Contactually CRM (discontinued) vs. Salesboom

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.

Incentivized

Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.

• 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.

Incentivized

• As a customer of Salesboom we get a dedicated CRM consultant that helps out with customizations, data importing, etc.
• Customer support is great.
• The CRM gets updated quarterly without user intervention.

• 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.

Incentivized

• The billing and invoicing needs a bit of improvement.
• We would like to see more ERP-like features.
• The customer self service portal needs improvement.

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.

Easy to use, does not require a strong technical background at all.

Incentivized

We have a dedicated account manager and support. Whenever we need help we get it.

It seemed to have everything that I wanted and wasn't too expensive.

Incentivized

Salesboom worked with us from day one before purchasing our requirements. Once we rolled out the CRM implementation, their customer support is very helpful. The system is very user friendly, feature rich and the prices are very competitive.

Another Important advantage for Salesboom.com CRM is that they have a service level agreement, with an up time guarantee.

• 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.

Incentivized

• Less sales opportunities slip through the cracks.
• Reduces sales redundant tasks and saves time.
• Makes customers.