What users are saying about
15 Ratings
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Score 8.9 out of 100
33 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

Infor CloudSuite CRM

If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?
John Collman | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Infor CloudSuite CRM
7.8
Customer data management / contact management
Contactually, by Compass
9.8
Infor CloudSuite CRM
8.4
Workflow management
Contactually, by Compass
9.5
Infor CloudSuite CRM
10.0
Territory management
Contactually, by Compass
8.9
Infor CloudSuite CRM
5.4
Opportunity management
Contactually, by Compass
9.4
Infor CloudSuite CRM
8.4
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Infor CloudSuite CRM
5.4
Contract management
Contactually, by Compass
6.0
Infor CloudSuite CRM
5.7
Quote & order management
Contactually, by Compass
6.0
Infor CloudSuite CRM
7.3
Interaction tracking
Contactually, by Compass
9.8
Infor CloudSuite CRM
10.0
Channel / partner relationship management
Contactually, by Compass
9.8
Infor CloudSuite CRM
10.0

Customer Service & Support

Contactually, by Compass
9.1
Infor CloudSuite CRM
8.3
Case management
Contactually, by Compass
9.7
Infor CloudSuite CRM
10.0
Call center management
Contactually, by Compass
8.0
Infor CloudSuite CRM
5.0
Help desk management
Contactually, by Compass
9.7
Infor CloudSuite CRM
10.0

Marketing Automation

Contactually, by Compass
9.7
Infor CloudSuite CRM
2.5
Lead management
Contactually, by Compass
9.8
Infor CloudSuite CRM
3.9
Email marketing
Contactually, by Compass
9.5
Infor CloudSuite CRM
1.0

CRM Project Management

Contactually, by Compass
6.3
Infor CloudSuite CRM
4.2
Task management
Contactually, by Compass
7.0
Infor CloudSuite CRM
7.1
Billing and invoicing management
Contactually, by Compass
5.0
Infor CloudSuite CRM
3.6
Reporting
Contactually, by Compass
7.0
Infor CloudSuite CRM
2.1

CRM Reporting & Analytics

Contactually, by Compass
7.0
Infor CloudSuite CRM
4.2
Forecasting
Contactually, by Compass
7.0
Infor CloudSuite CRM
3.6
Pipeline visualization
Contactually, by Compass
7.0
Infor CloudSuite CRM
7.0
Customizable reports
Contactually, by Compass
7.0
Infor CloudSuite CRM
2.1

Customization

Contactually, by Compass
7.0
Infor CloudSuite CRM
8.5
Custom fields
Contactually, by Compass
7.0
Infor CloudSuite CRM
10.0
Custom objects
Contactually, by Compass
7.0
Infor CloudSuite CRM
7.0
Scripting environment
Contactually, by Compass
7.0
Infor CloudSuite CRM
7.2
API for custom integration
Contactually, by Compass
7.0
Infor CloudSuite CRM
10.0

Security

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

Social CRM

Contactually, by Compass
8.4
Infor CloudSuite CRM
3.5
Social data
Contactually, by Compass
9.8
Infor CloudSuite CRM
4.0
Social engagement
Contactually, by Compass
7.0
Infor CloudSuite CRM
3.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Infor CloudSuite CRM
2.9
Marketing automation
Contactually, by Compass
9.8
Infor CloudSuite CRM
3.0
Compensation management
Contactually, by Compass
Infor CloudSuite CRM
2.7

Platform

Contactually, by Compass
9.4
Infor CloudSuite CRM
5.0
Mobile access
Contactually, by Compass
9.4
Infor CloudSuite CRM
5.0

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

Infor CloudSuite CRM

  • Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
  • Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
  • Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.
Dave Mattingly | 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

Infor CloudSuite CRM

  • InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
  • The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
  • I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.
Tonya Payne | 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

Infor CloudSuite CRM

Infor CloudSuite CRM 9.0
Based on 8 answers
Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.
Anonymous | TrustRadius Reviewer

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

Infor CloudSuite CRM

Infor CloudSuite CRM 7.8
Based on 4 answers
It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.
LeVar Berry | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Infor CloudSuite CRM

Infor CloudSuite CRM 8.0
Based on 1 answer
We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive
John Collman | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Infor CloudSuite CRM

We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.
Penny Bell | 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

Infor CloudSuite CRM

  • It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
  • Slightly lower TCO than other CRMs.
  • Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Contactually, by Compass

General

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

Infor CloudSuite CRM

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Infor CloudSuite CRM
9.0

Likelihood to Renew

Contactually, by Compass
1.0
Infor CloudSuite CRM
9.0

Usability

Contactually, by Compass
7.0
Infor CloudSuite CRM
7.8

Reliability and Availability

Contactually, by Compass
Infor CloudSuite CRM
9.0

Support Rating

Contactually, by Compass
Infor CloudSuite CRM
8.0

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