15 years helping Canadian businesses
choose better software

Contact Management Software

Contact Management software provides powerful tools that enable storage, tracking and management of contact information throughout an organization.

Featured software

Most reviewed software

Explore the most reviewed products by our users on the Contact Management Software

Local products for Canada

Canada Show local products
Canada Local product
Most affordable complete CRM on the market. One time $99 cost per user. Very easy to use with optional add-ons for a tailored package Learn more about InfoFlo
InfoFlo is a private cloud that can be installed on your server or our secure cloud. It's an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook and Gmail sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books sync. We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Learn more about InfoFlo

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Managing contacts and sales communications has never been easier thanks to Pipedrives powerful yet agile contact management software. Learn more about Pipedrive
Managing contacts and sales communications has never been easier thanks to Pipedrives powerful yet agile contact management software. Focus on the activities that transform leads into customers while enjoying Pipedrives intuitive and simple design. In addition to being integrable with hundreds of supporting client management apps and integrations, our robust mobile CRM keeps you close to contacts and full feature access on the go. Learn more about Pipedrive

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Outreach helps revenue teams design, measure, and improve workflows so every rep can sell like your best rep. Learn more about Outreach
Outreach is the first and only Sales Execution Platform built for intelligent revenue workflows. Built on the world’s largest foundation of customer interactions and go-to-market team data, Outreach gives teams the tools they need to design, execute, and continuously improve a revenue strategy that is disciplined, achievable, and optimized for every stage of the customer journey. The world’s most effective revenue organizations use Outreach to power workflows, put customers at the center of their business, and win in the market. Learn more about Outreach

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Store, manage and label your leads, contacts and clients in one centralized online hub, and have it all handy, wherever you are. Learn more about vcita
Gain and retain clients with a powerful CRM app by vcita. Store, manage and label your leads, contacts and clients in one centralized online hub, get a birds-eye view of your clients' history, appointments, payments, invoices, documents and conversations and Easily collaborate with your team, assigning clients, appointments and incoming requests to staff members. Have all the information handy wherever you are and whenever you need it with a friendly mobile app. Learn more about vcita

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
With Bigin, store, organize, and track information about your customers, prospects and sales leads, ultimately leading to better and improved customer relationships. We built a dedicated CRM for small businesses to help organize sales and track leads easily. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove! Learn more about Bigin by Zoho CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place. Learn more about Less Annoying CRM
Ranked as the #1 easiest-to-use CRM for small businesses for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average tenure over five years, provide expert, human support — no chatbots, ever. We offer a simple pricing model at $15 per user per month for everything you need. No “gotchas” and no need to haggle with a sales rep. Built exclusively for small business needs, our CRM simplifies your daily operations without unnecessary complexity. Start your free 30-day trial today — no credit card needed — and join thousands of small businesses thriving with a genuinely less annoying CRM. Learn more about Less Annoying CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
monday sales CRM is the best contact management software to help you track, store, and manage all of your contact information. Learn more about monday sales CRM
monday sales CRM is the best contact management software to help you store, track, and manage all of your contacts’ and accounts’ information! Connect your Gmail or Outlook to send/receive emails and keep track of client communication, all in one place. Get an overview of a contact and everything related to it in an easy-to-view snapshot. Assign items, automate emails, set reminders, share files and more. Learn more about monday sales CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Our CRM gives you one core location to store key business relationships & communications that can be accessed anywhere, on any device. Learn more about Gold-Vision CRM
Gold-Vision CRM helps mid-market businesses do business, better. Our CRM solution provides you with one core location to store your key business relationships and communications that can be accessed from anywhere, on any device. Our mission is to provide businesses with easy-to-use, intuitive CRM solutions that make a real difference. Improve team performance and increase revenue with a system that is backed by support from a knowledgeable, in-house team of CRM and business experts. Learn more about Gold-Vision CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
BUILT WITH YOUR GROWTH IN MIND | Intake | Practice Mgmt | Legal CRM | Legal Billing | All-In-One | Easy-To-Use | Sign More Cases Learn more about Law Ruler Software
Built for growth! The #1 end-to-end growth suite for law firms, Law Ruler legal CRM & case management is designed to help firms sign up, intake, and manage more cases. Why Choose Law Ruler? ? Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ? Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ? Personalized Set-Up: Done-For-You Implementation available Learn more about Law Ruler Software

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
CRM tool that helps marketing reps track commissions through client accounts, mobile access, pre-written pitches & team communication. Learn more about Repfabric
Repfabric is a CRM and sales data management platform for multi-line sales teams – manufacturers, sales reps, and distributors. Whether you’re a manufacturer selling multiple product lines or brands, a sales rep of multiple manufacturers, or a distributor of multiple manufacturer product lines, Repfabric is designed to connect the threads of multi-line selling by supporting all of the nuances and intricacies that come with managing these complex opportunities, sales, and commissions. Learn more about Repfabric

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
SalesOutlook is an Outlook based CRM plug-in which offers account management, lead tracking, mobile access and document management. Learn more about SalesOutlook CRM
SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of CRM features. Learn more about SalesOutlook CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now. Learn more about Copper
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place. Learn more about Copper

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Canada Local product
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales managers and sales teams face. Learn more about Maximizer CRM
Maximizer is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers & sales teams. That's why we provide a game-changing alternative to complex CRM solutions for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor & achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today! Learn more about Maximizer CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Get access to B2B Decision makers with real-time validated emails, cell phones and direct dials for everyone you need to sell to. Learn more about Seamless.AI
Revolutionary real-time search engine for direct access to B2B Decision Makers. Now sales pros can build contact lists in minutes, not hours. Seamless.AI is the first and only real-time search engine for B2B sales leads. Build lists anywhere with our Chrome extension, including LinkedIn, build your buying committee with OrgCharts, and fill your pipeline with prospects using Buyer Intent data and Job Changes. Get 50 Free Lead Credits with New Signup or Request a 1-1 Demo with our sales team! Learn more about Seamless.AI

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
We deliver the tools to simplify and amplify digital marketing and drive results for your business. Learn more about Constant Contact
Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience with advanced AI and Automation tools, we deliver the performance and guidance to build strong connections and generate powerful results. For more information, visit www.constantcontact.com. Learn more about Constant Contact

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Canada Local product
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between. Learn more about Method CRM
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Learn more about Method CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
SigParser automatically scans past emails and calendars to extract over 60 contact and company details. Setup in minutes. Free trial. Learn more about SigParser
SigParser automatically finds over 60 contact details (email address, first name, last name, phone, title, company, and more) by using artificial intelligence to scan the contents of past emails and calendar meetings. SigParser can automatically update CRM, sales, and marketing applications with contact and company details. Get a free trial to find contact and company details in up to three mailboxes and calendars. Learn more about SigParser

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Canada Local product
Contact Boss is an easy-to-use, powerful CRM database manager that lets you track and manage the people who drive your organization. Learn more about Contact Boss
Contact Boss is an easy-to-use, yet powerful CRM database manager allowing you to track and manage the people who drive your organization. Contact Boss makes it simple to: Enter new or import existing contacts Search and organize your contacts Keep in touch with your contacts Contact Boss puts you in charge with robust search capacity, comprehensive reports, superior auditing functions, and security tools to keep your business running smoothly. Learn more about Contact Boss

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
The best contact management app that sits right inside your Outlook. Share your contacts, categorize them, keep all communications. Learn more about eWay-CRM
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Contacts, Sales, Projects, and Mail Merges. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions. Learn more about eWay-CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Spend less time digging through spreadsheets and more time selling.
Organize contacts, schedule tasks, and manage deals more efficiently with Salesforce contact management software. Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. Learn more about Salesforce Sales Cloud

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system! Learn more about Zoho CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success. Learn more about Dynamics 365

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Learn more about HubSpot CRM

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Trusted by 800k+ teams. Streamline workflow today!
ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. Easily customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively. By replacing inflexible and overlapping tools, ClickUp helps teams save one day each week! Learn more about ClickUp

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools
Wrike is an enterprise work management software with approvals, time tracking, Gantt charts, Kanban boards, reporting, and more.
Wrike is an award-winning project management software trusted by 20,000+ companies worldwide. Manage contacts using auto-organization, custom request forms, Kanban boards, Gantt charts, time tracking, real-time updates, and performance reports all in one place that can be shared company-wide. Integrate Wrike with 400+ applications to automate your everyday processes. Customize workflows and reduce the need for emails, meetings, status updates, and more. Work smarter, not harder with Wrike. Learn more about Wrike

Features

  • Lead Capture Software
  • Sales Pipeline Management
  • Calendar/Reminder System
  • Customizable Fields
  • CRM Software
  • Shared Contacts
  • Segmentation
  • Tagging
  • Sales Forecasting Software
  • Prospecting Tools

Contact Management Software Buyers Guide

What is contact management software?

Contact management software enables the storage, tracking, and management of contact information across an organization. Contact management system helps organizations function more effectively by distributing current contact information for customers, contractors, vendors, and more across all levels and locations. These systems help businesses manage and promote leads, archive customer interactions, log employee tasks, report engagement analytics, and schedule events and tasks.

The benefits of contact management software

  • Distributed contact information.  A contact management system typically tracks and stores the contact information in a universally accessible cloud database. People and companies can be grouped as leads, customers, vendors, employees, and more. Businesses can grant specific users permission to access certain groups. Together, these features make it possible for small businesses to access essential contact information at any time, boosting efficiency, accuracy, and flexibility.
  • Rich business intelligence. Informed marketing and sales efforts depend on contact tracking. A contact management system can track customers throughout the sales cycle and compile valuable reports about what is and isn't working. Small businesses can use this business intelligence to make smarter, fact-based decisions.
  • Customer service. The right contact management system can improve customer service in several ways. Interaction histories help employees offer more personalized and relevant customer assistance through data about past customer experiences with the company. Some contact manager apps can collect support requests, assign them to representatives, and even schedule callbacks so customers aren't forced to wait on hold. These features ultimately improve customer satisfaction and retention.

Typical features of contact management software

  • Interaction tracking: Track daily activities such as contact transfers, emails, and task schedules.
  • Contact import and export: Transfer contacts between multiple data sources.
  • Contact search and filter: Search and filter contacts within the entire contact database.
  • Contact database: Maintain a record of all contacts saved in a database, including details like last interaction, follow-up, and activities.
  • Calendar and reminder systems: Add notes to individual contacts and set reminders for scheduled follow-ups.
  • Customizable fields: Add, remove, and rename fields used for storing contact details. Customization helps capture different sets of contact details for different campaigns.
  • Shared contacts: Share contacts with other applications like Gmail and CRM software.

The contact management software directory lets you filter by feature(s) to only view options that meet your business needs, helping you narrow your software shortlist.

Considerations when purchasing contact management software

  • Get the features you need the first time. Capterra found that 66% of businesses that switched to a different contact management system did so because their initial solution lacked the needed features. Affordable or trendy solutions may not offer the tools your small business really needs, so be sure to invest in a system that solves your company's unique problems.
  • Know how long your transition will take. Moving to a new contact management system can be a long process. The time from C-suite decision to IT expansion to employee training could take months, or even years. Our research found that 80% of companies implemented their contact management software within 18 months. Some solutions are faster to set up than others, so it's important to balance setup time with your long-term goals.
  • Choose strategic integrations with other systems. The best contact management solution for your company might be the one that integrates seamlessly with your existing software. In many ways, contact management software is the critical hub that connects your systems. Social media, email, inventory, project management, and reporting are just some of the integrations available. Build an ecosystem that helps maximize all of your software tools.
  • Conversational user interfaces will provide better customer service. Intelligent chatbots in contact management software will offer better first-touch assistance to customers in need. Conversational user interfaces have been around for some time, but the technology is growing more sophisticated and reducing employees' ticket volume, allowing faster solutions while cutting costs. According to our research , 68% of small and midsize businesses (SMBs) are using or plan to use conversational user interfaces within the next one to two years.
  • Real-time analytics is enhancing customer and agent interaction.  Contact center agents hold hundreds of interactions with customers on a regular basis. This generates thousands of data points with which detailed profiles of customers can be created, which can tremendously help agents engage customers in future interactions. Analytics helps in capturing these data points in real time during calls. Additionally, analytics-driven sentimental intelligence measures customers' characteristics on various parameters such as stress level, mood, and loudness of speech. This helps agents to respond to customer interactions more effectively.