What users are saying about
1 Ratings
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Score 7 out of 100
4 Ratings
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Score 7 out of 100

Likelihood to Recommend

Contactability

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Claude Phan | TrustRadius Reviewer

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactability
6.3
Deltek WorkBook
Customer data management / contact management
Contactability
6.0
Deltek WorkBook
Workflow management
Contactability
7.0
Deltek WorkBook
Territory management
Contactability
7.0
Deltek WorkBook
Opportunity management
Contactability
7.0
Deltek WorkBook
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
Deltek WorkBook
Contract management
Contactability
5.0
Deltek WorkBook
Quote & order management
Contactability
6.0
Deltek WorkBook
Interaction tracking
Contactability
7.0
Deltek WorkBook
Channel / partner relationship management
Contactability
6.0
Deltek WorkBook

Customer Service & Support

Contactability
4.3
Deltek WorkBook
Case management
Contactability
4.0
Deltek WorkBook
Call center management
Contactability
5.0
Deltek WorkBook
Help desk management
Contactability
4.0
Deltek WorkBook

Marketing Automation

Contactability
6.0
Deltek WorkBook
Lead management
Contactability
6.0
Deltek WorkBook
Email marketing
Contactability
6.0
Deltek WorkBook

CRM Project Management

Contactability
6.7
Deltek WorkBook
Task management
Contactability
6.0
Deltek WorkBook
Billing and invoicing management
Contactability
7.0
Deltek WorkBook
Reporting
Contactability
7.0
Deltek WorkBook

CRM Reporting & Analytics

Contactability
6.3
Deltek WorkBook
Forecasting
Contactability
6.0
Deltek WorkBook
Pipeline visualization
Contactability
7.0
Deltek WorkBook
Customizable reports
Contactability
6.0
Deltek WorkBook

Customization

Contactability
7.0
Deltek WorkBook
Custom fields
Contactability
7.0
Deltek WorkBook
Custom objects
Contactability
8.0
Deltek WorkBook
Scripting environment
Contactability
6.0
Deltek WorkBook

Security

Contactability
6.5
Deltek WorkBook
Single sign-on capability
Contactability
7.0
Deltek WorkBook
Role-based user permissions
Contactability
6.0
Deltek WorkBook

Social CRM

Contactability
7.0
Deltek WorkBook
Social data
Contactability
6.0
Deltek WorkBook
Social engagement
Contactability
8.0
Deltek WorkBook

Integrations with 3rd-party Software

Contactability
7.0
Deltek WorkBook
Marketing automation
Contactability
6.0
Deltek WorkBook
Compensation management
Contactability
8.0
Deltek WorkBook

Platform

Contactability
6.0
Deltek WorkBook
Mobile access
Contactability
6.0
Deltek WorkBook

Project Management

Contactability
Deltek WorkBook
7.7
Task Management
Contactability
Deltek WorkBook
8.0
Resource Management
Contactability
Deltek WorkBook
9.0
Gantt Charts
Contactability
Deltek WorkBook
9.0
Scheduling
Contactability
Deltek WorkBook
9.0
Workflow Automation
Contactability
Deltek WorkBook
6.0
Team Collaboration
Contactability
Deltek WorkBook
6.0
Support for Agile Methodology
Contactability
Deltek WorkBook
10.0
Support for Waterfall Methodology
Contactability
Deltek WorkBook
10.0
Document Management
Contactability
Deltek WorkBook
6.0
Email integration
Contactability
Deltek WorkBook
6.0
Mobile Access
Contactability
Deltek WorkBook
4.0
Timesheet Tracking
Contactability
Deltek WorkBook
7.0
Change request and Case Management
Contactability
Deltek WorkBook
10.0
Budget and Expense Management
Contactability
Deltek WorkBook
8.0

Professional Services Automation

Contactability
Deltek WorkBook
6.0
Quotes/estimates
Contactability
Deltek WorkBook
5.1
Invoicing
Contactability
Deltek WorkBook
6.0
Project & financial reporting
Contactability
Deltek WorkBook
6.0
Integration with accounting software
Contactability
Deltek WorkBook
7.0

Pros

Contactability

  • The software reporting system is really clean and works well and they are good at sending you leads.
  • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
  • Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.
Claude Phan | TrustRadius Reviewer

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

Cons

Contactability

  • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
  • The software training videos were confusing to non technical users.
  • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
Claude Phan | TrustRadius Reviewer

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

Alternatives Considered

Contactability

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
Claude Phan | TrustRadius Reviewer

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Return on Investment

Contactability

  • We got our people to become more open minded in trying new software and exploring options for automation.
  • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
  • Once used correctly, we did have a large increase in the number of new clients that our office handled.
Claude Phan | TrustRadius Reviewer

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Screenshots

Contactability

Pricing Details

Contactability

General

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

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Rating Summary

Likelihood to Recommend

Contactability
7.0
Deltek WorkBook
7.0

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