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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.

(Last updated on 11/18/2019 by Marshall Bright)

Quick Facts

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

Screenshots

ContactBoss-form-Sarah-AllworthContactBoss-quick-Sarah-AllworthContactBoss-search-Sarah-AllworthContactBoss-visitor-Sarah-Allworth

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