What users are saying about
Top Rated
437 Ratings
15 Ratings
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Score 8.9 out of 100
Top Rated
437 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.9 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

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Zoho CRM
7.7
Customer data management / contact management
Contactually, by Compass
9.8
Zoho CRM
8.0
Workflow management
Contactually, by Compass
9.5
Zoho CRM
8.0
Territory management
Contactually, by Compass
8.9
Zoho CRM
7.7
Opportunity management
Contactually, by Compass
9.4
Zoho CRM
7.9
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Zoho CRM
7.1
Contract management
Contactually, by Compass
6.0
Zoho CRM
7.5
Quote & order management
Contactually, by Compass
6.0
Zoho CRM
7.5
Interaction tracking
Contactually, by Compass
9.8
Zoho CRM
8.2
Channel / partner relationship management
Contactually, by Compass
9.8
Zoho CRM
7.4

Customer Service & Support

Contactually, by Compass
9.1
Zoho CRM
7.5
Case management
Contactually, by Compass
9.7
Zoho CRM
7.6
Call center management
Contactually, by Compass
8.0
Zoho CRM
7.3
Help desk management
Contactually, by Compass
9.7
Zoho CRM
7.6

Marketing Automation

Contactually, by Compass
9.7
Zoho CRM
8.0
Lead management
Contactually, by Compass
9.8
Zoho CRM
8.1
Email marketing
Contactually, by Compass
9.5
Zoho CRM
7.9

CRM Project Management

Contactually, by Compass
6.3
Zoho CRM
7.8
Task management
Contactually, by Compass
7.0
Zoho CRM
8.0
Billing and invoicing management
Contactually, by Compass
5.0
Zoho CRM
7.6
Reporting
Contactually, by Compass
7.0
Zoho CRM
7.8

CRM Reporting & Analytics

Contactually, by Compass
7.0
Zoho CRM
8.0
Forecasting
Contactually, by Compass
7.0
Zoho CRM
7.7
Pipeline visualization
Contactually, by Compass
7.0
Zoho CRM
8.0
Customizable reports
Contactually, by Compass
7.0
Zoho CRM
8.2

Customization

Contactually, by Compass
7.0
Zoho CRM
8.4
Custom fields
Contactually, by Compass
7.0
Zoho CRM
8.5
Custom objects
Contactually, by Compass
7.0
Zoho CRM
8.3
Scripting environment
Contactually, by Compass
7.0
Zoho CRM
8.5
API for custom integration
Contactually, by Compass
7.0
Zoho CRM
8.0

Security

Contactually, by Compass
7.5
Zoho CRM
8.2
Single sign-on capability
Contactually, by Compass
9.0
Zoho CRM
8.0
Role-based user permissions
Contactually, by Compass
6.0
Zoho CRM
8.3

Social CRM

Contactually, by Compass
8.4
Zoho CRM
7.4
Social data
Contactually, by Compass
9.8
Zoho CRM
7.4
Social engagement
Contactually, by Compass
7.0
Zoho CRM
7.4

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Zoho CRM
7.5
Marketing automation
Contactually, by Compass
9.8
Zoho CRM
7.6
Compensation management
Contactually, by Compass
Zoho CRM
7.3

Platform

Contactually, by Compass
9.4
Zoho CRM
7.0
Mobile access
Contactually, by Compass
9.4
Zoho CRM
7.0

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

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery | 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

Zoho CRM

  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, Hubspot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Ashley Gennett | 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

Zoho CRM

Zoho CRM 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran | 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

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
There are some other paid apps. But Zoho CRM is decent for all kinds of businesses and it comes with a free price tag.
Oral Tosun | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

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

Zoho CRM

I tried a lot of different software trying to find the one that gave me everything, which I found within ZOHO. It wasn't the CRM that sold me on ZOHO, it was the Subscriptions and it's integration within CRM that sold me on ZOHO. I'm glad I picked it, the CRM has been easy to adapt to and easy for the boss to get the reports out he wants.
Scott French | 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

Zoho CRM

  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
Sarah Lohsl | 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

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$12*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$121
Professional$201
Enterprise$351
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Zoho CRM
7.9

Likelihood to Renew

Contactually, by Compass
1.0
Zoho CRM
7.6

Usability

Contactually, by Compass
7.0
Zoho CRM
8.0

Reliability and Availability

Contactually, by Compass
Zoho CRM
9.0

Performance

Contactually, by Compass
Zoho CRM
9.0

Support Rating

Contactually, by Compass
Zoho CRM
4.0

Online Training

Contactually, by Compass
Zoho CRM
8.2

Implementation Rating

Contactually, by Compass
Zoho CRM
8.0

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