In a letter he wrote to Jean-Baptiste Le Roy in 1789,本杰明·富兰克林(Benjamin Franklin)著名地写道,“在这个世界上,除了死亡和税收外,别无他法,还有一个共享的存储库,用于客户联系信息对各种规模,行业和结构的销售团队有帮助。”

好吧,我承认我可能已经在这句话的最后一部分中获得了一些创造性的自由,但这并没有使它变得不那么真实。

免费使用HubSpot的联系人管理软件bob电竞官方下载

能够轻松访问和分析客户和潜在客户联系信息可以使您的销售工作变得更加容易,更有效。这就是为什么联系管理软件始终是值得探索的选项的原因。bob电竞官方下载

"Contact management software" is a catch-all term that encompassesany kind of software that allows you to track prospect, customer, and vendor contact information and communication。这可以包括地址,个人员工,关联公司,公开报价,订单和销售历史记录等信息。这是一种可以通过简化和简化诸如外展和领先资格之类的流程来改善销售工作的资源。

Best Contact Management Software

Here are some of the contact management software for small businesses followed by the best free and paid options available for any business.

1。集线器

Price: Free forever.

HubSpot的免费联系人管理软件bob电竞官方下载

获取HubSpot的完全免费CRM

HubSpot的Free CRM是一种联系管理工具,还有更多。您永远不必手动添加或更新联系人记录 - 在与联系人进行每次互动后,HubSpot将为您处理。另外,通过超过2000万业务的数据,联系记录会自动丰富。

The CRM and contact management system is easy to get started with, use, and navigate. In addition to contact management, other notable features include pipeline management, reporting dashboards, company insights, deal tracking, email tracking and notifications, prospect tracking, meeting scheduling, and live chat.

CRM完全是免费的,但是随着业务规模,您可以随时升级到付费计划。

专家提示:获取易于启动的HubSpot的Free-Forever CRM平台,将与您的业务进行扩展,并让您变得更好。

2。ActiveCampaign

Price: Plans starting at $15 per user/ mo.

ActiveCampaign CRM用于小型Buineses示例

ActiveCampaignis a customer experience automation platform with a number ofcontact management features和功能。

ActiveCampaignpairs it's contact management capabilities with your customer lifecycle — the process begins with reaching and engaging your audience, then nurturing and educating them, followed by converting and closing them, and lastly, supporting their growth. In order to begin the process of contact management, the tool will have you create a contact list.

从那里,只需添加现有的电子邮件联系人then organize your contacts by list, tag, or custom field. ActiveCampaign will prompt you to build segments for your customers to allow you to target and personalize content for them. This contact management solution will help you segment based on communications like emails and forms, too — then, it'll identify and pull out behavioral actions that will teach you more about customers within those segments.

ActiveCampaign还提供案例研究,因此您可以了解其他与您自己的公司使用该软件的联系管理工具以及如何细分客户的方式。bob电竞官方下载

3。Freshworks

价格:计划起价为35美元/ mo/ mo。

freshworks best contact management software example

Freshworksis a CRM and contact management system that helps you manage and nurture your contacts in order to create strong and lasting relationships with them. It automates contact data entry for you and provides 360-degree views of individual customers.

Freshworkstracks sales activities, manages sales tasks and appointments, and allows you to place calls or send emails without having to leave the tool. You can integrate with Google Workspace to access Gmail, Google Docs, Google Drive, and more all from Freshworks.

4。克里普

价格:计划起价79美元/ mo/ mo。

keap crm for small businesses

克里普is a CRM and sales and marketing platform with a client management solution for small businesses. Client activity and communications are centrally located and the tool automates follow-ups, contact record creation. and contact record updates for you. Your communications with contacts (such as forms, emails, and sales follow-ups) can all be personalized quickly as well using the contact data that's stored in Keap.

将KEAP与Gmail或Outlook集成在一起,因此您的所有电子邮件互动都会在关联的联系人的记录中自动更新。您还可以与KEAP集成多种其他业务工具和软件,因此所有数据都是最新的,并且可以从单个位置访问。bob电竞官方下载

Next, let's dive into the best free and paid contact management software for all businesses — from small to mid-size to enterprise.

1。集线器CRM Platform

价格:两个用户/月的免费和付费计划起价为45美元。

HubSpot CRM平台联络管理系统的示例

HubSpot CRM平台的联系管理工具旨在消除销售流程中的摩擦,简化您的销售工作,并为您的代表提供更多的时间和灵活性来完成交易。

与CRM的免费版本类似,该平台可以自动通过超过2000万业务的数据丰富您的联系记录。当潜在客户打开销售电子邮件或访问您的网站时,它还会通知您。HubSpot包括其他联系管理主食,例如勘探跟踪工具,会议计划和实时聊天(您的销售和服务团队都可以从中受益)。

我们在上面聊了聊,关于HubSpot的自由版版本- 如果您是初创公司或小型企业,则可以从该版本的软件开始,然后扩展到销售CRM的付费版本。bob电竞官方下载随着您的业务规模,您的联系管理系统(以及许多其他功能和工具非常适合您的销售,营销和服务团队)。

2。Zoho ContactManager

Price: Free and paid plans starting at $15 for 15 users/ mo.

Zoho contact management software

Zoho ContactManager的价值非常简单 - 它很容易在不牺牲功率或功能的情况下操作。它使您可以在集中的地址簿中维护联系人,并提供与这些人进行的任何沟通的全面视图。

电子邮件,任务和注释特定于您的个人联系人,都可以易于访问。它还具有工具,可帮助您将这些通信期间收集的信息应用于您的销售工作。

该平台的最基本版本是免费使用的,可以为单个用户提供500个联系人。该计划是小型企业,初创公司和自由职业者的理想选择。同时,Zoho的付费订阅提供了更多的灵活性和功能。

3。Bitrix24

Price: Free and paid plans starting at $17 for two users/ mo.
Bitrix24联系人管理软件bob电竞官方下载

Bitrix24's contact management software's suite of features extends beyond what you may typically expect from this kind of platform. It contains standard contact management resources, including a centralized database for collecting and tracking prospect and customer contact information.

The tool also automatically logs and records all phone calls reps place or receive. The same goes for email communications — if you sync your email address with the platform, your entire history of email exchanges will be stored in your Bitrix24 contact manager.

如果您对具有标准联系人管理软件通常无法使用的功能的免费解决方案感兴趣,则可能值得考虑BitRix24。bob电竞官方下载随着您的业务增长,您想要更多的联系经理,Bitrix24的付费选项可以以合理的价格满足您的需求。

4。Streak

价格:免费和付费计划,起价为每人$ 15/ mo。

Streak contact management software

Streak的联系管理工具可以集成在您的Gmail收件箱中,并与所有其他Google Workspace应用程序一起工作。该软件还bob电竞官方下载允许您维护和共享客户联系和通信的时间表。这可以包括有关电子邮件记录,呼叫日志,文件,笔记和任务的信息。

Streak提供了您的销售管道的自定义视图。您可以在任何配置中搜索,过滤,分组和对联系数据进行排序,并将这些结果保存在自定义视图中,并与团队共享该数据。

Streak is an accessible software, designed to easily integrate with your Google applications. It's free for personal use but there are professional and enterprise-level options for a charge.

5。Pipedrive

价格:计划从每个用户/ mo $ 12.50起。

Pipedrive contact management software

Pipedrive CRM绝对以销售为导向,其联系管理资源反映了这一点。bob体育苹果系统下载安装联系人管理功能旨在通过数据和自动化来实现艰苦的销售。他们通过收集智能联系数据并自动预先获得资格的潜在客户来为公司的销售工作增添新的洞察力和情报。bob全站app

The platform includes tools that can retrieve web-data about your contacts from online sources like LinkedIn. Using this information, the platform can give you insight into the viability of pursuing the leads you gather.

6。敏捷

价格:计划起价25美元/ mo/ mo。

敏捷contact management software

Nimble CRM的联系管理功能使您可以在单个关系经理中访问所有联系人(基于云或桌面记录)的所有联系人。

Nimble的勘探工具会自动显示潜在客户和客户的所有联系信息和公司详细信息,包括您可能与他们交换的所有电子邮件,社交互动,消息,笔记和日历事件。bob全站app

该平台与Google Workspace和Office365无缝合作,并具有100多个应用集成。这是一个强大的多功能工具,可在您的联系人,如何达到联系以及如何适应您的整体销售工作中。

7。Nextiva Customer Relationship Suite

Price: Plans starting from $24.95 per user/ mo.

Nextiva contact management software

Nextiva Sales CRM的强大功能套件包括其所有计划中可用的联系管理资源。bob体育苹果系统下载安装甚至他们最基本的订阅都包括用于维护电子邮件历史记录,笔记和通话日志的工具。

Together, these resources can help you track your customers’ contact information and communication history while taking the stress out of processes like follow-up and outreach. With Nextiva, you'll have access to a wide array of features including follow-up automation, surveys, live chat, and analytics.

8。简而言之

价格:计划起价22美元/ mo/ mo。

Nutshell联系管理软件bob电竞官方下载

Nutshell是您公司所有客户知识和数据的中央存储库。bob全站app这是您和您的团队可以存储和参考联系方式,通话说明以及与客户的电子邮件对话的一个位置。该工具的联系人管理基础架构(与其强大的销售自动化工具配对)可以帮助您简化销售流程并轻松合格潜在客户。

Nutshell还与Slack和Google Workspace等应用程序无缝集成,旨在满足各种规模的企业需求。

Choose Your Contact Management System

无论您的业务有多大,您的出售方式或销售团队的结构如何,您都一定有您需要跟踪和管理的联系人。如果您尚未为您的业务投资联系人管理软件,则应强烈考虑上述一些选项。bob电竞官方下载

And remember, nothing in life can be said to be certain, except for death, taxes, and high-quality contact management software making life easier for salespeople.

Editor's note: This post was originally published in February 2020 and has been updated for comprehensiveness.

contact management

联系软件bob电竞官方下载

最初发布于2021年4月13日1:30:00 PM,更新于2021年10月25日

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选择一个CRM 联系人管理软件bob电竞官方下载