What users are saying about
15 Ratings
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Score 8.9 out of 100
25 Ratings
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Score 9.4 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

Creatio

If you have an in-house expert, then this product, due to its customization abilities, is a great choice for a CRM. However, due to Creatio's low-code approach, there are areas where end-users can make their own changes and customizations without the need for a developer. One such case is building out team dashboards for real-time reporting.
Carl Moore | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Creatio
9.5
Customer data management / contact management
Contactually, by Compass
9.8
Creatio
9.9
Workflow management
Contactually, by Compass
9.5
Creatio
9.6
Territory management
Contactually, by Compass
8.9
Creatio
9.1
Opportunity management
Contactually, by Compass
9.4
Creatio
9.6
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Creatio
9.4
Contract management
Contactually, by Compass
6.0
Creatio
9.5
Quote & order management
Contactually, by Compass
6.0
Creatio
10.0
Interaction tracking
Contactually, by Compass
9.8
Creatio
9.2
Channel / partner relationship management
Contactually, by Compass
9.8
Creatio
9.4

Customer Service & Support

Contactually, by Compass
9.1
Creatio
9.1
Case management
Contactually, by Compass
9.7
Creatio
9.7
Call center management
Contactually, by Compass
8.0
Creatio
8.5
Help desk management
Contactually, by Compass
9.7
Creatio
9.1

Marketing Automation

Contactually, by Compass
9.7
Creatio
9.6
Lead management
Contactually, by Compass
9.8
Creatio
9.6
Email marketing
Contactually, by Compass
9.5
Creatio
9.5

CRM Project Management

Contactually, by Compass
6.3
Creatio
9.0
Task management
Contactually, by Compass
7.0
Creatio
9.4
Billing and invoicing management
Contactually, by Compass
5.0
Creatio
8.2
Reporting
Contactually, by Compass
7.0
Creatio
9.5

CRM Reporting & Analytics

Contactually, by Compass
7.0
Creatio
9.5
Forecasting
Contactually, by Compass
7.0
Creatio
9.4
Pipeline visualization
Contactually, by Compass
7.0
Creatio
9.4
Customizable reports
Contactually, by Compass
7.0
Creatio
9.5

Customization

Contactually, by Compass
7.0
Creatio
9.9
Custom fields
Contactually, by Compass
7.0
Creatio
9.9
Custom objects
Contactually, by Compass
7.0
Creatio
9.9
Scripting environment
Contactually, by Compass
7.0
Creatio
10.0
API for custom integration
Contactually, by Compass
7.0
Creatio
9.8

Security

Contactually, by Compass
7.5
Creatio
9.2
Single sign-on capability
Contactually, by Compass
9.0
Creatio
9.1
Role-based user permissions
Contactually, by Compass
6.0
Creatio
9.2

Social CRM

Contactually, by Compass
8.4
Creatio
9.4
Social data
Contactually, by Compass
9.8
Creatio
9.2
Social engagement
Contactually, by Compass
7.0
Creatio
9.7

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Creatio
8.4
Marketing automation
Contactually, by Compass
9.8
Creatio
8.4

Platform

Contactually, by Compass
9.4
Creatio
9.0
Mobile access
Contactually, by Compass
9.4
Creatio
9.0

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

Creatio

  • Customization: We have heavily customized the system. Creatio has been excellent in helping build requirements & see these through to implementation.
  • The system is really easy to use. Users pick it up & love it immediately.
  • Support is superb: If we have any issues or want to change the system at all, the team is always there helping by being fast, efficient & friendly
  • Cost: Definitely competitive.
Will Ludgate | 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

Creatio

  • Having more marketplace solutions that add to the system’s functionality would be great.
  • We look forward to further enhancements in ML (even though Creatio already has some AI-powered solutions in place).
  • We would also like to see some improvements to the customer portal.
Tatyana Yaroshenko | 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

Creatio

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

Creatio

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

Creatio

The system’s UI, rich functionality, and a great potential for scalability made the system stand out among other vendors. It is a fully-fledged solution that allowed us to work with customer data way more efficiently and improve our processes on a regular basis.
Vladlen Manastiretskiy | 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

Creatio

  • bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
  • Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
  • The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.
Kenneth Harrington-Colon | TrustRadius Reviewer

Screenshots

Pricing Details

Contactually, by Compass

General

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

Creatio

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*

* Per installation

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Creatio
9.4

Likelihood to Renew

Contactually, by Compass
1.0
Creatio

Usability

Contactually, by Compass
7.0
Creatio

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