Contact Boss Features

Contact Boss

CRM database management tool for managing contacts

4.8/5 (10 reviews)

Contact Boss Feature Summary

  • Bulk Actions
  • Call Logs
  • Contact Import/Export
  • Customizable Fields
  • Email Marketing
  • Interaction Tracking
  • Search/Filter
  • Shared Contacts

Competitor Feature Comparison

Access Control
Activity Dashboard
Ad hoc Reporting
Auditing
Automatic Notifications
Built-In Database
Bulk Send
Communication Management
Contact Database
Contact Management
Customer Activity Reporting
Customer Database
Customizable Reporting
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Migration
Data Profiling
Data Replication
Data Storage Management
Database Integration
Desktop Notifications
Electronic Data Interchange
Email Integration
Email Marketing Management
Email Notifications
Event Logs
Lead Management
Member Account Access
Multi-Channel Communication
Multiple Data Sources
Pipeline Reports
Productivity Reporting
Progress Reports
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Sales Reporting
Secure Data Storage
Secure Login
Security Auditing
Status Reporting
Summary Reports
Third Party Integration
User Management
Website Integration
Learn moreCompare App
Access Control
Activity Dashboard
Ad hoc Reporting
Auditing
Automatic Notifications
Built-In Database
Bulk Send
Communication Management
Contact Database
Contact Management
Customer Activity Reporting
Customer Database
Customizable Reporting
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Migration
Data Profiling
Data Replication
Data Storage Management
Database Integration
Desktop Notifications
Electronic Data Interchange
Email Integration
Email Marketing Management
Email Notifications
Event Logs
Lead Management
Member Account Access
Multi-Channel Communication
Multiple Data Sources
Pipeline Reports
Productivity Reporting
Progress Reports
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Sales Reporting
Secure Data Storage
Secure Login
Security Auditing
Status Reporting
Summary Reports
Third Party Integration
User Management
Website Integration
Learn moreCompare App
Access Control
Activity Dashboard
Ad hoc Reporting
Auditing
Automatic Notifications
Built-In Database
Bulk Send
Communication Management
Contact Database
Contact Management
Customer Activity Reporting
Customer Database
Customizable Reporting
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Migration
Data Profiling
Data Replication
Data Storage Management
Database Integration
Desktop Notifications
Electronic Data Interchange
Email Integration
Email Marketing Management
Email Notifications
Event Logs
Lead Management
Member Account Access
Multi-Channel Communication
Multiple Data Sources
Pipeline Reports
Productivity Reporting
Progress Reports
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Sales Reporting
Secure Data Storage
Secure Login
Security Auditing
Status Reporting
Summary Reports
Third Party Integration
User Management
Website Integration
Learn moreCompare App

Contact Boss Feature Reviews

9 reviewers had the following to say about Contact Boss's features:

Nik Paprocki

Simple, Powerful and Easy To Use

2020-03-25

This is a fantastic tool to keep a large database of contacts organized without the need for a clunky CRM with all sorts of features that never get used.

Pros

The other notable features I love is the search and export functionalities.

Cons

While the default form builder is great, our workflow for our business form that we use on our sites are also integrated with other tools, it would be great to have an integration with Zapier, this way it would allow other form tools to feed data directly into ContactBoss, while also allowing continued use of existing integrations with other tools as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, myself only employees)

Contact Boss

2020-02-13

It's great to find a contact management system that works well and is affordable for organizations like non-profits.

Pros

The search function is excellent compared to other CRMs that I have used.

Cons

So far - no real issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff MacKenzie

Great product, excellent value for money!

2020-02-20

In our business, we are heavily reliant on our contact list and being able to quickly search and sort our contacts by specific groups.

Pros

Ease-of-use; simplicity; fast customer service; functions to export contacts quickly to email, PDFs or Excel; intuitive user interface; high-accuracy search functionality

Cons

Although it is relatively simple to import contacts, there could be some functionality to simplify the contact import process in the future; such as directly from mobile list, LinkedIn contacts, photos of business cards, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rory Francis

Contact Boss was the right solution

2020-02-17

The easy to use interface has made adoption by all office staff an easier than usual transition.

Pros

We hold a lot of events, so the compatibility with EventBrite and attendee capture was excellent.

Cons

We initially had an issue with transferring legacy data from our old system to CB. But Contact Boss personnel took care of the matter and the transfer went smoothly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 1-10 employees)

Contact Boss

2020-02-18

Pros

The search features are better than most database software, making it very easy to look up contacts.

Cons

Could have more CRM features built in to the software.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gerry Lanigan

Supporting M&A

2020-02-27

Contact Boss allows us to capture information from buyers which can be retrieved several months down the road, assisting us identify market opportunities for our clients.

Pros

Software captures key information when contact is set up which allows greater reach and efficiency down the road.

Cons

Would like to have the ability to self-customize more fields etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Heather Lizama

CRM above the rest

2020-02-26

Pros

Contact Boss is an outstanding CRM with exceptional customer service.

Cons

The contact boss platform did require some customization for our companies requirements.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
April Whynot

Simplicity

2020-02-11

Entire team can keep contacts and notes in one place.

Pros

Simple, everything you are looking for in an electronic rolodex.

Cons

Just an easy to use product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Soragnese

Media Company

2020-02-25

I couldn't believe how powerful the software is, it does everything we need and more.

Pros

Compared to other softwares we are getting the most value with Contact Boss.

Cons

It has a slight learning curve but the videos make it easy to learn fast!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more