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.Read More
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.Read More
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.Read More
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.Read More
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.Read More
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.Read More