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Overview

Contact Boss helps small teams organize contacts, track leads, and schedule follow-ups in a cloud database with reminders and event tools. While the initial configuration can be a bit complex, robust search and mobile access support daily outreach. Overall, it fits nonprofits and SMB sales teams.

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Starting Price
Custom

Contact Boss Specifications

  • Lead Management
  • Contact Management
  • Sales Automation
  • Activity Tracking
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What Is Contact Boss?

Contact Boss is a cloud-based sales tools software designed for small to mid-sized businesses and nonprofits. The software helps sales teams and organizations manage and organize contact data for customers, prospects, suppliers, and partners in a centralized CRM database. It provides contact management, advanced search, activity tracking, event coordination, reminders, and mobile access. Contact Boss supports sales-focused communication and follow-up by keeping contact records accessible, searchable, and structured, helping users improve relationship management and day-to-day sales activities.

Contact Boss Pricing

The vendor offers the following pricing plans:

  • Boss Demo: CAD 0/month
  • Boss Pro: CAD 11.67/month
  • Boss Premium: CAD 13.33/month
  • Boss Enterprise: Custom pricing
A free trial is also available. Request a personalized Contact Boss pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Contact Boss Integrations

The software supports integration with multiple systems and platforms, such as: 

Book a free Contact Boss demo to learn more about its integration arrangements.

Who Is Contact Boss For?

Contact Boss is ideal for a wide range of industries and sectors, including: 

  • Real estate
  • Construction
  • Financial services
  • Public service
  • Publishing

Is Contact Boss Right For You?

If you’re a small to mid-sized business or nonprofit that relies on organized sales and relationship data, Contact Boss is designed to help centralize and manage contacts across customers, prospects, partners, and communities. It is suited for organizations that want a structured approach to maintaining contact records and supporting consistent communication.

Contact Boss is trusted by organizations such as Traxx Telecom and Anglican Planet, reflecting its relevance across different sectors. With secure cloud-based data storage and flexible CRM options, it may be a good fit if contact data management plays a key role in your sales and outreach activities.

Still doubtful if Contact Boss software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Contact Boss Features

Efficient Contact Record Searching

Contact Boss supports efficient contact record searching by organizing sales-related contact data in a structured and searchable format. The software helps sales teams quickly locate customer, prospect, and partner information, reducing time spent on manual lookups and supporting faster follow-ups and more informed sales interactions.

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Seamless Communication

The platform supports seamless communication by centralizing contact information used in sales and outreach activities. Contact Boss helps sales-focused teams maintain consistent communication with customers and prospects, supporting engagement and relationship continuity through an organized contact database aligned with ongoing sales efforts.

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Efficient Contact Data Mastery

The software emphasizes efficient contact data mastery by helping organizations manage and maintain accurate sales contact records. Contact Boss supports structured handling of customer and prospect data, enabling sales teams to work with organized information that contributes to clearer visibility and more consistent relationship management.

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Beyond Contact Management

Contact Boss goes beyond basic contact management by supporting sales-related activities such as outbound sales call management, reminders, and activity tracking. The software helps sales teams manage interactions and engagement history within a centralized system that supports structured sales workflows and ongoing follow-up.

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Secure Cloud Database

The platform provides a secure cloud database that allows sales teams to access contact data from different locations. Contact Boss supports centralized data storage without local infrastructure, helping sales-focused organizations maintain the availability and continuity of contact information while managing sales relationships effectively.

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Pros And Cons of Contact Boss

Pros

  • Fast, accurate search for any contact

  • Keeps large databases clean and organized

  • Office-wide adoption feels straightforward

Cons

  • Legacy data migration can take effort

  • The contact import workflow could be simpler

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Frequently Asked Questions

Does Contact Boss have a mobile app?

Yes, Contact Boss offers a dedicated mobile app.

What other apps does Contact Boss integrate with?

Contact Boss integrates with multiple systems and platforms, including Mailchimp software, Gmail, and Apple Mail.

Does Contact Boss offer an API?

Information regarding an API is currently unspecified by the vendor.

What language does Contact Boss support?

Contact Boss primarily supports the English language.

What types of pricing plans does Contact Boss offer?

Contact Boss price includes Boss Demo (CAD 0/month), Boss Pro (CAD 11.67/month), Boss Premium (CAD 13.33/month), and Boss Enterprise (custom pricing). Get a detailed Contact Boss cost breakdown tailored to your specific requirements.

Who are the typical users of Contact Boss?

Contact Boss features are used by organizations across a wide range of industries and sectors, including financial services, real estate, and construction.

What level of support does Contact Boss offer?

Contact Boss offers support through email, phone, and an online contact form.

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