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Contact Management Software

Create contact records, log sales activities, and view previous interactions using contact management tools to build relationships.

  • Automatically populate and update contact records

  • Complete sales tasks directly within a contact’s records

  • Enrich contact records with company details from our database

  1. Build relationships at scale with contact management tools.

    Customers and prospects are the lifeblood of your business. But organizing all of their information can be challenging.

    With HubSpot’s contact management tools, you have everything you need to create, organize, and grow relationships with customers and leads. Create up to 1,000,000 contact and company records, perform and log activities such as emails and calls, and eliminate manual data entry with software that updates your contacts automatically.

  1. Update contact records automatically.

    Add new contacts using a prospect’s corporate email address, or pull them straight from your inbox or form submissions. Plus, HubSpot’s contact management software will automatically enrich contact records with company details from its database of over 20 million businesses.
  2. Complete tasks within your contact database.

    Increase the productivity of your sales team by centralizing contact details, communication history, and activities in one spot. Send emails, make and record calls, take notes, assign follow-ups, schedule meetings, and add new deals directly within a contact or company record.
  3. Give your teams the context they need.

    HubSpot’s software gives your team access to deep insights, such as a contact’s past activity on your website and their conversation history with your company. With more context, your team can curate personalized experiences and build better customer relationships.
  4. Integrate with the tools you know and love.

    HubSpot integrates seamlessly with hundreds of apps. Connect your Gmail or Outlook accounts to automatically log emails within your contact database. Attach Google Drive and Dropbox files to contact records for easy access during calls. And so much more.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

Frequently Asked Questions

  • Contact management is the strategy that a company or team uses to manage all of the information they have aggregated about their contacts. At a basic level, this could just mean creating a spreadsheet where all of your contacts’ information is logged. However, many companies choose to use software that streamlines the process.

    With HubSpot contact management, your team doesn’t need to worry about a spreadsheet getting out of date or out of sync. All of your company’s contacts will be automatically updated with minimal human touch. Give your team time back to do their jobs, instead of focusing on manual data entry.

  • Popular features of HubSpot contact management include:

    • Easily create contact records with just a few clicks
    • Automatically update any contact record information as soon as a call or email takes place
    • Record all of your customer calls from right within your browser and log them directly into your contact record
    • Complete sales tasks without ever having to leave your contact management tool
    • Direct integration with HubSpot's Smart CRM, Gmail, Outlook, and other popular tools
    • Keep your database clean and tidy without cobbled data
  • Depending on whether you’re already using a contact management system, implementation time may vary based on factors such as data migration and the complexity or amount of data you have to move over. For companies that have never used a contact management system, the implementation is a lot quicker — the only thing you need to set up before getting started is access for your team and their specific roles.

  • HubSpot’s contact management is included in multiple HubSpot products, and you can get started with it for free. If you’re looking for more advanced features to help automate and scale your sales operations, HubSpot also offers premium features with its Starter, Professional, and Enterprise editions of Sales Hub .