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Top Rated Contact Management Software with Task Management in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Task management in contact management software streamlines task assignment, tracking, and collaboration. It improves productivity by organizing tasks, setting reminders, and ensuring timely follow-ups. This helps maintain clear communication and effective workflow. Our reviewers in contact management software rated this feature as highly important.

4 Best Contact Management Software with Task Management

  • Zoho CRM
  • Salesforce Sales Cloud
  • Dynamics 365 - Highest rated for task management
  • HubSpot CRM

See other top Contact Management products with task management

How we picked the 4 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the contact management software category. They also needed to have sufficient reviews about task management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for task management based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 4 best products

Zoho CRM logo
4.3
(6.9K)

User insights about the task management feature

Users find task management in Zoho CRM essential for organizing and prioritizing tasks, meetings, and calls. They appreciate the ease of use, especially on the mobile app, and the ability to break down projects into milestones and subtasks. Reviewers highlight the tool's role in improving workflow efficiency and team collaboration. They also value the integration with other Zoho products like Zoho Projects. However, some users feel the module could be more interactive and easier to manage large amounts of data.
“Task Management allows us to organize our tasks into lists, projects, and milestones. This helps to keep track of what needs to be done, when it needs to be done, and who is responsible for doing it.”
Verified reviewer profile picture

Mane G.

Administrative Assistant

“ Tasks and Milestones modules allows you to organize and manage projects, tasks, and other deliverables all in one place with ease.”
pd

pawan d.

business head

Contact Management key features coverage

Zoho CRM offers 6 out of the 6 key features for Contact Management software identified by reviewers:

Contact Database4.4
CRM4.6
Search/Filter4.4
Lead Management4.4
Sales Pipeline Management4.4
Data Import/Export4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the task management feature

Reviewers feel that task management in Salesforce Sales Cloud is highly effective for boosting productivity and streamlining workflows. They appreciate the ease of creating, assigning, and tracking tasks, as well as the ability to set reminders and prioritize activities. Users report that the interface is user-friendly and supports custom lists and dashboards. They find it helpful for managing sales processes and ensuring timely follow-ups with leads and clients. However, some users mention that the system can be improved with better navigation and fewer steps for accessing notes.
“The Task object is robust and allows for easy creation, editing, and using in reports, dashboards, the homepage and an array of lists we can display according to a user's preference. We use Tasks, automated and not automated, to conduct most of our business.”
JM

Joannie M.

Financial Analyst

“Efficient task management in Salesforce Sales Cloud boosts productivity, streamlines workflows, and ensures timely follow-ups with leads and clients. It keeps sales teams organized and focused, leading to better sales outcomes!”
Verified reviewer profile picture

Noer I.

UI UX Designer

Contact Management key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Contact Management software identified by reviewers:

Contact Database4.6
CRM4.6
Search/Filter4.4
Lead Management4.4
Sales Pipeline Management4.5
Data Import/Export4.4

Pros and cons based on 18,766 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,766 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Dynamics 365 logo
4.4
(5.8K)

User insights about the task management feature

Reviewers indicate that task management in Dynamics 365 is highly efficient and user-friendly. They appreciate the ability to assign, track, and prioritize tasks, which enhances collaboration and productivity. Users find it easy to manage tasks remotely through integration with Outlook and other Microsoft tools. They report that the system supports customizable workflows and real-time updates, making it valuable for both individual and team task management. However, some users mention occasional performance issues when using Excel within the platform.
“ I appreciate how Task Management in Dynamics 365 streamlines task assignment, tracking, and collaboration, facilitating better organization and productivity for teams across various projects and workflows.”
MS

Mostakim S.

OWNER

“Task Management empowers Dynamics 365, enhancing collaboration and productivity. Streamlined workflows, real-time updates, and user-friendly interface make it an essential tool for seamless task handling.”
tj

tiffany j.

Financial

Contact Management key features coverage

Dynamics 365 offers 6 out of the 6 key features for Contact Management software identified by reviewers:

Contact Database4.5
CRM4.4
Search/Filter4.4
Lead Management4.4
Sales Pipeline Management4.4
Data Import/Export4.5

Pros and cons based on 5,809 verified reviews

52% of users rated Dynamics 365 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,809 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Cons:

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Pricing

Starting price:$50 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

HubSpot CRM logo
4.5
(4.4K)

User insights about the task management feature

Users appreciate the task management capabilities in HubSpot CRM for keeping teams organized and ensuring nothing falls through the cracks. They find it easy to create, assign, and track tasks, with built-in reminders and prioritization features. Reviewers highlight the tool's integration with other HubSpot functionalities and its user-friendly interface. However, some users wish for more advanced features and better automation options. They also mention that while the task management is helpful, they sometimes rely on other dedicated systems for more complex needs.
“The fact that you can easily create and manage tasks (even on the smartphone app). However, it would be good if the free version of HubSpot CRM would enable users to automate certain tasks (E.g. automatically create a deal whenever a new contact is added to the database) ”
Verified reviewer profile picture

Yann I.

Consultant

“I like how Task Management in HubSpot CRM allows for easy creation and assignment of tasks, helping to keep teams organized. The built-in reminders and task prioritization features ensure that nothing falls through the cracks”
AV

Aaryaman V.

Sales Planner

Contact Management key features coverage

HubSpot CRM offers 6 out of the 6 key features for Contact Management software identified by reviewers:

Contact Database4.5
CRM4.6
Search/Filter4.3
Lead Management4.5
Sales Pipeline Management4.5
Data Import/Export4.3

Pros and cons based on 4,451 verified reviews

61% of users rated HubSpot CRM 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,451 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Cons:

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Contact Management Software with Task Management in 2026

Salesforce Sales Cloud logo
Category Leaders

Cloud-based CRM and sales automation software

Salesforce Sales Cloud gives you a 360° view of your contacts, pulling in social activity, campaign and communication history, key contacts & deals, and more.

Read more about Salesforce Sales Cloud

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Zoho CRM logo
Category Leaders

Customer relationship management solution

Use Zoho CRM to manage all your contact, lead and account data from a single platform. Record contact details, emails, meeting notes, to-do's, documents & more.

Read more about Zoho CRM

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Manage and organize all your deals, leads & contacts through a single, visual sales pipeline. Use the email integration to attach emails to contacts and deals.

Read more about Pipedrive

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Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

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ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
Wrike logo

AI powered workflow management platform

Wrike is an award-winning software solution used for contact management. Trusted by more than two million users, Wrike's features include customizable folders, automated reports, Gantt charts, and 400+ app integrations. Monitor team performance and track sales leads with one CRM software solution.

Read more about Wrike

Users also considered
Nimble logo
Category Leaders

Contact management & social relationship solution

Nimble is a social CRM that combines social media monitoring with relationship management to help you smartly engage with your contacts.

Read more about Nimble

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

Bigin is an affordable, user-friendly CRM built for small businesses and startups. It has everything you need to manage contacts efficiently and take your business to the next level! Store and access all your customers' contact details, communicate with them via multiple channels, and more.

Read more about Bigin by Zoho CRM

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage contacts, clients, proposals, contracts, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
monday CRM logo

Customer relationship management solution

monday CRM is the best contact management software to manage and track all of your contacts’ info. Connect your Gmail/Outlook to send/receive emails and keep track of client communication in one place. Get an overview of everything related to a contact in a snapshot so you never miss a beat.

Read more about monday CRM

Users also considered
Apptivo logo

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Freshsales logo

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Read more about Freshsales

Users also considered
Keap logo

An all-in-one CRM, sales and marketing automation solution

Organizes your sales, marketing, and customer info in one place.

Read more about Keap

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 100% FREE contact management and CRM software with 12 million clients worldwide. Cloud, mobile and open source versions available

Read more about Bitrix24

Users also considered
Copper logo

The CRM designed for Google Workspace

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

Users also considered
Nutshell logo
Category Leaders

Sales, marketing and engagement platform

Auto follow-up, email sync, click-to-call, call recordings, custom fields, and unlimited data make Nutshell the premier contact management solution.

Read more about Nutshell

Users also considered
Pipeline CRM logo

A Sales CRM Built by Salespeople for Salespeople

In PipelineDeals CRM convert prospects to customers for seamless handoff & knowledge transfer to account management team. Deploy CRM in 2 weeks!

Read more about Pipeline CRM

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Key features for Contact Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Database: Reviewers appreciate the ability to capture, categorize, and access contacts easily, supporting team collaboration, client tracking, and personalized communication. 95% of reviewers rated this feature as important or highly important.
  • CRM: Users value CRM for centralizing customer data, managing interactions, and enhancing customer relationships through integrated tools for sales, marketing, and service. 94% of reviewers rated this feature as important or highly important.
  • Search/Filter: Users find advanced search and filter features crucial for quickly locating specific contacts or data, improving workflow efficiency and accuracy. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers highlight lead management for tracking, qualifying, and nurturing leads, which helps in prioritizing and converting prospects into customers. 89% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users appreciate sales pipeline management for visually tracking deal progress, forecasting sales, and improving team collaboration and performance. 89% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers emphasize the importance of data import/export for migrating, backing up, and managing information efficiently across different platforms. 88% of reviewers rated this feature as important or highly important.