# Contact Boss Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Contact Boss the right CRM solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/195270/Contact-Boss/reviews

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Contact Boss

4.8 (10)

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

# Reviews of Contact Boss

Ease of use

4.8

Customer Service

4.9

## Showing most helpful reviews

Showing 1-10 of 10 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Rory F.  
CEO  
Biotechnology  
Used the software for: 1-2 years

### "Contact Boss was the right solution"

February 17, 2020

4.0

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.

Pros

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 compatibility with EventBrite and attendee capture was excellent. The audit and tracking features are a very nice surprise that I wouldn't expect on a low cost product like Contact Boss.

Cons

We initially had an issue with transferring legacy data from our old system to CB. But Contact Boss personnel took care of the matter and the transfer went smoothly.

Reason for choosing Contact Boss

Ease of use, price, features.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Interface, data management, features, syncing among staff.

Review Source

JM

Jeff M.  
Partner  
Financial Services  
Used the software for: Less than 6 months

### "Great product, excellent value for money! "

February 20, 2020

5.0

In our business, we are heavily reliant on our contact list and being able to quickly search and sort our contacts by specific groups. Contact Boss has become our online 'Rolodex', where we can quickly find contacts and see a history of past contact points we have had with them and key information about them and their companies. Contact Boss is saving us a lot of wasted administration time and has allowed us to elevate our customer service to the next level.

Pros

Ease-of-use; simplicity; fast customer service; functions to export contacts quickly to email, PDFs or Excel; intuitive user interface; high-accuracy search functionality

Cons

Although it is relatively simple to import contacts, there could be some functionality to simplify the contact import process in the future; such as directly from mobile list, LinkedIn contacts, photos of business cards, etc. These functions may come with time.

Reason for choosing Contact Boss

Salesforce had much more functionality then we needed for a smaller company like us. With more functionality come a higher price too. Contact Boss gave us what we needed at a more affordable price.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

We needed a centralized system for our contacts that was easy to search, sort and export. Previously we were spending too much administrative time and poorly keeping track of our contacts.

Review Source

NP

Nik P.  
Head Of Growth  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Simple, Powerful and Easy To Use"

March 25, 2020

5.0

This is a fantastic tool to keep a large database of contacts organized without the need for a clunky CRM with all sorts of features that never get used.

Pros

The onboarding experience is intuitive and easy, once the trial is activated, there is no steep learning curve involved to start using the software. I particularly like the predefined options available, for example identifying contact types and their roles come standard out of the box. This allowed me to get started right away inputting contacts and assigning their roles without first having to figure out how to create custom role types. The other notable features I love is the search and export functionalities. Furthermore, form integration is great way to allow contacts from our website who fill out the form to be automatically created as contacts in ContactBoss, this reduces hours of manual data entry.

Cons

While the default form builder is great, our workflow for our business form that we use on our sites are also integrated with other tools, it would be great to have an integration with Zapier, this way it would allow other form tools to feed data directly into ContactBoss, while also allowing continued use of existing integrations with other tools as well.

Review Source

VR

Verified Reviewer  
Realtor  
Real Estate  
Used the software for: 1-2 years

### "Contact Boss"

February 18, 2020

5.0

Pros

The search features are better than most database software, making it very easy to look up contacts.

Cons

Could have more CRM features built in to the software.

Review Source

GL

Gerry L.  
Director  
Accounting  
Used the software for: 1-2 years

### "Supporting M&A"

February 27, 2020

5.0

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 several months down the road, assisting us identify market opportunities for our clients. This has translated in more value for our clients.

Pros

Software captures key information when contact is set up which allows greater reach and efficiency down the road.

Cons

Would like to have the ability to self-customize more fields etc.

Reason for choosing Contact Boss

Contact Boss offered a better tool to manage the contacts we have and be able to scale much easier as our contacts grew.

Review Source

MS

Mike S.  
Director  
Media Production  
Used the software for: 6-12 months

### "Media Company"

February 25, 2020

5.0

I couldn't believe how powerful the software is, it does everything we need and more.

Pros

It is very cost effective! Compared to other softwares we are getting the most value with Contact Boss.

Cons

It has a slight learning curve but the videos make it easy to learn fast!

Reason for choosing Contact Boss

Far too expensive and overly complicated.

Review Source

NS

Nindiya S.  
MArketing and Special Projects Manager  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Contact Boss Review"

February 18, 2020

5.0

I am very happy with the customer service and prompt reply if we have any issues.

Pros

I like it is user friendly and we are able to customize it based on our requirments.

Cons

I would like to see more customized graphic element for the software so it looks similar to our program branding.

Review Source

VR

Verified Reviewer  
Owner  
Marketing and Advertising  
Used the software for: I used a free trial

### "Contact Boss"

February 13, 2020

4.0

It's great to find a contact management system that works well and is affordable for organizations like non-profits.

Pros

Contact Boss is easy to use and very affordable for smaller organizations. The search function is excellent compared to other CRMs that I have used.

Cons

So far - no real issues. I found there were quite a few steps to get logged in to the trial

Review Source

HL

Heather L.  
IT Admin  
Biotechnology  
Used the software for: Less than 6 months

### "CRM above the rest"

February 26, 2020

5.0

Pros

Contact Boss is an outstanding CRM with exceptional customer service. It has a reasonable cost, integrates well with your daily tasks, and has an excellent response/refresh rate. Additionally, its highly secure system protects your company and client information.

Cons

The contact boss platform did require some customization for our companies requirements.

Review Source

AW

April W.  
Executive Assistant  
Commercial Real Estate  
Used the software for: Less than 6 months

### "Simplicity"

February 11, 2020

5.0

Entire team can keep contacts and notes in one place.

Pros

Simple, everything you are looking for in an electronic rolodex.

Cons

I have not seen anything I do not like. Just an easy to use product.

Review Source

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