What users are saying about
15 Ratings
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Score 8.9 out of 100
43 Ratings
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Score 5.6 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

Zendesk Sell

Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Zendesk Sell
4.4
Customer data management / contact management
Contactually, by Compass
9.8
Zendesk Sell
6.5
Workflow management
Contactually, by Compass
9.5
Zendesk Sell
3.8
Territory management
Contactually, by Compass
8.9
Zendesk Sell
2.2
Opportunity management
Contactually, by Compass
9.4
Zendesk Sell
5.3
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Zendesk Sell
5.9
Contract management
Contactually, by Compass
6.0
Zendesk Sell
5.1
Quote & order management
Contactually, by Compass
6.0
Zendesk Sell
2.4
Interaction tracking
Contactually, by Compass
9.8
Zendesk Sell
5.7
Channel / partner relationship management
Contactually, by Compass
9.8
Zendesk Sell
2.4

Customer Service & Support

Contactually, by Compass
9.1
Zendesk Sell
2.8
Case management
Contactually, by Compass
9.7
Zendesk Sell
2.4
Call center management
Contactually, by Compass
8.0
Zendesk Sell
2.1
Help desk management
Contactually, by Compass
9.7
Zendesk Sell
3.8

Marketing Automation

Contactually, by Compass
9.7
Zendesk Sell
4.7
Lead management
Contactually, by Compass
9.8
Zendesk Sell
5.1
Email marketing
Contactually, by Compass
9.5
Zendesk Sell
4.2

CRM Project Management

Contactually, by Compass
6.3
Zendesk Sell
3.1
Task management
Contactually, by Compass
7.0
Zendesk Sell
4.4
Billing and invoicing management
Contactually, by Compass
5.0
Zendesk Sell
2.4
Reporting
Contactually, by Compass
7.0
Zendesk Sell
2.6

CRM Reporting & Analytics

Contactually, by Compass
7.0
Zendesk Sell
4.1
Forecasting
Contactually, by Compass
7.0
Zendesk Sell
3.8
Pipeline visualization
Contactually, by Compass
7.0
Zendesk Sell
4.9
Customizable reports
Contactually, by Compass
7.0
Zendesk Sell
3.7

Customization

Contactually, by Compass
7.0
Zendesk Sell
4.4
Custom fields
Contactually, by Compass
7.0
Zendesk Sell
6.6
Custom objects
Contactually, by Compass
7.0
Zendesk Sell
2.7
Scripting environment
Contactually, by Compass
7.0
Zendesk Sell
2.9
API for custom integration
Contactually, by Compass
7.0
Zendesk Sell
5.5

Security

Contactually, by Compass
7.5
Zendesk Sell
3.9
Single sign-on capability
Contactually, by Compass
9.0
Zendesk Sell
2.2
Role-based user permissions
Contactually, by Compass
6.0
Zendesk Sell
5.7

Social CRM

Contactually, by Compass
8.4
Zendesk Sell
2.3
Social data
Contactually, by Compass
9.8
Zendesk Sell
2.4
Social engagement
Contactually, by Compass
7.0
Zendesk Sell
2.2

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Zendesk Sell
3.8
Marketing automation
Contactually, by Compass
9.8
Zendesk Sell
5.3
Compensation management
Contactually, by Compass
Zendesk Sell
2.2

Platform

Contactually, by Compass
9.4
Zendesk Sell
5.8
Mobile access
Contactually, by Compass
9.4
Zendesk Sell
5.8

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

Zendesk Sell

  • My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale.
  • The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders.
  • Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model.
  • I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.
bryan robison | 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

Zendesk Sell

  • My manager and I both tried the trial before we purchased Zendesk Sell. We had multiple and reoccurring times of signing in problems. Zendesk support was confused a handful of times as well. This got to be very old when one just wants to sign and start working
  • Customer support was very helpful at other times but when we finally needed to cancel as the login just never seemed to smooth out, and some other using options had cliches, we wouldn't just cancel over the phone OR via email. SO we had to keep and pay $59 for three more months, though never using the program.
  • I do not recommend them. We had several glitches that snagged the work flow and productivity. We are in process of finding a new CRM.
Faerie Grace | 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

Zendesk Sell

Zendesk Sell 3.0
Based on 1 answer
We have moved on to a more robust option of CMS.
Jeremy Doyle | 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

Zendesk Sell

Zendesk Sell 7.0
Based on 1 answer
It really is easy to use, but just not enough behind it.
Jeremy Doyle | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 6.0
Based on 1 answer
The support team is good, but not great.
Jeremy Doyle | TrustRadius Reviewer

Online Training

Contactually, by Compass

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 7.0
Based on 1 answer
This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Jeremy Doyle | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 8.0
Based on 1 answer
Simple, and straight forward.
Jeremy Doyle | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

Zendesk Sell

Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to HubSpot which provides a lot more value than Base did, but it isn't right for everyone. HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.
Matt Suozzo | 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

Zendesk Sell

  • Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on.
  • This has led to us being able to follow up on many smaller deals that were falling through the cracks.
Matt Meinel | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Zendesk Sell

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Zendesk Sell
4.4

Likelihood to Renew

Contactually, by Compass
1.0
Zendesk Sell
3.0

Usability

Contactually, by Compass
7.0
Zendesk Sell
7.0

Support Rating

Contactually, by Compass
Zendesk Sell
6.0

Online Training

Contactually, by Compass
Zendesk Sell
7.0

Implementation Rating

Contactually, by Compass
Zendesk Sell
8.0

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