List of the Top 24 Contact Management Software for Microsoft Excel in 2025

Leveraging the adaptable low-code/no-code platform of monday.com, WORK OS, the monday sales CRM offers a fully customizable solution that enables business owners and sales teams to efficiently oversee all facets of their sales cycle and customer information in a singular, centralized system. Users can effortlessly capture leads from various sources, manage contact information with ease, and monitor the status of every deal, ensuring that no potential opportunity is overlooked. With the ability to create tailored dashboards, teams can confidently analyze their data and gain a comprehensive view of sales activities and performance, allowing for the optimization of processes or strategic adjustments without requiring IT knowledge. The monday sales CRM significantly reduces hours spent on repetitive tasks by automating manual processes through no-code solutions and seamlessly integrates with existing tools used by sales teams. Additionally, it supports the nurturing of client relationships by facilitating the management of post-sale activities, including onboarding and project oversight, while allowing for the effortless generation of personalized invoices and quotes. In contrast to conventional CRMs, monday sales CRM stands out as an exceptionally user-friendly platform, ensuring that sales teams are equipped with a CRM they genuinely enjoy using, thereby enhancing overall productivity and engagement. Moreover, the system's flexibility ensures that it can evolve alongside the changing needs of the business.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

Never overlook a contact or misplace their information again. Our CRM offers seamless contact management, allowing you to upload an unlimited number of contacts and associate them with specific accounts. Store their direct dial numbers, mobile phone numbers, email addresses, and locations all in one centralized location. With just a click, you'll have everything you need right at your fingertips.

1CRM is an incredibly adaptable all-inclusive customer relationship management system designed specifically for the thorough management of small to medium-sized enterprises. Its main advantage lies in the seamless incorporation of order management functions—such as quotes, invoices, product catalogs, purchase orders, and inventory tracking—alongside customer service and project management, all within a single cohesive CRM structure. This integration enables businesses to streamline operations and enhance efficiency across various departments.

Let's make it happen! BizPlanBuilder® provides a comprehensive approach to crafting a business plan tailored for "lean" development and can also generate a compelling investor pitch to secure funding under optimal conditions. With BizPlanBuilder, you can swiftly and effectively formulate a polished business plan. The platform offers online access to ready-made templates for business plans, Excel financial models, and a PowerPoint presentation ("pitch deck"), facilitating collaboration with your team and advisors. The system features adaptable, professionally written narratives, financial models, and supporting documents, accompanied by video tutorials for user guidance. This innovative tool is the quickest route to transform your concepts into a viable business plan that meets investment standards and lays the groundwork for a successful and profitable company. By leveraging these resources, entrepreneurs can focus on refining their ideas while ensuring they are equipped with all necessary materials for potential investors.

monday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.

Raklet is an innovative software designed for membership management that can significantly enhance your business growth. You can effectively monetize your audience by utilizing tools such as newsletters, memberships, and various digital resources. The platform allows for a straightforward import of contacts and the creation of personalized fields tailored to your needs. You can streamline your communication by automating messages across multiple channels, along with the capability to collect both one-time and recurring payments. Additionally, it offers automation for reminders and invoices, ensuring you remain connected with your employees no matter where they are located. With our mobile application available on both Android and iOS, you can interact with your members from virtually anywhere. For those looking for a unique touch, we can also develop a custom mobile app tailored specifically for your organization. Engaging your audience is made simple through multiple channels, including private messages, newsletters, events, and more. By providing digital membership cards, you enhance your members' engagement and sense of belonging. Moreover, integration with Zoom allows for seamless tracking of attendees at online events. Ultimately, Raklet equips you with all the necessary tools to manage your entire organization efficiently, all from a single, unified platform, making it an invaluable asset for your membership management needs.

IXACT Contact is a comprehensive real estate CRM designed to streamline contact management, facilitate communication, and enhance your online presence, all within a user-friendly platform. This innovative software features distinct marketing automation tools and engaging content that empowers you to stand out as a memorable real estate professional, attracting clients and prospects alike. Agents utilizing IXACT Contact experience an average growth of 55% in their gross commission income, highlighting its effectiveness in boosting business performance. With its all-in-one approach, IXACT Contact not only simplifies tasks but also enriches your professional relationships.

Thryv is a comprehensive platform designed for small businesses, enhancing the client experience by simplifying job applications, management, and payment processes. With this innovative software, tasks are automated, ensuring that customers remain central to operations while maintaining security. ThryvPay stands out as a valuable tool that allows service-oriented businesses to accept and manage credit card and ACH payments, potentially saving thousands in transaction fees. Among its impressive features are next-day funding, automatic recurring billing, client-side convenience fees, integration with QuickBooks, and the ability to schedule payments automatically. Thryv is accessible across various devices, including tablets, desktops, and mobile apps, ensuring seamless business management and outstanding customer support. Additionally, it integrates effortlessly with existing digital tools, further optimizing the management of small businesses and enhancing overall efficiency. This powerful platform not only simplifies operations but also empowers business owners to focus on growth and customer satisfaction.

With CamCard, you can effortlessly scan, organize, synchronize, and share your business cards, capturing all the essential details and saving them directly to your smartphone with remarkable accuracy. This app is especially useful during networking events like meetings, trade shows, or seminars, allowing you to securely exchange electronic business cards with new acquaintances and facilitating a smooth transition to a paperless approach. By intelligently managing your cards, you can add notes, set reminders, quickly search for contacts, tag them for easy access, and share them whenever necessary. All your cards are securely stored in the cloud, enabling real-time synchronization across smartphones, tablets, and web applications, ensuring they're always accessible. The application supports accurate reading in 16 languages and allows you to batch scan multiple physical cards, effectively reducing clutter. You will also receive timely notifications regarding job changes, promotions, or updates about your contacts, further enhancing your networking efforts. Moreover, you can easily exchange electronic cards with others nearby at various events, and completing your personal profile will help you leave a memorable impression on your connections, thus strengthening your professional relationships. Embrace the future of networking with this innovative tool that not only simplifies card management but also significantly enhances your productivity and connectivity while helping you build a strong professional network. Ultimately, this seamless integration of technology into networking can transform how you connect and interact with others in your industry.

Maximizer CRM Software boasts an array of features designed to enhance client management effectiveness! With your monthly subscription, you gain access to modules focused on Sales Management, Marketing Automation, Customer Service, and the ability to integrate with various third-party applications. What sets Maximizer apart is its dual offering of a cloud-based CRM solution alongside an on-premise, self-hosted alternative—allowing you to select the option that best fits your needs. This user-friendly platform is essential for maintaining strong relationships with your customers! The Maximizer CRM Wealth Management system serves as a comprehensive customer relationship management solution suitable for organizations of all sizes. It can be deployed either in the cloud or on-premise, providing flexibility to suit different operational needs. Key features of Maximizer CRM encompass sales automation, marketing automation, and customer support, alongside various business productivity tools. Additionally, it offers compatibility with popular tools like Excel, SharePoint, and Outlook, ensuring seamless integration into existing workflows. Users can also benefit from its business analytics capabilities, which include customizable dashboards to track performance metrics effectively.

Dex serves as a personal CRM that aids in nurturing relationships with individuals who may otherwise be neglected, seamlessly integrating platforms such as LinkedIn, email, calendar, and your contact list to enhance connectivity. By merging LinkedIn with your everyday communication tools, Dex simplifies the process of staying in touch, allowing you to monitor your interactions and visualize your network effectively. The task of manually tracking who you’ve met can take up precious time, and the act of copying information is often laborious. Maintaining current contact information is frequently a challenge; however, with Dex, you can connect to LinkedIn and various other platforms in mere minutes, ensuring that updates like new job titles are automatically reflected. This efficiency allows you to spend less time on data management and more energy on what truly matters—cultivating your relationships. Rather than grappling with cumbersome systems like Salesforce, which are not designed for personal connections, Dex offers simple navigation and smooth interaction transitions. You'll be alerted whenever your contacts update their professional information, presenting the perfect opportunity to reconnect and solidify your relationships. Ultimately, Dex revolutionizes how you engage with your network, making the art of relationship-building not only more intuitive but also more effective and enjoyable over time. With a streamlined approach, Dex empowers users to prioritize meaningful connections in an increasingly digital world.

Elevate your efficiency with our user-friendly CRM, 8am, offering a plethora of tools such as shared contacts, notes, files, event calendars, tasks, reminders, and much more, all conveniently at your fingertips! The calendar view allows for both private and public calendars, with features to handle single as well as recurring events, in addition to tasks. The dashboard provides a clear snapshot of recent contacts, newly created notes and files, along with a rundown of upcoming events and tasks. Each calendar within 8am is equipped with an iCal link for effortless integration with your favorite calendar applications, including Google Calendar and Outlook. Furthermore, 8am has teamed up with smartQ, a workflow management tool, enabling you to showcase your smartQ tickets right within the 8am calendar interface! You also have the ability to assign unique icons to events and tasks, beginning with eleven choices, with plans to expand this assortment. Significant enhancements have been made to the contacts import feature, now supporting various name components, effectively managing duplicates, and providing the option to reverse an import if necessary! Plus, you can elevate your projects by linking SpiderScribe mind maps from your brainstorming sessions and Firefly design screens from your graphic design projects, fostering greater collaboration and creativity. This combination of features ensures that 8am not only meets your organizational needs but also stimulates innovative thinking among teams.

Auric Prospector functions as an all-encompassing CRM platform designed to facilitate seamless connections between individuals and workflows. This customer management solution, accessible on demand, features a range of versatile and innovative built-in tools that help teams optimize their operations while adeptly managing contacts, prospects, and clients. Moreover, it offers a comprehensive array of resources for tracking opportunities and leads, improving customer service and support, managing lists, keeping contact records up to date, integrating with ERP systems, and enabling detailed reporting and analysis. Its intuitive interface allows businesses to boost efficiency and nurture more robust relationships with their clientele, ultimately driving growth and success. By harnessing the power of this platform, organizations can better navigate the complexities of customer management.

A customizable call tool designed for various events can motivate your key contacts to engage more actively. You have the ability to filter and organize contacts based on their activities, transactions, or unique criteria. Enhancing your current contact list is possible by incorporating additional social, consumer, and voter information from third-party sources like FullContact. You can also set up filters to automatically categorize contacts for targeted drip campaigns or retargeting efforts. Additionally, you can import your existing contacts from platforms like Excel and Google Contacts with ease. Custom user roles can be established to assign specific permissions, ensuring users have appropriate access levels within your account. To maximize your outreach efforts, leverage your network effectively. Datrm.in empowers professionals, campaigns, and non-profits to foster stronger connections with their audience, motivating them to take action. The platform allows you to effortlessly monitor contributions both online and offline, generate call lists, analyze call outcomes in real time, and export your data for compliance and mailing purposes. By utilizing these features, you can enhance your outreach strategy and achieve your organizational goals more effectively.

Tackling the difficulties of managing relationships and monitoring activities from a wide array of field agents, sales personnel, dealers, channel partners, and team members is crucial for any organization. This solution provides a high degree of customization to meet your unique business requirements. The robust application features both web and mobile platforms, in addition to supplementary modules for digital business cards and file sharing capabilities. It streamlines data preparation processes, encompassing complex tasks such as de-duplication, entity resolution, transformation, merging, and purging of large-scale databases hosted on private clouds or on-premises. The system is adept at processing both structured and unstructured data across multiple formats. Utilizing fuzzy logic-based pattern matching algorithms validated through extensive datasets, it ensures reliable performance. The solution also accommodates both on-site and API-driven implementations of an advanced contact data extraction program that retrieves key/value pairs from textual information. Moreover, it easily integrates with robotic process automation (RPA) tools, scanners, digital transformation solutions, and OCR/automation software, thereby providing a holistic approach to data management. This integration not only improves operational efficiency but also significantly enhances accuracy across various business landscapes, making it an invaluable asset for organizations striving for excellence.

CRM that continues beyond the closing stage. TeamGram is an integrated CRM solution that enables collaboration among team members to enhance both sales outcomes and customer experience. It facilitates the generation of quotes, order tracking, and task assignments for mobile teams. With TeamGram's dashboard, you gain immediate access to crucial business metrics, eliminating the hassle of navigating through spreadsheets. This feature allows for swift identification of priorities and expedites decision-making. The pipeline view consolidates all your deals in a single interface, ensuring you can concentrate on your upcoming actions. You can effortlessly move your deals between different pipeline stages using a simple drag-and-drop mechanism, empowering you to manage your sales process effectively while staying informed. Additionally, TeamGram fosters a collaborative environment, enhancing communication and alignment within your team.

Chaos Intellect: The definitive answer for managing business emails and CRM contacts! If you haven't yet discovered Chaos Intellect, you're in for a delightful surprise! With a wealth of experience in crafting high-quality contact management software, we proudly present our award-winning application, Time & Chaos. Chaos Intellect combines this exceptional contact management skill with a superb email client designed specifically for your needs! So, why should you choose Chaos Intellect over the competition? We offer two ways to provide clarity: on the left, delve into our features tailored for Casual Users, Business Users, or Advanced Power Users. On the right, listen to our happy customers sharing their experiences and how Intellect has positively impacted their lives. Continue reading for further insights! Once you find sufficient reasons to give it a try, remember that we provide a fully-functional trial version for download, allowing you to explore all features without any restrictions or hassle. We invite you to experience its remarkable capabilities firsthand without any doubts! Furthermore, our dedication to your satisfaction ensures that we are always available to support you throughout your trial journey, helping you make the most of this powerful tool.

Effortlessly collect contacts from numerous platforms including Apple Contacts, Google, iCloud, Outlook, CSV, and vCard, among others. You have the flexibility to group, tag, edit, print, share, or email your contacts based on your specific needs. This tool meticulously eliminates duplicate entries and corrects any discrepancies or incomplete information. With the option to export contacts in CSV, Excel, or vCard formats, sending holiday greetings or professional correspondence is made simple. Each time you open ContactsMate, it automatically fetches contacts from Apple Contacts for your ease of use. Direct imports from CSV or vCard files ensure that your local contacts remain organized and up to date. The application integrates smoothly with well-known third-party systems like iCloud, Google, Outlook, Exchange, Yahoo, and AOL, among others. Within the info panel, ContactsMate provides detailed insights for every contact, including their photo, name, email address, and physical location. By utilizing groups or tags, you can effectively sort extensive contact lists according to various criteria, making organization much easier. Furthermore, you can enhance your contact database by creating new entries and updating their details directly through designated fields, thereby optimizing your overall contact management experience. This comprehensive approach not only simplifies organization but also ensures that your contacts are always at your fingertips, ready for any occasion.

Profiler Cloud serves as a comprehensive suite of applications designed to digitize every operational aspect of your organization effectively. With Profiler Cloud, you can effortlessly manage personnel-related tasks through Docker, which simplifies attendance tracking, payslip distribution, and the administration of employee holidays and leave. Furthermore, Graphit introduces a graphometric signature feature to your ERP, enabling convenient file signing on the move and significantly boosting your productivity. Docker enhances the synergy between human resources and employees, fostering a more efficient workflow. The integration of Graphit makes it easy to incorporate graphometric signatures into your business processes. This system caters to both beginners and experienced users, offering a user-friendly interface that is accessible across various devices. Profiler Cloud optimizes your operations by seamlessly connecting with most management software solutions, eliminating the need for expensive customizations. Consequently, your organization can achieve complete independence from conventional enterprise software, positioning itself for success in a digital environment. In addition, this flexibility paves the way for continuous enhancements and innovations as your business grows and adapts to changing needs. Ultimately, Profiler Cloud empowers you to reimagine your operational strategies, ensuring sustained progress and competitiveness.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

NovelVox’s Agent Accelerator provides agents with a detailed view of customer information, which empowers them to offer a tailored and effective service experience. This cutting-edge tool greatly reduces Average Handling Time (AHT) and waiting periods, improves First Call Resolution (FCR), and enhances customer satisfaction ratings. The all-in-one desktop interface allows agents to manage multiple applications seamlessly, promoting smooth interactions with clients. By showcasing vital caller details such as name, address, contact details, previous communications, and ticket updates, agents can connect more personally with customers, eliminating the need for clients to repeat their inquiries. With quick access to all pertinent information, agents can tackle issues more efficiently and work together with team members for immediate assistance during calls. This collaborative approach not only streamlines the resolution process but also enriches the experience for both agents and customers, fostering stronger relationships and loyalty. In this way, the Agent Accelerator stands out as an essential tool for enhancing customer service effectiveness.

WA Contact Saver streamlines the task of transferring WhatsApp contact lists into Excel, enabling users to organize their contacts effectively and preserve vital details with minimal effort. Key Features - Hassle-free export: Users can seamlessly transfer contacts from WhatsApp conversations into a conventional Excel file format. - Inclusion of group members: The tool facilitates the extraction of contact details from group chats, ensuring no important connection is overlooked. - Flexible field options: Users have the ability to customize the exported data by selecting various fields, including names, phone numbers, and specific message content. This functionality not only enhances contact management but also ensures that users retain all necessary information in an easily accessible format.