Contactability Reviews

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4.0
Overall rating
Reviews
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User Reviews Overview

About Contactability

Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with...

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Feature ratings

Value for Money
3.9
Functionality
4.2
Ease of Use
4.3
Customer Support
4.3

Browse Contactability Reviews

118 of 118 reviews
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Nik
Nik
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 10/12/2019

CONTACTABILITY HAS ABILITY

Overall, they are good for what they offer. Be mindful with internet leads they have a low conversion and low retention percentage.

Pros

If you are a scratch insurance agent or any agency looking for some quick leads to round out a month or year, Contactability is a good place to start. As with any internet lead company, keep your expectations low but they seem to be one of the better companies of the bunch. Their service is really good and they are constantly refining their process and filters.

Cons

As someone who has purchased thousands of dollars worth of internet leads, be prepared to be frustrated. You will receive leads that are nowhere near what your filters should be. There will also be times when you will not receive credit for a bad lead.

David
David
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/03/2018

Our Service Rep Florian has been great to work with helping us tweak our leads for success!

The leads seem better than what we are getting from other lead companies. The ease of use of the program was quite good. The ability to make changes to the demographics of the order right on the site is beneficial, but a few more filters would only enhance the platform.

Pros

I appreciate the ease of use of the system and the ability to track how a lead is being worked right here on the site. I also appreciate the ease of use of requesting refunds. Working with Florian has been a win so far for us here in the agency.

Cons

Two suggestions that would benefit us in the agency are 1) the ability to choose weekday hours for leads to come in like we do on Saturdays 2) The ability to add an age filter to the order for the leads.

Verified Reviewer
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used for 1-5 months
  • Review Source
Value for Money
0
Functionality
2
Ease of Use
4
Customer Support
2

1
Reviewed on 12/12/2018

Spare yourself the money

We are beyond unhappy with this service. Customer support told us that getting refunded was easy on their system if the lead was not a qualified lead, which is not true. We were not told that their idea of a "refund" is to still charge you for the bad lead, but give you your next one free. That was never disclosed to us up front. And the leads - we have gotten a few live transfers that were terrible, but the one that really upsets me with this company is they solicited an older guy that lived in a nursing home, whom was clearly not mentally competent to be entering into any insurance contract, and they were transferred to us anyway and then we had to fight for a credit. Team said they was going to "look into" the quality of the leads after we brought this to his attention. He called us back a few days later and didn't even remember what he was supposed to be doing for us. The icing on the cake was when he called today, not remembering that he stopped our live transfers to "look into" the lead quality for us, and gave the excuse that they had "system problems" (even though he's the one that turned our leads off) and turned our leads back on. I have not gotten any resemblance of competency with this company, and regret ever paying for their leads.

Pros

Dashboard is user-friendly, which is the only positive thing I can point to about this program.

Cons

Support team at Contactability advised us when we signed up that they had filters in place to make sure our leads were qualified - came to find out that is most likely a lie. We have found that most of the live transfers don't meet filters at all and then we are forced to fight for refunds. As another reviewer put, get to know the refund function - you will be using it often.

Response from Contactability

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.

In order for us to review the situation, we will need your name to be able to check the account and make sure we find a solution for you.

Please feel free to contact us at (877) 323-7750 or at [email protected].

Replied 18/12/2018

Top Contactability Alternatives

Christina
Christina
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

4
Reviewed on 14/09/2018

Great Customer Service

My overall experience with Contactability has been very positive. They focus on quality and exceptional customer service which is very important these days. It's nice to work with a company with such a positive and professional approach.

Pros

It was very easy to set up my Contactability account. Our customer service rep has been great since the beginning. Very responsive and professional. He's also checked in along the way to make sure things are going smoothly and to address any concerns. It's very important to me to work with someone that is very responsive.

Cons

I have no concerns with Contactability at this time.

Matt
Matt
  • Industry: Insurance
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 06/11/2018

Great Investment

We have used Contactability to grow our business. We have had a lot of success with live leads. I would recommend this to others in the insurance industry. Customer service has gone above and beyond and support team has an asset to work with.

Pros

Really easy software to use. If I ever have trouble the customer service goes above and beyond what is expected. My customer service rep has been very beneficial and made this a very easy easy software to use in day to day business.

Cons

Sometimes the lead doesn't meet requirements or has poor driving record. A lot of times they refund the lead when this happens.

Mary
Mary
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Functionality
1
Ease of Use
1
Customer Support
1

1
Reviewed on 19/11/2018

If you got what you paid for this would be gret

Very Bad. SCAM at best. Promise the moon and deliver a particle of dust. Will not refund money.

Pros

Can't say anything good about this company. They send and charge for leads that were not what were contracted for. 100% bad leads, so far.

Cons

Everything. I was promised life leads with filters. Filter included no pre-existing conditions and to age 50. Last lead was from a 54 year-old diabetic, smoker, obesity, and high blood pressure. Second call that came in was a hang-up. When I called the number back they stated they had not requested a life quote. First quote that came in was also with pre-existing conditions. Info on the leads is often false. I have received 3 leads in 2 months.

Response from Contactability

Dear Mary Thompson,

We apologize again for any inconvenience and any misunderstanding. We have many successful agents working our life leads and for us is very unfortunate that It didn't work for you because your business is our priority.

As of right now you still have a cash balance with us that we can send back to your credit card. The total amount is $380. Once we get confirmation from you to process the refund we will send you a confirmation email.

Please feel free to contact us at (877) 323-7750 or at [email protected].

Thank you!

Contactability

Replied 18/12/2018
David
David
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Functionality
1
Ease of Use
1
Customer Support
3

1
Reviewed on 13/02/2019

Let down after Let Down

This company is a hustler at best. False promises were made at the sale. I will recommend strongly against using this program to everyone i know and anyone who i run across looking for a live transfer company.

Pros

The only thing i liked was the ability to manipulate the schedule for my availability

Cons

-Dropped calls before anyone answers after a transfer
-Medicare calls even when i specifically asked not to receive them... over and over
-"mobile caller" leads with no information. Just a blind transfer
-the caller seems to be very confused as to why he/she is talking with me if we eventually get transferred
-no return of funds
-no reliable way to keep your account paused even when the admin pauses it.

Response from Contactability

Dear David,

We understand your frustration about the dropped calls, but there's no way for us to control traffic or the way callers behave.

This is just the nature of the business. After reviewing the calls, which you answered perfectly, we credited you for all of the dropped calls. We're unsure what else we can do to win you back. We'd love to do business with you again and hope you'll use the credits we're offering.

Yours,
The SmartFinancial Team

Replied 15/02/2019
Marc Vincion
Marc Vincion
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/10/2018

Thanks to Contactability!!!

They have been providing me with a steady stream of leads. They are not perfect but when I get leads that are not good they credit me very quickly!!! Thanks to Contactability. com for the leads!!!

Pros

After being in the business for 14 years and not liking lead companies Contactability.com has proved me wrong. They have been providing me with a steady stream of leads. They are not perfect but when I get leads that are not good they credit me very quickly!!! Thanks to Contactability. com for the leads!!!

Cons

Everything works well I have not had any problems!!

Jared
Jared
  • Industry: Insurance
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/01/2018

Love the leads!

Pros

The ease of use of the program as well as the efficiency of the lead crediting process is what we like most.

Tyson
Tyson
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/12/2018

Fantastic Exprience

We are a new agency and have team members that are new to sales and new to insurance. Their close rate has increased over 30% since we partnered with Contactability. The service has more than paid for itself.

Pros

The best part of Contactabilty is our Account Manager. He has made this an amazing experience. He works with us to keep our campaigns where we want them and continue to move in the right direction

Cons

We have zero complaints. It's been a great addition to our agency

Jon
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
3
Ease of Use
5
Customer Support
5

5
Reviewed on 27/04/2018

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

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.

Stanley
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/04/2018

Reliable lead generator for auto quotes

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.

DANA
  • Industry: Insurance
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Functionality
1
Ease of Use
1
Customer Support
1

1
Reviewed on 17/01/2019

FRAUD

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!

Response from Contactability

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

Replied 18/01/2019
Joel
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 09/07/2019

Very pleased with quality and customer service

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.

Chris
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/12/2017

Great value and Great Customer Service

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...

Alissa
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

4
Reviewed on 04/06/2020

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

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

William
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/01/2018

100% Positive

I recently had a tech problem where email alerts weren't coming through. I contacted from Contactability and immediately they started troubleshooting.

Pros

Easy to use, not cluttered, to the point. The software doesn't bog down and all you have to do is easily refresh. The email and text alerts come quickly, almost immediately and it's clear and accurate information

Rob
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/06/2019

One of the best

Pros

The customer service and the return policy

Cons

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

Sam
  • Review Source
Value for Money
0
Functionality
0
Ease of Use
5
Customer Support
5

5
Reviewed on 13/12/2013

Spend less time dialing and more time closing deals with Contactability

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!

Andresa
  • Industry: Insurance
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/06/2019

Best experience ever

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

Kurt
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/03/2018

We've had a great experience with Contactability!

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.

Jason
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

4
Reviewed on 17/01/2018

My office is having great conversations with qualified customers.

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.

Connor
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/03/2018

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

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.

Jason
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Functionality
1
Ease of Use
1
Customer Support
1

1
Reviewed on 21/08/2017

READ THESE REVIEWS! No Not Recommend

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.

Bryab
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 10/06/2017

Easy to understand and they handled it for you

Good software for the money,

Pros

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

118 reviews