What users are saying about
15 Ratings
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Score 8.9 out of 100
1 Ratings
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Score 7 out of 100

Likelihood to Recommend

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.
Barbara Carneiro | TrustRadius Reviewer

Contactability

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Claude Phan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Contactability
6.3
Customer data management / contact management
Contactually, by Compass
9.8
Contactability
6.0
Workflow management
Contactually, by Compass
9.5
Contactability
7.0
Territory management
Contactually, by Compass
8.9
Contactability
7.0
Opportunity management
Contactually, by Compass
9.4
Contactability
7.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Contactability
6.0
Contract management
Contactually, by Compass
6.0
Contactability
5.0
Quote & order management
Contactually, by Compass
6.0
Contactability
6.0
Interaction tracking
Contactually, by Compass
9.8
Contactability
7.0
Channel / partner relationship management
Contactually, by Compass
9.8
Contactability
6.0

Customer Service & Support

Contactually, by Compass
9.1
Contactability
4.3
Case management
Contactually, by Compass
9.7
Contactability
4.0
Call center management
Contactually, by Compass
8.0
Contactability
5.0
Help desk management
Contactually, by Compass
9.7
Contactability
4.0

Marketing Automation

Contactually, by Compass
9.7
Contactability
6.0
Lead management
Contactually, by Compass
9.8
Contactability
6.0
Email marketing
Contactually, by Compass
9.5
Contactability
6.0

CRM Project Management

Contactually, by Compass
6.3
Contactability
6.7
Task management
Contactually, by Compass
7.0
Contactability
6.0
Billing and invoicing management
Contactually, by Compass
5.0
Contactability
7.0
Reporting
Contactually, by Compass
7.0
Contactability
7.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
Contactability
6.3
Forecasting
Contactually, by Compass
7.0
Contactability
6.0
Pipeline visualization
Contactually, by Compass
7.0
Contactability
7.0
Customizable reports
Contactually, by Compass
7.0
Contactability
6.0

Customization

Contactually, by Compass
7.0
Contactability
7.0
Custom fields
Contactually, by Compass
7.0
Contactability
7.0
Custom objects
Contactually, by Compass
7.0
Contactability
8.0
Scripting environment
Contactually, by Compass
7.0
Contactability
6.0
API for custom integration
Contactually, by Compass
7.0
Contactability

Security

Contactually, by Compass
7.5
Contactability
6.5
Single sign-on capability
Contactually, by Compass
9.0
Contactability
7.0
Role-based user permissions
Contactually, by Compass
6.0
Contactability
6.0

Social CRM

Contactually, by Compass
8.4
Contactability
7.0
Social data
Contactually, by Compass
9.8
Contactability
6.0
Social engagement
Contactually, by Compass
7.0
Contactability
8.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Contactability
7.0
Marketing automation
Contactually, by Compass
9.8
Contactability
6.0
Compensation management
Contactually, by Compass
Contactability
8.0

Platform

Contactually, by Compass
9.4
Contactability
6.0
Mobile access
Contactually, by Compass
9.4
Contactability
6.0

Pros

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.
Anonymous | TrustRadius Reviewer

Contactability

  • The software reporting system is really clean and works well and they are good at sending you leads.
  • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
  • Since using Contactability our workflow is changing. We now 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. 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.
Claude Phan | TrustRadius Reviewer

Cons

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.
Leilani Chin | TrustRadius Reviewer

Contactability

  • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
  • The software training videos were confusing to non technical users.
  • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
Claude Phan | TrustRadius Reviewer

Likelihood to Renew

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.
Anonymous | TrustRadius Reviewer

Contactability

No score
No answers yet
No answers on this topic

Usability

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

Contactability

No score
No answers yet
No answers on this topic

Alternatives Considered

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Contactability

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
Claude Phan | TrustRadius Reviewer

Return on Investment

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.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

Contactability

  • We got our people to become more open minded in trying new software and exploring options for automation.
  • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
  • Once used correctly, we did have a large increase in the number of new clients that our office handled.
Claude Phan | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Contactability

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Contactability
7.0

Likelihood to Renew

Contactually, by Compass
1.0
Contactability

Usability

Contactually, by Compass
7.0
Contactability

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