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Contact Boss

A CRM for Contacts and Leads
our rating 4 out of 5 Stars

Contact BossProduct Overview

  1. About Contact Boss
  2. Pros of Contact Boss
  3. Cons of Contact Boss
  4. Breakdown of core features

Contact Boss product overview

Contact Boss is an easy-to-use CRM database manager that allows you to track, organize, and manage contacts. The cloud-based software allows you to import or add existing contacts. The search feature also allows users to quickly reference or update contacts. Businesses can also use a template for new contacts to be added by web form.

Pros of Contact Boss

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Contact Boss is easy-to-use with no complicated software to learn or on-boarding process. It’s ideal for businesses that need an affordable, simple solution for organizing contacts.

Cons of Contact Boss

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Contact Boss is a relatively simple CRM. It won’t help with lead nurturing or follow-up.

Breakdown of core features

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Search Functionality

Contact Boss’s search function allows you to search by all fields, beyond just name and category. Contacts can be searched by personal note, date added, and more. Customer-facing personnel can quickly search or add customers with a few clicks.

Email Integration

Contact Boss integrates into your email program so users can easily message contacts. The software will also track outbound communications with clients in one place.

Contact Capture

Create a form to capture new contacts directly from your website. The form can also be used to capture RSVPs.

Alternatives to Contact Boss

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.


1 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

Learn more about Freshsales

2 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

3 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

(Last updated on 03/07/2022 by Marshall Bright)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    Low-end
  • Works Best For
    Mid Sized Businesses

Screenshots

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Video

  • Search
  • Lead Capture
  • Cloud-Based
  • Import Contacts
  • Form Creation
  • Activity Log
  • Lead Nurturing
  • Call Log
  • Audit & Security
  • Statistics
  • Email Integration
  • Gmail
  • Yahoo Mail
  • Apple Mail
  • Outlook
  • Free Trial
  • Tiered Pricing Model by User & Database Size
  • English