--- description: Review of Contact Boss Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Contact Boss | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [Contact Boss](/software/89860/contact-boss) # Contact Boss Canonical: https://www.softwareadvice.co.nz/software/89860/contact-boss Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/89860/contact-boss?page=2) > Contact Boss is a database for managing businesses and non-profit organizations' contacts. It allows companies to capture contact information from both online forms and onsite customer visits. The contact information is then stored in a comprehensive database that is segmented by user type and other customizable fields. With Contact Boss's robust search capacity, users can search the entire database by keywords, groups, locations, attributes or a personal note. Contact Boss integrates into the user's own default email program to send messages. It enables users to create event pages with forms to promote and collect event RSVP's, making it easy to keep track of attendees. It is available on monthly subscription plans and support is extended via email, FAQs and other online measures. > > Verdict: Rated **4.8/5** by 10 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 10 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Contacts-DB - **Location**: Stratford, Canada - **Founded**: 2017 ## Commercial Context - **Starting Price**: US$99.99 - **Pricing model**: (Free Trial) - **Pricing Details**: https://contactboss.com/pricing - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, Germany, New Zealand, South Africa, United Kingdom, United States ## Features - Access Controls/Permissions - Activity Tracking - Alerts/Notifications - Batch Processing - CRM - Contact Database - Contact Management - Customer Database - Customisable Reports - Customizable Fields - Data Import/Export - Email Management - Email Marketing - Interaction Tracking - Lead Management - Mobile Access - Multi-Channel Communication - Pipeline Reports - Real-Time Notifications - Real-Time Reporting ## Integrations (5 total) - Constant Contact - Gmail - Mailchimp - Microsoft Outlook - iContact ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) ## Related Categories - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) - [Knowledge Base Software](https://www.softwareadvice.co.nz/directory/3898/knowledge-base/software) - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.co.nz/directory/434/contact-management/software) - [CRM Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (984 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1294 reviews) 5. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4451 reviews) ## Reviews ### "Contact Boss was the right solution" — 4.0/5 > **Rory** | *17 February 2020* | Biotechnology | Recommendation rating: 9.0/10 > > **Pros**: Our office didn't need the mega-solutions offered by the bigger providers- where you only use a small fraction of the features. Contact Boss offered an easy to use product with convenient features and a great search function. We hold a lot of events, so the compatibility with EventBrite and attendee capture was excellent. The audit and tracking features are a very nice surprise that I wouldn't expect on a low cost product like Contact Boss. > > **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. > > Our experience with CB has been very positive. The easy to use interface has made adoption by all office staff an easier than usual transition. ----- ### "Great product, excellent value for money\!" — 5.0/5 > **Jeff** | *20 February 2020* | Financial Services | Recommendation rating: 10.0/10 > > **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. These functions may come with time. > > In our business, we are heavily reliant on our contact list and being able to quickly search and sort our contacts by specific groups. Contact Boss has become our online 'Rolodex', where we can quickly find contacts and see a history of past contact points we have had with them and key information about them and their companies. Contact Boss is saving us a lot of wasted administration time and has allowed us to elevate our customer service to the next level. ----- ### "Simple, Powerful and Easy To Use" — 5.0/5 > **Nik** | *25 March 2020* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: The onboarding experience is intuitive and easy, once the trial is activated, there is no steep learning curve involved to start using the software. I particularly like the predefined options available, for example identifying contact types and their roles come standard out of the box. This allowed me to get started right away inputting contacts and assigning their roles without first having to figure out how to create custom role types. The other notable features I love is the search and export functionalities. Furthermore, form integration is great way to allow contacts from our website who fill out the form to be automatically created as contacts in ContactBoss, this reduces hours of manual data entry. > > **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. > > 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. ----- ### "Contact Boss" — 5.0/5 > **Verified Reviewer** | *18 February 2020* | Real Estate | Recommendation rating: 9.0/10 > > **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. ----- ### "Supporting M\&A" — 5.0/5 > **Gerry** | *27 February 2020* | Accounting | Recommendation rating: 9.0/10 > > **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. > > Contact Boss has been instrumental in managing our Atlantic Mergers \& Acquisitions lead pipeline, bringing all of our leads and contacts together and accessible in one place. We are able to track valuable data about our contacts which promotes greater reach and efficiency when we go to market with a new business listing. The M\&A space has become increasingly complex as more and more business owners choose to exit, fueling a diverse and growing buyer market. 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. This has translated in more value for our clients. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/89860/contact-boss?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/89860/contact-boss) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data