What users are saying about
15 Ratings
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Score 8.9 out of 100
4 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

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
Deltek WorkBook
Lead management
Contactually, by Compass
9.8
Deltek WorkBook
Email marketing
Contactually, by Compass
9.5
Deltek WorkBook

CRM Project Management

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

CRM Reporting & Analytics

Contactually, by Compass
7.0
Deltek WorkBook
Forecasting
Contactually, by Compass
7.0
Deltek WorkBook
Pipeline visualization
Contactually, by Compass
7.0
Deltek WorkBook
Customizable reports
Contactually, by Compass
7.0
Deltek WorkBook

Customization

Contactually, by Compass
7.0
Deltek WorkBook
Custom fields
Contactually, by Compass
7.0
Deltek WorkBook
Custom objects
Contactually, by Compass
7.0
Deltek WorkBook
Scripting environment
Contactually, by Compass
7.0
Deltek WorkBook
API for custom integration
Contactually, by Compass
7.0
Deltek WorkBook

Security

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

Social CRM

Contactually, by Compass
8.4
Deltek WorkBook
Social data
Contactually, by Compass
9.8
Deltek WorkBook
Social engagement
Contactually, by Compass
7.0
Deltek WorkBook

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Deltek WorkBook
Marketing automation
Contactually, by Compass
9.8
Deltek WorkBook

Platform

Contactually, by Compass
9.4
Deltek WorkBook
Mobile access
Contactually, by Compass
9.4
Deltek WorkBook

Project Management

Contactually, by Compass
Deltek WorkBook
7.7
Task Management
Contactually, by Compass
Deltek WorkBook
8.0
Resource Management
Contactually, by Compass
Deltek WorkBook
9.0
Gantt Charts
Contactually, by Compass
Deltek WorkBook
9.0
Scheduling
Contactually, by Compass
Deltek WorkBook
9.0
Workflow Automation
Contactually, by Compass
Deltek WorkBook
6.0
Team Collaboration
Contactually, by Compass
Deltek WorkBook
6.0
Support for Agile Methodology
Contactually, by Compass
Deltek WorkBook
10.0
Support for Waterfall Methodology
Contactually, by Compass
Deltek WorkBook
10.0
Document Management
Contactually, by Compass
Deltek WorkBook
6.0
Email integration
Contactually, by Compass
Deltek WorkBook
6.0
Mobile Access
Contactually, by Compass
Deltek WorkBook
4.0
Timesheet Tracking
Contactually, by Compass
Deltek WorkBook
7.0
Change request and Case Management
Contactually, by Compass
Deltek WorkBook
10.0
Budget and Expense Management
Contactually, by Compass
Deltek WorkBook
8.0

Professional Services Automation

Contactually, by Compass
Deltek WorkBook
6.0
Quotes/estimates
Contactually, by Compass
Deltek WorkBook
5.1
Invoicing
Contactually, by Compass
Deltek WorkBook
6.0
Project & financial reporting
Contactually, by Compass
Deltek WorkBook
6.0
Integration with accounting software
Contactually, by Compass
Deltek WorkBook
7.0

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

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | 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

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | 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

Deltek WorkBook

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

Deltek WorkBook

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

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | 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

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Screenshots

Contactually, by Compass

Pricing Details

Contactually, by Compass

General

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

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Deltek WorkBook
7.0

Likelihood to Renew

Contactually, by Compass
1.0
Deltek WorkBook

Usability

Contactually, by Compass
7.0
Deltek WorkBook

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