What users are saying about
15 Ratings
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Score 8.9 out of 100
18 Ratings
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Score 9.5 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

FollowUp CRM

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.
Betsy Young | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
FollowUp CRM
9.1
Customer data management / contact management
Contactually, by Compass
9.8
FollowUp CRM
10.0
Workflow management
Contactually, by Compass
9.5
FollowUp CRM
10.0
Territory management
Contactually, by Compass
8.9
FollowUp CRM
6.1
Opportunity management
Contactually, by Compass
9.4
FollowUp CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
FollowUp CRM
10.0
Contract management
Contactually, by Compass
6.0
FollowUp CRM
10.0
Quote & order management
Contactually, by Compass
6.0
FollowUp CRM
8.9
Interaction tracking
Contactually, by Compass
9.8
FollowUp CRM
10.0
Channel / partner relationship management
Contactually, by Compass
9.8
FollowUp CRM
7.2

Customer Service & Support

Contactually, by Compass
9.1
FollowUp CRM
10.0
Case management
Contactually, by Compass
9.7
FollowUp CRM
10.0
Call center management
Contactually, by Compass
8.0
FollowUp CRM
10.0
Help desk management
Contactually, by Compass
9.7
FollowUp CRM
10.0

Marketing Automation

Contactually, by Compass
9.7
FollowUp CRM
10.0
Lead management
Contactually, by Compass
9.8
FollowUp CRM
10.0
Email marketing
Contactually, by Compass
9.5
FollowUp CRM
10.0

CRM Project Management

Contactually, by Compass
6.3
FollowUp CRM
9.5
Task management
Contactually, by Compass
7.0
FollowUp CRM
10.0
Billing and invoicing management
Contactually, by Compass
5.0
FollowUp CRM
8.4
Reporting
Contactually, by Compass
7.0
FollowUp CRM
10.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
FollowUp CRM
9.7
Forecasting
Contactually, by Compass
7.0
FollowUp CRM
9.0
Pipeline visualization
Contactually, by Compass
7.0
FollowUp CRM
10.0
Customizable reports
Contactually, by Compass
7.0
FollowUp CRM
10.0

Customization

Contactually, by Compass
7.0
FollowUp CRM
9.8
Custom fields
Contactually, by Compass
7.0
FollowUp CRM
10.0
Custom objects
Contactually, by Compass
7.0
FollowUp CRM
9.0
Scripting environment
Contactually, by Compass
7.0
FollowUp CRM
10.0
API for custom integration
Contactually, by Compass
7.0
FollowUp CRM
10.0

Security

Contactually, by Compass
7.5
FollowUp CRM
10.0
Single sign-on capability
Contactually, by Compass
9.0
FollowUp CRM
10.0
Role-based user permissions
Contactually, by Compass
6.0
FollowUp CRM
10.0

Social CRM

Contactually, by Compass
8.4
FollowUp CRM
10.0
Social data
Contactually, by Compass
9.8
FollowUp CRM
10.0
Social engagement
Contactually, by Compass
7.0
FollowUp CRM
10.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
FollowUp CRM
7.7
Marketing automation
Contactually, by Compass
9.8
FollowUp CRM
10.0
Compensation management
Contactually, by Compass
FollowUp CRM
5.5

Platform

Contactually, by Compass
9.4
FollowUp CRM
10.0
Mobile access
Contactually, by Compass
9.4
FollowUp CRM
10.0

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

FollowUp CRM

  • We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
  • The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
  • Every task is date stamped to insure proper work flow and holds the team accountable to each other.
Gregg Wallick | 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

FollowUp CRM

  • It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
  • It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
  • It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.
Betsy Young | 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

FollowUp CRM

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

FollowUp CRM

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

FollowUp CRM

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales
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

FollowUp CRM

  • I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
  • The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
  • Payments or what the current status of the job is.
Tom Baker | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

FollowUp CRM

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
FollowUp CRM
10.0

Likelihood to Renew

Contactually, by Compass
1.0
FollowUp CRM

Usability

Contactually, by Compass
7.0
FollowUp CRM

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