Best Contact Management Software for Microsoft Excel

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

You can scan, manage, sync, and exchange business cards. CamCard can capture all your business cards. All contact information can be read quickly and saved to your smartphone. When you meet new people at business social events, tradeshows, and meetings, you can securely exchange electronic business cards. Go paperless today. Smartly manage your business cards by adding notes, setting reminders and quickly searching, tagging, and sharing cards. Be more productive. All your business cards can be stored in the cloud. They are synchronized across all devices, including tablets and smartphones. Always available.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable.

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

Dex connects LinkedIn, email, as well as all your other tools. Keep in touch with your friends, keep track of where you are at, and see who you know. It takes too much time to manually keep track of all the people you have met. You are wasting your time copying and pasting. It's even more difficult to keep your contacts updated. Dex allows you to connect to LinkedIn and other sources within minutes. Automatically, new job titles will be synced. Spend less time entering data and more time building relationships. For keeping in touch, it's too much to deal with complex systems like Salesforce. Sales CRMs don't have the right place for your relationships. You can spend less time navigating menus, and pick up right where you left off. Dex will notify you when your connections change their titles, giving you the opportunity to reach out.

Our CRM makes it easy to get more done starting at 8am. It includes shared contacts, notes, files, notes, files, calendars and events. Tasks, reminders and more. Calendar view with single and recurring events, tasks, and private calendars. View of the dashboard with recent contacts, files and notes, upcoming events, and tasks. Every 8am calendar now contains an iCal link, which you can copy and use for synchronization with your favorite calendar software such as Outlook or Google Calendar. 8am now integrates to smartQ workflow management tool. Display your smartQ tickets in the 8am calendar view! You can now assign custom icons to events and tasks. We started with 11 icons, but we plan to increase that number. We have made contacts import from Excel/CSV files much easier. It now supports all parts of the name, handles duplicates, and even allows you to undo an imported! You can attach SpiderScribe mindmaps from brainstorming sessions or Firefly design screens to your graphic projects!

Auric Prospector is a CRM solution that helps businesses connect people and processes. Auric Prospector is an on-demand customer management software that allows teams to optimize processes and manage prospects, customers, and contacts. It provides a variety of tools for opportunity management, customer service, support, list management and contact management, as well as reporting and analysis.

An integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing.

This solution solves the problem of managing contacts and capturing activities from a large number of field agents and sales reps, dealers and channel partners, as well as employees. Fully customizable to suit your business operations. App with rich features, including web and mobile interfaces as well as add-on modules for digital business cards and file-sharing. Data preparation, complex de-duplication, entity resolution and transformation, merging, purging and merging of large databases on-premises or private cloud. Ingestion of structured or unstructured data in any format. Fuzzy logic-based pattern matching algorithms have been proven on millions of records. Complex contact data extraction program can be implemented on-premise or via API. It returns key/value pairs to text. Works with scanners, digital transformation tools, OCR/automation software, and robotic process automation (RPA), products.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Chaos Intellect: CRM and business email software for the professionals! Chaos Intellect is a company you should have heard of before. Our contact manager Time & Chaos, which is a winner in the category of best contact management CRM software, has been developed over many years. Chaos Intellect combines a powerful contact manager experience with an excellent email client that is perfect for users like you. Why choose Chaos Intellect? There are two ways to answer this question: On the left you can see our features organized by whether or not you are a Business User, Casual User, or Advanced Power User. We allow other users to leave testimonials about how Intellect has helped them. Keep reading for more details! We have a fully functional trial version that you can download. It has all the features you need and is free of any hassles. We want you to be able to see it in action without any guesswork!

Quickly access contacts from Apple Contacts and Google, iCloud, Outlook. CSV, vCard, and many other services. You can easily group, tag and edit your contacts. Accurately delete duplicate contacts, fix conflicting or incomplete contacts. Export contacts in CSV or Excel to send holiday greetings and business emails. ContactsMate will automatically import contacts directly from Apple Contacts every time it launches. You can import contacts directly from a CSV or vCard file so that you are always able to manage your local contact lists. Sync with popular third party contacts systems such as iCloud, Google and Outlook. ContactsMate displays details of contacts in the info panel. This includes photo, name and email. Tags, or groups, allow you to sort through a large number of contacts using different parameters. This makes it easy to organize and categorize your contacts. You can add a contact to your contacts list and edit information by entering the fields.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Profiler Cloud is a suite that allows you to digitize every aspect of your company. Profiler Cloud allows you to digitize every aspect your company. You can track attendance, distribute pay slips, and manage holidays and leave for your employees with Profiler Cloud. Graphit allows you to implement a graph metric signature process within your ERP. This allows you to sign files even while on the go. Docker simplifies and digitizes the relationships between workers and human resources. Graphit makes it easy to implement the graphometric signature within your company. This tool is for the beginner, but can also be used by the more advanced users. Profiler Cloud's elements are easy to understand and easily assimilated by all types of users on any device. Profiler Cloud integrates with most management software without the need for expensive customizations. This speeds up your work. You will be completely free from enterprise software.

Agent Accelerator by NovelVox gives agents a 360-degree view to customer information. This allows them to provide personalized customer service and lightning-fast support. This powerful solution dramatically reduces average handling time (AHT) as well as waiting times. It also improves First Call Resolution and customer satisfaction. Agents can use the all-in-one desktop to interact with multiple applications. Customers have a seamless experience thanks to the single interface. Agents can call customers by name using the caller data display, which includes details such as name, address, contact details, past transactions and ticket status. Customers are no longer forced to repeat their requests. Agents can quickly address customer concerns in a personal manner and at a faster pace with all the details. They can also chat with other agents to obtain timely information while helping callers.

WA Contact Saver simplifies the process of exporting WhatsApp contact lists to Excel. It allows users to manage their contact lists efficiently and save important information in just a few simple clicks. Key Features - Easy exporting: Users can directly export contacts from WhatsApp chats into a standard Excel format. - Support for group chats: The extension allows exporting of members from the group chats, as well as contact information. - Customizable fields: Users can include different fields in the exported files, such as names, phone numbers, and message details.