Contact Management Software

As a business that is focused on helping people buy or sell businesses, our contact list is invaluable. Confederation M&A depends on an accurate, detailed and current database to ensure the best service to our clients. We chose Contact Boss as the most effective software for us because it had all the functions we required, it was simple to use and we found it to be great value for money. With Contact Boss, we are able to efficiently manage our relationships and track the particular needs of all our prospects and clients.

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.

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.

I am Toshiba Rice, Principal Consultant of Jo-Khy-Ki a training and consulting firm. Contact Boss software has made our work life easier. In one program we can manage client participation in multi-layer services. We can group client services; craft specific form inquires and manages who attends events all in one program. Their five-star customer service and dedication to helping us with specific features, makes our day to day run seamless. Contact Boss has saved us time and money with managing our client contacts.

I have tried every contact database available. I like Contact Boss because it is simple and easy to use. It can do everything that the more expensive programs can do without complicated and useless steps. Besides a great platform, their customer service is outstanding. They are always available to walk me through the many questions I have. They are great!

Contact Boss has been instrumental in managing our Atlantic Mergers & Acquisitions lead pipeline, bringing all of our leads and contacts together and accessible in one place. We are able to track valuable data about our contacts which promotes greater reach and efficiency when we go to market with a new business listing. The M&A space has become increasingly complex as more and more business owners choose to exit, fueling a diverse and growing buyer market. Contact Boss allows us to capture information from buyers which can be retrieved (using its unique smart-searching functionality) several months down the road, assisting us to identify market opportunities for our clients. This has translated into more value for our clients.

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