Best Contact Management Software

ClickUp doubles as a flexible contact management system using custom fields and relationship features. Store contacts as tasks with fields for email, phone, company, role, deal value, and any custom attribute. Relationship fields link contacts to deals, projects, and accounts. List and Table views create sortable, filterable contact databases. Forms capture new contacts automatically. Automations trigger follow-ups and reminders. Dashboards visualize your contact pipeline and engagement metrics. No rigid CRM schema, just a flexible system that adapts to how your team manages relationships, all connected to your actual work.

Planfix Contacts provide a central place for working with clients, suppliers, contractors, partners, and other external contacts. Flexible fields let teams structure contact records around their own processes while keeping related tasks, files, and communication available in the same context. It does not matter whether a customer writes by email, WhatsApp, Telegram, social media, or another connected channel: the manager receives the message and replies directly from Planfix while the customer continues using the channel they prefer. This gives employees the full communication history when they need it and reduces the risk of losing requests between different inboxes and messengers

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

LuitBiz is a Business Applications Suite with Document Management (DMS), CRM, HRM, Employee Self Service, Asset Management (EAM), Business Process Management (BPM) & Quality Management (QMS) modules that helps companies with just 1 software over the cloud. The Document Management module "LuitBiz DMS" has built-in version control, workflow management etc. that help companies streamline their documentation processes. The CRM module named "LuitBiz CRM" has Sales, Support,& Customer Portal modules that help companies manage the entire lifecycle of customers using just one software. The HRM & ESS modules of LuitBiz help companies streamline their entire employee processes right from recruitment to exit interviews. The EAM module helps track the complete lifecycle of the assets starting from purchase to disposal. The Quality Management module "LuitBiz QMS", allows companies to streamline their SOPs and related forms & workflows to streamline their quality management processes.

Manavate is a cloud based management system that makes it infinitely easier for you to run your business. Say goodbye to hours lost on phone calls and emails that too often lead you away from efficiency and towards chaos. Sign up for a free trial and enjoy all the benefits Manavate has to offer.

Simplify prospecting efforts by automating LinkedIn profile-searches and imports. Finding and actively engaging with the right people is the first essential step of any business. However, browsing on social networks tends to be long and frustrating without the support of proper automation. Import in FULL (not just Name and Role) hundreds if not thousands of potential leads, in just one click, be it people, or companies. Remain untracked by LinkedIn, and surpass the limits of what regular users can do. After enabling Auto Import, just viewing a profile is enough to fully import them into your Jobin repository. Everything gets seamlessly merged, so instead of ending up with duplicates, you've fully updated them instead. LinkedIn profiles are definitely rich with useful information, but not always do they have everything; more often than not, emails, phone numbers, and other social media profiles are kept private or not mentioned.

CRM, finance, workforce management software, and more. Manage every aspect of your business. Pick the modules you need and begin saving time and money. Staffing Simplified Our founders have more than 20 years of experience in the staffing industry. During that time, they built, and rebuilt an internal platform that helped their team work smarter, not harder. One day a competitor saw what our founders built. She said that every other company in the industry was struggling to solve the very problems their internal platform had fixed. She suggested that they should make their platform available to everyone. In 2016 Senegal Software was born. The result is a modular platform that lets you run your business from anywhere, on any device. Today our software helps clients save time and money, all while increasing productivity. And we do not stop there – our team continuously works with clients to find new ways to automate and simplify staffing.

Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.

Profiler Cloud is a suite of applications for digitizing every process in your company. With Profiler Cloud you digitize every aspect of your company, personnel management is no longer a problem with Docker, track attendance, distribute payslips and manage your employees' holidays and leave. With Graphit, you implement a graph metric signature process in a simple way in your ERP, allowing you to sign your files even on the move. Docker digitizes and simplifies the relationships between human resources and workers. With Graphit you can easily implement the graphometric signature in your company. Designed for the basic user, complete for the advanced user. Each element in Profiler Cloud is designed to be easily understood and assimilated by any type of user on any type of device. Profiler Cloud speeds up your work by integrating with most management software, without developing expensive customizations. You will be completely independent of enterprise software.

In the Recruitment & Staffing industry, the ability to efficiently manage all aspects of your business is paramount. RecruitOnline provides a fully-featured, Cloud-Based SaaS, integrated recruitment business management system that supports agencies ranging from a sole operator through to multi-brand/multi-sector/multi-location staffing businesses. The success of any business is driven by its relationships with its customers and a key to managing and developing those relationships is the CRM software used by the business. Inbuilt Email Newsletter module – create, send & track email marketing campaigns. Leads can come from just about anywhere; a recent reference check; a colleague attending a networking event; a referral from a client; etc. Being attune to the source of them, along with a simple system to assign and follow them up are important elements in successfully growing your business.

Email upon set up and confirmation text notifications, unlimited appointment set up, digital release waiver and storage, integrated move ahead and wait lists, customized calendar and feature settings.

Union Fusion manages local dues, apprenticeship data for jatc's, remittance, benefits management and much more. Dues collection, member portal, scheduled payments, dues checkoff, events management, comprehensive contact management. Apprenticeship administration, upgrades, ojt, certifications, class management, grading, attendance and more. Remittance management, benefits, pension disbursements, health benefit, disabilities, annuities and 401k accounts. We have fully integrated a payment platform so that you can process dues one time in our application and the process is complete. Allow your members to go online and pay their own dues or schedule a payment at the end of each month. We also support integrated communication using Amazon simple email and Twilio text messaging and robo calls.

Our mySQM™ customer service QA software is built for call center agents to provide them with real-time feedback, quality assurance, coaching, and recognition to deliver great CX. mySQM™ customer service QA software empowers, recognizes, and engages agents by providing them real-time feedback, quality assurance, coaching, and recognition to deliver great CX. In addition, real-time, actionable reports (e.g., great CX delivery, service recovery opportunities) are pushed out to agents and managers. Our software captures data from multiple sources and stores it in one fully integrated software platform for managing CX data to deliver great customer service. For example, mySQM™ captures internal data (e.g., ACD, call list, QA) and external data (e.g., web, email, IVR, and phone surveys) for agent dashboard reporting, accountability, coaching, and recognition.

TUMBLEHOME ENTERPRISES is a consortium of consultants who, working together, will meet all of your computer-related needs. We created List Master. It's a very powerful and easy-to-use cloud-based CRM. We'd love to show it to you. We support, customize and do data conversion for all types of CRMs and database systems. Let us know what you need. We support all types of websites. We can help with a little tweak, a conversion to a new platform, or a whole new site. We have the designers and builders to do this right. We host websites, email, list serves, databases, file transfer sites, document management systems, and any other online applications you might have. We work with most platforms and CMSs: Drupal, WordPress, Expression Engine, etc. We are Drupal experts and like it the best. As system administration experts, we set things up correctly and securely for trouble-free operation.