What users are saying about
15 Ratings
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Score 8.9 out of 100
9 Ratings
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Score 9.2 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

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Dubsado
7.5
Customer data management / contact management
Contactually, by Compass
9.8
Dubsado
8.8
Workflow management
Contactually, by Compass
9.5
Dubsado
6.5
Territory management
Contactually, by Compass
8.9
Dubsado
Opportunity management
Contactually, by Compass
9.4
Dubsado
7.5
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Dubsado
8.3
Contract management
Contactually, by Compass
6.0
Dubsado
9.5
Quote & order management
Contactually, by Compass
6.0
Dubsado
9.3
Interaction tracking
Contactually, by Compass
9.8
Dubsado
3.0
Channel / partner relationship management
Contactually, by Compass
9.8
Dubsado

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
Dubsado
6.4
Lead management
Contactually, by Compass
9.8
Dubsado
6.4
Email marketing
Contactually, by Compass
9.5
Dubsado

CRM Project Management

Contactually, by Compass
6.3
Dubsado
8.4
Task management
Contactually, by Compass
7.0
Dubsado
6.0
Billing and invoicing management
Contactually, by Compass
5.0
Dubsado
10.0
Reporting
Contactually, by Compass
7.0
Dubsado
9.3

CRM Reporting & Analytics

Contactually, by Compass
7.0
Dubsado
5.8
Forecasting
Contactually, by Compass
7.0
Dubsado
6.0
Pipeline visualization
Contactually, by Compass
7.0
Dubsado
6.0
Customizable reports
Contactually, by Compass
7.0
Dubsado
5.3

Customization

Contactually, by Compass
7.0
Dubsado
5.1
Custom fields
Contactually, by Compass
7.0
Dubsado
8.5
Custom objects
Contactually, by Compass
7.0
Dubsado
9.0
Scripting environment
Contactually, by Compass
7.0
Dubsado
1.0
API for custom integration
Contactually, by Compass
7.0
Dubsado
2.0

Security

Contactually, by Compass
7.5
Dubsado
6.0
Single sign-on capability
Contactually, by Compass
9.0
Dubsado
5.0
Role-based user permissions
Contactually, by Compass
6.0
Dubsado
7.0

Social CRM

Contactually, by Compass
8.4
Dubsado
1.0
Social data
Contactually, by Compass
9.8
Dubsado
1.0
Social engagement
Contactually, by Compass
7.0
Dubsado
1.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Dubsado
1.0
Marketing automation
Contactually, by Compass
9.8
Dubsado
1.0
Compensation management
Contactually, by Compass
Dubsado
1.0

Platform

Contactually, by Compass
9.4
Dubsado
1.0
Mobile access
Contactually, by Compass
9.4
Dubsado
1.0

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

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | 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

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | 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

Dubsado

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

Dubsado

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

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | 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

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Dubsado

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
Dubsado
9.5

Likelihood to Renew

Contactually, by Compass
1.0
Dubsado

Usability

Contactually, by Compass
7.0
Dubsado

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