How to Choose the Best CRM for Managing Contacts
Find the right tool to manage your professional network
A CRM designed for networking is different from a sales-focused CRM. You need relationship scoring, follow-up reminders, event tagging, and easy contact capture. This guide walks you through the key criteria so you choose a CRM that fits the way you actually network.
Before You Start
- Understanding of your networking workflow
- List of must-have features
Step-by-Step Guide
Define Your Primary Use Case
Decide whether you need a CRM mainly for event lead capture, ongoing relationship nurturing, sales pipeline, or a combination.
Evaluate Contact Capture Methods
Check if the CRM supports business card scanning, CSV import, LinkedIn import, and phone contact sync.
Look for Relationship Intelligence
Check for features like relationship scoring, AI-powered follow-up suggestions, and interaction history tracking.
Test the Mobile Experience
Download the mobile app and try adding a contact, setting a reminder, and searching. Networking happens on the go.
Check Integration and Export Options
Ensure the CRM integrates with your email, calendar, and other tools, and allows full data export.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.