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

Pipeliner CRM

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.
Babette Ten Haken | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Pipeliner CRM
8.4
Customer data management / contact management
Contactually, by Compass
9.8
Pipeliner CRM
8.6
Workflow management
Contactually, by Compass
9.5
Pipeliner CRM
7.6
Territory management
Contactually, by Compass
8.9
Pipeliner CRM
8.1
Opportunity management
Contactually, by Compass
9.4
Pipeliner CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Pipeliner CRM
8.3
Contract management
Contactually, by Compass
6.0
Pipeliner CRM
7.6
Quote & order management
Contactually, by Compass
6.0
Pipeliner CRM
9.6
Interaction tracking
Contactually, by Compass
9.8
Pipeliner CRM
7.7
Channel / partner relationship management
Contactually, by Compass
9.8
Pipeliner CRM
8.7

Customer Service & Support

Contactually, by Compass
9.1
Pipeliner CRM
9.3
Case management
Contactually, by Compass
9.7
Pipeliner CRM
9.1
Call center management
Contactually, by Compass
8.0
Pipeliner CRM
9.1
Help desk management
Contactually, by Compass
9.7
Pipeliner CRM
9.6

Marketing Automation

Contactually, by Compass
9.7
Pipeliner CRM
8.0
Lead management
Contactually, by Compass
9.8
Pipeliner CRM
7.8
Email marketing
Contactually, by Compass
9.5
Pipeliner CRM
8.2

CRM Project Management

Contactually, by Compass
6.3
Pipeliner CRM
8.6
Task management
Contactually, by Compass
7.0
Pipeliner CRM
7.8
Billing and invoicing management
Contactually, by Compass
5.0
Pipeliner CRM
9.1
Reporting
Contactually, by Compass
7.0
Pipeliner CRM
8.8

CRM Reporting & Analytics

Contactually, by Compass
7.0
Pipeliner CRM
8.7
Forecasting
Contactually, by Compass
7.0
Pipeliner CRM
8.8
Pipeline visualization
Contactually, by Compass
7.0
Pipeliner CRM
9.0
Customizable reports
Contactually, by Compass
7.0
Pipeliner CRM
8.4

Customization

Contactually, by Compass
7.0
Pipeliner CRM
8.4
Custom fields
Contactually, by Compass
7.0
Pipeliner CRM
8.6
Custom objects
Contactually, by Compass
7.0
Pipeliner CRM
8.0
Scripting environment
Contactually, by Compass
7.0
Pipeliner CRM
9.1
API for custom integration
Contactually, by Compass
7.0
Pipeliner CRM
7.9

Security

Contactually, by Compass
7.5
Pipeliner CRM
8.2
Single sign-on capability
Contactually, by Compass
9.0
Pipeliner CRM
8.3
Role-based user permissions
Contactually, by Compass
6.0
Pipeliner CRM
8.1

Social CRM

Contactually, by Compass
8.4
Pipeliner CRM
8.0
Social data
Contactually, by Compass
9.8
Pipeliner CRM
7.9
Social engagement
Contactually, by Compass
7.0
Pipeliner CRM
8.2

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Pipeliner CRM
8.6
Marketing automation
Contactually, by Compass
9.8
Pipeliner CRM
8.1
Compensation management
Contactually, by Compass
Pipeliner CRM
9.1

Platform

Contactually, by Compass
9.4
Pipeliner CRM
8.9
Mobile access
Contactually, by Compass
9.4
Pipeliner CRM
8.9

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

Pipeliner CRM

  • Clear and easy visualisation of Sales Process
  • Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
  • Reporting into pivot table is also easy and very useful
  • Mobile app has always been very good and easy to use since 2015
Gary Perkins | 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

Pipeliner CRM

  • Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
  • Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.
Simon Tarh | 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

Pipeliner CRM

Pipeliner CRM 9.1
Based on 1 answer
Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
Paulo Castello | 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

Pipeliner 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

Pipeliner CRM

It is better than Pipedrive since its features are more advanced than Pipedrive. Pipeliner has a better mobile app and its features are great to use.
Hamza Naeem | 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

Pipeliner CRM

  • As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
  • The visual tools allow those "no good deals" to be spotted and resource usage limited.
  • A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.
Randy Tucker | 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

Pipeliner CRM

General

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

Pipeliner CRM Editions & Modules

On-premise Edition
BUSINESS - Full CRM functionality, customization and unique productivity features$65.001
Business STARTER - Basic sales management, tracking and collaboration$35.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services$85.002
  1. Per User per Month
  2. Per User per month
SaaS Edition
Essentials - Basic sales management, tracking and collaboration$35.001
Professional - Full CRM functionality, customization and unique productivity features$65.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services$85.001
  1. Per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Pipeliner CRM
8.3

Likelihood to Renew

Contactually, by Compass
1.0
Pipeliner CRM
9.1

Usability

Contactually, by Compass
7.0
Pipeliner CRM

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