# Page 2 | Contactability Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Contactability

## Showing most helpful reviews

Showing 26-50 of 117 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SE

Scott E.  
President  
Insurance  
Used the software for: 6-12 months

### "DO NOT GIVE THIS COMPANY YOUR MONEY"

August 6, 2018

1.0

I would rather pull my finger nails out with pliers, than give this company another dime.

Pros

Dashboard is simple enough to use, all you will end up doing though is requesting refunds so no need to learn any other parts of it.

Cons

Leads do not meet filters you pay for. In my case over 90% of my leads did not meet my filters I paid for. When you request a refund on a "transfer lead" that does not meet the filters you pay for they tell you they can't control if the insured is honest with them on the phone and deny your refund request. I have sent MVR & CLUE reports showing multiple violations and it does not matter to them.

Review Source

Response from Contactability

August 8, 2018

Dear Mr. Erickson, 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. We have reviewed the facts related to this complaint, and we noticed that we issued a refund of $698 back to your account out of the $750 you deposited. We also notice that there was constant communication by email and by phone between you and your Account Manager. We apologize again for any inconvenience and any misunderstanding in the process of working the leads, but we can assure you we hold ourselves to the highest standards and merely wish to serve the insurance professionals community. Despite any misunderstanding, we would be happy to discuss any concerns or questions you have about our services, or even to further discuss your complaint. Please feel free to contact us at (877) 323-7750 or at info@contactability.com.

VR

Verified Reviewer  
Sales Associate  
  
Used the software for: Less than 6 months

### "I have been working with Contactability for two months for life insurance leads"

January 9, 2018

2.0

Hate cold calling and was hoping it would provide me with enough viable leads to get some additional business. If my ROI had been better I wouldn't have minded paying for the service.

Pros

The software reporting system is really clean and works well and they are good at sending you leads. Their customer service is also willing to work with you and they really tried to help me improve my ROI. The people I worked with with very professional and always helpful

Cons

The leads are terrible... Out of the 50 leads I got only one person said that she had intentionally asked for someone to contact her. Many others said they had never requested information and most said they already had life insurance. What was really concerning is that they say they scrub the leads but I got leads from people that were 80 years old and people that on paper had said they were 5'2" and 190 lbs. There were some other concerns as to the viability of the leads. Really disappointed that it did not work out.

Review Source

EH

Erika H.  
Agent  
Insurance  
Used the software for: Less than 6 months

### "DO NOT USE IF YOU ARE IN MN "

March 27, 2019

1.0

Pros

The pausing abilities were what I had liked about the software.

Cons

I read these reviews. Everything seemed fine. I picked two zip codes and ended up putting $400 into this. I got calls from other zip codes. One was not even in Minnesota. The refunds got rejected. NO explanation. Many of the calls were presented with no person on the other line and no information besides their phone number. I tried to call these leads numerous times. I do think they were fake. It was so sad and disappointing. Do not use this lead company. Poor leads, poor system, poor customer service. After you cancel they do not care about the last four calls you have coming in. Those were the worst, not even a person on the line or the call was transferred to you for 2 seconds only. You have to cancel before your funds are gone so there was no other option.

Review Source

Response from Contactability

April 9, 2019

Dear Erika, We are sorry you weren't happy with the service we provided you. We want you to know that we do care that you're unhappy. However, when we give you only a phone number, it's because we've transferred a call to you which went unanswered. With live-transfer calls we only have phone numbers. We've tried to work with you by crediting you and asking that you use our guidelines which ensure agent success. We truly wish there was more we could do. If you ever decide to take us up on our credits and try again using our very reasonable guidelines, we'd be happy to help you. Yours, The SmartFinancial Team

VR

Verified Reviewer  
Agent  
Insurance  
Used the software for: Less than 6 months

### "horrible all around"

September 6, 2018

1.0

Support team from contactability called me and once I was signed up they didn't care to follow up with me or provide the service that I needed. It's been several months since I cancelled their services and asked to be taken of their call list, through voicemail. I have received several calls from an ohio related to this company based number that won't stop calling.

Pros

horrible leads, they do not take you off their do not call list

Cons

I've left several messages asking they take me of their call list and they keep ignoring it. I've also spoken to my associate who left a five star review here. We happen to work for the same company but he admitted to me to cancelling the services after leaving the review, due to the detonating quality of the leads provided by this company.

Review Source

VR

Verified Reviewer  
State Farm Agent/ Small Business Owner  
Insurance  
Used the software for: Less than 6 months

### "Easy to work with! "

October 12, 2018

5.0

Contactability helps provide immediate, quality leads. It is great to be able to pick up the phone and quote a live person, vs purchasing an internet lead you may or may not get ahold of.

Pros

I love how easy it is to work with the website, as well as the associates at Contactability! the customer representative is wonderful, and makes sure that I am getting the most out of my money!

Cons

The system automatically will decline some of the returned leads, however a simple phone call will allow them to review it and get you the credit if it is deserved. It would be easier if there was an audit button on the site to request a review of the declined lead returns, but the phone call isn't that painful to make since they answer quickly!

Review Source

GB

Gary B.  
Owner/Broker  
Financial Services  
Used the software for: Less than 6 months

### "Total Ripoff"

December 21, 2018

1.0

TOTALLY UNCOOPERATIVE AND BASICALLY STOLE MY MONEY!

Pros

THIS WAS A TOTAL RIP OFF SO NOTHING TO LIKE

Cons

Service was to provide insurance leads by phone connection. Calls were transferred to us and prospects were confused and openly stated they did not request information. No refunds were processed and when I complained and cancelled the account they ran additional leads through and changed my credit card again. MANAGER BASICALLY SAID TOO BAD. DO NOT USE THIS SERVCE!!! WAS NA EXPENSIVE LESSON.

Review Source

Response from Contactability

December 26, 2018

Mr. Been, 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. We have reviewed the facts related to this complaint, and here is what we found. All leads/calls sent to you were valid quotes. Below the details: Thomas: Wanted a general liability for $1,000.000. The agent promised a callback. Tara: The customer wanted a commercial auto policy. The agent promised to call back with the quote. Angel: This consumer called 3 times. No one answered at your office. He waited on the phone for at least 2 min. Andrew: Voicemail. You missed this call. Steve: Consumer called twice. No one answered. Missed opportunity. We noticed that you spoke with one of our floor managers and she offered several solutions to help with your concerns. Please let us know how you want to proceed. Contact us at (877) 323-7750 or info@contactability.

BO

Buchi O.  
Agency Owner  
  
Used the software for: 2+ years

### "Overall, great experience using Contactability. The software is very user friendly."

January 31, 2018

5.0

Ability to review and listed to our transferred lead calls. Easy to use software and ability to pause leads.

Pros

The dashboard gives a good summary of your most recent leads. It is easy of use, ability to pause leads at my convenience. As a Agency manager, I can listen to the calls to make sure my producers are utilizing consultative selling. I can request credits/refunds directly online. Our account rep is always quick to respond when needed.

Cons

Once in a while, we do get transfers from clients that are not shopping for insurance. But we typically just send them back for a refund/credit.

Review Source

VR

Verified Reviewer  
Agent and Registered Representative  
  
Used the software for: 2+ years

### "Always easy to talk with when I have questions"

December 19, 2017

4.0

Pros

This system flows nicely into our system so possible leads are easily handled. Potential customers get a great experience.

Review Source

NW

Nick W.  
Principle  
Insurance  
Used the software for: 2+ years

### "Excellent Leads"

November 15, 2018

5.0

Pros

Excellent customer service and excellent lead quality for live transfers. The support is far superior than any other lead service we have tried in the past.

Cons

They needy to start adding life leads. We use them for commercial and personal lines and they are really good. They should consider life leads as well.

Review Source

AC

Alex C.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "The worst lead transfer experience I've ever had"

August 30, 2018

1.0

I would rather go out of business than use this company again.

Pros

This program is a scam. They have a feature called "auto rebill" where the take the liberty to charge you more money when the account gets low and they refuse to refund that money without cancelling your account. Not to mention that 75% of the leads I received were out of the filters that they guaranteed would great. When I complained about the leads being out of filter, they offered me a program where I wasn't able to return the leads, regardless of them being in filter or not. Does that make sense to anyone???

Cons

The customer service was atrocious. My account manager himself is not making these decisions, I understand that the company puts these guidelines in front of them. But when you have bad rules you don't lie to the customers about it. And then when they have the exact problem they were worried about, don't act like you went through it all and explained everything. Have some common sense!

Review Source

JV

Jon V.  
Agency Principal  
  
Used the software for: 2+ years

### "Contactability has led to many sales...quality leads at a great price"

April 27, 2018

5.0

Pros

Very easy to adjust profile, leads come in real time and are better quality than other companies I have tried

Cons

The lack of pause function for weekends. It is very easy to adjust the leads down for the weekends but we end up just doing them on Monday as we can't pause them altogether.

Review Source

TW

Tammy W.  
owner  
Insurance  
Used the software for: 6-12 months

### "Highly Recommend "

October 16, 2018

5.0

We use this company every single day. I can adjust when I want the calls to come in and how many I want at a time. My agents get more First call sales from them than with any other company we have tried. Our Rep and he is amazing. He continues to check on us and helps me make adjustments if needed. We have a great success rate with their live calls. I highly recommend them. Make sure you go into detail with your Rep as far as filters you want and let them help set you up.

Pros

It's so easy to use. I can track the calls, I can listen, and I see how fast they refund a lead that does not meet the filters we have.

Cons

I wish we could remove the calls that were refunded.

Review Source

Ron B.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "The support staff at Contactability is another reason for this company's greatness"

May 11, 2018

5.0

Great leads, great company

Pros

Leads are great, customer service is very easy to deal with. Rarity in this business. And The support staff has always been responsive and helpful.

Cons

I don't usually rate 5's across the board, but this company is one of my favorite leads company. Always makes me happy when I see their leads come in

Review Source

VR

Verified Reviewer  
Fiancial Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Ease of use once educated on software a real plus "

January 25, 2018

5.0

Pros

1-ability to hear my own calls so I can improve-2-ability to see where I am at with funds available for bids, visibility of cost per lead, ability to adjust bid-My" handler/ tour guide/software educator" Gavin genuinely interested in making this program/system work for me

Cons

without a guide to take me through software first(two )times, there would have been a big issue-the bid part of software really can't be explained fully without a "guide" and the details of how it works makes a big difference in how many leads are actually being sent to you. The relationship of bid strength to lead generation not precise but i feel very important for user to understand

Review Source

Alex P.  
Owner  
  
Used the software for: Less than 6 months

### "Super Intuitive to use"

December 19, 2017

5.0

Pros

It's visually appealing. I can pause leads. I can change where the leads are coming from. I can adjust the number of leads coming in. I can keep notes on each lead. I can request a refund with one button.

Cons

I don't have any complaints. I would suggest being able to delete leads once a refund has been granted.

Review Source

SL

Stanley L.  
agency owner  
Insurance  
Used the software for: 1-2 years

### "Reliable lead generator for auto quotes"

April 27, 2018

5.0

The system is user friendly and people that are transferred to you actually want auto insurance.

Pros

The software is user friendly. The setting allow for you pick the hours of the day you are open and close. The information for the client is also emailed to you

Cons

You can not cut the system off for extended periods without calling customer service. Some times you get calls from out of state that you cannot quote.

Review Source

SQ

Samuel Q.  
Agency Producer  
Insurance  
Used the software for: 6-12 months

### "Company is professional and proficient. The leads they provide tend to be high quality."

January 31, 2018

3.0

We got some good insurance leads. We will continue to use the product as long as the leads are reasonably priced and high quality.

Pros

I like that the company provides all of the information they have about the customer. It helps when we do not have to ask a customer questions that they have already answered online.

Cons

Sometimes the leads are do not fit the specified qualifications we ask for. Many do not have prior insurance even though they have filled out a form that says they do. It isn't any fault of the company, just a frustrating issue.

Review Source

RA

RUBIO A.  
Licensed Sales Professional  
Insurance  
Used the software for: 2+ years

### "EXCELLENT! I really like this lead source!"

March 28, 2019

5.0

Pros

Real leads that are affordable and accurate information is provided. System is very user friendly. Leads that are not valid are refunded in a very short time.

Cons

There have been a few times that the customer has already been insured with Allstate or requirements are not met to even qualify with Allstate which means filters are not accurate.

Review Source

DS

DANA S.  
FSL  
Insurance  
Used the software for: Less than 6 months

### "FRAUD"

January 17, 2019

1.0

HORRIBLE, THEY ARE COMPLETE CON'S!

Pros

They will promise you that they will charge you a certain amount and then charge you a different price. They then will say that they will refund you and won't. Please do not use this resource, their leads are HORRIBLE! AND CUSTOMER SUPPORT IS A BOLD LIAR!

Cons

This is a completely fraudulent lead company, stay clear!

Review Source

Response from Contactability

January 18, 2019

We are sorry to hear that you are frustrated. It is our policy to be upfront about everything you will be charged for. As a reminder, we have processed a full refund to your payment card, you will see your funds within 5-7 days. Please always keep in mind that no lead is a sure thing. We're here to help you get the most out of the leads we provide you in the future. In fact, since you were unhappy with the service you received, please contact our Director of Customer Experience so that you are in the best hands. Carolina's number is 310.853.8371. She's open to hearing more about your concerns. Thank you, The SmartFinancial Team

Sergio L.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "User friendly software. "

January 8, 2018

4.0

Pros

What I like the most about this software is how easy it is to understand and navigate. I also like the lead volume that this software allows.

Cons

Asking for a refund is easy, however, I would like for the review of refunds to be faster and maybe automatic.

Review Source

Cindy D.  
Insurance Agent  
Insurance  
Used the software for: Less than 6 months

### "Contactibility Review"

September 21, 2018

3.0

My representative, has been very helpful and attentive to my needs. The leads have not been the greatest, but I think they are working on it.

Pros

The software is easy to use. It's easy to look at what you need to.

Cons

Not many. Sometimes I get duplicate leads, but they do credit me.

Review Source

MK

Mike K.  
insurance agent  
Insurance  
Used the software for: Less than 6 months

### "DO NOT BUY LEADS FROM CONTACTABILITY!"

September 19, 2018

1.0

I worked with some nice people who convinced me to try their service. The problem is they are selling garbage and they refuse to refund any of your money when you can't get what you're paying for. DO NOT GIVE THEM YOUR BANK ACCOUNT OR CREDIT CARD INFORMATION. You will regret it. These people are a bunch of smiling, friendly thieves!

Pros

Their friendly, professional sales people will convince you to try their lead program but they don't back up what they're selling. It's garbage!

Cons

This lead program is a scam. They send you leads that are not within the parameters you requested and all you get are excuses and more bad leads when you complain about lead quality. You can't pay as you go. They insist on auto billing your credit card and they will not refund any money that they take from you. This is absolute theft and should be reported to the state's attorney general's office.

Review Source

JR

Joel R.  
Agency Owner  
Insurance  
Used the software for: 6-12 months

### "Very pleased with quality and customer service"

July 9, 2019

5.0

I have been using Smartfinancial/Contactability leads for approximately 6 months and we have seen some great success. The support staff is awesome to work with!

Pros

The system is quite easy to use. The leads automatically flow into my CRM.

Cons

To date, I have been very pleased with the software.

Review Source

CH

Cathy H.  
Principal  
  
Used the software for: 1-2 years

### "The customer support is great to work with"

February 1, 2018

3.0

Pros

Easy to use and one of the customer rep is always helpful. He is easy to contact an always returns a call. The few times that he has not been in his co workers are also great.

Cons

When its down stops production. Other than that it is very user friendly. Aside from that it works fine.

Review Source

Tony D.  
Owner/Agent  
Insurance  
Used the software for: Less than 6 months

### "Amazing Customer Service"

August 9, 2018

4.0

Contactability is a good lead source with a steady flow of leads.

Pros

Get a good amount of leads, customer service rep is awesome to deal with

Cons

Wish I could export out info to a excel file.

Review Source

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