Last updated June 5th 2024

What is Contact Management? The Complete 2025 Guide

Store and manage contact information, tailoring communications to audience understanding.

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What is Contact Management?

Store and manage contact information for customers, prospects, partners, and suppliers, enabling organizations to better understand their audience and tailor communication accordingly.

Products for Contact Management

We’ve listed the products and solutions that commonly address the Contact Management use case below.

SAP Customer Experience logo

A CRM solution that provides customer engagement, sales, service, and marketing functionality to support various industries.

Pipedrive logo

A visual, intuitive CRM designed to help businesses manage and track their sales pipeline, featuring deal management and automation capabilities.

Adobe Experience Cloud logo

Adobe Experience Cloud is a comprehensive suite of customer experience management tools.

Maximizer CRM logo

Maximizer CRM is a comprehensive customer relationship management software designed to help businesses manage customer interactions, sales, and marketing campaigns.

SugarCRM logo

A flexible, AI-driven CRM platform for sales automation, collaboration, and customer support.

Microsoft Dynamics 365 logo

A sales CRM from Microsoft that offers AI-driven insights, relationship management, and process automation to drive revenue.

Pega CRM logo

A robust CRM solution that provides personalized customer experiences and streamlines business processes.

GreenRope logo

GreenRope is a comprehensive CRM software that integrates sales, marketing, and operations into a single platform.

Sage CRM logo

Sage CRM is a customer relationship management solution designed to help businesses manage their customer interactions, sales processes, and marketing campaigns.

Infor CRM logo

Infor CRM is a comprehensive customer relationship management software designed to help businesses manage interactions and relationships with customers.

Nimble logo

Nimble is a CRM software that helps businesses manage customer relationships and interactions.

Insightly logo

A user-friendly CRM and project management platform for small to mid-sized businesses, offering sales, marketing, and customer support features.

Zoho CRM logo

A scalable CRM platform that offers sales automation, marketing, customer support, and inventory management capabilities.

Agile CRM logo

Agile CRM is a customer relationship management software that offers a comprehensive suite of tools for managing sales, marketing, and customer service operations.

HubSpot CRM logo

A free, user-friendly CRM platform for managing sales, marketing, and customer service activities.

C2CRM logo

C2CRM is a comprehensive customer relationship management software designed to help businesses manage customer interactions, sales, and marketing campaigns.

NetSuite CRM logo

A cloud-based CRM solution from Oracle that offers sales force automation, marketing, and customer service capabilities, integrated with ERP and ecommerce features.

Creatio CRM logo

A low-code platform for business process management, CRM, and automation, tailored for various industries and adaptable to unique requirements.

Kustomer logo

Kustomer is a CRM platform designed to manage customer interactions and relationships.

Keap logo

Keap is a CRM software designed to help small businesses manage customer relationships, automate marketing, and streamline sales processes.

Freshsales logo

A sales-focused CRM designed for high-velocity sales teams, featuring AI-driven insights, automation, and advanced lead scoring.

Apptivo CRM logo

Apptivo CRM is a customer relationship management software that helps businesses manage interactions and relationships with customers.

Salesforce Sales Cloud logo

A comprehensive sales CRM solution offering lead management, opportunity tracking, and sales forecasting.

LeadSquared logo

LeadSquared is a CRM software designed to help businesses manage their interactions and relationships with customers.

Copper CRM logo

A CRM solution designed for seamless integration with Google Workspace, focusing on simplicity and ease of use to improve team collaboration.

Zendesk Sell logo

A sales CRM designed to improve productivity and sales processes, featuring pipeline management and integrations with other Zendesk products.

Odoo CRM logo

Odoo CRM is a comprehensive customer relationship management software that helps businesses manage interactions and relationships with customers.

Oracle CX Cloud logo

Oracle CX Cloud is a comprehensive suite of applications designed to help businesses manage customer interactions and relationships.

Streak CRM logo

Streak CRM is a customer relationship management software that integrates with Gmail to help businesses manage their interactions and relationships with customers.

Claritysoft CRM logo

Claritysoft CRM is a customer relationship management software designed to help businesses manage interactions and relationships with customers.

Capsule CRM logo

Capsule CRM is a user-friendly customer relationship management software designed to help businesses manage their customer interactions and sales processes efficiently.

Nutshell logo

Nutshell is a CRM software designed to help businesses manage customer relationships and sales processes efficiently.

Contact Management Features

Customize these feature priorities in Taloflow and get expert ratings for 15 different vendors and solutions, including None.

Feature Dimensions Description Priority
Data Encryption
  • Security
Implement advanced encryption standards to protect customer data both at rest and in transit, ensuring that sensitive information is secure from unauthorized access. Critical
Record Level Sharing
  • Security
Provide the same or different sets of permissions with other members, based on their Role Hierarchy to enable record-level sharing permission for your users, and allow them to share individual or bulk records. Critical
Consent Management
  • Security
Allow end users to set up such customized workflows by defining request types and the actions following those requests. Important
Data Masking
  • Security
Availability of platform-native obfuscation capability to mask sensitive data. Important
Field Level Security
  • Security
Ability to choose which information appears for which users and who is allowed to edit it in order to secure sensitive and confidential fields like customers' bank account details. Important
Key Management
  • Security
Natively provides key management or integrates with key management tools for creating, managing and controlling cryptographic keys. Important
Multi-Factor Authentication
  • Security
Enhance account security by requiring a second form of verification, such as a text message code or authentication app, in addition to the password. Important
Single Sign-On (SSO)
  • Security
Allow access to different apps by eliminates the need to sign in multiple times by creating an entry point that gives the end user immediate access. Important
Token Management
  • Security
Ability to generate tokens and manage them for secure access via APIs. Nice To Have
User Activity Tracking
  • Security
Proactive review of end user activity to determine misuse of access privileges or data protection policies. Nice To Have
Evaluating solutions?
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