What users are saying about
15 Ratings
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Score 8.9 out of 100
197 Ratings
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Score 7.3 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

Sugar Sell (SugarCRM)

If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure.If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Sugar Sell (SugarCRM)
7.7
Customer data management / contact management
Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
7.8
Workflow management
Contactually, by Compass
9.5
Sugar Sell (SugarCRM)
8.0
Territory management
Contactually, by Compass
8.9
Sugar Sell (SugarCRM)
7.6
Opportunity management
Contactually, by Compass
9.4
Sugar Sell (SugarCRM)
8.4
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
7.5
Contract management
Contactually, by Compass
6.0
Sugar Sell (SugarCRM)
6.8
Quote & order management
Contactually, by Compass
6.0
Sugar Sell (SugarCRM)
7.9
Interaction tracking
Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
7.1
Channel / partner relationship management
Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
7.7

Customer Service & Support

Contactually, by Compass
9.1
Sugar Sell (SugarCRM)
7.2
Case management
Contactually, by Compass
9.7
Sugar Sell (SugarCRM)
6.2
Call center management
Contactually, by Compass
8.0
Sugar Sell (SugarCRM)
8.1
Help desk management
Contactually, by Compass
9.7
Sugar Sell (SugarCRM)
7.3

Marketing Automation

Contactually, by Compass
9.7
Sugar Sell (SugarCRM)
7.5
Lead management
Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
8.3
Email marketing
Contactually, by Compass
9.5
Sugar Sell (SugarCRM)
6.8

CRM Project Management

Contactually, by Compass
6.3
Sugar Sell (SugarCRM)
7.7
Task management
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
8.1
Billing and invoicing management
Contactually, by Compass
5.0
Sugar Sell (SugarCRM)
7.2
Reporting
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
7.8

CRM Reporting & Analytics

Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
7.9
Forecasting
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
8.3
Pipeline visualization
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
7.3
Customizable reports
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
8.1

Customization

Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
7.9
Custom fields
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
8.4
Custom objects
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
7.4
Scripting environment
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
7.7
API for custom integration
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
8.0

Security

Contactually, by Compass
7.5
Sugar Sell (SugarCRM)
8.7
Single sign-on capability
Contactually, by Compass
9.0
Sugar Sell (SugarCRM)
8.6
Role-based user permissions
Contactually, by Compass
6.0
Sugar Sell (SugarCRM)
8.8

Social CRM

Contactually, by Compass
8.4
Sugar Sell (SugarCRM)
8.8
Social data
Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
8.9
Social engagement
Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
8.8

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
8.2
Marketing automation
Contactually, by Compass
9.8
Sugar Sell (SugarCRM)
7.8
Compensation management
Contactually, by Compass
Sugar Sell (SugarCRM)
8.7

Platform

Contactually, by Compass
9.4
Sugar Sell (SugarCRM)
7.1
Mobile access
Contactually, by Compass
9.4
Sugar Sell (SugarCRM)
7.1

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

Sugar Sell (SugarCRM)

  • Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
  • Exporting granular reports into excel for in depth analysis and actionable measures.
  • Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.
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

Sugar Sell (SugarCRM)

  • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
  • General layout could be improved by the addition of modern templates to customize the standard look and feel
  • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.2
Based on 26 answers
Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Andrew Dunifer, MBA/MS MIS | 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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.3
Based on 2 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Contactually, by Compass

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
SugarCRM has never been down for us.
Peter Fletcher | TrustRadius Reviewer

Performance

Contactually, by Compass

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 6.3
Based on 10 answers
Most of our support comes from the documentation on the SugarCRM web site. There is lots of documentation available, but sometimes, it takes a little time to find the piece that pertains to your system. The SugarCRM software has changed a lot over the years and documentation for all of the versions is still available on the web.
Tom Kreiner | TrustRadius Reviewer

In-Person Training

Contactually, by Compass

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher | TrustRadius Reviewer

Online Training

Contactually, by Compass

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 6 answers
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Sugar Sell (SugarCRM)

GoldMine was an archaic platform. Adding custom fields was difficult. Reporting was horrible. Sugar CRM blows it out of the water. It's also easier to use and navigate. Having all of the data available from any browser is also a tremendous advantage compared to our private installation of GoldMine which required their software and a VPN connection.
Sid Haas | TrustRadius Reviewer

Scalability

Contactually, by Compass

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher | 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

Sugar Sell (SugarCRM)

  • Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
  • It allows each user to have a 360-degree view point of our databases at any given point.
  • Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
Jennifer Stewart | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Sugar Sell (SugarCRM)

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
Sugar Sell (SugarCRM)
7.6

Likelihood to Renew

Contactually, by Compass
1.0
Sugar Sell (SugarCRM)
8.2

Usability

Contactually, by Compass
7.0
Sugar Sell (SugarCRM)
8.3

Reliability and Availability

Contactually, by Compass
Sugar Sell (SugarCRM)
10.0

Performance

Contactually, by Compass
Sugar Sell (SugarCRM)
10.0

Support Rating

Contactually, by Compass
Sugar Sell (SugarCRM)
6.3

In-Person Training

Contactually, by Compass
Sugar Sell (SugarCRM)
9.0

Online Training

Contactually, by Compass
Sugar Sell (SugarCRM)
8.0

Implementation Rating

Contactually, by Compass
Sugar Sell (SugarCRM)
9.0

Scalability

Contactually, by Compass
Sugar Sell (SugarCRM)
9.0

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