# Page 3 | Contactability Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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 3 - Reviews of Contactability

## Showing most helpful reviews

Showing 51-75 of 117 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CL

Chris L.  
Exclusive Agent  
Insurance  
Used the software for: 6-12 months

### "Great value and Great Customer Service"

December 19, 2017

5.0

This software helps my business grow and move in the direction I want to go. They are my go to company for leads.

Pros

Dependability and price is the main focus. I have been very pleased with both. They truly respect my opinion and if bad leads are coming in, let the account manager know and they will resolve the issue.

Cons

Usually the leads go from bad to good Monday through Friday. Leads on Monday are usually horrible...

Review Source

JP

Jim P.  
Owner  
Insurance  
Used the software for: 6-12 months

### "Solid leads. Website is easy to use"

April 27, 2018

5.0

I save time. I simplify my lead follow up process.

Pros

It is simple and easy to use. Not crammed with a bunch of useless features. It helps me keep my leads organized.

Cons

Can always use more free-form space for notes and comments on each lead. I would like more space to type in comments and info about a particular lead so when I return to it, I can pick up where I left off with them.

Review Source

AG

Alissa G.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Six years in the business and this is the most impressed I have been with a lead company"

June 4, 2020

4.0

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

EW

Elton W.  
Agency Owner  
  
Used the software for: 6-12 months

### "We got off to a poor start. We were fortunate to work with our customer support and he is responsive."

February 28, 2018

4.0

Ease of use and it works with multi users.

Pros

Easy to use. The tools are fairly intuitive and it is possible to make on screen notations for others on the team. It helped the team to be more efficient in contacts and follow-up.

Cons

The software is fine, the quality of leads can ebb and flow. You need a good contact to work through the concerns.

Review Source

WF

William F.  
Sales Manager  
Insurance  
Used the software for: 1-2 years

### "Quality"

November 21, 2018

3.0

My experience started out OK but went down hill quickly...as is the norm with most lead companies.

Pros

The customer service and website interface is top of the line.

Cons

Over time, the quality of the leads became worse and worse along with our pricing going up. Also, when I first started, I was ensured I was the only agent from my company working with Contactability. 6 months later...I was getting prospects saying they were already contacted by another agency. Not acceptable.

Review Source

JF

John F.  
Agent  
Insurance  
Used the software for: 6-12 months

### "Review"

January 3, 2020

5.0

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

RG

Rob G.  
Manager  
Insurance  
Used the software for: 6-12 months

### "One of the best"

June 12, 2019

5.0

Pros

The customer service and the return policy

Cons

The leads come in 24/7 so leads coming in on the weekends are tough

Review Source

LQ

Luis Q.  
Agent  
Insurance  
Used the software for: 6-12 months

### "Lead producer"

March 12, 2019

5.0

Pros

Easy to manage your settings of the application,

Cons

I have no cons so far, I am pleased them working for me

Review Source

SG

Sam G.  
Agent  
  
Used the software for:

### "Spend less time dialing and more time closing deals with Contactability"

December 13, 2013

5.0

I've never liked dialing my leads - and sure I've heard all the talk about how you have to work them blah blah. Fact is there are 4 of us in my office and we are busy taking care of our clients vs. dialing. Not to mention I hate the stress of reaching people on the phone or having to return a bad lead, its just a hassle I don't like. However....since using Contactability our workflow is changing. Now I only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said, etc... Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically. Oh - and the bad leads are easy now - we just get and download a report and send to our lead providers and get our money back vs. having to do all the work ourselves (not to mention deal with the bad lead customer). Cons? I want more features - if its this good already lets see what you can do to make me even happier!

Review Source

CC

Casey C.  
Insurance agent  
Insurance  
Used the software for: Less than 6 months

### "Customer service 2nd to none"

February 12, 2019

5.0

Pros

I have been incredibly impressed with contactability. Their pricing is very competitive, but their service sets them apart. They have the best refund policy I have seen, if a lead is of poor quality or does not match the filters you set, they refund almost same day most times. my account manager is a stud. Several times I have emailed him with a question, and he calls me within minutes to answer or assist me. These guys go above and beyond to ensure the leads are qualified and that you are successful. Cant say enough about these guys!

Cons

I have none., they really do exceed my expectations and it is very easy to use.

Review Source

AL

Andresa L.  
Agent/Owner  
Insurance  
Used the software for: Less than 6 months

### "Best experience ever"

June 26, 2019

5.0

Rep was a great big help to me. He even gave me some marketing tips that were very beneficial to my company. It has been a while since I signed up with a company that truly care about you and your company and not just the sell, and Rep made me fell welcome and honored. If anyone ask I recommend that you sign up with SmartFinancial. You will definitely be satisfied with the process and service.

Pros

Very easy to use and great support from their team

Cons

everything was great. it was an overall great experience

Review Source

PM

Patrick M.  
Agent  
Insurance  
Used the software for: 6-12 months

### "By far best lead company"

September 28, 2018

5.0

Overall I would recommend this lead source to anyone.

Pros

The dashboard itself was very easy to get around. If we ever need a refund for whatever reason it is just a click of a button.

Cons

Occasionally we will have a bad lead or two but that is normal with any lead source.

Review Source

VR

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

### "Great Lead Source"

December 17, 2019

4.0

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

KO

Kurt O.  
President  
  
Used the software for: 6-12 months

### "We've had a great experience with Contactability! "

March 26, 2018

5.0

Pros

Ease of use. We've used companies like this before and contactability by far has the best system out there!

Cons

The only thing we don't like about the system is that sometimes it doesn't pull all the info that we are needing.

Review Source

AW

Andrew W.  
Agent  
Insurance  
Used the software for: 6-12 months

### "Great Leads!"

August 17, 2018

5.0

We are seeing great conversion ratios with the leads we receive from Contactability. Also, the customer service has been excellent!

Pros

Very easy to use and particularly easy to navigate.

Cons

Cannot make changes without talking to a customer service rep.

Review Source

JB

Jason B.  
Agent  
Insurance  
Used the software for: Less than 6 months

### "My office is having great conversations with qualified customers."

January 17, 2018

4.0

We use this software to generate sales leads to our office.

Pros

Receiving live transfer calls reduces the amount of time we spend cold calling to get customers on the phone. My sales people love it because the prospecting work is so much less with these calls. They get a qualified customer on the phone, and using the dashboard is simple. I like that the calls are recorded so I can listen to my teams conversations later for training.

Cons

Some of my team doesn't always get the emails regarding leads. This can make it difficult for them to see customer information.

Review Source

LC

Laurie C.  
Office Manager  
Insurance  
Used the software for: Less than 6 months

### "Great Customer Service "

July 24, 2020

5.0

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

CS

Connor S.  
Agent/Owner  
Insurance  
Used the software for: Less than 6 months

### "I have had the service for a month, and it is easily my best ROI for any "internet lead" vendor. "

March 28, 2018

5.0

Direct contact with consumers who are actively looking for insurance.

Pros

You get what you pay for with Contactability: A direct contact with someone truly looking for insurance. In addition, if the consumer wasn't actually looking, they have the most loyal return service I have worked with in my several years working with various internet lead vendors.

Cons

It's difficult to come up with what I "least" like. Probably the life leads. They are indeed looking for life insurance, but the consumers typically have unrealistic view of coverage/premiums.

Review Source

CK

Carol K.  
Agency Principal  
Insurance  
Used the software for: Less than 6 months

### "Contactability Keeps Its Promises"

March 8, 2019

5.0

A pipeline of new leads is difficult for a small insurance agency. This program has turned my activity from dismal to fantastic. There are more leads than I can efficiently handle. My experience has been nothing but positive. Good leads, good support, great software.

Pros

There is no learning curve. If I can use it, anyone can.

Cons

I've only been using it for a week, and I don't have any criticism.

Review Source

JG

Jason G.  
Account Manager  
Insurance  
Used the software for: Less than 6 months

### "READ THESE REVIEWS! No Not Recommend "

August 21, 2017

1.0

none

Cons

They are good at scamming you out of more money, Whenever you call and talk to customer support they feed you lies and tell you to pay more. They do no background work to see if the lead is actually legit, I received 21 leads before I decided to request my money back from these scammers because not one person answered there phone, these people aren't looking for insurance or waiting for an agent to call, they have no clue anyone is going to call. I didn't receive any refund from those 21 leads.

Review Source

TC

Trish C.  
Agent  
Insurance  
Used the software for: Less than 6 months

### "Quality over quantity makes for an effecient sales funnel"

September 25, 2018

4.0

Our account representative has been so fantastic to work with!! We started off slow with just a few categories, and have ramped up with all product lines.

Pros

There are many filter options that allow you to increase the quality of each call/lead. The dashboard is very user friendly and simplifies the analysis of lead follow up. When we need to return a lead, it is very easy to submit and the request is addressed in a very timely fashion.

Cons

It would be ideal to assign users to each lead being worked for accountability purposes.

Review Source

BS

Bryab S.  
Contractor  
Construction  
Used the software for: 6-12 months

### "Easy to understand and they handled it for you"

June 10, 2017

5.0

Good software for the money,

Pros

The ease of setting up the program. Sturctured around your needs. Support staff that is very knowledgable

Review Source

PH

Patricia H.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "Great Lead Management Product"

September 22, 2020

5.0

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

VR

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

### "Easy to work with. Website user friendly. "

January 31, 2018

4.0

Pros

Customer service. Representative was great to work with and provided me all of the needed information to get started.

Cons

Does not work with some CRM software. Have to manually load the leads into our CRM system which takes extra time.

Review Source

CG

CHARLES G.  
Insurance Broker  
Insurance  
Used the software for: Less than 6 months

### "Best lead company I've worked with. "

February 7, 2018

5.0

Pros

Contactability is easy to work with and they have a customer service representative assigned to me who helps me if anything comes up.

Cons

I'm really looking for only homeowners quote and sometimes there are prospects who are passed to me who are looking for condo insurance.

Review Source

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