CRM for contact management
Strengthen business relationships with Pipedrive’s contact management
A CRM for contact management stores, organizes and tracks essential details about your business contacts.
The best contact management software helps you combine communications tracking, customer preferences and help desk tickets in one centralized tool shared across your business.
Pipedrive’s CRM lets you manage contact data, track sales leads and stay on top of follow-ups for a personalized customer experience.
What to look for in a CRM solution for contact managers
A flexible lead management CRM tool helps you build relationships with your customers, suppliers and other stakeholders.
Look for these features:
Customizable pipelines. Build pipelines to fit your unique business needs and processes.
Customer management. Get an overview of every lead, customer or sales contact profile and their communication history.
Built-in lead scoring. Capture and qualify leads automatically, keeping your team focused on the right opportunities.
Integrations with practical tools. Connect with tools like Gmail and Microsoft Outlook and build powerful workflows and marketing automations for repetitive tasks.
Email analytics and activity tracking. Get insights into opens and clicks to see how customers and prospects engage with 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.
How Pipedrive helps contact managers manage sales contacts and services
Dealing with large amounts of customer contact information can be overwhelming for both large and small business contact managers. 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.
Next-level insights and reporting
Without comprehensive data on customer interactions, sales teams struggle to align their efforts with business objectives.
A contact management tool centralizes information so you can better understand relationships, create opportunities and help your sales reps bring in more revenue.
Use Pipedrive’s analytics to track your KPIs. Tailor your sales contact management dashboard and shareable reports to display insights unique to your business goals.
Customized contact management
Using basic spreadsheets for contact management can make building relationships and personalizing interactions difficult.
With sales contact management software, you can segment customers to target your sales and marketing activity.
Pipedrive’s custom fields let you tag contacts with even the most niche differentiators and use filters to oversee customer group performance in your sales contact database.
Automated email tools
Manual data entry and follow-up waste valuable time that reps should be spending on higher-priority activities.
The right software helps you compose and send emails automatically, saving time with message-specific templates.
Use Pipedrive’s AI-powered email writer and merge fields to personalize your communications and send tailored email campaigns at scale.
Track contact communication
Disorganized files make it easier for important interactions to fall through the cracks.
Use a CRM for contact management to get notified the moment a contact or subscriber opens your email or clicks a link with email tracking. Pipedrive’s 360-degree view of the communication history for every contact offers reps complete context before making a phone call or sending information.
Private and secure data storage
Unprotected data leaves you and your clients vulnerable to security breaches and information loss.
Keep your contact data safe with advanced protection built into your all-in-one CRM contact management platform.
Pipedrive lets you customize rules and permissions to make your business even more secure. Take advantage of data security features such as automatic time-restricted access, IP allowlists and an overview of who uses your data.
Manage your contacts on the go
When your salesforce is spread out or working in the field, it can be hard to ensure everyone is using the latest data.
A CRM with a mobile app can help you stay in touch with contacts wherever you are.
With Pipedrive, your full contact database is available straight from our CRM app. Keep contact information up to date and accessible with message syncing and the mobile business card scanner, so you never miss an opportunity to reach out.
Keep your sales contact database in your pocket with the Pipedrive app.
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 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped Social Burro triple its revenue
As a small startup, digital marketing agency Social Burro needed a way to organize and update contact info as it grew.
Replacing cumbersome spreadsheets with Pipedrive centralized customer data, and the Smart Email BCC feature linked communications directly to individual contacts, ensuring no client relationships fell through the cracks.
“As far as where we were last year to where we are this year, we’re set to triple our revenue, and truthfully, I could not manage that without Pipedrive.”
