INSUBCONTINENT EXCLUSIVE:
Best contact management softwareBusiness gets done via relationships, which is why we are willing to travel to the ends of the Earth for a
meeting, so the deal can be sealed with a look in the eye and a firm handshake
A good business person has piles of business cards of their contacts, brimming with emails, addresses, phone numbers and social media
account information.While putting them all into your phone was the way to go just a few years back, these days it is all about leveraging
all this contact info to help create that next business opportunity.In order to accomplish this, it is going to take the right application,
namely a contact management software solution
That term is sometimes used interchangeably by some vendors with Customer Relationship Management (CRM), although others believe that CRM
solutions are more advanced than the closely related but simpler contact management software
For the purpose of this article we consider both to be the same category of software, although technically there are nuanced differences
here.With so many ways to contact folks these days, good contact management software can simplify this, and integrate all conversations into
InsightlyBuild business relationships with this popular choiceApp integrationAvailable educational contentLimited free tierInsightly is a
popular contact management program, boasting 1.5 million users at 25,000 companies in a variety of industries including Bloomberg, the Mayo
Clinic and the University of California
It can connect to 40 different apps to aggregate data, including Slack, Box, and Evernote.Insightly also focuses on business relationships,
and can assist in discovering hierarchies at organizations, and build relationship maps which can help to increase sales via tools such as
automated lead management and automatic tracked emails
For new users of the platform, there is a series of tutorials and webinars to get you up to speed quickly
MaximizerContact management as part of a larger business programMulti-level securitySearchable shared address bookNo free tier or
trialExpensiveMaximizer is a business software solution with a robust feature set to cover contact management duties; it is trusted by
120,000+ corporations including Hallmark and National Bank.Features include a shared address book that can perform searches by a case number
or company affiliation and even save them, processes can be automated easily, multi-level security for hierarchical access to control who
has access to what data, and integrated with a mobile friendly calendar
Data entry can also be simplified with form field validation that can specify which fields are mandatory, and check for duplicate entries
There is no free tier or trial available other than a 60-day money back guarantee
NutshellA focus on ease of setup and useEase of implementationFree trialMobile app supportNo free tierNutshell is a customer management
solution, with claims that companies have closed over 1.1 million worth of deals using their software
It has also won multiple awards.This software can organize contacts and conversations, track leads, automate sales processes, and track it
all with easily understandable performance reports
features such as onboarding assistance to be up and running in under 24 hours, and accessible support available for no extra charge via
Nutshell has both iOS and Android apps available to support use on the go
comms interactionsOpaque pricingThe internet titan Oracle brings us their cloud-based business software offering, NetSuite, covering the
full gamut of business needs
The part that deals with contact management is NetSuite CRM
e-commerce, and customer support, all with the option for customization
Also included is sales performance management, order management and partner management, with integration to other products.Contacts get
records that include full details of all interactions
Zoho CRMThe CRM with Zia, the conversational AIEase of use with a conversant AIFree tier offeringAnnual billingZia Voice not on lower
tiersWith digital assistants gaining prominence in our lives, Zoho CRM takes this approach with its customer management software solution
generate performance reports that the competition provides, the Zia chatbot can be queried, with the information generated on demand to
answer questions about the module, and respond with reports and dashboards that she generates.Zia is also useful when mobile as she can be
accessed from an app on the smartphone, and can perform a variety of activities including updating accounts and retrieving information,
avoiding the need to manually update info on a smaller device
Zia can also analyze records, and indicate which leads are more likely to close, and which are slipping away.There is a free tier offered
for basic needs of up to three users
