What users are saying about
15 Ratings
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Score 8.9 out of 100
17 Ratings
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Score 9.1 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

Redtail CRM

It is well suited for the financial services business and I think that is because it is geared toward our industry, but I don't think it is limited to just financial services. I even like Redtail over using Salesforce or ACT software because of its functionality and low cost. I think a business from 1 employee to 1000 would benefit from Redtail
Drew Blackston, RFC® CRC® | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

Contactually, by Compass
7.0
Redtail CRM
Forecasting
Contactually, by Compass
7.0
Redtail CRM
Pipeline visualization
Contactually, by Compass
7.0
Redtail CRM
Customizable reports
Contactually, by Compass
7.0
Redtail CRM

Customization

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

Security

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

Social CRM

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

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Redtail CRM
Marketing automation
Contactually, by Compass
9.8
Redtail CRM

Platform

Contactually, by Compass
9.4
Redtail CRM
Mobile access
Contactually, by Compass
9.4
Redtail CRM

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

Redtail CRM

  • Redtail organizes all our client data so we can find it without missing a beat.
  • Redtail CRM allows us to find important client information for any location.
Nicholas Wylam | 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

Redtail CRM

  • The aesthetics of the page could use a facelift. The grey-on-white serves as a subtle clue that I should not be having fun.
  • The workflow for searching for clients could be improved/made easier.
  • The integrations management page could certainly be easier to find in my opinion. It is in an unusual spot nestled beneath my name, rather than another location.
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

Redtail 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

Redtail 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

Redtail CRM

Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you haven't considered Redtail yet, you might find that you're missing out on a simple and clean way to manage your client relationships!
Anonymous | 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

Redtail CRM

  • Track all relationships and status of leads.
  • Track relationships for current clients and how they are invested.
  • Have a quick, easy to read view of all your systems in one place (priceless).
  • Unified admin team.
  • Pays for itself. Integrate it into your daily routine.
Anonymous | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Redtail 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
Redtail CRM
9.7

Likelihood to Renew

Contactually, by Compass
1.0
Redtail CRM

Usability

Contactually, by Compass
7.0
Redtail CRM

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