What users are saying about
15 Ratings
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Score 8.9 out of 100
1 Ratings
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Score 9 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

Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Custora
8.5
Customer data management / contact management
Contactually, by Compass
9.8
Custora
9.0
Workflow management
Contactually, by Compass
9.5
Custora
8.0
Territory management
Contactually, by Compass
8.9
Custora
8.0
Opportunity management
Contactually, by Compass
9.4
Custora
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Custora
9.0
Contract management
Contactually, by Compass
6.0
Custora
Quote & order management
Contactually, by Compass
6.0
Custora
Interaction tracking
Contactually, by Compass
9.8
Custora
Channel / partner relationship management
Contactually, by Compass
9.8
Custora

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
Custora
Lead management
Contactually, by Compass
9.8
Custora
Email marketing
Contactually, by Compass
9.5
Custora

CRM Project Management

Contactually, by Compass
6.3
Custora
Task management
Contactually, by Compass
7.0
Custora
Billing and invoicing management
Contactually, by Compass
5.0
Custora
Reporting
Contactually, by Compass
7.0
Custora

CRM Reporting & Analytics

Contactually, by Compass
7.0
Custora
Forecasting
Contactually, by Compass
7.0
Custora
Pipeline visualization
Contactually, by Compass
7.0
Custora
Customizable reports
Contactually, by Compass
7.0
Custora

Customization

Contactually, by Compass
7.0
Custora
9.0
Custom fields
Contactually, by Compass
7.0
Custora
9.0
Custom objects
Contactually, by Compass
7.0
Custora
9.0
Scripting environment
Contactually, by Compass
7.0
Custora
API for custom integration
Contactually, by Compass
7.0
Custora
9.0

Security

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

Social CRM

Contactually, by Compass
8.4
Custora
Social data
Contactually, by Compass
9.8
Custora
Social engagement
Contactually, by Compass
7.0
Custora

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Custora
9.0
Marketing automation
Contactually, by Compass
9.8
Custora
9.0

Platform

Contactually, by Compass
9.4
Custora
Mobile access
Contactually, by Compass
9.4
Custora

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

Custora

  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
Anonymous | 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

Custora

  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
Anonymous | 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

Custora

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

Custora

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

Custora

Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
Anonymous | 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

Custora

  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
Anonymous | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Custora

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Custora
9.0

Likelihood to Renew

Contactually, by Compass
1.0
Custora

Usability

Contactually, by Compass
7.0
Custora

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