What users are saying about
15 Ratings
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Score 8.9 out of 100
2 Ratings
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Score 9.8 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

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Lasso CRM
9.1
Customer data management / contact management
Contactually, by Compass
9.8
Lasso CRM
8.5
Workflow management
Contactually, by Compass
9.5
Lasso CRM
6.9
Territory management
Contactually, by Compass
8.9
Lasso CRM
Opportunity management
Contactually, by Compass
9.4
Lasso CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Lasso CRM
10.0
Contract management
Contactually, by Compass
6.0
Lasso CRM
Quote & order management
Contactually, by Compass
6.0
Lasso CRM
Interaction tracking
Contactually, by Compass
9.8
Lasso CRM
10.0
Channel / partner relationship management
Contactually, by Compass
9.8
Lasso CRM

Customer Service & Support

Contactually, by Compass
9.1
Lasso CRM
5.0
Case management
Contactually, by Compass
9.7
Lasso CRM
Call center management
Contactually, by Compass
8.0
Lasso CRM
Help desk management
Contactually, by Compass
9.7
Lasso CRM
5.0

Marketing Automation

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

CRM Project Management

Contactually, by Compass
6.3
Lasso CRM
8.5
Task management
Contactually, by Compass
7.0
Lasso CRM
8.5
Billing and invoicing management
Contactually, by Compass
5.0
Lasso CRM
Reporting
Contactually, by Compass
7.0
Lasso CRM
8.5

CRM Reporting & Analytics

Contactually, by Compass
7.0
Lasso CRM
6.9
Forecasting
Contactually, by Compass
7.0
Lasso CRM
Pipeline visualization
Contactually, by Compass
7.0
Lasso CRM
8.0
Customizable reports
Contactually, by Compass
7.0
Lasso CRM
5.7

Customization

Contactually, by Compass
7.0
Lasso CRM
5.0
Custom fields
Contactually, by Compass
7.0
Lasso CRM
5.0
Custom objects
Contactually, by Compass
7.0
Lasso CRM
5.0
Scripting environment
Contactually, by Compass
7.0
Lasso CRM
API for custom integration
Contactually, by Compass
7.0
Lasso CRM

Security

Contactually, by Compass
7.5
Lasso CRM
8.2
Single sign-on capability
Contactually, by Compass
9.0
Lasso CRM
8.0
Role-based user permissions
Contactually, by Compass
6.0
Lasso CRM
8.5

Social CRM

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

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Lasso CRM
8.0
Marketing automation
Contactually, by Compass
9.8
Lasso CRM
8.0

Platform

Contactually, by Compass
9.4
Lasso CRM
5.0
Mobile access
Contactually, by Compass
9.4
Lasso 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

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
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

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | 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

Lasso 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

Lasso 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

Lasso 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

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
Anonymous | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Lasso 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
Lasso CRM
9.8

Likelihood to Renew

Contactually, by Compass
1.0
Lasso CRM

Usability

Contactually, by Compass
7.0
Lasso CRM

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