15 Ratings
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Score 8.9 out of 100
32 Ratings
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Score 8.6 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

SalesforceIQ CRM (Discontinued)

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
SalesforceIQ CRM (Discontinued)
9.1
Customer data management / contact management
Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
9.0
Workflow management
Contactually, by Compass
9.5
SalesforceIQ CRM (Discontinued)
Territory management
Contactually, by Compass
8.9
SalesforceIQ CRM (Discontinued)
9.5
Opportunity management
Contactually, by Compass
9.4
SalesforceIQ CRM (Discontinued)
8.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
9.5
Contract management
Contactually, by Compass
6.0
SalesforceIQ CRM (Discontinued)
Quote & order management
Contactually, by Compass
6.0
SalesforceIQ CRM (Discontinued)
9.0
Interaction tracking
Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
9.5
Channel / partner relationship management
Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
9.0

Customer Service & Support

Contactually, by Compass
9.1
SalesforceIQ CRM (Discontinued)
Case management
Contactually, by Compass
9.7
SalesforceIQ CRM (Discontinued)
Call center management
Contactually, by Compass
8.0
SalesforceIQ CRM (Discontinued)
Help desk management
Contactually, by Compass
9.7
SalesforceIQ CRM (Discontinued)

Marketing Automation

Contactually, by Compass
9.7
SalesforceIQ CRM (Discontinued)
7.4
Lead management
Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
7.4
Email marketing
Contactually, by Compass
9.5
SalesforceIQ CRM (Discontinued)

CRM Project Management

Contactually, by Compass
6.3
SalesforceIQ CRM (Discontinued)
9.0
Task management
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0
Billing and invoicing management
Contactually, by Compass
5.0
SalesforceIQ CRM (Discontinued)
9.0
Reporting
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0
Forecasting
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0
Pipeline visualization
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0
Customizable reports
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0

Customization

Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.1
Custom fields
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.5
Custom objects
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0
Scripting environment
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0
API for custom integration
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0

Security

Contactually, by Compass
7.5
SalesforceIQ CRM (Discontinued)
9.3
Single sign-on capability
Contactually, by Compass
9.0
SalesforceIQ CRM (Discontinued)
9.5
Role-based user permissions
Contactually, by Compass
6.0
SalesforceIQ CRM (Discontinued)
9.0

Social CRM

Contactually, by Compass
8.4
SalesforceIQ CRM (Discontinued)
9.0
Social data
Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
Social engagement
Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)
9.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
9.0
Marketing automation
Contactually, by Compass
9.8
SalesforceIQ CRM (Discontinued)
9.0
Compensation management
Contactually, by Compass
SalesforceIQ CRM (Discontinued)
9.0

Platform

Contactually, by Compass
9.4
SalesforceIQ CRM (Discontinued)
9.5
Mobile access
Contactually, by Compass
9.4
SalesforceIQ CRM (Discontinued)
9.5

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

SalesforceIQ CRM (Discontinued)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Anonymous | 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

SalesforceIQ CRM (Discontinued)

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

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

SalesforceIQ CRM (Discontinued)

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

SalesforceIQ CRM (Discontinued)

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

Screenshots

Contactually, by Compass

Pricing Details

Contactually, by Compass

General

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

SalesforceIQ CRM (Discontinued)

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
SalesforceIQ CRM (Discontinued)
9.5

Likelihood to Renew

Contactually, by Compass
1.0
SalesforceIQ CRM (Discontinued)

Usability

Contactually, by Compass
7.0
SalesforceIQ CRM (Discontinued)

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