Best Contact Management Software with a Free Trial

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

At Clear C2, we understand that different companies have different business requirements. We designed C2CRM to allow you to choose only the functions you need. Our CRM system is a cost-effective solution that will grow with your business. C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, and Customer Service. Only buy what each user needs. The C2CRM Relationship Management module is the core of our solution. It consists of all the logic you need to manage your business relationships effectively and a mobile app to keep your sales team informed while on the road. Get a 360-degree view of your accounts, contacts, and activity with built-in dashboards, workflow automation, and reports.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Boost your email and skyrocket your productivity with the best email client for Windows and macOS. eM Client is a fully-featured email client with a clean and easy-to-use interface. It also offers features for calendars, tasks, contacts, notes, and chat. eM Client's compatibility is unmatched. You can connect to any email service – it will work. This email client works seamlessly with Google Workspace, Office 365, Outlook, Exchange and virtually all conceivable email technologies. Integrates with Online meeting tools such as Zoom, MS Teams, Google Meet and more. eM Client enhances email communication for professionals and home users alike. It is the only email app on the market with the full support of server-side rules and search, instant message translation, "Snooze email" and “Watch for reply” features + easy to use email encryption (PGP and S/MIME). It also works perfectly with Gmail, including support for tags and signature synchronization.

1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.

VipeCloud is an all-in-one sales and marketing customer relationship management (CRM) solution designed to help small to midsize businesses streamline marketing operations and track sales. Key features include lead generation, prioritization, social sharing, multi-channel communication, engagement analytics, and autoresponder. VipeCloud brings with it the support you need to acquire more customers. With email marketing, marketing automation, and a sales CRM all in one easy to use app, you and your team will rapidly accelerate your growth. Empower your sales team to prioritize the hottest leads with workflow automation and lead scoring. Grow your sales with a simple marketing-to-sales hand-off. Rest easy knowing our industry-leading US-based support team has your back every step of the way.

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.

GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.

The perfect CRM Alternative for people who want to own their customer database and store it securely on-premise. DejaOffice PC CRM has all the classic features - Contacts, Calendar, Tasks, Notes, Histories, Projects, and Deals. Auto-dialer from your PC or phone. Outlook email integration. Easy migration from most common CRM systems like Business Contact Manager, Outlook Customer Manager, Act!, GoldMine, Monday, Salesforce and Hubspot. The DejaOffice Mobile CRM app is also free for Android and iPhone users, allowing you to call, text, map and navigate to your customers with ease. You can also plan and manage your day with the ability to create, prioritize and check off tasks, as well as write and store notes to yourself. And, with DejaOffice persistent alarms, you'll never miss a reminder!

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business. Customer management A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files. Communication Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database. Collaboration Save time and increase productivity within your organization by sharing information and collaborating as a team. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

L-Card Pro is the most advanced electronic business card management app on the market. It is loaded with cutting-edge features, including the ultimate Digital Business Card Design Suite, award-winning OCR card scanning, Smart Email Signature, Video Sharing, L-Card Analytics & so much more. Recognized as one of the top 3 Emerging Mobile Apps for Business at GMASA (Global Mobile App Summit & Awards), L-Card Pro’s popularity is soaring as more and more professionals around the world are trusting the app with all of their business card management needs. Create beautiful, personalized electronic business cards using L-Card Pro’s state-of-the-art Card Design Suite. This one-of-a-kind software puts you in full control—with popular themes, fonts, colors & formats. The Card Design Suite takes customization to a new level & elevates L-Card Pro far above the competition. Stunning new card designs and templates are added regularly.

Supporting over 8 million people across 60+ countries, our digital cards improve sales efficiency, build quality connections and reduce your environmental footprint. Handshakes and paper business cards are no longer acceptable in the world post COVID19. Equip your staff with contact-free digital business cards they can safely share with your prospects and clients when meeting in person, or over Zoom, Teams, and teleconferences. Your staff can even take a photo of the paper cards they are given without touching them, reducing health risks across your workforce and sales teams. Going digital means you can track your card, share it in seconds and leave a lasting impression on the people you meet. Haystack works as a clever marketing tool by driving traffic to your website, social media, and key company links. Customize your company template to include images, links to whitepapers, and industry reports.

ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team.  Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.

Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.

Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field. Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for user-friendliness and affordability.

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.

IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%.

The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.

Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans. Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles, and more. Everything automatically appears in your address book. Don't know where to email them? Based on their first name, last name and company, Salesflare will find their business email address in a matter of seconds. Stop losing time on reporting what you’ve done. Salesflare connects to your calendar and mobile phone to log your meetings and phone calls with customers for you.