Effectively managing contacts is one of the most mission-critical tasks of running a business. Sales and marketing need the ability to quickly find the current status of an active opportunity in their database, while support teams should be able to quickly find a contact’s entire customer history. This buyer’s guide will provide a brief overview of contact management software, which is designed for these purposes (among others). Here’s what we’ll cover: What Is Contact Management Software? Contact management software built for small business Learn more about Thryv. Meet Thryv, the contact management software built for small business. Learn more about Contact Apps. FullContact's cross-platform solution delivers the power to stay fully connected, master your contacts, and be awesome with people. 'A2Z Contacts' is the powerful all-in-one contact management app for your iPhone, iPad, & iPod. With 'A2Z Contacts,' you can easily access & edit your contacts and groups. Save time by sending text messages & emails to groups. At its core, contact management programs store customer contact information. Best av for mac 2016 download. This can include customers’ names, addresses, phone numbers, email addresses and even social media profile information. These databases are often easily searchable and store important documents within each contact profile. Screenshot of Base user dashboard These systems are designed to increase efficiency by consolidating critical customer data into one tool. ![]() Rather than trapping contact information in your team’s individual inboxes or address books, everyone maintains a single view of the customer. Common Features of Contact Management Software In addition to the core capabilities described in the previous section, contact tracking systems might also include the following features. Calendaring & notifications These features allow users to schedule events and tasks and associate them with a contact in your database. This might include reminders to follow-up with an active opportunity in your pipeline, or a task for an account manager to send a renewal contract to one of your customers. Note-taking In addition to storing contact information, your team might also want to make notes about a particular customer or opportunity. This might be notes from a recent call or meeting, or comments about the best time or day of the week to reach a certain person. ![]() File-sharing Your team likely creates a variety of documents during the course of their relationship with each customer. Open a new tab on chrome for mac. These features allow them to easily store these contracts, proposals and other files in account profiles.
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