Contact Boss

Contact Boss

Last Updated

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.

Contact Boss Specifications

  • Lead Management
  • Contact Management
  • Sales Automation
  • Activity Tracking

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

Contact Boss Reviews

Total 1 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

0%

4

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100%

3

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0%

2

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0%

1

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Share your experience

A

Anonymous

Mid Market, 51-100 employees

4.0
March 2023

flexible visitor log management

Pros

Keeping up with visitor records and call logs is really easy in CRM Database Manager and the flexibility it provides is one of its strongest points.

Cons

Its limited outreach can make it a bit harder to explain CRM database management to key stakeholders but aside from that, there's really nothing to complain about.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

9

Functionality

7

Frequently Asked Questions

What level of support does Contact Boss offer?

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

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.

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 language does Contact Boss support?

Contact Boss primarily supports the English language.

Does Contact Boss have a mobile app?

Yes, Contact Boss offers a dedicated mobile app.

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.