Contact Boss is a lightweight, simple to use CRM Database Manager, with heavyweight capabilities! Enter, search, and move between functional areas intuitively. Contact Boss requires a minimal amount of training so everyone on the team can pick it up and go effortlessly.
With the Legacy Data Support function, you can upload your existing database and be up and running quickly with no need to manually enter old data. You can also easily identify and merge duplicate contacts.
What good is a CRM Database without the ability to leverage it to build your organization? Contact Boss offers the simplest way to keep in touch with contacts - through seamless integrations with Gmail, Outlook, Apple Mail and more. You can also easily download your contacts for use in other Marketing applications, such as MailChimp, iContact, and Constant Contact.
This is where other database applications fall short. With Contact Boss, you’ll have a robust search function allowing you to find anyone in seconds, with a partial name, event date, or descriptor. This database detective helps to fill in the gaps, even when you’ve forgotten a name!
Contact Boss can even find your contact by the detailed notes that you add to the record, so you can search by almost anything.
Whether it’s a visitor at reception, a caller, or a record of a call you’ve made, Contact Boss’ CRM Database Manager offers a light and easy way to track activity with clients. It’s an invaluable resource for ensuring that you’re keeping in touch without a complicated workflow.
Contact Boss is also powerful enough to send you immediate notifications to make life easy for administrative personnel - no need to leave the front desk or pick up the phone to alert you to a visitor or caller.
Collect enquiries and build your database from your website. Our easy form builder integrates contact data collection into your website so you can capture new contacts 24-hours a day. Contact Boss also eliminates the need for third-party event registration tools, bringing it all home in one convenient place. Coming soon: accept online payments for your events using Contact Boss!