What users are saying about
15 Ratings
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Score 8.9 out of 100
3 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

HoneyBook

Because HoneyBook is so easy to use and set up, I would definitely recommend HoneyBook to a new small business owner who is looking to collect general client information and manage clients. I would not recommend HoneyBook to a larger company or really anyone that as a standard books more than 1 event on a day (the system sees that as a conflict and sends error messages). Anyone that wants to really make use of data should not use HoneyBook as that's not what this system is designed for.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
HoneyBook
9.3
Customer data management / contact management
Contactually, by Compass
9.8
HoneyBook
8.0
Workflow management
Contactually, by Compass
9.5
HoneyBook
8.0
Territory management
Contactually, by Compass
8.9
HoneyBook
Opportunity management
Contactually, by Compass
9.4
HoneyBook
9.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
HoneyBook
10.0
Contract management
Contactually, by Compass
6.0
HoneyBook
10.0
Quote & order management
Contactually, by Compass
6.0
HoneyBook
10.0
Interaction tracking
Contactually, by Compass
9.8
HoneyBook
10.0
Channel / partner relationship management
Contactually, by Compass
9.8
HoneyBook

Customer Service & Support

Contactually, by Compass
9.1
HoneyBook
9.8
Case management
Contactually, by Compass
9.7
HoneyBook
9.5
Call center management
Contactually, by Compass
8.0
HoneyBook
Help desk management
Contactually, by Compass
9.7
HoneyBook
10.0

Marketing Automation

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

CRM Project Management

Contactually, by Compass
6.3
HoneyBook
9.0
Task management
Contactually, by Compass
7.0
HoneyBook
10.0
Billing and invoicing management
Contactually, by Compass
5.0
HoneyBook
9.0
Reporting
Contactually, by Compass
7.0
HoneyBook
8.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
HoneyBook
6.0
Forecasting
Contactually, by Compass
7.0
HoneyBook
Pipeline visualization
Contactually, by Compass
7.0
HoneyBook
Customizable reports
Contactually, by Compass
7.0
HoneyBook
6.0

Customization

Contactually, by Compass
7.0
HoneyBook
9.5
Custom fields
Contactually, by Compass
7.0
HoneyBook
9.5
Custom objects
Contactually, by Compass
7.0
HoneyBook
9.5
Scripting environment
Contactually, by Compass
7.0
HoneyBook
API for custom integration
Contactually, by Compass
7.0
HoneyBook

Security

Contactually, by Compass
7.5
HoneyBook
9.5
Single sign-on capability
Contactually, by Compass
9.0
HoneyBook
10.0
Role-based user permissions
Contactually, by Compass
6.0
HoneyBook
9.0

Social CRM

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

Integrations with 3rd-party Software

Contactually, by Compass
9.8
HoneyBook
Marketing automation
Contactually, by Compass
9.8
HoneyBook

Platform

Contactually, by Compass
9.4
HoneyBook
7.5
Mobile access
Contactually, by Compass
9.4
HoneyBook
7.5

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

HoneyBook

  • Task reminders for leads and clients.
  • Automated emails based on workflow assignments.
Kristin Cole | 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

HoneyBook

  • The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
  • HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.
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

HoneyBook

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

HoneyBook

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

HoneyBook

We researched many other CRM programs before choosing HoneyBook (including Dubsado, DJ Event Planner, Zoho, Salesforce, and Intellivent). HoneyBook had the best offerings for the best price and has been a successful solution to our needs. The task management, pipeline, and task management for clients are unmatched and very easy to use. We were able to customize all of our emails, brochures, and contracts to match our brand and provide a streamlined experience for our clients. HoneyBook has also been excellent at continually improving the platform and having new releases on a consistent basis. Even if the software doesn't have all the things I need (we have worked through some kinks along the way due to our company size), they are constantly growing and improving. I have also received excellent customer service from everyone at HoneyBook even though I have been demanding at times. These are the reasons I have stayed with HoneyBook even though there are a couple of improvements to the system (related to team functionality and reporting) that we are waiting for. I would recommend this software to anyone in my industry!
Kristin Cole | 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

HoneyBook

  • HoneyBook was very cost effective which was great for ROI!
  • HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
  • HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.
Anonymous | 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

Contactually, by Compass Editions & Modules

Additional Pricing Details

HoneyBook

General

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

HoneyBook Editions & Modules

Edition
HoneyBook Yearly$4001
HoneyBook Monthly$402
  1. Year
  2. Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
HoneyBook
9.0

Likelihood to Renew

Contactually, by Compass
1.0
HoneyBook

Usability

Contactually, by Compass
7.0
HoneyBook

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