What users are saying about
15 Ratings
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Score 8.9 out of 100
47 Ratings
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Score 7.1 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

WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Melissa Bailey | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
WORKetc
7.9
Customer data management / contact management
Contactually, by Compass
9.8
WORKetc
8.6
Workflow management
Contactually, by Compass
9.5
WORKetc
8.3
Territory management
Contactually, by Compass
8.9
WORKetc
Opportunity management
Contactually, by Compass
9.4
WORKetc
7.8
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
WORKetc
7.9
Contract management
Contactually, by Compass
6.0
WORKetc
7.3
Quote & order management
Contactually, by Compass
6.0
WORKetc
8.1
Interaction tracking
Contactually, by Compass
9.8
WORKetc
7.8
Channel / partner relationship management
Contactually, by Compass
9.8
WORKetc
7.3

Customer Service & Support

Contactually, by Compass
9.1
WORKetc
8.3
Case management
Contactually, by Compass
9.7
WORKetc
9.0
Call center management
Contactually, by Compass
8.0
WORKetc
7.3
Help desk management
Contactually, by Compass
9.7
WORKetc
8.5

Marketing Automation

Contactually, by Compass
9.7
WORKetc
7.4
Lead management
Contactually, by Compass
9.8
WORKetc
7.7
Email marketing
Contactually, by Compass
9.5
WORKetc
7.1

CRM Project Management

Contactually, by Compass
6.3
WORKetc
8.1
Task management
Contactually, by Compass
7.0
WORKetc
8.7
Billing and invoicing management
Contactually, by Compass
5.0
WORKetc
7.8
Reporting
Contactually, by Compass
7.0
WORKetc
7.9

CRM Reporting & Analytics

Contactually, by Compass
7.0
WORKetc
7.3
Forecasting
Contactually, by Compass
7.0
WORKetc
Pipeline visualization
Contactually, by Compass
7.0
WORKetc
7.5
Customizable reports
Contactually, by Compass
7.0
WORKetc
7.2

Customization

Contactually, by Compass
7.0
WORKetc
8.0
Custom fields
Contactually, by Compass
7.0
WORKetc
8.4
Custom objects
Contactually, by Compass
7.0
WORKetc
8.2
Scripting environment
Contactually, by Compass
7.0
WORKetc
API for custom integration
Contactually, by Compass
7.0
WORKetc
7.3

Security

Contactually, by Compass
7.5
WORKetc
8.9
Single sign-on capability
Contactually, by Compass
9.0
WORKetc
9.1
Role-based user permissions
Contactually, by Compass
6.0
WORKetc
8.8

Social CRM

Contactually, by Compass
8.4
WORKetc
7.3
Social data
Contactually, by Compass
9.8
WORKetc
7.3
Social engagement
Contactually, by Compass
7.0
WORKetc

Integrations with 3rd-party Software

Contactually, by Compass
9.8
WORKetc
Marketing automation
Contactually, by Compass
9.8
WORKetc

Platform

Contactually, by Compass
9.4
WORKetc
7.5
Mobile access
Contactually, by Compass
9.4
WORKetc
7.5

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

WORKetc

  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Donna Grindle, CHPSE, CHPC | 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

WORKetc

  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
Ian Nicholson | 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

WORKetc

WORKetc 8.2
Based on 30 answers
We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
Deanna Perkins | 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

WORKetc

WORKetc 8.2
Based on 5 answers
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Marc Korody | TrustRadius Reviewer

Reliability and Availability

Contactually, by Compass

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera | TrustRadius Reviewer

Performance

Contactually, by Compass

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 4 answers
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
William Mullane | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 5 answers
WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
William Mullane | TrustRadius Reviewer

Online Training

Contactually, by Compass

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 9.1
Based on 2 answers
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Jonathan Hickman | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

WORKetc

We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
Regan Barrett | TrustRadius Reviewer

Scalability

Contactually, by Compass

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera | 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

WORKetc

  • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
Keith Klein | TrustRadius Reviewer

Screenshots

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

WORKetc

General

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

WORKetc Editions & Modules

Edition
Starter Edition$781
Team$1952
Foundations$3953
  1. Per Month for up to 2 Users
  2. Per month for up to 3 Users (Each extra user + $49/month)
  3. Per month for up to 5 Users (Each extra user + $59/month)
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
WORKetc
7.8

Likelihood to Renew

Contactually, by Compass
1.0
WORKetc
8.2

Usability

Contactually, by Compass
7.0
WORKetc
8.2

Reliability and Availability

Contactually, by Compass
WORKetc
9.1

Performance

Contactually, by Compass
WORKetc
8.2

Support Rating

Contactually, by Compass
WORKetc
8.2

Online Training

Contactually, by Compass
WORKetc
8.2

Implementation Rating

Contactually, by Compass
WORKetc
9.1

Scalability

Contactually, by Compass
WORKetc
8.2

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