Contactability LeadManager Software


 

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 stay connected with them via follow up calls and/or emails.

The calendar feature sends out reminders about upcoming calls or meetings. All interaction history on leads is recorded in the activity stream for future reference. Users can create custom fields and record data on the fly, and leads are tagged with dispositions for easy management.

 

Contactability LeadManager - Leads
 
  • Contactability LeadManager - Leads
    Leads
  • Contactability LeadManager - Lead manager
    Lead manager
  • Contactability LeadManager - Dashboard
    Dashboard
  • Contactability LeadManager - Dashboard
    Dashboard
  • Contactability LeadManager - Email templates
    Email templates
  • Contactability LeadManager - Email campaigns
    Email campaigns
Supported Operating System(s):
Web browser (OS agnostic), Windows 8

60 Reviews of Contactability LeadManager

 

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Software Advice Reviews (1)
More Reviews (59)

Showing 1-1 of 1

Bryab from Generals Home Repairs
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Easy to understand and they handled it for you

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Good software for the money,

Pros

The ease of setting up the program. Sturctured around your needs. Support staff that is very knowledgable

 
 
 
Showing 1-20 of 59

Keana from Allstate

July 2018

July 2018

Awful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

None

Pros

There is no pros in this lead system whatsoever. I have everything that i needed to say in the cons section below.

Cons

My agency office went with this company and was the worst lead system we have gone with. They took more money after the deposit was used up and was not authorized to do so. The leads were horrible. The people were not interested or did not want to give their information to get a quote from us. The people who worked at Contactability were not even getting the right information for these people. Do not go with them.

Review Source: Capterra
 

Carole from RK Financial Services - Allstate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

leads

Pros

great customer service, quick response from the sales contact, it is very easy to use and encompasses most of the return reasons we come across

Cons

Although the software indicates that it has reported, the ability to run them is not there and the type of report that would be most beneficial is not there.

Review Source: Capterra
 

Ryan from Ryan Keena Agency, INC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Bad leads, no one answered the phone after several atempts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

none

Pros

Software seems user friendly. I did have to go through hoops to cancel my subscription, and had to call Ryan Doyle several times to get this taken care of.

Cons

having to run through hoops to cancel my recurring subscription, it was frustrating having to call the sales guy every time to make sure it was cancelled. Even after this, we got emails saying that my account was back up and running. Confusing and frustrating

Review Source: Capterra
 

chris from chris bogdan state farm
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

great customer service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

easy to use, easy sign in process. very self explanatory links and simplistic design. I really like it.

Cons

delay in receiving link email during call. it would be better if it integrated into ECRM without hassle

Review Source: Capterra
 

tyler from Insure It All

May 2018

May 2018

Great company to grow with!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Glad to have this company to work with. Easy to understand and use. always helpful if you have any questions.

Cons

None so far!, great with crediting any bad leads that come across, look forward to working with them for a long time!

Review Source: Capterra
 

Ron from Blitz Insurance Group
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

The support staff at Contactability is another reason for this company's greatness

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great leads, great company

Pros

Leads are great, customer service is very easy to deal with. Rarity in this business. And The support staff has always been responsive and helpful.

Cons

I don't usually rate 5's across the board, but this company is one of my favorite leads company. Always makes me happy when I see their leads come in

Review Source: Capterra
 

Adam from Farmers Insurance
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

I have been pleased with everything from customer service to lead quality.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great form of leads.

Pros

The software is very easy to use. The website is very easy to navigate and if you don't understand contactability is very client friendly. So you don't hesitate to call to ask more questions.

Cons

I wish they were able to promote leads directly into my SIMS for work. That would make it better, but its not bad just inputting the date myself.

Review Source: Capterra
 

Chase from State Farm

May 2018

May 2018

Best information

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

They help us sell

Pros

They provide the best information with their leads so I don't need to ask the customer a million more questions

Cons

Sometimes the leads are poor quality/closing and we can't get in touch with them or they are ineligible

Review Source: Capterra
 

Alex from State Farm
Number of employees: 10,000+ employees Employees number: 10,000+ employees

May 2018

May 2018

Great system to work with

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

welcoming new people into our organization

Pros

Easy to use, every lead that comes in had great information with plenty to work on and usually has all information about a client needed

Cons

sometimes people will put in the wrong information such as phone numbers or email addresses and some of the coverages desired aren't accurate

Review Source: Capterra
 

Jim from James Piampiano Insurance Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Solid leads. Website is easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I save time. I simplify my lead follow up process.

Pros

It is simple and easy to use. Not crammed with a bunch of useless features. It helps me keep my leads organized.

Cons

Can always use more free-form space for notes and comments on each lead. I would like more space to type in comments and info about a particular lead so when I return to it, I can pick up where I left off with them.

Review Source: Capterra
 

Jon from AAA

April 2018

April 2018

Contactability has led to many sales...quality leads at a great price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very easy to adjust profile, leads come in real time and are better quality than other companies I have tried

Cons

The lack of pause function for weekends. It is very easy to adjust the leads down for the weekends but we end up just doing them on Monday as we can't pause them altogether.

Review Source: Capterra
 

Stanley from Allstate
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Reliable lead generator for auto quotes

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The system is user friendly and people that are transferred to you actually want auto insurance.

Pros

The software is user friendly. The setting allow for you pick the hours of the day you are open and close. The information for the client is also emailed to you

Cons

You can not cut the system off for extended periods without calling customer service. Some times you get calls from out of state that you cannot quote.

Review Source: Capterra
 

john from Citywide Insurance

April 2018

April 2018

The leads are specific to my office's needs and are showing great results

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to use. Allows me to control the flow of leads. Allows me to track the leads as we close them or continue to reach out to them.

Cons

So far everything is great. I have no complaints about any feature. The program is accessible and easy to understand

Review Source: Capterra
 

Diana from Lighthouse Brokerage
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Great lead quality and easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have received high quality leads from this service and the transition has been great!

Pros

The software is visually appealing and easy to use. I have full control of incoming leads once I learned the software - which only took a few minutes. The calls come straight to my phone without having someone transferring the call which makes it go more smoothly.

Cons

Can't tell the software what type of SIC codes are needed or to be excluded. It would be nice if we could limit the types of leads that come in based on industry or business type.

Review Source: Capterra
 

Adam from Wiseman Insurance

April 2018

April 2018

I have had a great experience. My Account Manager is friendly knowledgeable and ready to help.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This is point and click. It took me about 5 sec to get it down.

Cons

Really, I think they thought of everything. I have a quick link to get a hold off my account rep and the experience is great.

Review Source: Capterra
 

Connor from Connor Stowell - State Farm
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

I have had the service for a month, and it is easily my best ROI for any "internet lead" vendor.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Direct contact with consumers who are actively looking for insurance.

Pros

You get what you pay for with Contactability: A direct contact with someone truly looking for insurance. In addition, if the consumer wasn't actually looking, they have the most loyal return service I have worked with in my several years working with various internet lead vendors.

Cons

It's difficult to come up with what I "least" like. Probably the life leads. They are indeed looking for life insurance, but the consumers typically have unrealistic view of coverage/premiums.

Review Source: Capterra
 

Brad from The Keats Agency

March 2018

March 2018

Website is easy to use for tracking leads, returns, and processing invoices.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I get real time leads with accurate information based on criteria and geography that I created when I signed up. I'm able to track successes and utilize information for future opportunities and x dating.

Pros

Being able to track leads in real time. Returns are easy to process and support from within is excellent.

Cons

I am very happy with the website and services provided within. I cannot think of anything on the con side.

Review Source: Capterra
 

Kurt from Platinum Insurance Group

March 2018

March 2018

We've had a great experience with Contactability!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use. We've used companies like this before and contactability by far has the best system out there!

Cons

The only thing we don't like about the system is that sometimes it doesn't pull all the info that we are needing.

Review Source: Capterra
 

David from David Kosar Insurance Agency- American Family

March 2018

March 2018

Our Service Rep Florian has been great to work with helping us tweak our leads for success!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

roblyn from citywide insurance

March 2018

March 2018

awesome!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

"Contactibility leads" are absolutely the best!!!
I have tried them all being a broker for 12 yrs+ ever quote, quote wizard, etc
nothing tops "contactibility leads"
I would recommend them to any agent or company 6 stars across the board!!

Cons

Sometimes you get a bad lead but thats normal.

Review Source: Capterra
 
 
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