What users are saying about
15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.9 out of 100
6 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.3 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

vCita

It is really good for taking online bookings including the scheduling of repeat appointments. The ability to store documents for particular clients is useful however I feel that the client should have a more secure method of access if you were to put sensitive information on their profile. At the moment the client only needs their email address to get into their profile which is good to allow them to review a history of interaction.With continued improvements and new features added the platform is growing into a CRM tool however I feel it is still not complete and can be used for this purpose but with limitations.
David Cook | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
vCita
7.2
Customer data management / contact management
Contactually, by Compass
9.8
vCita
7.2
Workflow management
Contactually, by Compass
9.5
vCita
7.2
Territory management
Contactually, by Compass
8.9
vCita
Opportunity management
Contactually, by Compass
9.4
vCita
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
vCita
Contract management
Contactually, by Compass
6.0
vCita
Quote & order management
Contactually, by Compass
6.0
vCita
Interaction tracking
Contactually, by Compass
9.8
vCita
Channel / partner relationship management
Contactually, by Compass
9.8
vCita

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
vCita
8.0
Lead management
Contactually, by Compass
9.8
vCita
Email marketing
Contactually, by Compass
9.5
vCita
8.0

CRM Project Management

Contactually, by Compass
6.3
vCita
7.6
Task management
Contactually, by Compass
7.0
vCita
Billing and invoicing management
Contactually, by Compass
5.0
vCita
7.1
Reporting
Contactually, by Compass
7.0
vCita
8.0

CRM Reporting & Analytics

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

Customization

Contactually, by Compass
7.0
vCita
4.0
Custom fields
Contactually, by Compass
7.0
vCita
6.9
Custom objects
Contactually, by Compass
7.0
vCita
Scripting environment
Contactually, by Compass
7.0
vCita
API for custom integration
Contactually, by Compass
7.0
vCita
1.0

Security

Contactually, by Compass
7.5
vCita
9.7
Single sign-on capability
Contactually, by Compass
9.0
vCita
Role-based user permissions
Contactually, by Compass
6.0
vCita
9.7

Social CRM

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

Integrations with 3rd-party Software

Contactually, by Compass
9.8
vCita
Marketing automation
Contactually, by Compass
9.8
vCita

Platform

Contactually, by Compass
9.4
vCita
7.2
Mobile access
Contactually, by Compass
9.4
vCita
7.2

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

vCita

  • Very easy implementation of a contact/scheduling widget.
  • Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
  • Managing communication between individual clients is easy as well.
Josh Randall | 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

vCita

  • Syncing with our google calendars has some flaws or is just not clear
  • Messages show unread when they have been read
Denise Deem | 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

vCita

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

vCita

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

vCita

I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
Christopher Cater | 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

vCita

  • In the overall, by automating the appointment booking process, vCita saved hours of my time from having to book appointments myself.
  • It's user-friendly so it makes a positive impression on my clients.
MaryLee Trettenero | TrustRadius Reviewer

Screenshots

Pricing Details

Contactually, by Compass

General

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

vCita

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
vCita
8.3

Likelihood to Renew

Contactually, by Compass
1.0
vCita

Usability

Contactually, by Compass
7.0
vCita

Add comparison