Built for small to mid sized organizations & non-profits

The simple CRM starting at ~USD 10* for contacts, events, visitors and much more.

Contact Boss helps small organizations manage people, event registrations, visitor logs, reminders, and email groups from one easy system — without spreadsheets, extra tools, or complicated setup.

ABOUT CONTACT BOSS
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2026-07-24
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* Please note: The animations shown are representative examples.

* Pricing is per user per month, billed annually.

30-day free trial No credit card required Cloud-based & Mobile App available Customer support included on every plan

Trusted by organizations like

Teams on both sides of the world run on Contact Boss.

Zero commitment for A FREE Trial

Try the essential features of the CRM free for a month.Nothing to cancel, nothing to lose.

No credit card, no contract — just log in and see if it fits. Here's what makes trying it genuinely risk-free:

1 month free — no credit card Set up in minutes, no training needed
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
Canada
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
Australia
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.
Read the full testimonial
Contact Boss testimonials by Sharon Dewey Hetke
Sharon Dewey Hetke
Editor in Chief
Canada
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.

* Please note: The animations shown are representative examples.

Drawer B

Events

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

* Please note: The animations shown are representative examples.

Drawer C

Relationship & Activity

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

* Please note: The animations shown are representative examples.

Drawer D

Business Intelligence

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

D2

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
Sound familiar

Spreadsheets and scattered tools are costing you relationships.

📄 contacts_v3_FINAL(2).xlsx
NamePhone
David T.905-555-0179duplicate?
David Tremblay905-555-0142which one??
Maria Chen(old number)

The master spreadsheet nobody trusts

Three versions on three computers. Duplicates everywhere.

Call funder re: gala!! ☎️
Follow up w/ Maria (demo?)

Follow-ups that quietly vanish

A promise made at the front desk, a lead from an event, a funder to thank — written on a sticky note and gone by Friday.

📇 🎟️ 🚪

Four tools that don't talk

One app for events, another for visitor sign-in, a third for tasks, plus email lists — four logins, four bills, zero connection.

There's a simpler way — one system, one login.

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.

No credit card needed

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