What users are saying about
15 Ratings
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Score 8.9 out of 100
1 Ratings
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Score 9 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

YetiForce CRM

YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
Michael Brennan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
YetiForce CRM
8.6
Customer data management / contact management
Contactually, by Compass
9.8
YetiForce CRM
9.0
Workflow management
Contactually, by Compass
9.5
YetiForce CRM
9.0
Territory management
Contactually, by Compass
8.9
YetiForce CRM
9.0
Opportunity management
Contactually, by Compass
9.4
YetiForce CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
YetiForce CRM
8.0
Contract management
Contactually, by Compass
6.0
YetiForce CRM
9.0
Quote & order management
Contactually, by Compass
6.0
YetiForce CRM
8.0
Interaction tracking
Contactually, by Compass
9.8
YetiForce CRM
8.0
Channel / partner relationship management
Contactually, by Compass
9.8
YetiForce CRM

Customer Service & Support

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

Marketing Automation

Contactually, by Compass
9.7
YetiForce CRM
7.5
Lead management
Contactually, by Compass
9.8
YetiForce CRM
8.0
Email marketing
Contactually, by Compass
9.5
YetiForce CRM
7.0

CRM Project Management

Contactually, by Compass
6.3
YetiForce CRM
8.0
Task management
Contactually, by Compass
7.0
YetiForce CRM
9.0
Billing and invoicing management
Contactually, by Compass
5.0
YetiForce CRM
7.0
Reporting
Contactually, by Compass
7.0
YetiForce CRM
8.0

CRM Reporting & Analytics

Contactually, by Compass
7.0
YetiForce CRM
7.7
Forecasting
Contactually, by Compass
7.0
YetiForce CRM
8.0
Pipeline visualization
Contactually, by Compass
7.0
YetiForce CRM
7.0
Customizable reports
Contactually, by Compass
7.0
YetiForce CRM
8.0

Customization

Contactually, by Compass
7.0
YetiForce CRM
9.0
Custom fields
Contactually, by Compass
7.0
YetiForce CRM
10.0
Custom objects
Contactually, by Compass
7.0
YetiForce CRM
10.0
Scripting environment
Contactually, by Compass
7.0
YetiForce CRM
8.0
API for custom integration
Contactually, by Compass
7.0
YetiForce CRM
8.0

Security

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

Social CRM

Contactually, by Compass
8.4
YetiForce CRM
8.0
Social data
Contactually, by Compass
9.8
YetiForce CRM
8.0
Social engagement
Contactually, by Compass
7.0
YetiForce CRM

Integrations with 3rd-party Software

Contactually, by Compass
9.8
YetiForce CRM
Marketing automation
Contactually, by Compass
9.8
YetiForce CRM

Platform

Contactually, by Compass
9.4
YetiForce CRM
8.0
Mobile access
Contactually, by Compass
9.4
YetiForce CRM
8.0

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

YetiForce CRM

  • Detailed customization
  • Stability and speed
  • Customer support
Michael Brennan | 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

YetiForce CRM

  • Lack of documentation
  • No auto updates
  • Server requirements
Michael Brennan | 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

YetiForce CRM

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

YetiForce CRM

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

YetiForce CRM

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
Michael Brennan | 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

YetiForce CRM

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Michael Brennan | 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

YetiForce CRM

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
YetiForce CRM
9.0

Likelihood to Renew

Contactually, by Compass
1.0
YetiForce CRM

Usability

Contactually, by Compass
7.0
YetiForce CRM

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