# Contactability Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Contactability the right Lead Management solution for you? Explore 117 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/132580/Contactability/reviews --- Contactability 4 (117) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Contactability Ease of use 4.3 Customer Service 4.3 ## Pros and Cons in Reviews AG Alissa G OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “We have been using SmartFinancial leads for almost 2 weeks and I have been very impressed with things.“ June 4, 2020 DM David M ownerInsurance, 2 - 10 employeesUsed the software for: I used a free trial. “Some of the leads come thru with invalid information“ June 4, 2020 PH Patricia H Agency OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “Good reporting.“ September 22, 2020 LC Laurie C Office Manager Insurance, 2 - 10 employeesUsed the software for: Less than 6 months. “So far, I haven't found anything that I do not like about this service!“ July 24, 2020 PH Patricia H Agency OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “Very easy to navigage. “ September 22, 2020 PH Patricia H Agency OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “Extremely user friendly. “ September 22, 2020 ## Showing most helpful reviews Showing 1-25 of 117 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nik K. AGENCY OWNER Insurance Used the software for: 1-2 years ### "CONTACTABILITY HAS ABILITY" December 10, 2019 4.0 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 David K. Agent/Owner Used the software for: Less than 6 months ### "Our Service Rep Florian has been great to work with helping us tweak our leads for success!" March 23, 2018 5.0 The leads seem better than what we are getting from other lead companies. The ease of use of the program was quite good. The ability to make changes to the demographics of the order right on the site is beneficial, but a few more filters would only enhance the platform. Pros I appreciate the ease of use of the system and the ability to track how a lead is being worked right here on the site. I also appreciate the ease of use of requesting refunds. Working with Florian has been a win so far for us here in the agency. Cons Two suggestions that would benefit us in the agency are 1) the ability to choose weekday hours for leads to come in like we do on Saturdays 2) The ability to add an age filter to the order for the leads. Review Source VR Verified Reviewer Office Manager Insurance Used the software for: Less than 6 months ### "Spare yourself the money" December 12, 2018 1.0 We are beyond unhappy with this service. Customer support told us that getting refunded was easy on their system if the lead was not a qualified lead, which is not true. We were not told that their idea of a "refund" is to still charge you for the bad lead, but give you your next one free. That was never disclosed to us up front. And the leads - we have gotten a few live transfers that were terrible, but the one that really upsets me with this company is they solicited an older guy that lived in a nursing home, whom was clearly not mentally competent to be entering into any insurance contract, and they were transferred to us anyway and then we had to fight for a credit. Team said they was going to "look into" the quality of the leads after we brought this to his attention. He called us back a few days later and didn't even remember what he was supposed to be doing for us. The icing on the cake was when he called today, not remembering that he stopped our live transfers to "look into" the lead quality for us, and gave the excuse that they had "system problems" (even though he's the one that turned our leads off) and turned our leads back on. I have not gotten any resemblance of competency with this company, and regret ever paying for their leads. Pros Dashboard is user-friendly, which is the only positive thing I can point to about this program. Cons Support team at Contactability advised us when we signed up that they had filters in place to make sure our leads were qualified - came to find out that is most likely a lie. We have found that most of the live transfers don't meet filters at all and then we are forced to fight for refunds. As another reviewer put, get to know the refund function - you will be using it often. Review Source Response from Contactability December 18, 2018 Thank you for reaching out to us at Contactability. We want to make sure we have a great working relationship with the business community, so you can imagine our disappointment with your experience. In order for us to review the situation, we will need your name to be able to check the account and make sure we find a solution for you. Please feel free to contact us at (877) 323-7750 or at info@contactability.com. Christina L. Agent Insurance Used the software for: Less than 6 months ### "Great Customer Service" September 14, 2018 4.0 My overall experience with Contactability has been very positive. They focus on quality and exceptional customer service which is very important these days. It's nice to work with a company with such a positive and professional approach. Pros It was very easy to set up my Contactability account. Our customer service rep has been great since the beginning. Very responsive and professional. He's also checked in along the way to make sure things are going smoothly and to address any concerns. It's very important to me to work with someone that is very responsive. Cons I have no concerns with Contactability at this time. Review Source Matt H. Sales Specialist Insurance Used the software for: Less than 6 months ### "Great Investment " November 6, 2018 5.0 We have used Contactability to grow our business. We have had a lot of success with live leads. I would recommend this to others in the insurance industry. Customer service has gone above and beyond and support team has an asset to work with. Pros Really easy software to use. If I ever have trouble the customer service goes above and beyond what is expected. My customer service rep has been very beneficial and made this a very easy easy software to use in day to day business. Cons Sometimes the lead doesn't meet requirements or has poor driving record. A lot of times they refund the lead when this happens. Review Source Mary T. Owner Insurance Used the software for: Less than 6 months ### "If you got what you paid for this would be gret" November 19, 2018 1.0 Very Bad. SCAM at best. Promise the moon and deliver a particle of dust. Will not refund money. Pros Can't say anything good about this company. They send and charge for leads that were not what were contracted for. 100% bad leads, so far. Cons Everything. I was promised life leads with filters. Filter included no pre-existing conditions and to age 50. Last lead was from a 54 year-old diabetic, smoker, obesity, and high blood pressure. Second call that came in was a hang-up. When I called the number back they stated they had not requested a life quote. First quote that came in was also with pre-existing conditions. Info on the leads is often false. I have received 3 leads in 2 months. Review Source Response from Contactability December 18, 2018 Dear Mary Thompson, We apologize again for any inconvenience and any misunderstanding. We have many successful agents working our life leads and for us is very unfortunate that It didn't work for you because your business is our priority. As of right now you still have a cash balance with us that we can send back to your credit card. The total amount is $380. Once we get confirmation from you to process the refund we will send you a confirmation email. Please feel free to contact us at (877) 323-7750 or at info@contactability.com. Thank you! Contactability David D. Field Sales Leader Insurance Used the software for: Less than 6 months ### "Let down after Let Down" February 13, 2019 1.0 This company is a hustler at best. False promises were made at the sale. I will recommend strongly against using this program to everyone i know and anyone who i run across looking for a live transfer company. Pros The only thing i liked was the ability to manipulate the schedule for my availability Cons \-Dropped calls before anyone answers after a transfer -Medicare calls even when i specifically asked not to receive them... over and over -"mobile caller" leads with no information. Just a blind transfer -the caller seems to be very confused as to why he/she is talking with me if we eventually get transferred -no return of funds -no reliable way to keep your account paused even when the admin pauses it. Review Source Response from Contactability February 15, 2019 Dear David, We understand your frustration about the dropped calls, but there's no way for us to control traffic or the way callers behave. This is just the nature of the business. After reviewing the calls, which you answered perfectly, we credited you for all of the dropped calls. We're unsure what else we can do to win you back. We'd love to do business with you again and hope you'll use the credits we're offering. Yours, The SmartFinancial Team Marc Vincion L. Agency Owner Insurance Used the software for: Less than 6 months ### "Thanks to Contactability!!!" October 17, 2018 5.0 They have been providing me with a steady stream of leads. They are not perfect but when I get leads that are not good they credit me very quickly!!! Thanks to Contactability. com for the leads!!! Pros After being in the business for 14 years and not liking lead companies Contactability.com has proved me wrong. They have been providing me with a steady stream of leads. They are not perfect but when I get leads that are not good they credit me very quickly!!! Thanks to Contactability. com for the leads!!! Cons Everything works well I have not had any problems!! Review Source Jared D. Agent Insurance Used the software for: 6-12 months ### "Love the leads!" January 5, 2018 5.0 Pros The ease of use of the program as well as the efficiency of the lead crediting process is what we like most. Review Source Tyson B. Owner Insurance Used the software for: Less than 6 months ### "Fantastic Exprience" December 6, 2018 5.0 We are a new agency and have team members that are new to sales and new to insurance. Their close rate has increased over 30% since we partnered with Contactability. The service has more than paid for itself. Pros The best part of Contactabilty is our Account Manager. He has made this an amazing experience. He works with us to keep our campaigns where we want them and continue to move in the right direction Cons We have zero complaints. It's been a great addition to our agency Review Source AJ Amy J. Owner Used the software for: 1-2 years ### " does have ease of use, the live calls and the internet leads are the best value for pricing. " February 1, 2018 4.0 Pros software is easy to use - refunds are quick and easy and the recordings come in handy as well. I like that we can see what is gong on in real time and the account manger is super helpful. Cons sometimes my refund requests are denied. The software could use some updates for ease of setting up different hours. we have part-time marketer and setting calls for 25 hrs a week requirement does sometimes mess up our schedule. Review Source BR Brad R. Associate Agent Used the software for: 1-2 years ### "Website is easy to use for tracking leads, returns, and processing invoices." March 27, 2018 5.0 I get real time leads with accurate information based on criteria and geography that I created when I signed up. I'm able to track successes and utilize information for future opportunities and x dating. Pros Being able to track leads in real time. Returns are easy to process and support from within is excellent. Cons I am very happy with the website and services provided within. I cannot think of anything on the con side. Review Source AM Adam M. Agency Owner Insurance Used the software for: Less than 6 months ### "Return Process and staff honesty are both awful." March 28, 2019 1.0 My experience was awful. The salesmen lie about the quality of leads, the filters and the return process. The customer service reps "forget" and claim they've never been emailed (even when you can show them copies of their own replies). The returns process of bad leads is a joke and a complete waste of time. The customer service reps also LIE about being able to refund your money and say things like "it's never been done before" although clearly from reading other reviews, money has been returned- and I eventually had a portion of my money returned. The level of dishonesty from staff is astounding and you can't get any satisfaction until you find someone in a supervisory role. Pros The software was not hard to use. Not much else to say. Cons The system of notification of declined leads. Review Source rM roblyn M. broker/agent Used the software for: 1-2 years ### "awesome!" March 22, 2018 5.0 Pros "Contactibility leads" are absolutely the best!!! I have tried them all being a broker for 12 yrs+ ever quote, quote wizard, etc nothing tops "contactibility leads" I would recommend them to any agent or company 6 stars across the board!! Cons Sometimes you get a bad lead but thats normal. Review Source LT Logan T. Owner Insurance Used the software for: Less than 6 months ### "Customer Service is Lacking" August 8, 2019 2.0 I am not pleased with it. Really could have been a great experience if the follow through would have been better. Pros I love the concept in theory. The idea of sending emails that I design to designated marketing lists is fantastic! Cons It’s not the software. It’s the company. The sales team is stellar at the on boarding but they promise to get you set up for your first batch of emails to go out but the follow through is really lacking. Review Source Response from Contactability August 9, 2019 Hi Mr. Terry, We are sorry you had a bad experience, but this doesn't sound like our product. You may be confusing us with another company. Sincerely, The SmartFinancial Team GR Gerald R. Agency owner Insurance Used the software for: 6-12 months ### "review" April 17, 2019 4.0 The customer service is great. Pros Ease of use when transferring the information. Cons Cannot complain it is easy to use. I can always call if I have a problem. Review Source CJ Carole J. Sr. Sales Associate Insurance Used the software for: 6-12 months ### "easy to use" June 9, 2018 5.0 leads Pros great customer service, quick response from the sales contact, it is very easy to use and encompasses most of the return reasons we come across Cons Although the software indicates that it has reported, the ability to run them is not there and the type of report that would be most beneficial is not there. Review Source MA Michael A. Sales Insurance Used the software for: 6-12 months ### "Love it " April 17, 2019 5.0 great Pros Quality leads and great customer service Cons The price is a bit high but seems to be worth it so far Review Source TM Tim M. Agency Owner Used the software for: Less than 6 months ### "No disclosure up front- even my account rep confirmed I was mislead from the start. " March 17, 2018 1.0 Don't waste your money or time! Poor leads, poor search criteria. This is the first negative review I have ever written online for any company- if you knew me personally- I am a very easy going and understanding person. This company is terrible. Cons I am an open minded easy going person. It takes a lot for me to get frustrated. I called multiple times. Tweaked my criteria several times. Most numbers are either bad or you don't get people. This is me calling within 5-10 minutes of receiving the contactability lead. Those that we were able to get a hold of -over half said they never requested the quote and a forth said the people we were asking for- was not them. Review Source RR Robert R. Partner Insurance Used the software for: 1-2 years ### "A+ SERVICE" October 12, 2018 4.0 Pros Easy log in, easy functions and great service. Cons No cons. Extremely happy with the company. Review Source LB Lee B. Agent Insurance Used the software for: Less than 6 months ### "Leads Are Legit" June 7, 2019 5.0 This is the best one best far and I look forward to continue the usage of their system. Pros The bottom line is getting in front of as many prospects as possible is the game. With the shareds being real time, it's a no brainers to use Contactability. Cons Just like any other kind of shared leads it's about how you work them. I really don't have anything bad to say about them to be honest. Review Source KE Keana E. Telemarketer Used the software for: Less than 6 months ### "Awful " July 6, 2018 1.0 None Pros There is no pros in this lead system whatsoever. I have everything that i needed to say in the cons section below. Cons My agency office went with this company and was the worst lead system we have gone with. They took more money after the deposit was used up and was not authorized to do so. The leads were horrible. The people were not interested or did not want to give their information to get a quote from us. The people who worked at Contactability were not even getting the right information for these people. Do not go with them. Review Source DS Diana S. Producer Insurance Used the software for: Less than 6 months ### "Great lead quality and easy to use. " April 26, 2018 5.0 We have received high quality leads from this service and the transition has been great! Pros The software is visually appealing and easy to use. I have full control of incoming leads once I learned the software - which only took a few minutes. The calls come straight to my phone without having someone transferring the call which makes it go more smoothly. Cons Can't tell the software what type of SIC codes are needed or to be excluded. It would be nice if we could limit the types of leads that come in based on industry or business type. Review Source DU Dan U. agent Insurance Used the software for: Less than 6 months ### "Beware of these scam artists" August 10, 2016 1.0 HORRIBLE HORRIBLE COMPANY. Do waste your money with these scammer artists. They are trying to monetize bad information by scamming agents. They don't verify that anyone one of the leads actually wants an insurance quote. I received homeowner insurance leads for mosques, hotel rooms, and one for a 19 year old kid who obviously didn't own a home and didn't know why I was calling. If you do decide to get taken advantage of by these fraudulent thieves, they will NOT refund any money you give them. They only refund bad leads with more bad leads. You have been warned. -5 stars for this horrible horrible company. Review Source JS JOHN S. Owner Insurance Used the software for: Less than 6 months ### "Excellent Leads" August 10, 2018 5.0 Excellent! Customer service is excellent, the returns are excellent! Pros The leads give me real time conversations with people. I was using other companies, and they did nothing or me. I signed up for this service, and have tripled my money. Cons Nothing negative to say - they've been excellent to me. Review Source Similar Products Featured