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Contactability

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Software Status:Active

About Contactability

Contactability, now part of the SmartFinancial ecosystem, is a specialized lead management and customer acquisition platform designed specifically for insurance agents and agencies.

Contactability Details

Vendor
Smart Financial
Year Launched
2012
Location
4041 MacArthur Blvd, Suite 210 Newport Beach, CA 92660, USA
Deployment
cloud, web browser
Training Options
documentation, live online
Countries Served
All Countries.
Languages
English, Spanish, French, German
Users
Insurance Agents, Sales Representatives, Insurance Brokers, Marketing Specialists, Customer Service Representatives, Account Managers
Industries Served
Insurance, Financial Services, Real Estate, eCommerce, Education
Tags
Insurance CRM, Lead Management, Sales Tracking, Contact Management, Insurance Industry, Customer Relationship Management, Sales Automation, Contactability

Contactability's In-App Market Place

Does Contactability have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (Fr), CNY (¥), SEK (kr), NZD (NZ$), KRW (₩), SGD (S$)

Pros & Cons

  • The software is extremely easy to navigate, making setup and daily use simple for all users.
  • Leads are delivered quickly through both the application and email, ensuring timely customer engagement opportunities.
  • Customer service is consistently praised as responsive, knowledgeable, and supportive in resolving user issues.
  • Reporting and tracking features provide useful insights, helping businesses monitor performance and lead conversion effectively.
  • The platform offers intuitive functionality with mostly self-service options, giving users flexibility and independence.
  • Some leads may contain invalid or inaccurate information, requiring additional verification by the user.
  • Notes added to lead records are not always saved or easily accessible within the system.
  • Certain advanced features, such as call management options, are missing from individual user profiles.
  • The platform does not currently include identifiers for Spanish-speaking leads, limiting accessibility for some markets.
  • Subscription costs are slightly higher compared to other providers, which may affect smaller businesses.

Contactability's Support Options

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