Event Registration Software, Contact Management Solutions

Lightweight, Intuitive Functions

Contact Boss is a simple-to-use CRM Database Manager, perfect for small business ! 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.

Capture Contacts and Create Emails in One Place

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.

Legacy Data Transfer

Every business manager has a moment of concern when considering a new contact data management system: "Will my valuable data transfer safely and smoothly?" No need to worry when you sign on with Contact Boss. We ensure that your precious contacts are imported with minimal complication, preserving the data you have carefully collected over the years. You can also customize your data transfer according to your requirements.

Robust Search Capability

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.

• Date of entry
• Where you met
• Company
• Who they were referred by
• Job title
• Personal details, such as what school they attended

Track Activity with Visitor and Call Logs

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.

Easy to create and manage an event

If you are hosting an event, either online or in person, you will be pleased to know that Contact Boss contact management software eliminates the need for third-party event registration tools, bringing it all home in one convenient event management feature. With Contact Boss, you can set up your event, customize for your needs, cap the number of registrants, share the location or meeting link, as well as capture RSVPs. Even better, you can insert maps, images and videos to create very professional event pages.

Capture enquiries quickly and easily

One very important moment in the customer capture chain of events is that first encounter, which often takes place at a trade show or industry event. Making conversation notes and collecting business cards is all very well but imagine if you could quickly collect the contact data of your potential client as well as instantly integrate it into your overall CRM.

Store your contact data safely in the cloud

Storing and managing your valuable contact data in the cloud makes so much sense for plenty of reasons. With the Contact Boss cloud-based CRM your organization is ensured:

• Fast and efficient access to large amounts of data, with no need for on-site storage
• Real-time version of data records, eliminating contact duplication and inaccuracies
• Secure location accessible only to authorized representatives

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.

Audit and Security Functions

Data security is a compromise you never want to make. Control user permissions and track the chain of custody to ensure the integrity of your database, making it easy to run detailed reports of logins, entries, and modifications, as well as audit use.

Built-in Flexibility

With Contact Boss, you have the control to add or change users, view statistics, create contact groups, lock or unlock accounts and change the contact type. Within the admin settings, you can also set new passwords and control security questions.

Create Reminders

We all have great intentions when we plan our work schedule and we certainly want to complete tasks and follow up with customers as promised. However, sometimes short-term distractions make us forget our good intentions! Contact Boss can ensure that you fulfill on your important responsibilities with a simple-to-set-up reminder tool. The auto reminder feature also allows you to assign tasks to team members, providing a prompt plus tracking mechanism with deadline dates included.

CRM Software for Small Business

Your customers are your organization’s most valuable asset. As your company grows and diversifies, nurturing relationships with clients and customers is bound to pay off. The most efficient way for small businesses and non-profits to manage those relationships is by installing client relationship software to keep track of customers. Contact Boss, one of the best Client Relationship Management (or CRM) software tools is an effective and affordable way to store, organize and sort your contact data.