What users are saying about
15 Ratings
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Score 8.9 out of 100
1 Ratings
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Score 10 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

Gold-Vision

It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.
Adrian Takacs | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Contactually, by Compass
9.1
Gold-Vision
Case management
Contactually, by Compass
9.7
Gold-Vision
Call center management
Contactually, by Compass
8.0
Gold-Vision
Help desk management
Contactually, by Compass
9.7
Gold-Vision

Marketing Automation

Contactually, by Compass
9.7
Gold-Vision
10.0
Lead management
Contactually, by Compass
9.8
Gold-Vision
Email marketing
Contactually, by Compass
9.5
Gold-Vision
10.0

CRM Project Management

Contactually, by Compass
6.3
Gold-Vision
9.5
Task management
Contactually, by Compass
7.0
Gold-Vision
Billing and invoicing management
Contactually, by Compass
5.0
Gold-Vision
10.0
Reporting
Contactually, by Compass
7.0
Gold-Vision
9.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
Gold-Vision
Forecasting
Contactually, by Compass
7.0
Gold-Vision
Pipeline visualization
Contactually, by Compass
7.0
Gold-Vision
Customizable reports
Contactually, by Compass
7.0
Gold-Vision

Customization

Contactually, by Compass
7.0
Gold-Vision
9.5
Custom fields
Contactually, by Compass
7.0
Gold-Vision
10.0
Custom objects
Contactually, by Compass
7.0
Gold-Vision
9.0
Scripting environment
Contactually, by Compass
7.0
Gold-Vision
API for custom integration
Contactually, by Compass
7.0
Gold-Vision

Security

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

Social CRM

Contactually, by Compass
8.4
Gold-Vision
Social data
Contactually, by Compass
9.8
Gold-Vision
Social engagement
Contactually, by Compass
7.0
Gold-Vision

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Gold-Vision
Marketing automation
Contactually, by Compass
9.8
Gold-Vision

Platform

Contactually, by Compass
9.4
Gold-Vision
Mobile access
Contactually, by Compass
9.4
Gold-Vision

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

Gold-Vision

  • Can be easily integrated with products like Sage or Outlook which most small companies use. This provides us with a great customer base.
  • It is quick to deploy and most of our customers start using the solutions in less than a week.
  • Very intuitive which makes training our customer easy and causes few support calls.
Adrian Takacs | 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

Gold-Vision

  • In the latest version, the user interfaces has been greatly improved. Some customers disliked the older version.
  • Nothing else to complain about, maybe it can be made cheaper?
Adrian Takacs | 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

Gold-Vision

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

Gold-Vision

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

Gold-Vision

Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.
Adrian Takacs | 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

Gold-Vision

  • It really filled a gap in the market where small business could not afford expensive CRM solutions.
  • As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.
Adrian Takacs | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Gold-Vision

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
Gold-Vision
10.0

Likelihood to Renew

Contactually, by Compass
1.0
Gold-Vision

Usability

Contactually, by Compass
7.0
Gold-Vision

Add comparison