What users are saying about
15 Ratings
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Score 8.9 out of 100
8 Ratings
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Score 8.5 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

Technolutions Slate

I am not an end-user but use Slate as an "outsider" since I'm in IT. I use it to verify data coming to and from our SIS PeopleSoft Campus Solutions. That being said, I think it is robust and easy for most to use. It is clearly seen as the "Best in Breed" for CRM/Recruiting/Admissions systems. I am a firm believer in going with such systems. There are strength and power in numbers. Technolutions is rather nimble and responsive with updates and addressing needs.
Michele Thibodeau | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Technolutions Slate
7.5
Customer data management / contact management
Contactually, by Compass
9.8
Technolutions Slate
6.6
Workflow management
Contactually, by Compass
9.5
Technolutions Slate
7.4
Territory management
Contactually, by Compass
8.9
Technolutions Slate
9.9
Opportunity management
Contactually, by Compass
9.4
Technolutions Slate
5.7
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Technolutions Slate
7.0
Contract management
Contactually, by Compass
6.0
Technolutions Slate
10.0
Quote & order management
Contactually, by Compass
6.0
Technolutions Slate
Interaction tracking
Contactually, by Compass
9.8
Technolutions Slate
5.9
Channel / partner relationship management
Contactually, by Compass
9.8
Technolutions Slate
7.4

Customer Service & Support

Contactually, by Compass
9.1
Technolutions Slate
6.4
Case management
Contactually, by Compass
9.7
Technolutions Slate
6.5
Call center management
Contactually, by Compass
8.0
Technolutions Slate
6.3
Help desk management
Contactually, by Compass
9.7
Technolutions Slate
6.3

Marketing Automation

Contactually, by Compass
9.7
Technolutions Slate
7.4
Lead management
Contactually, by Compass
9.8
Technolutions Slate
7.4
Email marketing
Contactually, by Compass
9.5
Technolutions Slate
7.4

CRM Project Management

Contactually, by Compass
6.3
Technolutions Slate
6.0
Task management
Contactually, by Compass
7.0
Technolutions Slate
6.2
Billing and invoicing management
Contactually, by Compass
5.0
Technolutions Slate
6.1
Reporting
Contactually, by Compass
7.0
Technolutions Slate
5.9

CRM Reporting & Analytics

Contactually, by Compass
7.0
Technolutions Slate
7.8
Forecasting
Contactually, by Compass
7.0
Technolutions Slate
7.9
Pipeline visualization
Contactually, by Compass
7.0
Technolutions Slate
7.6
Customizable reports
Contactually, by Compass
7.0
Technolutions Slate
7.8

Customization

Contactually, by Compass
7.0
Technolutions Slate
7.4
Custom fields
Contactually, by Compass
7.0
Technolutions Slate
8.3
Custom objects
Contactually, by Compass
7.0
Technolutions Slate
8.3
Scripting environment
Contactually, by Compass
7.0
Technolutions Slate
6.1
API for custom integration
Contactually, by Compass
7.0
Technolutions Slate
7.0

Security

Contactually, by Compass
7.5
Technolutions Slate
5.4
Single sign-on capability
Contactually, by Compass
9.0
Technolutions Slate
2.6
Role-based user permissions
Contactually, by Compass
6.0
Technolutions Slate
8.3

Social CRM

Contactually, by Compass
8.4
Technolutions Slate
7.9
Social data
Contactually, by Compass
9.8
Technolutions Slate
7.6
Social engagement
Contactually, by Compass
7.0
Technolutions Slate
8.2

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Technolutions Slate
8.3
Marketing automation
Contactually, by Compass
9.8
Technolutions Slate
6.6
Compensation management
Contactually, by Compass
Technolutions Slate
10.0

Platform

Contactually, by Compass
9.4
Technolutions Slate
7.6
Mobile access
Contactually, by Compass
9.4
Technolutions Slate
7.6

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

Technolutions Slate

  • Allows user to maintain good track of communication that one is having with the customer.
  • Allows the creation of specific queries that we can use to reach students in a more unique way,
  • It is extremely user-friendly!
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

Technolutions Slate

  • Probably just the aesthetics of layout.
  • The layout and user friendliness of the mobile app.
  • As much as I love their organic marketing strategy, I would love marketing material to share with other schools while I'm on the road. [Youtube demo, clean social media channels, etc]
Iliana Hernandez | 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

Technolutions Slate

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

Technolutions Slate

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

Technolutions Slate

We used Ellucian recruit that is based on Microsoft Dynamics, I must say that Slate is much simpler to use and navigate for everyday user. While Dynamics is very powerful and robust tool it is really hard to navigate and keep track of campaigns and prospects. Slate is simplified version of dynamics and better suited for users who are in higher ed, while dynamics is more for "sales" in enterprise world. Education world is different.
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

Technolutions Slate

  • Slate has allowed our Admissions Department to use more forecasting tools to plan their strategies.
Michele Thibodeau | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Technolutions Slate

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
Technolutions Slate
8.1

Likelihood to Renew

Contactually, by Compass
1.0
Technolutions Slate

Usability

Contactually, by Compass
7.0
Technolutions Slate

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