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

83 Reviews of Contactability LeadManager

 

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Software Advice Reviews (1)
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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 82

Tyson from The Red Balloon Group at Allstate Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Fantastic Exprience

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 are a new agency and have team members that are new to sales and new to insurance. Their close rate has increased over 30% since we partnered with Contactability. The service has more than paid for itself.

Pros

The best part of Contactabilty is our Account Manager. He has made this an amazing experience. He works with us to keep our campaigns where we want them and continue to move in the right direction

Cons

We have zero complaints. It's been a great addition to our agency

Review Source: Capterra
 

Kenny from Kenny Wheeler Farmers Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Contactability Review

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

Customer Service, user friendly, and recordings.

Cons

Quality of customers and having to ask for the vin numbers because they come not completed.

Review Source: Capterra
 

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

November 2018

November 2018

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

My experience started out OK but went down hill quickly...as is the norm with most lead companies.

Pros

The customer service and website interface is top of the line.

Cons

Over time, the quality of the leads became worse and worse along with our pricing going up. Also, when I first started, I was ensured I was the only agent from my company working with Contactability. 6 months later...I was getting prospects saying they were already contacted by another agency. Not acceptable.

Review Source: Capterra
 

Mary from Thompson Insurance Group Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

If you got what you paid for this would be gret

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

Very Bad. SCAM at best. Promise the moon and deliver a particle of dust. Will not refund money.

Pros

Can't say anything good about this company. They send and charge for leads that were not what were contracted for. 100% bad leads, so far.

Cons

Everything. I was promised life leads with filters. Filter included no pre-existing conditions and to age 50. Last lead was from a 54 year-old diabetic, smoker, obesity, and high blood pressure. Second call that came in was a hang-up. When I called the number back they stated they had not requested a life quote. First quote that came in was also with pre-existing conditions. Info on the leads is often false. I have received 3 leads in 2 months.

Review Source: Capterra
 

Nick from FPW Insurance Services
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Excellent Leads

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

Excellent customer service and excellent lead quality for live transfers. The support is far superior than any other lead service we have tried in the past.

Cons

They needy to start adding life leads. We use them for commercial and personal lines and they are really good. They should consider life leads as well.

Review Source: Capterra
 

Matt from Farm Bureau Financial Services
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

Great Investment

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 used Contactability to grow our business. We have had a lot of success with live leads. I would recommend this to others in the insurance industry. Customer service has gone above and beyond and support team has an asset to work with.

Pros

Really easy software to use. If I ever have trouble the customer service goes above and beyond what is expected. My customer service rep has been very beneficial and made this a very easy easy software to use in day to day business.

Cons

Sometimes the lead doesn't meet requirements or has poor driving record. A lot of times they refund the lead when this happens.

Review Source: Capterra
 

Kimberly from Montello Insurance Agency, Inc
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

software

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

so far so good...

Pros

ease of use … this software is user friendly

Cons

some items are not complete. its difficult to quote

Review Source: Capterra
 

Marc Vincion from Farmers Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Thanks to 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

They have been providing me with a steady stream of leads. They are not perfect but when I get leads that are not good they credit me very quickly!!! Thanks to Contactability. com for the leads!!!

Pros

After being in the business for 14 years and not liking lead companies Contactability.com has proved me wrong. They have been providing me with a steady stream of leads. They are not perfect but when I get leads that are not good they credit me very quickly!!! Thanks to Contactability. com for the leads!!!

Cons

Everything works well I have not had any problems!!

Review Source: Capterra
 

Tammy from Wallace Insurance Group
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Highly Recommend

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 use this company every single day. I can adjust when I want the calls to come in and how many I want at a time. My agents get more First call sales from them than with any other company we have tried. Our Rep and he is amazing. He continues to check on us and helps me make adjustments if needed. We have a great success rate with their live calls. I highly recommend them. Make sure you go into detail with your Rep as far as filters you want and let them help set you up.

Pros

It's so easy to use. I can track the calls, I can listen, and I see how fast they refund a lead that does not meet the filters we have.

Cons

I wish we could remove the calls that were refunded.

Review Source: Capterra
 

Robert from Insurance Services
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

A+ SERVICE

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

Easy log in, easy functions and great service.

Cons

No cons. Extremely happy with the company.

Review Source: Capterra
 


October 2018

October 2018

Easy 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

Contactability helps provide immediate, quality leads. It is great to be able to pick up the phone and quote a live person, vs purchasing an internet lead you may or may not get ahold of.

Pros

I love how easy it is to work with the website, as well as the associates at Contactability! the customer representative is wonderful, and makes sure that I am getting the most out of my money!

Cons

The system automatically will decline some of the returned leads, however a simple phone call will allow them to review it and get you the credit if it is deserved. It would be easier if there was an audit button on the site to request a review of the declined lead returns, but the phone call isn't that painful to make since they answer quickly!

Review Source: Capterra
 

Patrick from Farmers Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

By far best lead company

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

Overall I would recommend this lead source to anyone.

Pros

The dashboard itself was very easy to get around. If we ever need a refund for whatever reason it is just a click of a button.

Cons

Occasionally we will have a bad lead or two but that is normal with any lead source.

Review Source: Capterra
 

Trish from Trish Casson State Farm
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Quality over quantity makes for an effecient sales funnel

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

Our account representative has been so fantastic to work with!! We started off slow with just a few categories, and have ramped up with all product lines.

Pros

There are many filter options that allow you to increase the quality of each call/lead. The dashboard is very user friendly and simplifies the analysis of lead follow up. When we need to return a lead, it is very easy to submit and the request is addressed in a very timely fashion.

Cons

It would be ideal to assign users to each lead being worked for accountability purposes.

Review Source: Capterra
 

Cindy from Farmers Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Contactibility Review

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

My representative, has been very helpful and attentive to my needs. The leads have not been the greatest, but I think they are working on it.

Pros

The software is easy to use. It's easy to look at what you need to.

Cons

Not many. Sometimes I get duplicate leads, but they do credit me.

Review Source: Capterra
 

Mike from Ability Insurance & Financial Services
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

DO NOT BUY LEADS FROM 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

I worked with some nice people who convinced me to try their service. The problem is they are selling garbage and they refuse to refund any of your money when you can't get what you're paying for. DO NOT GIVE THEM YOUR BANK ACCOUNT OR CREDIT CARD INFORMATION. You will regret it. These people are a bunch of smiling, friendly thieves!

Pros

Their friendly, professional sales people will convince you to try their lead program but they don't back up what they're selling. It's garbage!

Cons

This lead program is a scam. They send you leads that are not within the parameters you requested and all you get are excuses and more bad leads when you complain about lead quality. You can't pay as you go. They insist on auto billing your credit card and they will not refund any money that they take from you. This is absolute theft and should be reported to the state's attorney general's office.

Review Source: Capterra
 

Christina from State Farm Agent
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 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

My overall experience with Contactability has been very positive. They focus on quality and exceptional customer service which is very important these days. It's nice to work with a company with such a positive and professional approach.

Pros

It was very easy to set up my Contactability account. Our customer service rep has been great since the beginning. Very responsive and professional. He's also checked in along the way to make sure things are going smoothly and to address any concerns. It's very important to me to work with someone that is very responsive.

Cons

I have no concerns with Contactability at this time.

Review Source: Capterra
 

Chris from Chris Cohen, State Farm Agent
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Using Contactability for insurance leads

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 am pleased with Contactability. I'm writing much more business from them than many other lead sources.

Pros

I really like the ease of use of the software. it is easy to follow even for someone like me that is not too tech savvy.

Cons

I wish the leads could automatically be uploaded onto State Farm's ECRM software. it would make the use of the leads easier

Review Source: Capterra
 


September 2018

September 2018

horrible all around

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

Support team from contactability called me and once I was signed up they didn't care to follow up with me or provide the service that I needed. It's been several months since I cancelled their services and asked to be taken of their call list, through voicemail. I have received several calls from an ohio related to this company based number that won't stop calling.

Pros

horrible leads, they do not take you off their do not call list

Cons

I've left several messages asking they take me of their call list and they keep ignoring it. I've also spoken to my associate who left a five star review here.
We happen to work for the same company but he admitted to me to cancelling the services after leaving the review, due to the detonating quality of the leads provided by this company.

Review Source: Capterra
 

Andrew from Farmers Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Contactibility

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

The dashboard is very well designed and functional.

Cons

I do think that the service is a little pricey, and the agent should have the option to pause the leads for longer periods of time.

Review Source: Capterra
 

Alex from Allstate Insurance - Cloutier Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

The worst lead transfer experience I've ever had

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 would rather go out of business than use this company again.

Pros

This program is a scam. They have a feature called "auto rebill" where the take the liberty to charge you more money when the account gets low and they refuse to refund that money without cancelling your account. Not to mention that 75% of the leads I received were out of the filters that they guaranteed would great. When I complained about the leads being out of filter, they offered me a program where I wasn't able to return the leads, regardless of them being in filter or not. Does that make sense to anyone???

Cons

The customer service was atrocious. My account manager himself is not making these decisions, I understand that the company puts these guidelines in front of them. But when you have bad rules you don't lie to the customers about it. And then when they have the exact problem they were worried about, don't act like you went through it all and explained everything. Have some common sense!

Review Source: Capterra
 
 
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