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.
|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.|
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.
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.
Import/Export contacts in CSV format and sync OfficeClip contacts, tasks, and events with Google and Outlook
Track progress of opportunities, assign type, potential revenue and probabilities to each opportunity
View various types of reports categorized by contacts, projects, organization
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
Automate the creation of tasks and events and create a call list to schedule follow-ups with leads
CRM Buyer article on the difference between Contact Management and CRM