Contact Boss
About Contact Boss
Contact Boss Pricing
https://contactboss.com/pricing
Starting price:
$99.99 per year
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Contact Boss
1 - 10 of 10 Reviews
Anonymous
2-10 employees
Used less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed February 2020
Contact Boss
The search features are better than most database software, making it very easy to look up contacts.
CONSCould have more CRM features built in to the software.
Jeff
Financial Services, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSEase-of-use; simplicity; fast customer service; functions to export contacts quickly to email, PDFs or Excel; intuitive user interface; high-accuracy search functionality
CONSAlthough 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.
Reason 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.
Reasons for switching to Contact Boss
We needed a centralized system for our contacts that was easy to search, sort and export. Previously we were spending too much administrative time and poorly keeping track of our contacts.
Rory
Verified reviewer
Biotechnology, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSOur 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.
CONSWe 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.
Reason for choosing Contact Boss
Ease of use, price, features.
Reasons for switching to Contact Boss
Interface, data management, features, syncing among staff.
Nik
Marketing and Advertising, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2020
Simple, Powerful and Easy To Use
This is a fantastic tool to keep a large database of contacts organized without the need for a clunky CRM with all sorts of features that never get used.
PROSThe onboarding experience is intuitive and easy, once the trial is activated, there is no steep learning curve involved to start using the software. I particularly like the predefined options available, for example identifying contact types and their roles come standard out of the box. This allowed me to get started right away inputting contacts and assigning their roles without first having to figure out how to create custom role types. The other notable features I love is the search and export functionalities. Furthermore, form integration is great way to allow contacts from our website who fill out the form to be automatically created as contacts in ContactBoss, this reduces hours of manual data entry.
CONSWhile the default form builder is great, our workflow for our business form that we use on our sites are also integrated with other tools, it would be great to have an integration with Zapier, this way it would allow other form tools to feed data directly into ContactBoss, while also allowing continued use of existing integrations with other tools as well.
Gerry
Accounting, 1,001-5,000 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSSoftware captures key information when contact is set up which allows greater reach and efficiency down the road.
CONSWould like to have the ability to self-customize more fields etc.
Reason 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.
Mike
Media Production, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
Media Company
I couldn't believe how powerful the software is, it does everything we need and more.
PROSIt is very cost effective! Compared to other softwares we are getting the most value with Contact Boss.
CONSIt has a slight learning curve but the videos make it easy to learn fast!
Reason for choosing Contact Boss
Far too expensive and overly complicated.
Nindiya
Non-Profit Organization Management, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2020
Contact Boss Review
I am very happy with the customer service and prompt reply if we have any issues.
PROSI like it is user friendly and we are able to customize it based on our requirments.
CONSI would like to see more customized graphic element for the software so it looks similar to our program branding.
Heather
Biotechnology, 11-50 employees
Used less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2020
CRM above the rest
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.
CONSThe contact boss platform did require some customization for our companies requirements.
Anonymous
1 employee
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2020
Contact Boss
It's great to find a contact management system that works well and is affordable for organizations like non-profits.
PROSContact Boss is easy to use and very affordable for smaller organizations. The search function is excellent compared to other CRMs that I have used.
CONSSo far - no real issues. I found there were quite a few steps to get logged in to the trial
April
Commercial Real Estate, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
Simplicity
Entire team can keep contacts and notes in one place.
PROSSimple, everything you are looking for in an electronic rolodex.
CONSI have not seen anything I do not like. Just an easy to use product.