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Keep every customer record in one place

Put contacts, companies and every email, call and note in one shared record the whole team can search.

For anyone asking: How do I keep all my customer contacts and history in one place?

Start here

The guide Customer Database: What It Is and How to Build One That Lasts How it works and how to do it well Read → Do it yourself CRM Excel Template: Build a Free CRM in Excel or Google Sheets Build it in Excel or Google Sheets Read → The tools Contact Management Software: The Five Parts and Who Fits Which apps do it for you, and where each stops Read →

Tools that do it

Each one's way of doing it, and the point where it stops.

Close Does it

Calls, SMS, emails and recordings attach to the lead record automatically, so each contact's history builds while reps work. Where it stops: Solo is single-user; team collaboration and built-in forms need Essentials.

See Close → checked Nov 2026
HubSpot Does it

Contacts, companies, deals and tickets live as associated objects in one CRM, and an import keyed on a Record ID, email or domain updates existing records instead of duplicating them; blank cells never clear existing values. Where it stops: Free covers up to 2 users; more users means a paid plan.

See HubSpot → checked Nov 2026
Pipedrive Does it

Contacts, companies, activities and the calendar sit under the pipeline; from Growth, email sync and the contacts timeline put the history on each contact. Where it stops: Lite has no email sync, and all seats must be on the same plan.

See Pipedrive → checked Nov 2026
Zoho CRM Does it

Contact management with import and export runs on the Free edition; Standard adds Gmail and Outlook integration so email ties to the record, plus custom modules and data enrichment. Where it stops: Free caps at 3 users; email integration needs Standard.

See Zoho CRM → checked Nov 2026
Salesforce Does it

Lead, account, contact and opportunity management come together, and AI syncs emails, events and contacts to the record automatically.

See Salesforce → checked Nov 2026
Freshsales Does it

Contacts and accounts sit on every plan with import and migration from another CRM, and two-way email sync attaches mail to the record on Free; smart matches find duplicates on Pro. Where it stops: Free caps at 3 users; deduplication starts on Pro.

See Freshsales → checked Nov 2026
Keap Does it

Contacts, companies, tags, lists, tasks, notes, lead scoring and automation history stay in one account, so marketing and follow-up read from the same record. Where it stops: Deleting contacts later does not reduce the subscription, so deduplicate before importing; the self-service CSV export omits notes and tags.

See Keap → checked Nov 2026

Every verdict rests on the data in our product reports, never on a fee. How we score →