What users are saying about
15 Ratings
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Score 8.9 out of 100
33 Ratings
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Score 6.9 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

Ontraport

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.
Charles Kirkland | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
Ontraport
Lead management
Contactually, by Compass
9.8
Ontraport
Email marketing
Contactually, by Compass
9.5
Ontraport

CRM Project Management

Contactually, by Compass
6.3
Ontraport
Task management
Contactually, by Compass
7.0
Ontraport
Billing and invoicing management
Contactually, by Compass
5.0
Ontraport
Reporting
Contactually, by Compass
7.0
Ontraport

CRM Reporting & Analytics

Contactually, by Compass
7.0
Ontraport
Forecasting
Contactually, by Compass
7.0
Ontraport
Pipeline visualization
Contactually, by Compass
7.0
Ontraport
Customizable reports
Contactually, by Compass
7.0
Ontraport

Customization

Contactually, by Compass
7.0
Ontraport
Custom fields
Contactually, by Compass
7.0
Ontraport
Custom objects
Contactually, by Compass
7.0
Ontraport
Scripting environment
Contactually, by Compass
7.0
Ontraport
API for custom integration
Contactually, by Compass
7.0
Ontraport

Security

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

Social CRM

Contactually, by Compass
8.4
Ontraport
Social data
Contactually, by Compass
9.8
Ontraport
Social engagement
Contactually, by Compass
7.0
Ontraport

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Ontraport
Marketing automation
Contactually, by Compass
9.8
Ontraport

Platform

Contactually, by Compass
9.4
Ontraport
Mobile access
Contactually, by Compass
9.4
Ontraport

Email & Online Marketing

Contactually, by Compass
Ontraport
8.2
WYSIWYG email editor
Contactually, by Compass
Ontraport
8.6
Dynamic content
Contactually, by Compass
Ontraport
9.3
Ability to test dynamic content
Contactually, by Compass
Ontraport
8.3
Landing pages
Contactually, by Compass
Ontraport
7.4
A/B testing
Contactually, by Compass
Ontraport
9.1
Mobile optimization
Contactually, by Compass
Ontraport
8.2
Email deliverability reporting
Contactually, by Compass
Ontraport
6.5
List management
Contactually, by Compass
Ontraport
6.6
Triggered drip sequences
Contactually, by Compass
Ontraport
9.7

Lead Management

Contactually, by Compass
Ontraport
6.4
Lead nurturing
Contactually, by Compass
Ontraport
8.1
Lead scoring and grading
Contactually, by Compass
Ontraport
5.2
Data quality management
Contactually, by Compass
Ontraport
5.8
Automated sales alerts and tasks
Contactually, by Compass
Ontraport
6.7

Campaign Management

Contactually, by Compass
Ontraport
7.6
Calendaring
Contactually, by Compass
Ontraport
6.2
Event/webinar marketing
Contactually, by Compass
Ontraport
8.9

Social Media Marketing

Contactually, by Compass
Ontraport
7.1
Social sharing and campaigns
Contactually, by Compass
Ontraport
7.1
Social profile integration
Contactually, by Compass
Ontraport
7.2

Reporting & Analytics

Contactually, by Compass
Ontraport
8.2
Dashboards
Contactually, by Compass
Ontraport
8.8
Standard reports
Contactually, by Compass
Ontraport
6.3
Custom reports
Contactually, by Compass
Ontraport
9.7

Platform & Infrastructure

Contactually, by Compass
Ontraport
7.8
API
Contactually, by Compass
Ontraport
6.3
Role-based workflow & approvals
Contactually, by Compass
Ontraport
8.9
Customizability
Contactually, by Compass
Ontraport
9.7
Integration with Salesforce.com
Contactually, by Compass
Ontraport
7.3
Integration with Microsoft Dynamics CRM
Contactually, by Compass
Ontraport
7.3
Integration with SugarCRM
Contactually, by Compass
Ontraport
7.3

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

Ontraport

  • User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
  • ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
  • Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Jeremy Estes | 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

Ontraport

  • Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
  • Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
  • Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
  • Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
  • Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
  • Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
  • Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Andrew Muller | 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

Ontraport

Ontraport 9.1
Based on 8 answers
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
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

Ontraport

Ontraport 7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Eric Foronjy | TrustRadius Reviewer

Performance

Contactually, by Compass

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 7.7
Based on 4 answers
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Chris Castillo | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.0
Based on 3 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
Anonymous | TrustRadius Reviewer

In-Person Training

Contactually, by Compass

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

Ontraport

Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Matthew Watts | TrustRadius Reviewer

Scalability

Contactually, by Compass

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz | 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

Ontraport

  • We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
  • We have been able to more effectively target relevant donors that have given more recently.
  • ONTRAPORT has consolidated the tracking software that we have used for contact information.
Kalyn Hoffman | 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

Ontraport

General

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

Ontraport Editions & Modules

Edition
Pro$2971
Basic$792
Plus$1473
Enterprise$4974
  1. per month (3 Users -- up to 10,000 Contacts)
  2. per month (1 User -- up to 1,000 contacts)
  3. per month (2 Users -- up to 2,500 Contacts)
  4. per month (5 Users -- up to 20,000 Contacts
Modules
100,000 extra contacts$991
Additional user$472
100,000 extra messages$993
First-class postcards$13
  1. Other
  2. Per User per Month
  3. Other
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free."

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Ontraport
6.4

Likelihood to Renew

Contactually, by Compass
1.0
Ontraport
9.1

Usability

Contactually, by Compass
7.0
Ontraport
7.8

Performance

Contactually, by Compass
Ontraport
7.7

Support Rating

Contactually, by Compass
Ontraport
9.0

In-Person Training

Contactually, by Compass
Ontraport
9.1

Implementation Rating

Contactually, by Compass
Ontraport
9.1

Scalability

Contactually, by Compass
Ontraport
8.2

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