What users are saying about
15 Ratings
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Score 8.9 out of 100
28 Ratings
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Score 8.6 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

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Workbooks
7.7
Customer data management / contact management
Contactually, by Compass
9.8
Workbooks
8.5
Workflow management
Contactually, by Compass
9.5
Workbooks
8.2
Territory management
Contactually, by Compass
8.9
Workbooks
7.7
Opportunity management
Contactually, by Compass
9.4
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Workbooks
6.4
Contract management
Contactually, by Compass
6.0
Workbooks
7.2
Quote & order management
Contactually, by Compass
6.0
Workbooks
7.6
Interaction tracking
Contactually, by Compass
9.8
Workbooks
6.4
Channel / partner relationship management
Contactually, by Compass
9.8
Workbooks
8.4

Customer Service & Support

Contactually, by Compass
9.1
Workbooks
6.3
Case management
Contactually, by Compass
9.7
Workbooks
6.2
Call center management
Contactually, by Compass
8.0
Workbooks
6.8
Help desk management
Contactually, by Compass
9.7
Workbooks
5.8

Marketing Automation

Contactually, by Compass
9.7
Workbooks
7.3
Lead management
Contactually, by Compass
9.8
Workbooks
8.0
Email marketing
Contactually, by Compass
9.5
Workbooks
6.6

CRM Project Management

Contactually, by Compass
6.3
Workbooks
7.5
Task management
Contactually, by Compass
7.0
Workbooks
7.7
Billing and invoicing management
Contactually, by Compass
5.0
Workbooks
6.8
Reporting
Contactually, by Compass
7.0
Workbooks
7.8

CRM Reporting & Analytics

Contactually, by Compass
7.0
Workbooks
8.6
Forecasting
Contactually, by Compass
7.0
Workbooks
8.2
Pipeline visualization
Contactually, by Compass
7.0
Workbooks
8.8
Customizable reports
Contactually, by Compass
7.0
Workbooks
8.8

Customization

Contactually, by Compass
7.0
Workbooks
7.7
Custom fields
Contactually, by Compass
7.0
Workbooks
8.4
Custom objects
Contactually, by Compass
7.0
Workbooks
7.6
Scripting environment
Contactually, by Compass
7.0
Workbooks
7.5
API for custom integration
Contactually, by Compass
7.0
Workbooks
7.5

Security

Contactually, by Compass
7.5
Workbooks
7.5
Single sign-on capability
Contactually, by Compass
9.0
Workbooks
7.0
Role-based user permissions
Contactually, by Compass
6.0
Workbooks
8.0

Social CRM

Contactually, by Compass
8.4
Workbooks
6.6
Social data
Contactually, by Compass
9.8
Workbooks
6.0
Social engagement
Contactually, by Compass
7.0
Workbooks
7.3

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Workbooks
6.9
Marketing automation
Contactually, by Compass
9.8
Workbooks
6.7
Compensation management
Contactually, by Compass
Workbooks
7.0

Platform

Contactually, by Compass
9.4
Workbooks
4.2
Mobile access
Contactually, by Compass
9.4
Workbooks
4.2

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

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | 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

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | 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

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

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

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Contactually, by Compass

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

Contactually, by Compass

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | 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

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | 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

Workbooks

General

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

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Workbooks
8.7

Likelihood to Renew

Contactually, by Compass
1.0
Workbooks
8.5

Usability

Contactually, by Compass
7.0
Workbooks
7.3

Reliability and Availability

Contactually, by Compass
Workbooks
9.1

Support Rating

Contactually, by Compass
Workbooks
8.2

Online Training

Contactually, by Compass
Workbooks
6.4

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