About Contact Boss

Contact Boss is a database for managing businesses and non-profit organizations' contacts. It allows companies to capture contact information from both online forms and onsite customer visits. The contact information is then stored in a comprehensive database that is segmented by user type and other customizable fields.

With Contact Boss's robust search capacity, users can search the entire database by keywords, groups, locations, attributes or a personal note. Contact Boss integrates into the user's own default email program to send messages. It enables users to create event pages with forms to promote and collect event RSVP's, making it easy to keep track of attendees.

It is available on monthly subscription plans and support is extended via email, ...


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Supported Operating System(s):

Web browser (OS agnostic)

9 Reviews of Contact Boss

Average User Ratings

Overall

4.80 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(8)

8

4 stars

(2)

2

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 9 of 9 results

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February 2020

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

February 2020

Contact Boss

Pros

The search features are better than most database software, making it very easy to look up contacts.

Cons

Could have more CRM features built in to the software.

February 2020

Gerry from BDO Canada LLP

Company Size: 1,001-5,000 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Supporting M&A

Contact Boss has been instrumental in managing our Atlantic Mergers & Acquisitions lead pipeline, bringing all of our leads and contacts together and accessible in one place. We are able to track valuable data about our contacts which promotes greater reach and efficiency when we go to market with a new business listing. The M&A space has become increasingly complex as more and more business owners choose to exit, fueling a diverse and growing buyer market. Contact Boss allows us to capture information from buyers which can be retrieved several months down the road, assisting us identify market opportunities for our clients. This has translated in more value for our clients.

Pros

Software captures key information when contact is set up which allows greater reach and efficiency down the road.

Cons

Would like to have the ability to self-customize more fields etc.

Reasons for Choosing Contact Boss

Contact Boss offered a better tool to manage the contacts we have and be able to scale much easier as our contacts grew.

February 2020

Rory from Prince Edward Island BioAlliance

Company Size: 11-50 employees

Industry: Biotechnology

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Contact Boss was the right solution

Our experience with CB has been very positive. The easy to use interface has made adoption by all office staff an easier than usual transition.

Pros

Our office didn't need the mega-solutions offered by the bigger providers- where you only use a small fraction of the features. Contact Boss offered an easy to use product with convenient features and a great search function. We hold a lot of events, so the compatibility with EventBrite and attendee capture was excellent. The audit and tracking features are a very nice surprise that I wouldn't expect on a low cost product like Contact Boss.

Cons

We initially had an issue with transferring legacy data from our old system to CB. But Contact Boss personnel took care of the matter and the transfer went smoothly.

Reasons for Choosing Contact Boss

Ease of use, price, features.

February 2020

Jeff from Confederation M&A

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Great product, excellent value for money!

In our business, we are heavily reliant on our contact list and being able to quickly search and sort our contacts by specific groups. Contact Boss has become our online 'Rolodex', where we can quickly find contacts and see a history of past contact points we have had with them and key information about them and their companies. Contact Boss is saving us a lot of wasted administration time and has allowed us to elevate our customer service to the next level.

Pros

Ease-of-use; simplicity; fast customer service; functions to export contacts quickly to email, PDFs or Excel; intuitive user interface; high-accuracy search functionality

Cons

Although it is relatively simple to import contacts, there could be some functionality to simplify the contact import process in the future; such as directly from mobile list, LinkedIn contacts, photos of business cards, etc. These functions may come with time.

Reasons for Choosing Contact Boss

Salesforce had much more functionality then we needed for a smaller company like us. With more functionality come a higher price too. Contact Boss gave us what we needed at a more affordable price.

February 2020

Mike from Render Media Inc.

Company Size: 2-10 employees

Industry: Media Production

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Media Company

I couldn't believe how powerful the software is, it does everything we need and more.

Pros

It is very cost effective! Compared to other softwares we are getting the most value with Contact Boss.

Cons

It has a slight learning curve but the videos make it easy to learn fast!

Reasons for Choosing Contact Boss

Far too expensive and overly complicated.

February 2020

Nindiya from Greater Charlotttown Area Chamber of COmmerce - PEI COnnectors

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

February 2020

Contact Boss Review

I am very happy with the customer service and prompt reply if we have any issues.

Pros

I like it is user friendly and we are able to customize it based on our requirments.

Cons

I would like to see more customized graphic element for the software so it looks similar to our program branding.

February 2020

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Contact Boss

It's great to find a contact management system that works well and is affordable for organizations like non-profits.

Pros

Contact Boss is easy to use and very affordable for smaller organizations. The search function is excellent compared to other CRMs that I have used.

Cons

So far - no real issues. I found there were quite a few steps to get logged in to the trial

February 2020

Heather from Biotech

Company Size: 11-50 employees

Industry: Biotechnology

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

February 2020

CRM above the rest

Pros

Contact Boss is an outstanding CRM with exceptional customer service. It has a reasonable cost, integrates well with your daily tasks, and has an excellent response/refresh rate. Additionally, its highly secure system protects your company and client information.

Cons

The contact boss platform did require some customization for our companies requirements.

February 2020

April from Confederation M&A

Company Size: 2-10 employees

Industry: Commercial Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Simplicity

Entire team can keep contacts and notes in one place.

Pros

Simple, everything you are looking for in an electronic rolodex.

Cons

I have not seen anything I do not like. Just an easy to use product.