9 Best Sales Contact Management Software: Features & Reviews

Looking for the best sales contact management software to streamline your sales processes and boost productivity? We've curated a comprehensive list of the top 9 tools, complete with key features, pros, cons, and customer reviews.

Whether you're a small business owner or part of a large sales team, this guide will help you find the perfect solution to manage your contacts, automate tasks with AI, and close more deals. From AI-powered insights to seamless integrations, these tools offer a range of capabilities to suit your unique needs.

1. Bardeen

If you're looking for a sales contact management software that goes beyond the basics, Bardeen is an excellent choice. This AI-powered browser extension automates repetitive tasks, integrates with 100+ apps, and runs 24/7 in the cloud, making it a top pick for sales teams. Install the Bardeen Chrome extension and start your 14-day free trial of premium features to experience its capabilities firsthand.

Key Features

Here are some of Bardeen's standout features for sales contact management:

• AI-powered sales automation for prospecting, outreach, and more
• LinkedIn data scraper for lead generation and enrichment
• AI-generated personalized messages for emails and LinkedIn
• No-code workflow builder for custom automations

Popular Use Cases

• Automating sales prospecting and lead list building
• Generating sales discovery questions for calls and demos
• Building prospect lists and automating lead management

Pros

• Ideal for sales teams with shared workflows and analytics
• AI web agents for sales to automate repetitive tasks
• Extensive library of pre-built playbooks for common use cases

Cons

• Steeper learning curve compared to simpler sales contact management tools
• Higher pricing for premium features and credits
• Limited mobile app functionality

Reviews

Capterra users give Bardeen an overall rating of 4.5 out of 5, praising its ease of use and practical automations. One reviewer notes, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

On G2, Bardeen has an impressive 4.9 out of 5-star rating. A user highlights its time-saving benefits, stating, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While not as widely discussed on Reddit, Bardeen generally has positive sentiment among users who have tried it for sales contact management and automation. They appreciate its user-friendliness and extensive integration options.

Pricing

• Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
• Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
• Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
• Enterprise plan: Custom pricing for larger teams with more specific needs

Ready to take your sales contact management to the next level? Download the Bardeen Chrome extension and sign up for free to start automating your workflows today.

2. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation software that helps businesses attract, engage, and delight customers. It offers a wide range of features, including lead generation, email marketing, social media management, and analytics, making it an all-in-one solution for marketers.

Key Features

HubSpot Marketing Hub offers a robust set of features designed to streamline and optimize your marketing efforts:

• Lead generation tools to capture and nurture leads
• Email marketing automation for personalized campaigns
• Social media management to engage with your audience
• Analytics and reporting to measure campaign performance

Popular Use Cases

• Generating and nurturing leads for B2B businesses
• Creating and managing email marketing campaigns
• Analyzing marketing performance and ROI

Pros

• All-in-one platform for marketing automation
• Intuitive and user-friendly interface
• Seamless integration with HubSpot CRM and other tools

Cons

• Higher pricing compared to some alternatives
• Steep learning curve for advanced features
• Limited customization options for certain features

Pricing

• Starter: Starts at $45/month
• Professional: Starts at $800/month
• Enterprise: Starts at $3,200/month
• Free tools available with limited features

Reviews

G2 users give HubSpot Marketing Hub an average rating of 4.3 out of 5 stars, praising its comprehensive feature set and ease of use. Many appreciate the platform's ability to streamline marketing processes and provide valuable insights.

On Capterra, HubSpot Marketing Hub has an overall rating of 4.5 out of 5, with users highlighting its robust automation capabilities and seamless integration with other tools. Some reviewers note that the pricing can be steep for small businesses.

TrustRadius reviewers award HubSpot Marketing Hub an average score of 8.3 out of 10, commending its lead generation and nurturing features. Users appreciate the platform's ability to align marketing and sales efforts, though some mention a learning curve for advanced functionality.

3. Pipedrive

Pipedrive is a powerful sales CRM and pipeline management software designed to help businesses streamline their sales processes and close more deals. With its intuitive interface and robust feature set, Pipedrive has become a popular choice for sales teams looking to optimize their workflows and boost productivity.

Key Features

• Customizable pipelines to tailor sales processes to your business needs
• AI-powered insights and reports to optimize your sales strategies
• Email sync and tracking to centralize communication efforts
• 400+ integrations to connect Pipedrive with your favorite tools

These features make Pipedrive well-suited for managing and tracking all aspects of your sales activities in one central hub.

Popular Use Cases

• Organizing customer data and interactions to act fast on opportunities
• Automating follow-ups to keep leads engaged
• Forecasting revenue based on past performance to predict earnings

Pros

• Visual sales pipeline for easy tracking of deal progress
• AI sales assistant provides personalized recommendations
• Scalable for growing teams and increasing deal volumes

Cons

• No free forever plan available
• Phone support limited to higher tier plans

Pricing

• Essential: $14/user/month billed annually, $24/user/month billed monthly
• Advanced: $34/user/month billed annually, $44/user/month billed monthly
• Professional: $49/user/month billed annually, $64/user/month billed monthly
• 14-day free trial

Reviews

On Capterra, Pipedrive has an overall rating of 4.0 out of 5 based on 15 reviews. Users praise its efficiency gains and simplicity, though some note limitations for marketing use cases.

G2 reviewers give Pipedrive 4.3 out of 5 stars. They highlight the intuitive implementation process, customization options, and streamlined workflows. A few mention bulk edit limitations and lack of email CC capabilities.

In a Reddit thread, a user shared that Pipedrive, along with automation, helped scrape lead data effectively. The consensus is that Pipedrive provides good value for managing a client base when customized to fit your sales process.

4. Freshworks

Freshworks is a top-rated customer service, IT, and CRM software that's powerful yet easy to use. It offers a suite of products including Freshdesk for customer support, Freshservice for IT service management, and Freshsales for sales CRM. With its AI-powered capabilities and user-friendly interface, Freshworks helps businesses streamline their operations and deliver exceptional customer experiences.

Key Features

Freshworks offers an extensive set of features for sales teams, including:

• AI-powered insights for superior lead tracking and deal recommendations
• Automation of repetitive tasks like sending emails and setting reminders
• Omnichannel engagement across email, chat, phone, and social media
• Customizable sales pipelines and reporting dashboards

Popular Use Cases

• Streamlining customer support processes and improving response times
• Modernizing IT service management with intuitive tools and automations
• Accelerating sales cycles by automating prospecting, nurturing, and closing deals

Pros

• Intuitive interface with minimal learning curve
• Robust AI capabilities for smarter workflows and insights
• Extensive customization options to fit unique business needs

Cons

• Some limitations with integrations and data exporting
• Occasional slow customer service response times
• Higher pricing compared to some alternatives

Reviews

On G2, a user praised Freshservice's "intuitive and user-friendly" interface and workflow automations as a "game-changer". They gave it an overall rating of 4 out of 5 stars.

A Freshdesk reviewer on Capterra highlighted the platform's ease of setup, helpful features, and time-saving benefits, rating it 4 out of 5. However, they noted the high cost and need for more built-in functionality.

Reddit users recommend Freshworks products like Freshdesk and Freshsales for their feature sets and usability. Though some mentioned glitches and inconsistent support as drawbacks.

Pricing

• Freshsales CRM plans start at $15/user/month (billed annually)
• Freshdesk omnichannel support plans start at $15/agent/month
• Freshservice IT service management plans start at $19/agent/month
• Free trials available for all products

5. ActiveCampaign

ActiveCampaign combines email marketing, marketing automation, and CRM functionality. It helps sales teams nurture and convert leads effectively by providing insights, automating tasks, and delivering personalized communications across multiple channels like email, social media, and SMS. ActiveCampaign's advanced machine learning capabilities enable creating personalized customer journeys and predicting the best times to reach out to prospects, significantly boosting conversion rates.

Key Features

ActiveCampaign's key features make it well-suited for multichannel marketing automation:

• Marketing, email, and SMS automation
• AI content generation
• Analytics and reporting
• Deal win probability tool

Popular Use Cases

• Automating personalized outreach and follow-up messages across channels
• Segmenting and targeting leads with dynamic content
• Predicting likelihood of closing deals to prioritize efforts

Pros

• Access to over 870 integrations
• 150+ email templates
• Powerful automation and personalization

Cons

• Lite plan has limited integrations
• Short free trial period
• Higher pricing compared to some alternatives

Pricing

• Lite: Starts at $29/month billed annually (about $39/month billed monthly)
• Plus: Starts at $49/month billed annually (about $70/month billed monthly)
• Professional: Starts at $149/month billed annually (about $187/month billed monthly)
• Enterprise: Starts at $259/month billed annually (about $323/month billed monthly)

Reviews

ActiveCampaign has an overall rating of 4.0 out of 5 on Capterra, with users praising its automation capabilities and time-saving benefits. Some noted a learning curve and occasional UX issues.

On G2, ActiveCampaign earned 4.3 out of 5 stars. Reviewers highlighted its ability to organize contacts, set up effective email campaigns, and provide detailed analytics. A few mentioned some technical glitches.

Reddit and TrustRadius users debated ActiveCampaign vs alternatives like HubSpot. Positive comments focused on its robust feature set, customization, and support. Critics cited bugginess and recent price increases as downsides compared to competitors.

6. Streak

Streak is a CRM tool that integrates directly with Gmail, offering email tracking and pipeline management capabilities. While it's not exclusively a cold email tool, Streak's seamless integration with Gmail makes it a solid choice for managing sales workflows and collaborating on prospect communication.

Key Features

Streak's key features focus on simplifying sales workflows within Gmail:

• Manage leads, support tickets, and hiring pipelines without leaving your inbox
• Track email opens and clicks to gauge prospect engagement
• Share emails, notes, and call logs with team members for seamless collaboration
• Customize pipelines and stages to match your sales process

Popular Use Cases

• Startups and small businesses looking to consolidate their CRM and email into one tool
• Sales teams who primarily communicate with prospects via Gmail
• Collaborating on sales opportunities by sharing email threads and notes

Pros

• Tight integration with Gmail for managing pipelines and tracking emails
• Easy to get started with for Gmail users
• Enables team collaboration on prospect communication

Cons

• Limited customization options compared to standalone CRM tools
• Gmail integration can be buggy at times
• Reporting capabilities are basic

Pricing

• Free plan available with basic CRM and email tracking
• Paid plans start at $15/user/month

Reviews

On G2, Streak has an average rating of 4.5 out of 5 stars from 243 reviews. Users praise its Gmail integration and ease of use for sales teams.

Capterra reviewers give Streak an average rating of 4.4 out of 5, noting the tool's ability to streamline workflows and prospect management without leaving Gmail.

Reddit users describe Streak as intuitive and helpful for keeping track of leads. They appreciate features like email tracking and the ability to share email threads. Some users note occasional bugginess with the Gmail integration.

7. Zoho

Zoho is a comprehensive cloud software suite that offers a wide range of business applications, including sales contact management. Zoho CRM, a part of the Zoho suite, is designed to help sales teams manage their customer relationships effectively. With its AI-powered assistant Zia, Zoho CRM provides intelligent insights, predictions, and automation capabilities to streamline sales processes and drive better results.

Key Features

Zoho CRM offers a robust set of features to help sales teams manage their contacts and deals effectively:

• Lead, contact, and deal management to track and nurture prospects through the sales funnel
• AI-powered predictions and insights to prioritize leads and optimize sales strategies
• Workflow automation to streamline repetitive tasks and improve efficiency
• Customizable dashboards and reports for real-time visibility into sales performance

Popular Use Cases

• Managing and nurturing leads from various sources
• Automating follow-up tasks and personalized communication with prospects
• Gaining actionable insights to optimize sales processes and close more deals

Pros

• Comprehensive CRM functionality with advanced AI capabilities
• Seamless integration with other Zoho apps for a unified business management experience
• Affordable pricing plans suitable for businesses of all sizes

Cons

• Initial learning curve due to the extensive feature set
• Limited customization options compared to some other CRM solutions

Pricing

• Standard: $14 per user/month billed annually (about $18 USD)
• Professional: $23 per user/month billed annually (about $30 USD)
• Enterprise: $40 per user/month billed annually (about $52 USD)
• Ultimate: $52 per user/month billed annually (about $67 USD)
• 15-day free trial available

Reviews

On G2, Zoho CRM has an average rating of 4.1 out of 5 stars from 2,643 reviews. Users praise its comprehensive feature set, ease of use, and affordability.

Capterra reviewers give Zoho CRM an overall rating of 4.0, highlighting its customization options, user-friendly interface, and integration capabilities. Some users note occasional data sync issues and a learning curve for advanced features.

Reddit users appreciate Zoho's extensive app ecosystem and its ability to cater to various business needs. They find it cost-effective for small to medium-sized businesses, although some mention minor UX quirks and the need for technical expertise for complex customizations.

8. Keap

Keap is an all-in-one CRM and sales & marketing automation platform designed to help small businesses grow. With robust features for capturing and organizing leads, automating follow-up, and managing sales pipelines, Keap streamlines repetitive tasks so you can focus on closing deals and delivering great customer experiences.

Key Features

Keap offers a range of powerful tools for sales contact management:

• Automated lead capture and follow-up through custom forms and campaigns
• Centralized contact records with detailed interaction history
• Visual sales pipeline management to track deals and spot opportunities
• Native invoicing and payment processing for seamless transactions

Popular Use Cases

• Nurturing leads with personalized email sequences based on behavior and preferences
• Streamlining client onboarding with automated tasks and reminders
• Generating insightful sales reports to optimize team performance

Pros

• Saves significant time by automating repetitive follow-up and admin work
• Customizable contact fields and tags for highly targeted segmentation
• Extensive library of pre-built campaigns and templates to deploy quickly

Cons

• Higher learning curve compared to simpler CRM tools
• Pricing can get expensive for teams needing advanced features
• Occasional performance issues like slower loading reported by some users

Reviews

On Capterra, Keap has an overall rating of 4.0 out of 5. Customers praise its robust feature set for marketing automation and pipeline management. However, some note the complexity and pricing as potential drawbacks for very small businesses.

G2 users give Keap 4.2 out of 5 stars. Positive reviews highlight the power of its automation engine and customizability. A few critics mention that the transition to the newer interface is still a work in progress.

Feedback on Reddit suggests that while Keap offers deep functionality, it may be overkill for solo entrepreneurs. The general consensus is that it provides good value for growing teams that want to unify sales and marketing in one platform.

Pricing

• Lite: $79/month for 1 user and 500 contacts
• Pro: $149/month for 2 users and 1500 contacts
• Max: $199/month for 3 users and 2500 contacts
• Max Classic: $199/month for 1 user and 10,000 contacts

9. Zendesk

Zendesk is a comprehensive customer service solution that provides a range of tools to streamline and automate sales processes. Its robust features for lead and deal management, along with its automation capabilities, make it an excellent choice for sales contact management.

Key Features

Zendesk's key features that make it relevant for sales contact management include:

• Centralized customer interactions for a 360-degree view
• Automation of routine tasks to save time and effort
• Customizable reports and analytics for data-driven decisions
• Integration with popular business tools for seamless workflows

Popular Use Cases

• Managing leads and tracking their progress through the sales funnel
• Automating follow-up emails and tasks to nurture prospects
• Generating reports to analyze sales performance and identify areas for improvement

Pros

• Comprehensive feature set for managing the entire sales process
• Highly customizable to fit unique business needs
• Robust reporting and analytics for data-driven decisions

Cons

• Pricing can be challenging for smaller businesses with limited budgets
• Some advanced features have a learning curve
• Customer support can be difficult to reach at times

Reviews

On G2, Zendesk has an average rating of 4.2 out of 5 stars from 485 reviews. Users praise its ability to simplify customer support and provide a smooth, personalized experience.

Capterra reviewers give Zendesk an overall rating of 4.0, highlighting its automation capabilities and time-saving benefits. Some noted minor UX issues and a learning curve for advanced features.

A sampling of reviews on Reddit shows mixed opinions. While some users find Zendesk better suited for IT helpdesk environments, others appreciate its flexibility and customization options for sales use cases when set up properly.

Pricing

• Suite Team: $660/agent/year ($55/agent/month)
• Suite Growth: $1,068/agent/year ($89/agent/month)
• Suite Professional: $1,380/agent/year ($115/agent/month)
• Suite Enterprise: Custom pricing
• Sell Team: $228/agent/year ($19/agent/month)
• Sell Growth: $660/agent/year ($55/agent/month)
• Sell Professional: $1,380/agent/year ($115/agent/month)

Conclusions

Choosing the best sales contact management software depends on your specific needs, team size, budget, and desired features. Key factors to consider include automation capabilities, integration options, ease of use, and scalability.

Among the top choices covered in this article, Bardeen, HubSpot Marketing Hub, and Pipedrive stand out for their robust feature sets and positive user reviews. Bardeen's AI-powered automations and extensive integrations make it a top pick for streamlining sales workflows. Install the Bardeen Chrome extension and explore its capabilities with a 14-day free trial of premium features.

HubSpot Marketing Hub and Pipedrive also offer comprehensive solutions for sales teams, with intuitive interfaces and customizable options to fit your unique processes.

Ultimately, the best choice will depend on your specific requirements and preferences. We recommend trying out a few options, taking advantage of free trials, and comparing features and pricing to find the perfect fit for your sales team. Don't forget to download Bardeen's Chrome extension and sign up for free to experience its powerful automations firsthand.