Contact management · CRM · Events, filed as one

One Platform.
Every Business Relationship..

Manage contacts, CRM, events, visitor management, reminders, reporting, and more—all in one place. Choose the plan that fits your organization and grow with confidence.

Contact Boss Dashboard - Total Control of your Contacts
30-day free trial No credit card required Cloud-based & Mobile App available Customer support included on every plan
Trusted by organizations like
Not just a contact list

Simple enough for day one. Endless through time.

Most CRMs are powerful and unused. Contact Boss is built the other way around: an interface simple enough that new hires are productive on day one, at a price that doesn't require a business case to justify.

The complete feature set

Every tool, filed by category.

Open a drawer to see what's inside—nothing to scroll past, nothing to hunt for.

Drawer A

Contact Management

Every relationship starts with one clean, trustworthy record — not three different versions of the same spreadsheet.

A2

Smart Search

Find contacts instantly by name, location, custom fields, or other details.

A3

Legacy Data Import

Import your existing data quickly using our ready-made templates—no records left behind.

A4

Contact Validation

Keep records clean and verified, so your database stays trustworthy.

A5

Contact Grouping

Group contacts for faster communication and campaigns.

A6

Tags & Labels

Apply custom tags and labels to organize, filter, and segment contacts across groups.

A7

File Manager

Attach documents and files directly to the contact profiles they belong to.

Drawer B

Relationship & Activity

Nothing slips through the cracks when every call, email and follow-up lives right on the record.

B2

Reminder Management

Automated reminders make sure no follow-up slips through.

B3

Email Integration

Connect supported email services to keep conversations linked to the appropriate contact record.

B4

Marketing Integration

Sync with tools like Mailchimp and Mailjet to reach the right audience faster.

Drawer C

Events

Run the whole event — planning through registration — without exporting a single list to another tool.

C2

Event Registration

Handle registrations, attendees and event communications without a separate tool.

Drawer D

Business Intelligence

See what's actually happening across your contacts, not just what's in this week's spreadsheet.

D2

Reporting & Analytics

Turn raw contact data into reports that inform real decisions.

D3

Audit Trail

See who changed what, and when, for full accountability.

Drawer E

Security & Access

Data protected like a vault, but still accessible like a shared drive whenever your team needs it.

E2

Mobile App

Reach and update contacts from any device, anywhere.

E3

Multi-user Collaboration

Give your team shared access without losing control over permissions.

Drawer F

Enterprise

When off-the-shelf isn't quite enough, we build the shelf around how you already operate.

Note:  Feature availability varies by plan. Compare plans to see what's included at each tier.

Replace Multiple Systems With One

One central hub, zero fragmentation

Instead of managing information across Spreadsheets, basic contact lists, event software, a separate CRM, Sticky Notes & Reminders, shared folders and paper notes — file everything inside Contact Boss.

Spreadsheets
Basic Contact Lists
Event software
Sticky Notes & Reminders
Document Hub
All-in-one

Contact Boss

  • Contacts & CRM
  • Event management & Event registration
  • Reminders & reporting
  • Visitor management
  • Profile documents
Built for every organization

Filed differently for how you actually work.

TAB 01

Small Business

Grow customer relationships without enterprise complexity.

TAB 02

Associations

Manage members, committees and events.

TAB 03

Nonprofits

Organize donors, volunteers, fundraising, and communications with ease.

TAB 04

Enterprise

Custom workflows, reporting, integrations and unlimited scalability.

What Our Clients Say

We let our work speak through the voices of our clients

The Greater Charlottetown Area Chamber of Commerce established the Prince Edward Island Connectors/Network program with an aim to support businesses owned and operated by immigrants to the province. Our team works to connect new Islanders and recent graduates to business and community leaders, so our contact list is one of our most important tools. We were very pleased to find that Contact Boss could offer PEI Connectors a customized version of the CRM software to help us collect and track our connections in a way specific to our needs. We also find that their customer service is fantastic, with speedy response time and an excellent understanding of the unique requirements of PEI Connectors/Network.   
Read the full testimonial
Contact Boss testimonials by Nicole Bellefleur
Nicole Bellefleur
Interim CEO and Program Director: PEI Connectors & PEI Network, Greater Charlottetown Area Chamber of Commerce
At Community Skills Western Australia, we are committed to delivering exceptional support to the individuals and communities we serve. With clients across diverse sectors, we required an efficient contact management system to streamline our processes and enhance client relationship management. Contact Boss has proven to be an invaluable tool for our team. Its user-friendly interface and reliable features have significantly improved our ability to stay organized and deliver outstanding service. The platform’s comprehensive functionality, paired with excellent customer support, has become integral to our daily operations. By implementing Contact Boss, we’ve achieved a more integrated and seamless approach to managing contacts and fostering strong connections within our community. We highly recommend Contact Boss as a complete and effective contact management solution for any organisation.
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Contact Boss testimonials by Lisa Pearson
Lisa Pearson
Project Officer
The Anglican Planet is an independent journal published six times per year to serve the worldwide Anglican Communion. When we were looking for a system to manage our subscriptions and subscriber data, we were pleased to find that Contact Boss was able to customize their software to meet our specific needs, adding in an efficient and easy-to-use e-commerce option as well as online subscriber data capture delivered directly to their superb contact data management tool.  The Contact Boss data management software serves our needs very well, allowing our readers to purchase subscriptions. With the Contact Boss online subscriber database management software we have access to a simple-to-use dashboard and can easily organize and communicate with our readers.
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Contact Boss testimonials by Sharon Dewey Hetke
Sharon Dewey Hetke
Editor in Chief
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. 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 inbuilt CB Event and attendee capture is excellent. The audit and tracking features are a very nice surprise that I wouldn't expect on a low-cost product like Contact Boss.
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Contact Boss testimonials by Rory Francis
Rory Francis
Executive Director
We were looking for contact database software that provides an outstanding search function and we definitely found that with Contact Boss. Now we don’t waste time sifting through duplicate records or looking for contact data. We have also been very pleased with the excellent customer service that the Contact Boss team provides - the team is just an email or phone call away and they are always ready to answer our questions. The latest reminders feature is like the icing on the cake.
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Contact Boss testimonials by Dan Andersen
Dan Andersen
President, Traxx Telecom
Contact Boss is an exciting new way to compile, shape and access the information you need to be more effective in your company or organization. It is a great pleasure to commend the Contact boss product. It is a fast and easy way to keep track of so much information that is important to the parish and searching for contacts has never been easier
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Contact Boss testimonials by Canon Rev. Fr. David Garrett
Canon Rev. Fr. David Garrett
Rector
Contact Boss Mobile App

Take your contact database wherever you go

Search, sort and reach any contact right from your phone. The Contact Boss mobile app keeps your team connected to the same database whether they're at a desk or on the road.

Why Contact Boss Is Different

Built to be used, not administered

Other CRM Systems
Contact Boss
Ease of Use
Complex to learn
Easy to learn
Cost
Expensive
Affordable
Focus
Sales-focused
Relationship-focused
Included Features
Requires multiple add-ons
More included out of the box
Designed For
Generic, one-size-fits-all
Built for SMBs, nonprofits & associations
Customization
Limited customization
Enterprise customization available
FAQ

Frequently asked questions

Got questions? We've got answers.

Browse all FAQs

It streamlines contact management, saves time and improves customer follow-ups — all without technical complexity.

Yes — pricing is designed to support growing teams with limited budgets.

No advanced experience needed. With just basic technical skills, you can use Contact Boss effectively.

Absolutely. From two users to enterprise-level operations, Contact Boss scales with you.

With tools for managing contacts, tracking interactions, scheduling follow-ups and generating insights, you'll always stay on top of your customer engagement.

Contact Boss supports connections with everyday email platforms and business tools (some integrations may require Enterprise Customization).

Yes — start a free 30-day trial with no credit card required.

Our security protocols are designed to help safeguard your data.

Yes. Contact Boss supports multi-user access with customizable permission levels, so teams can collaborate while keeping sensitive data protected.

Enterprise

Need something unique?

Contact Boss Enterprise can be customized around your workflows, reports, fields and integrations.

Send an Enterprise Enquiry

Ready to take control of your business relationships?

Join organizations already using Contact Boss to organize contacts, manage events, improve collaboration and build stronger relationships — all from one platform.

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