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The best CRM for contact management

The best CRM for contact management helps you combine communications tracking, interactions, customer preferences and support tickets in one centralized tool shared across your business.

What do contact managers need from a CRM?

The right customer relationship management (CRM) for contact management improves your overall customer experience and sales performance through enhanced efficiency, contact transparency and more valuable customer interactions.

Access real-time data from anywhere

Update, share and analyze information on any device with Pipedrive’s cloud-based contact management CRM system

Sync customer data

Collect customer data from imports, 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 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 management database to tap into your customers’ buying power

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 small and large business contact managers alike. It’s often difficult to keep track of customer contact information and make sure you capitalize on every opportunity.

With Pipedrive’s contact management software, your sales managers can streamline their team 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 leads even better and save 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 contacts’ past 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 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 whitelists 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 contact manager 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 system 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 a transparent overview of every lead, customer or sales contact profile and their communication history
  • Integrate their contact relationship management software with practical tools like Gmail 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 prospective customers and existing contacts are engaging with your business

How to use your CRM software to better manage leads

  • 1. Set up your sales processes for new leads
  • 2. Assign tasks and respond to contact requests
  • 3. Create and sync contact forms to your CRM
  • 4. Build your follow-up workflows to convert more leads
  • 5. Establish detailed reporting

Integrate with your sales tech stack

Pipedrive offers a number of pricing tiers and add-ons to empower your contact management. Supercharge your CRM platform functionality even more with powerful integrations and our open API. Benefit from all the tools available while operating within one centralized contact management solution.

Here are some integrations that can benefit every contact manager.


Save hours of manual data entry. Import LinkedIn contact details, such as name, email, phone number, or company directly to your CRM.

Connect with Pipedrive’s LinkPort integration.


Improve your chances of getting email replies with personalized messages. Automate adding names from your contact list to video and imagery.

Personalize with Pipedrive’s Lemlist integration.


Add advanced call center capabilities to your CRM instantly. Expand the ways your contacts can reach you while automatically syncing all contact data with your CRM.

Communicate with Pipedrive’s CallHippo integration.


Create static and multi-step online forms and surveys. Improve your customer experience and pull information to your CRM without learning any code.

Interact with Pipedrive’s MightyForms integration.


Help your content stand out with an interactive, drag-and-drop builder. Create quizzes, lead pages, forms and more in minutes with conversion-optimized templates.

Stand out with Pipedrive’s involve.me integration.


Automatically transfer information between your CRM and thousands of other everyday apps. Manage tasks and data from many sources in one tool.

Streamline with Pipedrive’s Zapier integration.

Build better customer relationships