--- title: "Contactability Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Contactability Software - reviews, pricing plans, popular comparisons to other Lead Management products and more." source_url: "https://www.capterra.com/p/132580/Contactability/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # Contactability Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Contactability ## What is Contactability? Contactability is an insurance lead generation software that finds, verifies, and delivers qualified prospects to insurance agencies. The software captures consumer data through proprietary websites, screens leads through third-party verification services, and instantly transfers pre-qualified, high-intent auto, home, renters, health, and life insurance leads to agents via call, click, or lead. ## What is Contactability used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 117 user reviews Reviews sentiment Positive 78% Neutral 3% Negative 19% Pros & cons Responsive and dedicated support team Inconsistent and unreliable lead quality ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Contactability?[Manage this product listing](https://www.g2.com/products/contactability/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Contactability 4.0 (117) VS. [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price Contact vendor Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (117) Ease Of Use 4.2 (912) Value For Money 3.9 (107) Value For Money 4.3 (831) Customer Service 4.3 (116) Customer Service 4.1 (851) ## Contactability alternatives [4.2 (1,006)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.5 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about Contactability Overview ### Which roles and teams benefit most from Contactability? Contactability is most used by insurance agents, brokers, producers, and account managers who need to manage prospect follow-up, client communications, and policy-related outreach. Agency owners, principals, and sales managers use it to oversee lead activity, support agent workflows, and track sales opportunities across their teams. Answer based on 116 reviews Overview ### What company size and specific industries is Contactability built for? Contactability is designed for small to large insurance agencies, as well as call centers and carriers in the insurance sector. It suits organizations that need a web-based lead generation platform to capture and verify consumer data as part of customer acquisition. Features and Usability ### What are the key features of Contactability? Contactability includes core insurance lead generation and lead management features, with live call transfers, configurable lead filters, and real-time lead delivery. Its dashboard supports interaction tracking, call recordings, lead-status tracking, and source tracking. Agencies can also pause lead flow, set call hours, adjust bids, and submit refund requests for disputed leads. Answer based on 75 reviews Overview ### Are Contactability insurance leads good quality? Contactability provides live insurance leads directly to agency phones, helping sales teams spend less time cold calling. Many agencies value configurable geographic filters, quote details, and responsive account support, while others report mismatched criteria, uninterested callers, inaccurate contact information, or inconsistent qualification for life and property leads. Answer based on 20 reviews Pricing ### How does Contactability handle billing and lead spending? Contactability supports prepaid lead spending and can help agencies manage call flow against their budget. Some insurance teams report worthwhile sales and competitive value, while others raise concerns about automatic rebilling, unexpected charges, limited lead availability, and difficulty recovering unused account balances after cancellation. Answer based on 23 reviews Pricing ### What is Contactability's refund policy for bad leads? Contactability lets agencies submit lead credit or refund requests through its dashboard with a simple online process. Some users receive quick resolutions for leads outside their filters, but others report denied requests, slow reviews, credits instead of cash refunds, and unclear eligibility rules for unqualified live transfers. Answer based on 23 reviews Getting Started and Support ### What training and onboarding options does Contactability offer? Contactability provides live online sessions and webinars to help teams get started. Live online sessions support guided setup and direct instruction, while webinars offer scheduled group training and feature overviews for users who want a structured introduction to the product. Answer based on 2 reviews Getting Started and Support ### What customer support options does Contactability offer, and how do users rate the experience? Contactability offers chat support. Users often describe representatives and account managers as responsive, professional, knowledgeable, and helpful with setup, troubleshooting, and lead concerns. However, some report inconsistent follow-up, difficulty resolving refund requests, and frustration with support explanations or account changes requiring contact with a representative. Answer based on 49 reviews Features and Usability ### How well does Contactability manage incoming insurance calls? Contactability gives insurance agencies direct control over incoming call volume, timing, filters, and lead settings. Teams value live transfers, call recordings, and dashboard access, but some report dropped calls, off-target transfers, incomplete caller details, and difficulty pausing service or configuring schedules for part-time staff. Answer based on 30 reviews ## Pros and Cons Responsive and dedicated support team 78% positive reviews out of 41 Most reviewers describe customer support as attentive, knowledgeable, and proactive in resolving issues quickly. Inconsistent and unreliable lead quality 40% negative reviews out of 55 Most reviewers report lead quality issues, citing irrelevant, inaccurate, or unqualified leads as persistent problems. ## Features AI summary Based on 5,388 Lead Management reviews Capterra data shows that buyers of Lead Management software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) Contactability supports **Lead Capture**, helping teams collect and organize incoming prospects more efficiently. However, it does not include **Contact Management** or **CRM**. Instead, the product offers **Pipeline Management** (**38%**) and **Interaction Tracking** (**36%**), which give businesses a way to monitor deal progress and keep a record of prospect communications, helping sales teams stay organized and follow up more effectively. API Application programming interface that allows for integration with other systems/databases Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics For Insurance Industry Intended to be used by insurers Interaction Tracking Track interaction history by documenting conversations for contacts Lead Capture Automatically identify and save contact information of potential customers Lead Distribution Route and distribute your leads to third party buyers Contactability 14 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - For Insurance Industry: Intended to be used by insurers - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Sales Pipeline Management: Pipeline view and tracking lead status - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons --- Get Advice We can help you find the software with the features you need. Features 4.2 (113) 4.2 Based on 113 reviews ## Pricing Value for money 3.9 (107) ### Starting price Free trial not available Value for money 3.9 (107) 3.9 Based on 107 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (116) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (116) 4.3 Based on 116 reviews ## User reviews Overall rating 4.0 Based on 117 reviews Filter by rating 5(64) 4(27) 3(4) 2(2) 1(20) Mentioned topic Sorted by most recent PH Patricia H. Agency Owner Insurance ### "Great Lead Management Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 22, 2020 Lead management for my insurance agency. There was practically no learning curve. Pros Leads pop-up in application and as an email. Very easy to navigage. Extremely user friendly. Good reporting. Cons I wish the notes would save in the lead record. Or if it does, I don't know where to find them there. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LC Laurie C. Office Manager Insurance ### "Great Customer Service " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 24, 2020 It was a pleasure dealing with \[SENSITIVE CONTENT HIDDEN\]. He was very knowledgeable about his product services and made it very easy to get things moving forward quickly! Pros This product is very easy to navigate through and set up was very easy with the walk through help of our advisor, \[SENSITIVE CONTENT HIDDEN\]. Cons So far, I haven't found anything that I do not like about this service! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AA atul A. Manager Insurance ### "Excellent lead provider if you are looking for leads for your insurance business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 4, 2020 Pros Intuitive functionality on the portal. mostly self-servicing which I like. Cons The portal should offer capability to each individual profile to manage the call options like when to receive or pause the lead. That will be very helpful. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DM David M. owner Insurance ### "Good Leads, Great customer Service" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 4, 2020 We are using them to supplement or lead source and keep writing policies. Pros They have good leads and great customer service Cons Some of the leads come thru with invalid information Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AG Alissa G. Owner Insurance ### "Six years in the business and this is the most impressed I have been with a lead company" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 4, 2020 great Pros I have always disliked buying leads because of the quality of the leads and/or the response of the company when trying to return. We have been using SmartFinancial leads for almost 2 weeks and I have been very impressed with things. Sure we have had some leads that were not good but \[SENSITIVE CONTENT HIDDEN\] has been responsive and the leads are quickly returned. So far so good we have closed several accounts in a short amount of time. Cons I wish that there was a Spanish speaker identifier Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KE Kari E. Agency Owner Insurance ### "Best Insurance Lead Generation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 21, 2020 Excellent Pros The software is easy to use and the quality of leads are good Cons The cost is slightly higher than the market Reasons for choosing Contactability Referral from colleague Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JF John F. Agent Insurance ### "Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 3, 2020 Pros it is easy to use and customize. the support you receive from the company is great. Cons nothing stands out. it works great for now Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Agent Insurance ### "Great Lead Source" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 17, 2019 Getting new customers is the key to maintaining for the first 10-12 years. We started using this a few months ago and love the new client acquisition ability. Pros Easy to use for a non-novice. Live and Delivered leads that are prequalified is a game changer! Cons I haven’t found anything that I dont like at this point. we’ve been using it for about 4 months and so far so good Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JP Jay P. Owner Insurance ### "Contactability" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 December 12, 2019 Ease of getting customers in the door is great - transfers;etc all worked great. i've hardly used software like this. They blow your phone up with calls and emails and calls and emails once you arent' with them anymore; It gets old. Pros Ease of getting customers in the door is great - transfers;etc all worked great. i've hardly used software like this. Cons They blow your phone up with calls and emails and calls and emails once you arent' with them anymore; It gets old. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Nik K. AGENCY OWNER Insurance ### "CONTACTABILITY HAS ABILITY" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 December 10, 2019 Overall, they are good for what they offer. Be mindful with internet leads they have a low conversion and low retention percentage. Pros If you are a scratch insurance agent or any agency looking for some quick leads to round out a month or year, Contactability is a good place to start. As with any internet lead company, keep your expectations low but they seem to be one of the better companies of the bunch. Their service is really good and they are constantly refining their process and filters. Cons As someone who has purchased thousands of dollars worth of internet leads, be prepared to be frustrated. You will receive leads that are nowhere near what your filters should be. There will also be times when you will not receive credit for a bad lead. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/132580/Contactability/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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