accuracy, and flexibility.
Rich business intelligence. Informed marketing and sales efforts depend on contact tracking. A contact management system can track customers throughout the sales cycle and compile valuable reports about what is and isn't working. Small businesses can use this business intelligence to make smarter, fact-based decisions.
Customer service. The right contact management system can improve customer service in several ways. Interaction histories help employees offer more personalised and relevant customer assistance through data about past customer experiences with the company. Some contact manager apps can collect support requests, assign them to representatives, and even schedule callbacks so customers aren't forced to wait on hold. These features ultimately improve customer satisfaction and retention.
What are the features of contact management software?
Interaction tracking: Track daily activities such as contact transfers, emails, and task schedules.
Contact import and export: Transfer contacts between multiple data sources.
Contact search and filter: Search and filter contacts within the entire contact database.
Contact database: Maintain a record of all contacts saved in a database, including details like last interaction, follow-up, and activities.
Calendar and reminder systems: Add notes to individual contacts and set reminders for scheduled follow-ups.
Customisable fields: Add, remove, and rename fields used for storing contact details. Customisation helps capture different sets of contact details for different campaigns.
Shared contacts: Share contacts with other applications like Gmail and CRM software.
The contact management software directory lets you filter by feature(s) to only view options that meet your business needs, helping you narrow your software shortlist.
What should be considered when purchasing contact management software?
Get the features you need the first time. Capterra found that 66% of businesses that switched to a different contact management system did so because their initial solution lacked the needed features. Affordable or trendy solutions may not offer the tools your small business really needs, so be sure to invest in a system that solves your company's unique problems.
Know how long your transition will take. Moving to a new contact management system can be a long process. The time from C-suite decision to IT expansion to employee training could take months, or even years. Capterra research found that 80% of companies implemented their contact management software within 18 months. Some solutions are faster to set up than others, so it's important to balance setup time with your long-term goals.
Choose strategic integrations with other systems. The best contact management solution for your company might be the one that integrates seamlessly with your existing software. In many ways, contact management software is the critical hub that connects your systems. Social media, email, inventory, project management, and reporting are just some of the integrations available. Build an ecosystem that helps maximise all of your software tools.
What are the most relevant contact management software trends?
Conversational user interfaces will provide better customer service. Intelligent chatbots in contact management software will offer better first-touch assistance to customers in need. Conversational user interfaces have been around for some time, but the technology is growing more sophisticated and reducing employees' ticket volume, allowing faster solutions while cutting costs. According to Capterra research, 68% of small and medium-sized businesses (SMBs) are using or plan to use conversational user interfaces within the next one to two years.
Real-time analytics is enhancing customer and agent interaction. Contact centre agents hold hundreds of interactions with customers on a regular basis. This generates thousands of data points with which detailed profiles of customers can be created, which can tremendously help agents engage customers in future interactions. Analytics helps in capturing these data points in real time during calls. Additionally, analytics-driven sentimental intelligence measures customers' characteristics on various parameters such as stress level, mood, and loudness of speech. This helps agents to respond to customer interactions more effectively.
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