What is the difference between Contact Management and CRM?

In this era, where multiple applications are available for businesses, it is difficult to make the right choice. But what are your business requirements? A Contact Management application or a CRM(Customer relationship management) application. Let us find out the difference and decide which application will suit your business needs.



Contact Management CRM
Provides quick access to contacts and accounts information. Includes comprehensive and detailed customer information.
They are often used with online calendars for event scheduling, email integration, and activity management. CRM applications deliver a more holistic view of the customer relationship, categorized interactions, and correspondence throughout the organization.
Provides limited integration capabilities or data exchange with other systems. Applications usually are designed with importing, exporting, and data integration in mind.
Provides import/export feature for contacts only. Synchronizes contacts, emails, tasks, and calendar activities easily with groupware or e-mail programs.
It is a platform for maintaining and tracking information. It is a platform that can be used to leverage as a strategy and supports sales and marketing activity.
Basic features in Contact management include search and filter, adding notes, reminders, scheduling events and tasks, import/export. Basic features of a CRM are email integration, lead management, workflow automation, forecasting, competitors analysis, and in-depth report management.
It is helpful for small businesses. It can be used in various industries like banking, retail, insurance, healthcare.
It is helpful for businesses that do not require too many follow-ups and marketing. It is beneficial for a long and complex sales cycle, which helps to smoothly manage sales, marketing, and follow-up processes.

Do you need a Contact Management or a CRM solution?

Contact management is generally designed for individuals or small businesses. It helps to organize the customer, supplier, or vendor information. Once data is organized, it becomes easy for the team to access the data and keep track of all the communication between the customer and sales team.

CRM is designed for larger teams that contain customer information at a detailed level. It is one of the vital aspects for sales and marketing teams. It keeps track of your leads, keeps track of information for follow-ups, and streamlines the sales team's work process. In addition, it helps to provide detailed analysis, which gives an overview of past sales and future leads.

What are the benefits of using Contact Manager / CRM?

  1. Better Customer Service

    Customer service
    • A good CRM system will help to maintain a profile for each client individually.
    • This system will help understand the customer requirements better and take important decision on the level of service and importance.
    • The improved responsiveness the towards customer will help to create a better relationship between the business and customers.
  2. Improves Work Efficiency

    Team work
    • Customer relationship management system contains detailed information of customers, the products they use, their complaints, their requirements, etc., and this data is shared between different departments.
    • The accessible data makes the system more transparent and will help people to work as a team.
    • All the employees will be able to access the data and answer or resolve customer queries about their products.
  3. Streamlines Sales Process

    Streamline work
    • CRM helps you track leads and helps to respond to inquiries promptly.
    • It creates a process to take steps from converting a prospect into a client.
    • It automates lots of sales processes, like sending promotional campaigns, scheduling calls and events.
  4. Optimized Marketing

    • It gives you an insight into customer needs and behavior.
    • It helps to identify the proper requirements of your customers to promote your product.
    • With CRM, you can also segment and tag your customers so that you can set up relevant promotional campaigns for your target audience.
  5. Gain Valuable Insights for Business

    Reports and analysis
    • Information stored in a centralized place makes it easy to analyze customer data, their inquiries, employees' performances, whether follow-ups are done or not.
    • This analysis can be done through various kinds of reports that can give deeper insights into the ongoing work and the decision to be taken in the future.

How OfficeClip Contact Management helps?

OfficeClip Contact Manager is a simplified software that also has many CRM features. It helps to manage relationships with customers, vendors, and service providers. It allows users to schedule upcoming events and meetings, categorize customers and prospects.

Data sync


Import/Export contacts in CSV format and sync OfficeClip contacts, tasks, and events with Google and Outlook

Track leads


Track progress of opportunities, assign type, potential revenue and probabilities to each opportunity


Report Management

View various types of reports categorized by contacts, projects, organization

Contact info

Related Info

Attach documents, add notes, events, tasks, issues, and for each contact



Track information on your competitors' activities and do a SWOT analysis for each competitor

Workflow automation

Drip Marketing

Automate the creation of tasks and events and create a call list to schedule follow-ups with leads

Streamline your workflow and improve productivity

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CRM Buyer article on the difference between Contact Management and CRM


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