The best CRM for contact management
The best contact management software helps you combine communications tracking, customer preferences and help desk tickets in one centralized tool shared across your business.
What do contact managers need from a sales CRM platform?
The right customer relationship management (CRM) for contact management improves your overall customer experience and sales performance through enhanced efficiency, transparency and more valuable interactions, all at an affordable price.
Access real-time data from anywhere
Update, share and analyze data entry on any device with Pipedrive’s cloud-based contact management CRM system and mobile app
Sync customer data
Collect customer information from imports, e-commerce sites, email, social media platforms, web forms and SMS to gain a wider view of your contacts in one contact management tool
Foster effective team collaboration
Share knowledge across teams with a centralized contact and project management system that lets you tag and filter information, assign tasks and send reports
Personalize your touchpoints
Understand each contact’s history with your organization to help you develop more relevant touchpoints across the customer lifecycle
Leverage valuable information
Leverage insights from your contact records and management database to tap into your customers’ buying power and refine forecasting
Deliver a superior customer experience
Customize your entire customer journey and automate workflows that improve how you interact with your prospects, leads and customers
How Pipedrive helps contact managers manage sales contacts and services
Dealing with large amounts of customer contact information can be overwhelming for large and small business contact managers alike. It’s often difficult to track contact information and ensure you capitalize on every opportunity.
With Pipedrive’s contact management software, your sales managers can streamline their team’s workflow and delegate tasks.
Harness contact data, share knowledge between team members and make better business decisions, so you can deliver a second-to-none customer experience.
Pipedrive’s Smart Contact Data feature helps you understand your sales leads even better and saves hours of research time. Use our sales contact software to access valuable data from Google and LinkedIn with just an email address.
Next-level insights and reporting
Benefit from comprehensive analytics to track your KPIs. Tailor your sales contact management dashboard and shareable reports to display insights unique to your business goals.
Use this information to better understand your past contact and customer interactions, create valuable opportunities for them in the future and help your sales reps bring in more revenue.
Learn about insights and reports with Pipedrive
Customized contact management
Use your sales contact management software to split customers into purposeful segments. Pipedrive’s custom fields allow you to create unlimited contact labels so you can target your sales and marketing activity.
Tag contacts with even the most niche differentiators and use filters to oversee customer group performance in your sales contact database.
Discover how to manage leads and deals with Pipedrive
Automated email tools
Send emails automatically and save time with message-specific templates. Use the Pipedrive email composer with merge fields to personalize your communications.
Automatically add a contact’s name, job title and company, as well as the deal they’re associated with, and send tailored email campaigns at scale.
Find out about how to automate with Pipedrive
Track contact communication
Get notified the moment a contact or subscriber opens your email or clicks on a link with email tracking. Move qualified contacts to another stage in your contact management software or follow up while they’re warm.
With a 360-degree view of the communication history for every contact, you gain complete context before making a phone call or sending information.
Stay connected and track communications with Pipedrive
Private and secure data storage
Keep your contact data safe with advanced protection built into your all-in-one CRM contact management platform. Whichever region you’re in, you’ll comply with local data protection and privacy policies.
Customize rules to make your business even more secure, such as automatic time-restricted access, IP allowlists and an overview of who uses your data.
Ensure your data is private and secure with Pipedrive
Manage your contacts on the go
Pipedrive’s mobile app can help you stay in touch with contacts wherever you are.
Your full contact database is available straight from our CRM app, so you never miss an opportunity to reach out via phone, email or messenger.
Keep your sales contact database in your pocket with the Pipedrive app
What contact managers can achieve with a flexible CRM solution
A flexible lead management CRM tool helps you manage relationships with your customers, suppliers and other stakeholders. Pipedrive empowers sales contact managers and their teams to:
- Build a customizable pipeline to fit your unique business needs and processes
- Record information such as name, organization, buying power and product preferences for every contact
- Get an overview of every lead, customer or sales contact profile and their communication history
- Integrate contact relationship management software with practical tools like Gmail and Microsoft Outlook and build powerful workflow and marketing automations for repetitive tasks
- Automate document sending, SMS updates and follow-up emails for a smooth customer experience
- Track email activity, including opens and clicks, to see how your existing address book and prospective customers are engaging with your business
How to use your CRM software to better manage leads
Manage your contacts at every stage of the funnel
With our add-ons, you can manage sales, customers and more with an all-in-one contact database.
Over 400+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
