Contact Boss is a CRM and database management solution for organizing contact data and customer communications in order to generate leads. Legacy data support functionality allows users to upload and merge existing databases and detect duplicate entries. Key features of Contact Boss include shared contacts, bulk actions, contact import/export, customizable fields, interaction tracking, lead management, and a contact database. Integration with Gmail, Apple Mail, Outlook, and other email applications allows teams to download contacts and send emails to customers, facilitating communication. The search functionality enables businesses to locate contacts using filters such as event dates, partial names, job titles, entry dates, company names, referral names, or personal data. Managers can generate reports on entries, access, and modifications, as well as grant access permissions to staff members.
CONTACT BOSS – TUTORIAL
CONTACT BOSS – FEATURES
- Powerful tools: designed to simplify contact management and increase business efficiency.
- Lightweight and intuitive features
- Contact acquisition and email creation: manage both in one place.
- Legacy data transfer
- Reliable searches
- Activity tracking: monitor activities with visitor and call logs.
- Easy-to-create events
- Contact validation
- Contact grouping
- Quick request acquisition
- Secure cloud storage: store your contact data safely in the cloud.
- Control and security features
- Built-in flexibility
- Reminders and report creation.
Conclusion
Contact Boss is a CRM software that helps businesses capture customer data using the form builder tool, monitor customer activity, and receive instant notifications about visitors or callers.
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| Usability: 9 /10 | Speed: 5 /10 | Features: 6 /10 | Support: 7.5 /10 | Pricing: 8 /10 |
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