What users are saying about
15 Ratings
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Score 8.9 out of 100
11 Ratings
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Score 9.3 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

Method:CRM

This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.
Denice Castillo | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Method:CRM
9.1
Customer data management / contact management
Contactually, by Compass
9.8
Method:CRM
10.0
Workflow management
Contactually, by Compass
9.5
Method:CRM
9.9
Territory management
Contactually, by Compass
8.9
Method:CRM
1.8
Opportunity management
Contactually, by Compass
9.4
Method:CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Method:CRM
10.0
Contract management
Contactually, by Compass
6.0
Method:CRM
10.0
Quote & order management
Contactually, by Compass
6.0
Method:CRM
10.0
Interaction tracking
Contactually, by Compass
9.8
Method:CRM
10.0
Channel / partner relationship management
Contactually, by Compass
9.8
Method:CRM
10.0

Customer Service & Support

Contactually, by Compass
9.1
Method:CRM
10.0
Case management
Contactually, by Compass
9.7
Method:CRM
10.0
Call center management
Contactually, by Compass
8.0
Method:CRM
9.9
Help desk management
Contactually, by Compass
9.7
Method:CRM
10.0

Marketing Automation

Contactually, by Compass
9.7
Method:CRM
10.0
Lead management
Contactually, by Compass
9.8
Method:CRM
9.9
Email marketing
Contactually, by Compass
9.5
Method:CRM
10.0

CRM Project Management

Contactually, by Compass
6.3
Method:CRM
10.0
Task management
Contactually, by Compass
7.0
Method:CRM
10.0
Billing and invoicing management
Contactually, by Compass
5.0
Method:CRM
9.9
Reporting
Contactually, by Compass
7.0
Method:CRM
10.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
Method:CRM
10.0
Forecasting
Contactually, by Compass
7.0
Method:CRM
10.0
Pipeline visualization
Contactually, by Compass
7.0
Method:CRM
10.0
Customizable reports
Contactually, by Compass
7.0
Method:CRM
10.0

Customization

Contactually, by Compass
7.0
Method:CRM
10.0
Custom fields
Contactually, by Compass
7.0
Method:CRM
10.0
Custom objects
Contactually, by Compass
7.0
Method:CRM
10.0
Scripting environment
Contactually, by Compass
7.0
Method:CRM
10.0
API for custom integration
Contactually, by Compass
7.0
Method:CRM
10.0

Security

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

Social CRM

Contactually, by Compass
8.4
Method:CRM
Social data
Contactually, by Compass
9.8
Method:CRM
Social engagement
Contactually, by Compass
7.0
Method:CRM

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Method:CRM
10.0
Marketing automation
Contactually, by Compass
9.8
Method:CRM
10.0
Compensation management
Contactually, by Compass
Method:CRM
10.0

Platform

Contactually, by Compass
9.4
Method:CRM
9.9
Mobile access
Contactually, by Compass
9.4
Method:CRM
9.9

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

Method:CRM

  • Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company.
  • Stop wasting time doing receptive task this software has reduced redundancy with it's message automations.
  • The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.
Denise D. BA  Website Developer | 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

Method:CRM

  • Very hard to understand what has to happen in order to get a screen or even a button working.
  • You have to have a background in coding or web development for this to make any sense to you.
  • They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.
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

Method:CRM

Method:CRM 8.0
Based on 2 answers
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
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

Method:CRM

No score
No answers yet
No answers on this topic

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 9.0
Based on 1 answer
They are very quick to respond and figure out solutions. They are prompt, polite and well versed in the product. They really put a lot of thought in to how the system can be manipulated to better serve me.
Denice Castillo | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 9.0
Based on 1 answer
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Denice Castillo | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

Method:CRM

We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game.
Denise D. BA  Website Developer | 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

Method:CRM

  • This would likely have brought significant cost savings to our business - we just couldn't get sufficient time nor could we get accurate cost estimates from them.
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

Contactually, by Compass Editions & Modules

Additional Pricing Details

Method:CRM

General

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

Method:CRM Editions & Modules

Edition
Contact Management$251
CRM Pro$441
  1. per user per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Method:CRM
9.9

Likelihood to Renew

Contactually, by Compass
1.0
Method:CRM
8.0

Usability

Contactually, by Compass
7.0
Method:CRM

Support Rating

Contactually, by Compass
Method:CRM
9.0

Implementation Rating

Contactually, by Compass
Method:CRM
9.0

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