The 8 Free Contact Management Software
When you look closely, all successful businesses are built on an ecosystem of streamlined processes and optimised operations. And the same holds true for organisation and data management as well.
Whether you’re a startup or a solo entrepreneur, having a solution to streamline, automate, and manage your contact management process can make a big difference in your performance.
That’s where contact management software comes in. It is like a digital address book that helps you to keep all your important contacts organised. It stores information about customers, leads, and other connections in one place, making it easy to find and manage.
To help you choose customer management software that doesn’t make a dent in your pocket, we have compiled a list of free customer management software systems for you that we tested ourselves, considering different factors like accessibility, support, integrability, and user reviews.
Rundown
- Best overall: HubSpot, “It is a free and easy-to-use software that allows you to store and organise contacts, track interactions, and manage communication history. Additionally, it has deal tracking, task creation, and email tracking features, making it a versatile solution for managing customer relationships.”
- All-in-one platform: EngageBay, “EngageBay is an all-in-one platform that helps you manage sales, marketing, and customer support all under one roof. It has features that streamline and automate every step of the customer engagement journey.”
- Best for visual sales pipeline: PipeDrive, “Pipedrive has a user-friendly drag-and-drop interface that helps you to effectively manage your deals through a graphical interface that visually presents the different stages of your sales pipeline.”
- Free AI-powered: Zoho, “With its AI-powered capabilities, Zoho can analyse customer data, provide intelligent insights, and automate repetitive tasks, enabling you to streamline your contact management processes.”
- Best for scalability: Bitrix24, “It is a professional contact management software that's free for an unlimited number of users and contacts. You can increase your customer base by efficiently managing every incoming call or message from various media channels, and its advanced system identifies existing customers and automatically adds new interactions to their existing client cards.”
- Easy-to-use: Pobuca Connect, “Pobuca Connect is a handy free contact management software that helps you streamline your contact management and improve communication with just a few clicks. You can easily import contacts from various sources or platforms for a seamless transition and unified contact management.”
- Best for lead management: Agile, “It is easy-to-use software that allows you to capture and track leads, assign them to your sales team, and automate follow-ups to enhance lead nurturing and conversion. It can also effortlessly manage and organise up to 50,000 contacts.”
- Best for streamlining sale processes: Capsule, “Capsule is the go-to solution for efficient contact management, streamlined sales pipelines, and task organisation. It helps you to efficiently track leads, prioritise opportunities, and monitor sales pipelines in a visual and organised manner.”
How We Found the Best Contact Management Software?
Choosing the best free contact management software requires extensive research and evaluation.
We carefully looked at many different platforms and evaluated them based on certain criteria to find the most reliable and effective ones.
In this list, there are different free softwares for different use cases, such as lead management, sales process streamlining, prospecting, etc.
We have curated this list following the following criteria:
- Platform utilisation: We went beyond the reviews and personally tried the platforms firsthand to understand their features, functionalities, and user experience comprehensively.
- User-Friendliness: We considered the ease of use and intuitive interface of each software, ensuring that even users with minimal technical knowledge can navigate and utilise the platform seamlessly.
- Features and Functionality: Our evaluation involved a comprehensive analysis of the features and functionality offered by each software. We sought platforms that provided essential contact management capabilities such as organising and categorising contacts, tracking interactions, and managing tasks.
- Customization Options: We prioritised software that allows users to customise fields, tags, and categories according to their specific business needs. This flexibility ensures that the software can adapt to your unique requirements and workflows.
- Integration Capabilities: Seamless integration with other tools and applications is crucial in today's interconnected business environment. We identified platforms that offer integration options with popular business tools, such as email clients, calendars, and project management software, to streamline workflows and enhance productivity.
- Customer Support: Prompt and reliable customer support is essential, especially when implementing new software. We considered the availability and responsiveness of customer support provided by each platform, ensuring that users can receive assistance whenever necessary.
Recommended Free Contact Management Software
Best overall
HubSpot
HubSpot is free and easy-to-use software with a wide range of features covering all aspects of contact management.
From organising and categorising contacts to tracking interactions and managing tasks, it provides a comprehensive solution that meets the needs of businesses of all sizes and complexities.
With this software, you can create a maximum of 1,000,000 contact and company records, perform and log activities such as emails and calls. It also eliminates the need for manual data entry by automatically updating your contact information.
You can also increase the productivity of your sales team by centralising contact information, communication history, and activities in a single location. You can easily send emails, make and log calls, jot down notes, delegate follow-up tasks, arrange meetings, and create new deals directly within a contact or company record.
The best things about HubSpot are:
- It integrates seamlessly with hundreds of apps. You can link your Gmail or Outlook accounts to automatically log emails within your contact database. You can also attach files from Google Drive and Dropbox to contact records for convenient access during phone calls.
- It gives you access to deep insights, such as a contact’s past activity on your website and their conversation history with your company. This feature enables you to to curate personalised experiences and build better customer relationships.
- Easily add new contacts by using a prospect's corporate email address, or directly import them from your inbox or form submissions.
While HubSpot's free contact management software provides a wide set of features, it's important to note that some advanced functionalities are only available in the paid plan.
All-in-one platform
EngageBay
Managing your contacts efficiently can be challenging, especially if you're juggling multiple platforms and sources of information. EngageBay is an all-in-one platform that helps you to handle your contact relationships and improve your customer engagement.
It covers everything from seamless sales processes to targeted marketing campaigns and great customer support.
It has features such as targeted marketing, workflow automation, visual deals pipeline, and automatic data entry. These features allow you to streamline your contact management processes, ensuring that you have a complete picture of your contacts and can easily track your interactions.
The best things about EngageBay are:
- Efficiently manage and organise a maximum of 250 contacts.
- Easily migrate contacts from any platform with a free migration service.
- Engage your audience by creating and sending impactful marketing emails.
- Improve customer interactions with automated personalised email responses.
- Reach a large audience efficiently with one-click email broadcasting.
- Nurture leads and drive conversions with automated email sequences.
- Effortlessly capture and collect leads from various sources.
- Generate leads by designing landing pages to capture visitor information.
- Effectively track customer interactions, manage relationships, and close deals.
Also, EngageBay's user-friendly interface and seamless integration with popular apps like Gmail and Outlook make it easy for you to access and manage your contacts from a centralised platform.
Best for visual sales pipeline
Pipedrive
If you are looking to visualise your sales pipeline, then PipeDrive is worth checking out.
PipeDrive lets you visually track and manage your sales opportunities, providing a clear and intuitive overview of your entire sales process. This visual representation enables you to identify bottlenecks, prioritise tasks, and effectively manage your sales team's performance.
It has a drag-and-drop feature that simplifies the process of moving deals through the sales stages, improving the visibility and management of the sales cycle.
It also has automation tools that streamline repetitive tasks, such as email follow-ups, saving time and energy.
The best things about PipeDrive are:
- Predicting Sales and Generating Reports
- Managing Sales Pipelines
- Customising Web Forms to Your Needs
- Analysing Sales Data
- Generating Easy-to-Understand Sales Reports
- SAML Single Sign-On (SSO) for Enhanced Security and Convenience.
Free AI-powered
Zoho
Easy to use, full of features, and inexpensive to adopt, Zoho powers up traditional customer management software with artificial intelligence.
From organising and storing contact information to managing sales opportunities and tracking customer interactions, Zoho has comprehensive tools for every aspect of contact management.
You also have the flexibility to customise data fields, create personalised workflows, and design contact forms to match your specific needs and preferences.
The best things about Zoho are:
- Provides lead, account, and deal management functionalities.
- Includes a robust editor with various formatting options to enhance your email campaigns and enables attachment integration.
- Integrates seamlessly with SalesIQ, empowering you to track visitors and improve sales interactions.
- Enables the creation of automated workflows for modules, streamlining your processes.
- Presents comprehensive reports and analytics in visually appealing formats like charts.
- Supports extensive customisation options at a high level to tailor the software to your specific needs.
Best for scalability
Bitrix24
Bitrix24 is designed to grow alongside your business, whether you're a small startup or a large enterprise. Bitrix24 allows you to effortlessly manage your contacts and expand your operations without any limitations, helping you maintain productivity as your business thrives.
It has a comprehensive suite of contact management tools. It offers lead, account, and deal management functionalities, ensuring that you have comprehensive control over your contacts and sales opportunities.
It also offers multiple formatting options and allows you to add attachments, enabling you to create engaging and professional emails. With these features, you can effectively communicate and nurture your contacts, fostering meaningful connections and driving business growth.
The best things about Bitrix24 are:
- The free plan offers unlimited users and contacts
- Access to email marketing tools such as email marketing, robocalls, and Facebook/Adwords targeting.
- Integrated with CRM, the Contact Center allows you to effortlessly track customer interactions and gather valuable marketing data for actionable insights.
- Whenever you receive a phone call from an unknown number, it gerd automatically added to your contact database. Similarly, the sender can be added to your contact list effortlessly whenever you receive a message or chat from a social network or website.
- Generate sales reports at no extra cost
- Utilise the free mobile apps
- Benefit from the API and open-source code options
Furthermore, Bitrix24 also offers a range of sales tools to support your business. Inside the platform, you'll find features like quotes, invoices, and a product catalog, making it easy to manage your sales processes efficiently.
Easy-to-use
Pobuca Connect
If you are looking for a software to keep all your contacts organised and easily accessible in one place, then Pobuca connect is worth checking out.
It is a user-friendly software that simplifies contact management and enhances communication effortlessly with just a few simple clicks.
It also offers seamless integration with various popular platforms, such as Microsoft Outlook and Google Contacts, allowing you to effortlessly sync and consolidate all your contact data in one central location.
The best things about Pobuca Connect are:
- Offers applications for different platforms, ensuring that it works on various devices.
- Enables teams to access and modify contact information together by creating and collaborating on shared contact lists.
- Enhances contact organisation by linking or associating contacts with specific companies, providing relevant context.
- Simplifies the process of capturing email signatures and adding them to your contacts for quick and easy reference.
- Helps you stay on top of important follow-ups and tasks related to your contacts by sending reminders.
- Facilitates easy import of contacts from various sources or platforms, ensuring a seamless transition and unified contact management.
Best for lead management
Agile
If you need a software to manage your leads effectively, then Agile is worth checking out.
It has an user-friendly interface. You can add custom fields, tags, and filters to give you more control over your lead management process and make it easier to organise and access data.
It also offers reporting and analytics, which provide detailed insights into your lead management process. This allows you to identify your best-performing leads, assess your sales funnel, and optimise your lead-generation strategies to improve overall business performance.
The best things about Agile are:
- Efficiently handle and arrange a large number of contacts and companies, with a capacity of up to 50,000.
- Identify promising leads quickly and effectively using automated lead scoring.
- Drive successful outcomes by creating unlimited deals, tasks, and documents.
- Streamline scheduling through built-in appointment management, ensuring seamless coordination.
- Effectively manage the progress of your deals by defining and tracking customised milestones.
- Gain valuable insights into email interactions, including open, click, and response tracking.
- Guide your team towards successful closures by creating personalised deal tracks.
Best for streamlining sales processes
Capsule
Capsule is a contact management software that is designed to optimise sales processes, making it easier for you to manage contacts and drive sales.
With Capsule, you can efficiently organise and track all your sales activities, including leads, opportunities, and deals. Its user-friendly platform for managing and prioritising sales activities ensures that you can focus on closing deals instead of dealing with complex contact management systems.
It also enables you to customise your contact management system to fit your unique needs, ensuring you can track the information that matters most to your sales objectives.
Whether you need to categorise contacts by industry, track sales stages, or capture specific customer details, Capsule allows you to customise it accordingly.
The best things about Capsule are:
- Track and log activities and import and manage customer data effortlessly.
- Gain insights into the customer journey and create effective marketing strategies by reviewing contact history within the tool.
- Benefit from email storage, tag management, Outlook add-in, and Gmail add-on capabilities.
- Send emails directly to customers from within the tool.
- Receive reminders for important follow-up tasks.
- Integrate Capsule with third-party tools seamlessly using Capsule's API.
