Skip to product menu
Zoho crm
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content
Zoho crm

What is contact management software?

As companies become increasingly globalized and interact more frequently through various channels like video conferences, social media, and even one-on-one meetings, noting down customer information using pen and paper is no longer feasible. Especially in larger organizations with multiple teams who have several meetings per day, it's practically impossible to keep track of all this data unless they use a software tool to manage contacts and centralize their data.

Contact management software (CMS) serves as a digital repository for a company's contacts. It records all the interactions a company has had with its customers, suppliers, prospects, and more. Contact management software stores all relevant data and includes basic functionalities like engagement tracking, notifications of important days like birthdays, anniversaries, or other milestones, interaction tracking, and even note-taking during conversations.

zoho CRM - contact management banner zoho CRM - contact management banner

Don't take our word for it;
listen to what experts and users have to say!

Constellation Research - Best Enterprise Software Vendor

Crozdesk - Most Trusted Vendor

Gartner Peer Insights - Best CRM Lead Management Software

G2Crowd - Leader in Enterprise and Mid-Market Segment

4.5/5

4.2/5

4.2/5

4.0/5

4.0/5

How does contact management
work in Zoho CRM?

Manage your contacts seamlessly
with Zoho CRM!

The World's Favorite CRM, Zoho CRM is a cloud-based contact management CRM for managing data, sales, marketing, and customer support operations in a single system. Zoho CRM helps businesses of all sizes build excellent customer relationships using a built-in AI sales assistant and other features like sales pipeline management, marketing automation, analytics, and much more.

FAQs

Expand AllCollapse All
How can a contact management CRM help my business?

A contact management CRM can help you take your business to the next level. Packed with powerful tools like a built-in AI assistant , a CRM can help you manage all of your business operations under one roof. They're often customizable to suit your unique business needs. A good CRM also comes with a variety of integrations that can help you get the most of your CRM without having to employ multiple software tools. By bringing all your data into one system, a contact management CRM can help boost productivity and even reduce the chances of data redundancy. Features like analytics can help you make data-driven decisions and grow your business exponentially.

What more can a CRM do other than manage contacts?

A CRM can unite all your sales processes in one place. From the time a prospect interacts with you to the time they convert and need after-sales support, you can rely on a CRM to track it all: where the customer engaged with you, what their requirements were, which representative has been handling them, what stage the deal is in, the likelihood that they'll convert, and more details. CRMs are equipped with all the tools you need to covert a lead and build lifelong connections with customers.

How do I choose the right CRM for contact management?

There's no one-size-fits-all solution when it comes to a CRM. Every business has their unique requirements and processes, which a standardized software can't always match. It's crucial that businesses closely evaluate a software tool before investing their time and money into it so that they get the maximum return. Here are some pointers you should keep in mind while evaluating a CRM for contact management:

  • Cost:

    A CRM shouldn't burn a hole in your pocket. If you're a solopreneur or a small business, you can opt for a free CRM that offers all the functionalities of a CRM system without costing you a fortune. Make sure you read into the terms and conditions and discuss it with your vendor to determine whether there are any hidden costs or additional charges for integrations and added functionalities.

  • AI integrations:

    AI is the future of business. You should check whether your CRM is equipped with an AI assistant that can help your representatives get work done in a fraction of the time. Having an AI-driven CRM can enable better analytics and useful sales predictions, determine the best time to contact leads, assess the chances of conversion, and other useful information. Using generative AI can also help your salespeople save time by simply auto-completing mundane tasks.

  • Mobile app:

    Like your sales reps, your CRM should be able to work on the go. Having a mobile CRM can help your sales reps access while they're in the field or working from home. They can also add notes, close deals, and even map out an ideal route when they're out meeting multiple clients.

  • Customization:

    Your business has its own needs that cannot be fit into a standard software tool. Accordingly, your CRM should be flexible enough to accommodate your business' needs without costing you a fortune. Using a no-code customization tool with a simple drag-and-drop interface can help you make your CRM your own without hiring dedicated developers. Let your CRM fit your business; don't make your business fit the CRM.

How much can I save by using a CRM instead of Excel?

Modern businesses need a lot more than just customer data to truly succeed. While they are a commonly used tool, spreadsheets don't match the functionalities businesses need to keep their customers happy. Using a CRM can help businesses overcome the shortcomings of using spreadsheets, such as through features that can help a business not just record data, but collaborate, fetch analytics, automate processes, enforce privacy, and even motivate their salespeople. Using free CRMs doesn't cost you anything. Users have reported higher ROIs, improved productivity, and even better data organization after switching to a CRM.

What's the best CRM for managing my contacts?

Zoho CRM is a highly rated CRM that can help you unite all your data on one platform. You can monitor data entry at multiple points to ensure that only quality data enters your CRM. To ensure privacy and data security, you can restrict user access according to your organizational hierarchy. Zoho CRM is equipped with features like blueprints, automation, sales pipeline management, customization capabilities, and even a built-in AI assistant to help you stay on top of your business.