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ContactBase

ContactBase

Overview

What is ContactBase?

ContactBase is a specialized address book application designed for sales professionals. According to the vendor, it aims to assist salespeople in efficiently managing and maximizing the long-term value of their business contacts. ContactBase is suitable for sales professionals across companies of all...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is ContactBase?

ContactBase is a specialized address book application designed for sales professionals. According to the vendor, it aims to assist salespeople in efficiently managing and maximizing the long-term value of their business contacts. ContactBase is suitable for sales professionals across companies of all sizes, from small startups to large enterprises. It caters to various professions and industries, including sales professionals, account executives, business development managers, customer success managers, and project managers.

Key Features

Contact Management: ContactBase provides sales professionals with an address book app that allows them to efficiently manage their contacts. Users can view and search contacts by company and job title, eliminate duplicate contacts, and create notes to store key facts and insights. The app also offers contact syncing across personal and work devices, ensuring easy access to contacts from anywhere.

Org Chart Creation: ContactBase enables users to create professional org charts within minutes. They can import contacts from their device's address book to populate the org chart and sync it across personal and work devices. Sharing org charts with colleagues is made simple via email, SMS, WhatsApp, and other platforms.

Relationship Mapping: Users can create professional relationship maps within ContactBase by importing contacts from their address book. The relationship maps can be synced across personal and work devices, facilitating collaboration and sharing with teammates via email, SMS, WhatsApp, and other platforms.

Contact Data Optimization: ContactBase provides powerful address book analytics to help users clean and optimize their contact data. The analytics feature scans the address book to identify contacts with missing metadata, such as job titles and companies. Users can visualize their contact data through charts and filters, improving the overall quality of their address book.

Multi-Device Support: ContactBase supports contact and data syncing across multiple devices, allowing users to access their information from anywhere. Seamless switching between personal and work devices ensures up-to-date contact information and efficient contact management.

Android Compatibility: ContactBase is compatible with Android devices, providing a seamless experience for Android users. Android users can enjoy all the features and functionalities of ContactBase, including contact management, org chart creation, relationship mapping, and contact data optimization.

Chart Sharing and Collaboration: ContactBase allows users to easily share org charts and relationship maps with colleagues. Sharing can be done via email, SMS, WhatsApp, and other platforms, promoting collaboration and communication within teams. Sharing directly from the app eliminates the need for creating large file attachments and ensures real-time updates.

Business Card Scanning: ContactBase offers the functionality to scan and upload contact details from printed business cards. Users can utilize optical recognition technology to extract contact details from business cards, saving time and effort in manual data entry. This feature enables quick addition of new contacts to the address book and ensures up-to-date contact data.

Salesforce Integration: ContactBase integrates with Salesforce, a popular customer relationship management (CRM) system. The integration allows users to sync their contact data between ContactBase and Salesforce, ensuring consistency and eliminating the need for manual data entry. Users can access their Salesforce contacts within ContactBase and leverage the app's features to effectively manage and optimize their contact data.

ContactBase Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsiPhone, iPad
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