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
Log in to Pipedrive to create a visual representation of your sales pipeline. Customize your pipeline to include the unique sales stages for your business and build new deal flows across your whole company.
Design separate workflows for inbound inquiries based on their stage in the buying cycle. Prioritize the focus of your contact management system with a clear view of warm leads, likelihood of conversion and inactive deals.
- 2. Assign tasks and respond to contact requests
Pipedrive isn’t just personal contact management software – you can store and manage every customer touchpoint in one place. This means you’ll see all inquiries as soon as they come in via phone, email or web form.
Automatically assign lead activities to the right salesperson and add due dates to stay on track and meet service-level agreements. Get notifications when a contact needs attention and move a task along once you’re finished.
- 3. Create and sync contact forms to your CRM
Give your prospects and customers more convenient ways to contact your business and streamline your inquiry management systems to keep customer satisfaction at an all-time high.
Integrate with tools like Jotform and involve.me to create online customer support forms and generate leads that sync directly with your contact management CRM system. By automatically connecting forms with your Pipedrive workflows you’ll stay on top of every reply.
- 4. Build your follow-up workflows to convert more leads
Close more leads by following up with relevant information when your leads are hot. Instead of spending time on manual tasks while your leads go cold, automate personalized follow-up emails that are sent at the right time.
Automate multiple aspects of your workflow through your CRM to help your sales team focus on closing deals. Automatically send email marketing campaigns at scale with customizable email templates and streamline sales activities to prioritize human power on the most important tasks.
- 5. Establish detailed reporting
Continually improve your sales, service and contact management through detailed insights. Make meaningful decisions and put more resources behind the activities proven to work.
Customize your insights report type to suit your business, and share interactive dashboards with teams and stakeholders to help them visualize progress, performance and areas for improvement.
Manage your contacts at every stage of the funnel
With our add-ons, you can manage sales contacts, customer contacts and more with an all-in-one contact database.
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.
LinkPort
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.
Lemlist
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.
CallHippo
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.
MightyForms
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.
involve.me
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.
Zapier
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.