Contactually CRM (discontinued) vs. ServiceTitan

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

Well suited for larger companies, and companies that can take advantage of numerous features like dispatching, inventory, etc. Smaller shops may not find ServiceTitan as helpful or at least potentially complicated for a scaled back operation. It doesn't have accounting software, so make sure you have QuickBooks or something similar.

Incentivized

• 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

• Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
• Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
• Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.

Incentivized

• 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

• We'd like to be able to text estimates (currently, email is the only function)
• We'd like to have audit trails on Customer and Location records (currently only at the job level)
• We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.

Incentivized

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

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

Incentivized

No comparisons. Everyone tries to emulate Service Titan. Service Titan has had the best support. Service Titan also seems like they have a better development team to build out their product and listen to client feedback. Where that's helpful is that they're constantly pushing the envelope of what's possible with enhancing client experience and streamlining operations for a business owner.

Incentivized

• 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

• We can more effectively retain customers and send them offers if it's been a while since their last visit.
• Our cash flow has dramatically improved because now the technicians invoice everything.
• We can get estimates out the door within the hour, not days later.

Incentivized