What users are saying about
15 Ratings
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Score 8.9 out of 100
21 Ratings
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Score 8.5 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

Nutshell

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis?If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Nutshell
7.3
Customer data management / contact management
Contactually, by Compass
9.8
Nutshell
9.0
Workflow management
Contactually, by Compass
9.5
Nutshell
8.1
Territory management
Contactually, by Compass
8.9
Nutshell
6.0
Opportunity management
Contactually, by Compass
9.4
Nutshell
8.8
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Nutshell
7.5
Contract management
Contactually, by Compass
6.0
Nutshell
Quote & order management
Contactually, by Compass
6.0
Nutshell
6.7
Interaction tracking
Contactually, by Compass
9.8
Nutshell
9.3
Channel / partner relationship management
Contactually, by Compass
9.8
Nutshell
3.0

Customer Service & Support

Contactually, by Compass
9.1
Nutshell
8.8
Case management
Contactually, by Compass
9.7
Nutshell
9.7
Call center management
Contactually, by Compass
8.0
Nutshell
8.0
Help desk management
Contactually, by Compass
9.7
Nutshell

Marketing Automation

Contactually, by Compass
9.7
Nutshell
8.1
Lead management
Contactually, by Compass
9.8
Nutshell
8.4
Email marketing
Contactually, by Compass
9.5
Nutshell
7.8

CRM Project Management

Contactually, by Compass
6.3
Nutshell
8.9
Task management
Contactually, by Compass
7.0
Nutshell
9.1
Billing and invoicing management
Contactually, by Compass
5.0
Nutshell
Reporting
Contactually, by Compass
7.0
Nutshell
8.8

CRM Reporting & Analytics

Contactually, by Compass
7.0
Nutshell
8.2
Forecasting
Contactually, by Compass
7.0
Nutshell
8.0
Pipeline visualization
Contactually, by Compass
7.0
Nutshell
7.9
Customizable reports
Contactually, by Compass
7.0
Nutshell
8.7

Customization

Contactually, by Compass
7.0
Nutshell
8.2
Custom fields
Contactually, by Compass
7.0
Nutshell
7.9
Custom objects
Contactually, by Compass
7.0
Nutshell
9.0
Scripting environment
Contactually, by Compass
7.0
Nutshell
9.0
API for custom integration
Contactually, by Compass
7.0
Nutshell
7.0

Security

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

Social CRM

Contactually, by Compass
8.4
Nutshell
7.8
Social data
Contactually, by Compass
9.8
Nutshell
7.5
Social engagement
Contactually, by Compass
7.0
Nutshell
8.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Nutshell
8.0
Marketing automation
Contactually, by Compass
9.8
Nutshell
8.0
Compensation management
Contactually, by Compass
Nutshell
8.0

Platform

Contactually, by Compass
9.4
Nutshell
7.6
Mobile access
Contactually, by Compass
9.4
Nutshell
7.6

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

Nutshell

  • Customization - we are able to make Nutshell make the most sense for our company and processes
  • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
  • Tags - allow us to prioritize leads and segment our customers and potential customers
  • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
  • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
Jennifer Callaghan | 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

Nutshell

  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
Laci Fitch | 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

Nutshell

Nutshell 10.0
Based on 1 answer
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Dan Aylward | 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

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 9.5
Based on 2 answers
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Jennifer Callaghan | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

Nutshell

Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Gregory Palenschat | 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

Nutshell

  • Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
  • Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Phil Curtolo | TrustRadius Reviewer

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

Nutshell

General

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

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Nutshell
8.6

Likelihood to Renew

Contactually, by Compass
1.0
Nutshell
10.0

Usability

Contactually, by Compass
7.0
Nutshell
9.0

Support Rating

Contactually, by Compass
Nutshell
9.5

Implementation Rating

Contactually, by Compass
Nutshell
8.0

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