Dashboard
Supported Operating System(s):
Web browser (OS agnostic), Windows 8About Contactability LeadManager
Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with potential and current customers.
Within their suite, Contactability delivers marketing and sales automation, customer service and support, self-service and call center. Their workflow helps agents and representatives schedule their daily tasks. Contactability integrates with third-party lead source and can capture leads from different web forms. Once the solution detects interest, prospects are pushed forward to a rep or re-routed to a nurturing program. Once the lead has become a customer, Contactability’s retention campaigns help ...
117 Reviews of Contactability LeadManager
Average User Ratings
Overall
3.97 / 5 stars
Ease-of-use
4.5
Value for money
4.0
Customer support
4.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
March 2018
David from David Kosar Insurance Agency- American Family
Verified Reviewer
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
March 2018
Our Service Rep Florian has been great to work with helping us tweak our leads for success!
The leads seem better than what we are getting from other lead companies. The ease of use of the program was quite good. The ability to make changes to the demographics of the order right on the site is beneficial, but a few more filters would only enhance the platform.
Pros
I appreciate the ease of use of the system and the ability to track how a lead is being worked right here on the site. I also appreciate the ease of use of requesting refunds. Working with Florian has been a win so far for us here in the agency.
Cons
Two suggestions that would benefit us in the agency are 1) the ability to choose weekday hours for leads to come in like we do on Saturdays 2) The ability to add an age filter to the order for the leads.
December 2019
Nik from SPARTAN INSURANCE SOLUTIONS
Verified Reviewer
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
4.0
Functionality
4.0
December 2019
CONTACTABILITY HAS ABILITY
Overall, they are good for what they offer. Be mindful with internet leads they have a low conversion and low retention percentage.
Pros
If you are a scratch insurance agent or any agency looking for some quick leads to round out a month or year, Contactability is a good place to start. As with any internet lead company, keep your expectations low but they seem to be one of the better companies of the bunch. Their service is really good and they are constantly refining their process and filters.
Cons
As someone who has purchased thousands of dollars worth of internet leads, be prepared to be frustrated. You will receive leads that are nowhere near what your filters should be. There will also be times when you will not receive credit for a bad lead.
July 2020
Laurie from Farmers Insurance
Company Size: 2-10 employees
Industry: Insurance
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
July 2020
Great Customer Service
It was a pleasure dealing with [SENSITIVE CONTENT HIDDEN]. He was very knowledgeable about his product services and made it very easy to get things moving forward quickly!
Pros
This product is very easy to navigate through and set up was very easy with the walk through help of our advisor, [SENSITIVE CONTENT HIDDEN].
Cons
So far, I haven't found anything that I do not like about this service!
August 2018
Scott from State Insurance
Company Size: 51-200 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
1.0
Value for money
1.0
Customer support
1.0
Functionality
1.0
August 2018
DO NOT GIVE THIS COMPANY YOUR MONEY
I would rather pull my finger nails out with pliers, than give this company another dime.
Pros
Dashboard is simple enough to use, all you will end up doing though is requesting refunds so no need to learn any other parts of it.
Cons
Leads do not meet filters you pay for. In my case over 90% of my leads did not meet my filters I paid for. When you request a refund on a "transfer lead" that does not meet the filters you pay for they tell you they can't control if the insured is honest with them on the phone and deny your refund request. I have sent MVR & CLUE reports showing multiple violations and it does not matter to them.
Response from Contactability
Replied August 2018
Dear Mr. Erickson, Thank you for reaching out to us at Contactability. We want to make sure we have a great working relationship with the business community, so you can imagine our disappointment with your experience. We have reviewed the facts related to this complaint, and we noticed that we issued a refund of $698 back to your account out of the $750 you deposited. We also notice that there was constant communication by email and by phone between you and your Account Manager. We apologize again for any inconvenience and any misunderstanding in the process of working the leads, but we can assure you we hold ourselves to the highest standards and merely wish to serve the insurance professionals community. Despite any misunderstanding, we would be happy to discuss any concerns or questions you have about our services, or even to further discuss your complaint. Please feel free to contact us at (877) 323-7750 or at info@contactability.com.
June 2020
Alissa from Allstate
Company Size: 2-10 employees
Industry: Insurance
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
June 2020
Six years in the business and this is the most impressed I have been with a lead company
great
Pros
I have always disliked buying leads because of the quality of the leads and/or the response of the company when trying to return. We have been using SmartFinancial leads for almost 2 weeks and I have been very impressed with things. Sure we have had some leads that were not good but [SENSITIVE CONTENT HIDDEN] has been responsive and the leads are quickly returned. So far so good we have closed several accounts in a short amount of time.
Cons
I wish that there was a Spanish speaker identifier
