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

IRIS CRM

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
IRIS CRM
9.1
Customer data management / contact management
Contactually, by Compass
9.8
IRIS CRM
10.0
Workflow management
Contactually, by Compass
9.5
IRIS CRM
10.0
Territory management
Contactually, by Compass
8.9
IRIS CRM
9.0
Opportunity management
Contactually, by Compass
9.4
IRIS CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
IRIS CRM
8.0
Contract management
Contactually, by Compass
6.0
IRIS CRM
9.0
Quote & order management
Contactually, by Compass
6.0
IRIS CRM
9.0
Interaction tracking
Contactually, by Compass
9.8
IRIS CRM
8.0
Channel / partner relationship management
Contactually, by Compass
9.8
IRIS CRM
9.0

Customer Service & Support

Contactually, by Compass
9.1
IRIS CRM
9.0
Case management
Contactually, by Compass
9.7
IRIS CRM
9.0
Call center management
Contactually, by Compass
8.0
IRIS CRM
Help desk management
Contactually, by Compass
9.7
IRIS CRM
9.0

Marketing Automation

Contactually, by Compass
9.7
IRIS CRM
8.0
Lead management
Contactually, by Compass
9.8
IRIS CRM
8.0
Email marketing
Contactually, by Compass
9.5
IRIS CRM

CRM Project Management

Contactually, by Compass
6.3
IRIS CRM
9.7
Task management
Contactually, by Compass
7.0
IRIS CRM
9.0
Billing and invoicing management
Contactually, by Compass
5.0
IRIS CRM
10.0
Reporting
Contactually, by Compass
7.0
IRIS CRM
10.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
IRIS CRM
9.3
Forecasting
Contactually, by Compass
7.0
IRIS CRM
10.0
Pipeline visualization
Contactually, by Compass
7.0
IRIS CRM
10.0
Customizable reports
Contactually, by Compass
7.0
IRIS CRM
8.0

Customization

Contactually, by Compass
7.0
IRIS CRM
8.5
Custom fields
Contactually, by Compass
7.0
IRIS CRM
8.0
Custom objects
Contactually, by Compass
7.0
IRIS CRM
8.0
Scripting environment
Contactually, by Compass
7.0
IRIS CRM
9.0
API for custom integration
Contactually, by Compass
7.0
IRIS CRM
9.0

Security

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

Social CRM

Contactually, by Compass
8.4
IRIS CRM
Social data
Contactually, by Compass
9.8
IRIS CRM
Social engagement
Contactually, by Compass
7.0
IRIS CRM

Integrations with 3rd-party Software

Contactually, by Compass
9.8
IRIS CRM
Marketing automation
Contactually, by Compass
9.8
IRIS CRM

Platform

Contactually, by Compass
9.4
IRIS CRM
9.0
Mobile access
Contactually, by Compass
9.4
IRIS CRM
9.0

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

IRIS CRM

  • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
  • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
  • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
Anonymous | 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

IRIS CRM

  • Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
  • Workflow customization is not easy for all users and can require some coding skills on the back end.
  • Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
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

IRIS 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

IRIS 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

IRIS CRM

No answers on this topic

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

IRIS CRM

  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
Anonymous | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

IRIS CRM

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
IRIS CRM
9.0

Likelihood to Renew

Contactually, by Compass
1.0
IRIS CRM

Usability

Contactually, by Compass
7.0
IRIS CRM

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