What users are saying about
15 Ratings
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Score 8.9 out of 100
23 Ratings
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Score 7.3 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

Workamajig

If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
Dacia Coffey | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

Contactually, by Compass
6.3
Workamajig
Task management
Contactually, by Compass
7.0
Workamajig
Billing and invoicing management
Contactually, by Compass
5.0
Workamajig
Reporting
Contactually, by Compass
7.0
Workamajig

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

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

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Workamajig
Marketing automation
Contactually, by Compass
9.8
Workamajig

Platform

Contactually, by Compass
9.4
Workamajig
Mobile access
Contactually, by Compass
9.4
Workamajig

Project Management

Contactually, by Compass
Workamajig
7.2
Task Management
Contactually, by Compass
Workamajig
8.5
Resource Management
Contactually, by Compass
Workamajig
7.8
Gantt Charts
Contactually, by Compass
Workamajig
6.7
Scheduling
Contactually, by Compass
Workamajig
7.9
Workflow Automation
Contactually, by Compass
Workamajig
6.7
Team Collaboration
Contactually, by Compass
Workamajig
7.6
Support for Agile Methodology
Contactually, by Compass
Workamajig
6.0
Support for Waterfall Methodology
Contactually, by Compass
Workamajig
7.6
Document Management
Contactually, by Compass
Workamajig
7.4
Email integration
Contactually, by Compass
Workamajig
6.6
Mobile Access
Contactually, by Compass
Workamajig
5.3
Timesheet Tracking
Contactually, by Compass
Workamajig
8.7
Change request and Case Management
Contactually, by Compass
Workamajig
6.4
Budget and Expense Management
Contactually, by Compass
Workamajig
7.8

Professional Services Automation

Contactually, by Compass
Workamajig
7.1
Quotes/estimates
Contactually, by Compass
Workamajig
7.2
Invoicing
Contactually, by Compass
Workamajig
7.7
Project & financial reporting
Contactually, by Compass
Workamajig
8.5
Integration with accounting software
Contactually, by Compass
Workamajig
5.0

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

Workamajig

  • The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
  • The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
  • The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
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

Workamajig

  • WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
  • Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
  • Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
Scott Millen | 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

Workamajig

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

Workamajig

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

Workamajig

Workamajig was definitely a lot easier to keep track of projects, timesheets, and out of office calendars all in one. ClickUp and Zoho were good for project management but JIG definitely has more to offer and it's a little easier to clean. Keeping track of campaigns is much easier in JIG as it assigns project numbers and task numbers to each assignment.
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

Workamajig

  • Workamajig allows for a more flexible, productive workflow, especially for people working remotely.
  • Team members on a project are more aware of budgeted hours and timelines because of the various alerts.
  • Workamajig is such a timesaver because it's such an easy quick reference on current or past projects.
Annie Koelker | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Workamajig

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Workamajig
8.0

Likelihood to Renew

Contactually, by Compass
1.0
Workamajig

Usability

Contactually, by Compass
7.0
Workamajig

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