What users are saying about
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.6 out of 100
Based on 3 reviews and ratings
15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9 out of 100
Based on 15 reviews and ratings
Likelihood to Recommend
17hats
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Contactually, by Compass
Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Disciple & Head Honcho
Word RevolutionMarketing and Advertising, 1-10 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.3
Contactually, by Compass
8.8
Customer data management / contact management
17hats
9.5
Contactually, by Compass
9.8
Workflow management
17hats
9.5
Contactually, by Compass
9.5
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Contactually, by Compass
9.8
Contract management
17hats
10.0
Contactually, by Compass
6.0
Quote & order management
17hats
10.0
Contactually, by Compass
6.0
Interaction tracking
17hats
8.0
Contactually, by Compass
9.8
Territory management
17hats
—
Contactually, by Compass
8.9
Opportunity management
17hats
—
Contactually, by Compass
9.4
Channel / partner relationship management
17hats
—
Contactually, by Compass
9.8
Customer Service & Support
17hats
8.0
Contactually, by Compass
9.1
Case management
17hats
8.0
Contactually, by Compass
9.7
Call center management
17hats
—
Contactually, by Compass
8.0
Help desk management
17hats
—
Contactually, by Compass
9.7
Marketing Automation
17hats
8.0
Contactually, by Compass
9.7
Lead management
17hats
8.0
Contactually, by Compass
9.8
Email marketing
17hats
—
Contactually, by Compass
9.5
CRM Project Management
17hats
9.5
Contactually, by Compass
6.3
Task management
17hats
9.0
Contactually, by Compass
7.0
Billing and invoicing management
17hats
10.0
Contactually, by Compass
5.0
Reporting
17hats
—
Contactually, by Compass
7.0
Customization
17hats
9.5
Contactually, by Compass
7.0
Custom fields
17hats
9.0
Contactually, by Compass
7.0
Custom objects
17hats
10.0
Contactually, by Compass
7.0
Scripting environment
17hats
—
Contactually, by Compass
7.0
API for custom integration
17hats
—
Contactually, by Compass
7.0
Security
17hats
9.5
Contactually, by Compass
7.5
Single sign-on capability
17hats
10.0
Contactually, by Compass
9.0
Role-based user permissions
17hats
9.0
Contactually, by Compass
6.0
Integrations with 3rd-party Software
17hats
8.0
Contactually, by Compass
9.8
Marketing automation
17hats
8.0
Contactually, by Compass
9.8
Platform
17hats
8.0
Contactually, by Compass
9.4
Mobile access
17hats
8.0
Contactually, by Compass
9.4
CRM Reporting & Analytics
17hats
—
Contactually, by Compass
7.0
Forecasting
17hats
—
Contactually, by Compass
7.0
Pipeline visualization
17hats
—
Contactually, by Compass
7.0
Customizable reports
17hats
—
Contactually, by Compass
7.0
Social CRM
17hats
—
Contactually, by Compass
8.4
Social data
17hats
—
Contactually, by Compass
9.8
Social engagement
17hats
—
Contactually, by Compass
7.0
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Contactually, by Compass
- The get connected prompts is a very useful feature.
- Good data consolidation picked up from a variety of sources.
- Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.

Verified User
Engineer in Information Technology
Non-Profit Organization Management Company, 501-1000 employeesCons
17hats
- Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Contactually, by Compass
- Pipeline functions. It's pretty bare minimum right now.
- Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
- Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Real Estate Agent
Sawyer Smith Residential BrokerageReal Estate, 1-10 employees
Likelihood to Renew
17hats
No score
No answers yet
No answers on this topic
Contactually, by Compass
Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.

Verified User
Consultant in Other
Internet Company, 1-10 employeesUsability
17hats
17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Contactually, by Compass
Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.

Verified User
Engineer in Information Technology
Non-Profit Organization Management Company, 501-1000 employeesSupport Rating
17hats
17hats 8.0
Based on 2 answers
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Contactually, by Compass
No score
No answers yet
No answers on this topic
Alternatives Considered
17hats
No answers on this topic
Contactually, by Compass
It seemed to have everything that I wanted and wasn't too expensive.
Real Estate Agent
Sawyer Smith Residential BrokerageReal Estate, 1-10 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Contactually, by Compass
- It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Co-founder, Director
Bunker LabsNon-Profit Organization Management, 11-50 employees
Pricing Details
17hats
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
17hats Editions & Modules
Edition
Starting Price | $45.001 |
---|
- Per Month
Additional Pricing Details
—Contactually, by Compass
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Contactually, by Compass Editions & Modules
Edition
Professional | $69.001 |
---|---|
Accelerator | $119.001 |
- Per Month