What users are saying about
15 Ratings
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Score 8.9 out of 100
3 Ratings
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Score 7.7 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

Salesmate

Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
Matthew Gehrman | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Salesmate
9.8
Customer data management / contact management
Contactually, by Compass
9.8
Salesmate
9.0
Workflow management
Contactually, by Compass
9.5
Salesmate
10.0
Territory management
Contactually, by Compass
8.9
Salesmate
Opportunity management
Contactually, by Compass
9.4
Salesmate
10.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Salesmate
10.0
Contract management
Contactually, by Compass
6.0
Salesmate
Quote & order management
Contactually, by Compass
6.0
Salesmate
Interaction tracking
Contactually, by Compass
9.8
Salesmate
10.0
Channel / partner relationship management
Contactually, by Compass
9.8
Salesmate

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
Salesmate
8.0
Lead management
Contactually, by Compass
9.8
Salesmate
8.0
Email marketing
Contactually, by Compass
9.5
Salesmate

CRM Project Management

Contactually, by Compass
6.3
Salesmate
10.0
Task management
Contactually, by Compass
7.0
Salesmate
10.0
Billing and invoicing management
Contactually, by Compass
5.0
Salesmate
Reporting
Contactually, by Compass
7.0
Salesmate
10.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
Salesmate
9.0
Forecasting
Contactually, by Compass
7.0
Salesmate
Pipeline visualization
Contactually, by Compass
7.0
Salesmate
8.0
Customizable reports
Contactually, by Compass
7.0
Salesmate
10.0

Customization

Contactually, by Compass
7.0
Salesmate
9.5
Custom fields
Contactually, by Compass
7.0
Salesmate
10.0
Custom objects
Contactually, by Compass
7.0
Salesmate
Scripting environment
Contactually, by Compass
7.0
Salesmate
API for custom integration
Contactually, by Compass
7.0
Salesmate
9.0

Security

Contactually, by Compass
7.5
Salesmate
10.0
Single sign-on capability
Contactually, by Compass
9.0
Salesmate
10.0
Role-based user permissions
Contactually, by Compass
6.0
Salesmate
10.0

Social CRM

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

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Salesmate
9.0
Marketing automation
Contactually, by Compass
9.8
Salesmate
9.0

Platform

Contactually, by Compass
9.4
Salesmate
9.0
Mobile access
Contactually, by Compass
9.4
Salesmate
9.0

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

Salesmate

  • Pipeline customization including custom fields
  • Two way email integration & click to call feature
  • Incredible customer service
  • Always looking to improve the product
  • Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
Matthew Gehrman | 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

Salesmate

  • The ability to switch between deals directly from within the deal itself
  • Load time could be improved however we have at any given time 180 + leads in the pipe
  • Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Matthew Gehrman | 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

Salesmate

Salesmate 10.0
Based on 1 answer
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Matthew Gehrman | 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

Salesmate

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

Salesmate

Salesmate has a lot of similar features and functionality but where I feel they differ the most is the customer service, new feature integration, and a team that actually wants to develop the perfect pipeline management tool. Not only are they more competitive on the overpricing structure but I'm confident we'll be able to continue scaling with Salesmate as we grow the team
Matthew Gehrman | 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

Salesmate

  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman | TrustRadius Reviewer

Screenshots

Pricing Details

Contactually, by Compass

General

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

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Salesmate
10.0

Likelihood to Renew

Contactually, by Compass
1.0
Salesmate
10.0

Usability

Contactually, by Compass
7.0
Salesmate

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