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

WinMan ERP Software

Winman ERP is well suited to our business and we have not felt the need to look further. The great strength for us is the MRP facility but each business is unique and must make it's own assessment. The accounting side just works - nothing to add here.
Cameron Read | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Contactually, by Compass
9.1
WinMan ERP Software
Case management
Contactually, by Compass
9.7
WinMan ERP Software
Call center management
Contactually, by Compass
8.0
WinMan ERP Software
Help desk management
Contactually, by Compass
9.7
WinMan ERP Software

Marketing Automation

Contactually, by Compass
9.7
WinMan ERP Software
Lead management
Contactually, by Compass
9.8
WinMan ERP Software
Email marketing
Contactually, by Compass
9.5
WinMan ERP Software

CRM Project Management

Contactually, by Compass
6.3
WinMan ERP Software
Task management
Contactually, by Compass
7.0
WinMan ERP Software
Billing and invoicing management
Contactually, by Compass
5.0
WinMan ERP Software
Reporting
Contactually, by Compass
7.0
WinMan ERP Software

CRM Reporting & Analytics

Contactually, by Compass
7.0
WinMan ERP Software
Forecasting
Contactually, by Compass
7.0
WinMan ERP Software
Pipeline visualization
Contactually, by Compass
7.0
WinMan ERP Software
Customizable reports
Contactually, by Compass
7.0
WinMan ERP Software

Customization

Contactually, by Compass
7.0
WinMan ERP Software
Custom fields
Contactually, by Compass
7.0
WinMan ERP Software
Custom objects
Contactually, by Compass
7.0
WinMan ERP Software
Scripting environment
Contactually, by Compass
7.0
WinMan ERP Software
API for custom integration
Contactually, by Compass
7.0
WinMan ERP Software

Security

Contactually, by Compass
7.5
WinMan ERP Software
10.0
Single sign-on capability
Contactually, by Compass
9.0
WinMan ERP Software
10.0
Role-based user permissions
Contactually, by Compass
6.0
WinMan ERP Software
10.0

Social CRM

Contactually, by Compass
8.4
WinMan ERP Software
Social data
Contactually, by Compass
9.8
WinMan ERP Software
Social engagement
Contactually, by Compass
7.0
WinMan ERP Software

Integrations with 3rd-party Software

Contactually, by Compass
9.8
WinMan ERP Software
Marketing automation
Contactually, by Compass
9.8
WinMan ERP Software

Platform

Contactually, by Compass
9.4
WinMan ERP Software
Mobile access
Contactually, by Compass
9.4
WinMan ERP Software

Reporting & Analytics

Contactually, by Compass
WinMan ERP Software
9.0
Dashboards
Contactually, by Compass
WinMan ERP Software
8.0
Custom reports
Contactually, by Compass
WinMan ERP Software
10.0

General Ledger and Configurable Accounting

Contactually, by Compass
WinMan ERP Software
10.0
Accounts payable
Contactually, by Compass
WinMan ERP Software
10.0
Accounts receivable
Contactually, by Compass
WinMan ERP Software
10.0

Inventory Management

Contactually, by Compass
WinMan ERP Software
10.0
Inventory tracking
Contactually, by Compass
WinMan ERP Software
10.0
Automatic reordering
Contactually, by Compass
WinMan ERP Software
10.0
Location management
Contactually, by Compass
WinMan ERP Software
10.0

Order Management

Contactually, by Compass
WinMan ERP Software
10.0
Pricing
Contactually, by Compass
WinMan ERP Software
10.0
Order entry
Contactually, by Compass
WinMan ERP Software
10.0
Cost of goods sold
Contactually, by Compass
WinMan ERP Software
10.0

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

WinMan ERP Software

  • MRP - our inventory forecasting is done within Winman using the MRP facility. This allows us to place timely orders with our suppliers.
  • Inventory transfers and value uplifts (to reflect actual landed cost) are simply catered for and fully integrated into the accounting system.
  • Integration with our website ensures that accurate data flows throughout the whole process.
Cameron Read | 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

WinMan ERP Software

  • Having used Winman ERP for a long time now it fully suits our needs.
Cameron Read | 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

WinMan ERP Software

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

WinMan ERP Software

No score
No answers yet
No answers on this topic

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

WinMan ERP Software

WinMan ERP Software 10.0
Based on 1 answer
My few queries are answered promptly.
Cameron Read | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

WinMan ERP Software

WinMan ERP Software 10.0
Based on 1 answer
As with any business project, a clear plan with clearly defined outcomes is key.
Cameron Read | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

WinMan ERP Software

Having used Winman ERP for many years through various iterations we have not felt the need to look elsewhere
Cameron Read | 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

WinMan ERP Software

  • The key thing is to be able to do more with less people, removing as much repetitive work as possible.
  • More automation allows us to grow the business whilst being able to concentrate on core competencies that cannot be automated such as product development, branding and marketing.
  • Inventory planning is simplified through the use of MRP. Top level skus are readily converted into POs for timely component procurement which means we have the best opportunity to fill sales orders.
Cameron Read | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

WinMan ERP Software

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
WinMan ERP Software
10.0

Likelihood to Renew

Contactually, by Compass
1.0
WinMan ERP Software

Usability

Contactually, by Compass
7.0
WinMan ERP Software

Support Rating

Contactually, by Compass
WinMan ERP Software
10.0

Implementation Rating

Contactually, by Compass
WinMan ERP Software
10.0

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