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The best CRM for contact management
The best contact management software helps you combine communications tracking, customer preferences and help desk tickets in one centralized tool shared across your business.
What do contact managers need from a sales CRM platform?
The right customer relationship management (CRM) for contact management improves your overall customer experience and sales performance through enhanced efficiency, transparency and more valuable interactions, all at an affordable price.
Access real-time data from anywhere
Update, share and analyze data entry on any device with Pipedrive’s cloud-based contact management CRM system and mobile app
Sync customer data
Collect customer information from imports, e-commerce sites, email, social media platforms, web forms and SMS to gain a wider view of your contacts in one contact management tool
Foster effective team collaboration
Share knowledge across teams with a centralized contact and project management system that lets you tag and filter information, assign tasks and send reports
Personalize your touchpoints
Understand each contact’s history with your organization to help you develop more relevant touchpoints across the customer lifecycle
Leverage valuable information
Leverage insights from your contact records and management database to tap into your customers’ buying power and refine forecasting
Deliver a superior customer experience
Customize your entire customer journey and automate workflows that improve how you interact with your prospects, leads and customers
How Pipedrive helps contact managers manage sales contacts and services
Dealing with large amounts of customer contact information can be overwhelming for large and small business contact managers alike. It’s often difficult to track contact information and ensure you capitalize on every opportunity.
With Pipedrive’s contact management software, your sales managers can streamline their team’s workflow and delegate tasks.
Harness contact data, share knowledge between team members and make better business decisions, so you can deliver a second-to-none customer experience.
Pipedrive’s Smart Contact Data feature helps you understand your sales leads even better and saves hours of research time. Use our sales contact software to access valuable data from Google and LinkedIn with just an email address.
Next-level insights and reporting
Benefit from comprehensive analytics to track your KPIs. Tailor your sales contact management dashboard and shareable reports to display insights unique to your business goals.
Use this information to better understand your past contact and customer interactions, create valuable opportunities for them in the future and help your sales reps bring in more revenue.
Learn about insights and reports with Pipedrive
Customized contact management
Use your sales contact management software to split customers into purposeful segments. Pipedrive’s custom fields allow you to create unlimited contact labels so you can target your sales and marketing activity.
Tag contacts with even the most niche differentiators and use filters to oversee customer group performance in your sales contact database.
Discover how to manage leads and deals with Pipedrive
Automated email tools
Send emails automatically and save time with message-specific templates. Use the Pipedrive email composer with merge fields to personalize your communications.
Automatically add a contact’s name, job title and company, as well as the deal they’re associated with, and send tailored email campaigns at scale.
Find out about how to automate with Pipedrive
Track contact communication
Get notified the moment a contact or subscriber opens your email or clicks on a link with email tracking. Move qualified contacts to another stage in your contact management software or follow up while they’re warm.
With a 360-degree view of the communication history for every contact, you gain complete context before making a phone call or sending information.
Stay connected and track communications with Pipedrive
Private and secure data storage
Keep your contact data safe with advanced protection built into your all-in-one CRM contact management platform. Whichever region you’re in, you’ll comply with local data protection and privacy policies.
Customize rules to make your business even more secure, such as automatic time-restricted access, IP allowlists and an overview of who uses your data.
Ensure your data is private and secure with Pipedrive
Manage your contacts on the go
Pipedrive’s mobile app can help you stay in touch with contacts wherever you are.
Your full contact database is available straight from our CRM app, so you never miss an opportunity to reach out via phone, email or messenger.
Keep your sales contact database in your pocket with the Pipedrive app
What contact managers can achieve with a flexible CRM solution
A flexible lead management CRM tool helps you manage relationships with your customers, suppliers and other stakeholders. Pipedrive empowers sales contact managers and their teams to:
- Build a customizable pipeline to fit your unique business needs and processes
- Record information such as name, organization, buying power and product preferences for every contact
- Get an overview of every lead, customer or sales contact profile and their communication history
- Integrate contact relationship management software with practical tools like Gmail and Microsoft Outlook and build powerful workflow and marketing automations for repetitive tasks
- Automate document sending, SMS updates and follow-up emails for a smooth customer experience
- Track email activity, including opens and clicks, to see how your existing address book and prospective customers are engaging with your business
How to use your CRM software to better manage leads
Log in to Pipedrive to create a visual representation of your sales pipeline. Customize your pipeline to include the unique sales stages for your business and build new deal flows across your company.
Design separate workflows for inbound inquiries based on their stage in the buying cycle. Prioritize the focus of your contact management system with a clear view of warm leads, likelihood of conversion and inactive deals.
Pipedrive doesn’t just have personal contact management features – you can store and manage every customer touchpoint in one place. You’ll see all inquiries as soon as they come in via phone, email or web form.
Automatically assign lead activities to the right salesperson and add due dates to stay on track and meet service-level agreements. Get notifications when a contact needs attention and move a task along once you’re finished.
Give your prospects and customers more convenient ways to contact your business and streamline your inquiry management systems to keep customer satisfaction at an all-time high.
Integrate interactive marketing tools like Jotform and drag-and-drop form builders like involve.me to create online customer support forms and generate leads that sync directly with your contact management CRM system. By automatically connecting forms with your Pipedrive workflows, you’ll stay on top of every reply.
Close more leads by following up with relevant information when your leads are hot. Instead of spending time on manual tasks while your leads go cold, automate personalized follow-up emails.
Enable workflow automations through your CRM to help your sales team focus on closing deals. Automatically send email marketing campaigns at scale with customizable email templates and streamline sales activities to help your sales team focus on closing deals.
Continually improve your sales, service and contact management through detailed insights. Make meaningful decisions and put more resources behind the activities proven to work.
Customize your insights report type to suit your business, and share interactive dashboards with teams and stakeholders to help them visualize progress, performance and areas for improvement.
Manage your contacts at every stage of the funnel
With our add-ons, you can manage sales, customers and more with an all-in-one contact database.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Customer contact management FAQs
A contact management system is a tool for storing and organizing contact data to help manage and nurture customer relationships.
Contact management systems are sometimes known as customer relationship management (CRM) tools.
Most online contact management systems offer centralized access, task automation and extensive data storage and analysis capabilities.
Spreadsheets and other traditional methods lack these advanced features, which limits their value.
The main features of contact management software include centralized contact information, customer interaction tracking, task automation and analytical reporting.
Your sales contact management software helps you view customer interactions, preferences and purchase histories quickly and clearly.
It should also support you in delivering personalized interactions and improved communication.
The security of an online contact management system depends on the provider.
The best tools offer data encryption, access controls (e.g., two-factor authentication) and regular security updates.
Most contact management systems integrate with other sales, marketing and productivity tools, allowing you to share data and streamline workflows.
Pipedrive has integrations, add-ons and third-party apps for email marketing, project management, lead generation, customer support and more.
Users of customer contact management software typically experience:
Enhanced customer relationships
Improved data management
Increased productivity
Better customer satisfaction levels
Build better customer relationships
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