What users are saying about
15 Ratings
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Score 8.9 out of 100
1 Ratings
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Score 10 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

Teamleader

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.
Suzanne Glorie | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
Teamleader
Lead management
Contactually, by Compass
9.8
Teamleader
Email marketing
Contactually, by Compass
9.5
Teamleader

CRM Project Management

Contactually, by Compass
6.3
Teamleader
8.0
Task management
Contactually, by Compass
7.0
Teamleader
7.0
Billing and invoicing management
Contactually, by Compass
5.0
Teamleader
9.0
Reporting
Contactually, by Compass
7.0
Teamleader
8.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
Teamleader
Forecasting
Contactually, by Compass
7.0
Teamleader
Pipeline visualization
Contactually, by Compass
7.0
Teamleader
Customizable reports
Contactually, by Compass
7.0
Teamleader

Customization

Contactually, by Compass
7.0
Teamleader
Custom fields
Contactually, by Compass
7.0
Teamleader
Custom objects
Contactually, by Compass
7.0
Teamleader
Scripting environment
Contactually, by Compass
7.0
Teamleader
API for custom integration
Contactually, by Compass
7.0
Teamleader

Security

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

Social CRM

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

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Teamleader
Marketing automation
Contactually, by Compass
9.8
Teamleader

Platform

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

Teamleader

  • Make proposals: It is very easy to create, send, monitor and manage proposals. Once a proposal is accepted you create an invoice with one mouseclick.
  • Integrations: It is very easy to integrate Teamleader with all kinds of solutions like Gmail for storing mails in your projects or in a customer record, Google Calendar for synching appointments, and Mailchimp for managing opt-ins for mailings. These are just a few but there are many more integrations that truly make your life easier.
  • Invoicing: Easy to use invoicing solution. When you create projects it is easy to invoice upon set milestones. You can create product lists and subscriptions so recurring invoicing takes just a second.
  • Mobile app: I always have TeamLeader with me on my phone. I can manage my calendar, register my time, find my contacts and check deals and invoices while I am on the road.
Suzanne Glorie | 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

Teamleader

  • Synching contacts between iPhone and Teamleader could be easier.
  • Integration with Aweber would be great.
Suzanne Glorie | 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

Teamleader

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

Teamleader

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

Teamleader

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.
Suzanne Glorie | 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

Teamleader

  • Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
  • Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.
Suzanne Glorie | 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

Contactually, by Compass Editions & Modules

Additional Pricing Details

Teamleader

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$29*

* 2 users/month

Teamleader Editions & Modules

Edition
Projects$591
Project Management$591
Support tickets$591
  1. 2 users/month
Additional Pricing Details
extra user is + 12$/user/month

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Teamleader
10.0

Likelihood to Renew

Contactually, by Compass
1.0
Teamleader

Usability

Contactually, by Compass
7.0
Teamleader

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