Contact BossProduct Overview
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
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
Contact Boss is a relatively simple CRM. It won’t help with lead nurturing or follow-up.
Breakdown of core features
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.
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.
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.
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(Last updated on 03/07/2022 by Marshall Bright)