What users are saying about
15 Ratings
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Score 8.9 out of 100
2 Ratings
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Score 4 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

Talisma Social CRM

If your company has a lot of data and needs a way to parse through it on a regular basis, Talisma is the software for you. If you want an easy to use system that has pretty graphics and a great user interface, look at other tools to see if you can find a better one.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Talisma Social CRM
5.6
Customer data management / contact management
Contactually, by Compass
9.8
Talisma Social CRM
8.0
Workflow management
Contactually, by Compass
9.5
Talisma Social CRM
6.0
Territory management
Contactually, by Compass
8.9
Talisma Social CRM
6.0
Opportunity management
Contactually, by Compass
9.4
Talisma Social CRM
4.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Talisma Social CRM
3.0
Contract management
Contactually, by Compass
6.0
Talisma Social CRM
4.0
Quote & order management
Contactually, by Compass
6.0
Talisma Social CRM
5.0
Interaction tracking
Contactually, by Compass
9.8
Talisma Social CRM
9.0
Channel / partner relationship management
Contactually, by Compass
9.8
Talisma Social CRM
5.0

Customer Service & Support

Contactually, by Compass
9.1
Talisma Social CRM
4.7
Case management
Contactually, by Compass
9.7
Talisma Social CRM
3.0
Call center management
Contactually, by Compass
8.0
Talisma Social CRM
5.0
Help desk management
Contactually, by Compass
9.7
Talisma Social CRM
6.0

Marketing Automation

Contactually, by Compass
9.7
Talisma Social CRM
4.0
Lead management
Contactually, by Compass
9.8
Talisma Social CRM
5.0
Email marketing
Contactually, by Compass
9.5
Talisma Social CRM
3.0

CRM Project Management

Contactually, by Compass
6.3
Talisma Social CRM
6.0
Task management
Contactually, by Compass
7.0
Talisma Social CRM
7.0
Billing and invoicing management
Contactually, by Compass
5.0
Talisma Social CRM
4.0
Reporting
Contactually, by Compass
7.0
Talisma Social CRM
7.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
Talisma Social CRM
5.7
Forecasting
Contactually, by Compass
7.0
Talisma Social CRM
5.0
Pipeline visualization
Contactually, by Compass
7.0
Talisma Social CRM
3.0
Customizable reports
Contactually, by Compass
7.0
Talisma Social CRM
9.0

Customization

Contactually, by Compass
7.0
Talisma Social CRM
6.3
Custom fields
Contactually, by Compass
7.0
Talisma Social CRM
9.0
Custom objects
Contactually, by Compass
7.0
Talisma Social CRM
8.0
Scripting environment
Contactually, by Compass
7.0
Talisma Social CRM
3.0
API for custom integration
Contactually, by Compass
7.0
Talisma Social CRM
5.0

Security

Contactually, by Compass
7.5
Talisma Social CRM
5.5
Single sign-on capability
Contactually, by Compass
9.0
Talisma Social CRM
2.0
Role-based user permissions
Contactually, by Compass
6.0
Talisma Social CRM
9.0

Social CRM

Contactually, by Compass
8.4
Talisma Social CRM
4.0
Social data
Contactually, by Compass
9.8
Talisma Social CRM
5.0
Social engagement
Contactually, by Compass
7.0
Talisma Social CRM
3.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Talisma Social CRM
3.5
Marketing automation
Contactually, by Compass
9.8
Talisma Social CRM
4.0
Compensation management
Contactually, by Compass
Talisma Social CRM
3.0

Platform

Contactually, by Compass
9.4
Talisma Social CRM
4.0
Mobile access
Contactually, by Compass
9.4
Talisma Social CRM
4.0

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

Talisma Social CRM

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
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

Talisma Social CRM

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
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

Talisma Social CRM

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

Talisma Social CRM

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

Talisma Social CRM

Talisma is a little behind the times compared to the other competition on the market. It has most of the tools to be successful, but it takes some deep diving into the software to figure out exactly how to use each of these tools to get the job done on a daily basis.
Anonymous | 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

Talisma Social CRM

  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
Anonymous | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Talisma Social CRM

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Talisma Social CRM
4.0

Likelihood to Renew

Contactually, by Compass
1.0
Talisma Social CRM

Usability

Contactually, by Compass
7.0
Talisma Social CRM

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