What users are saying about
9 Ratings
1 Ratings
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Score 7 out of 100
9 Ratings
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Score 9.2 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

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactability
6.3
Dubsado
7.5
Customer data management / contact management
Contactability
6.0
Dubsado
8.8
Workflow management
Contactability
7.0
Dubsado
6.5
Territory management
Contactability
7.0
Dubsado
Opportunity management
Contactability
7.0
Dubsado
7.5
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
Dubsado
8.3
Contract management
Contactability
5.0
Dubsado
9.5
Quote & order management
Contactability
6.0
Dubsado
9.3
Interaction tracking
Contactability
7.0
Dubsado
3.0
Channel / partner relationship management
Contactability
6.0
Dubsado

Customer Service & Support

Contactability
4.3
Dubsado
Case management
Contactability
4.0
Dubsado
Call center management
Contactability
5.0
Dubsado
Help desk management
Contactability
4.0
Dubsado

Marketing Automation

Contactability
6.0
Dubsado
6.4
Lead management
Contactability
6.0
Dubsado
6.4
Email marketing
Contactability
6.0
Dubsado

CRM Project Management

Contactability
6.7
Dubsado
8.4
Task management
Contactability
6.0
Dubsado
6.0
Billing and invoicing management
Contactability
7.0
Dubsado
10.0
Reporting
Contactability
7.0
Dubsado
9.3

CRM Reporting & Analytics

Contactability
6.3
Dubsado
5.8
Forecasting
Contactability
6.0
Dubsado
6.0
Pipeline visualization
Contactability
7.0
Dubsado
6.0
Customizable reports
Contactability
6.0
Dubsado
5.3

Customization

Contactability
7.0
Dubsado
5.1
Custom fields
Contactability
7.0
Dubsado
8.5
Custom objects
Contactability
8.0
Dubsado
9.0
Scripting environment
Contactability
6.0
Dubsado
1.0
API for custom integration
Contactability
Dubsado
2.0

Security

Contactability
6.5
Dubsado
6.0
Single sign-on capability
Contactability
7.0
Dubsado
5.0
Role-based user permissions
Contactability
6.0
Dubsado
7.0

Social CRM

Contactability
7.0
Dubsado
1.0
Social data
Contactability
6.0
Dubsado
1.0
Social engagement
Contactability
8.0
Dubsado
1.0

Integrations with 3rd-party Software

Contactability
7.0
Dubsado
1.0
Marketing automation
Contactability
6.0
Dubsado
1.0
Compensation management
Contactability
8.0
Dubsado
1.0

Platform

Contactability
6.0
Dubsado
1.0
Mobile access
Contactability
6.0
Dubsado
1.0

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

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | 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

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | 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

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | 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

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | TrustRadius Reviewer

Pricing Details

Contactability

General

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

Dubsado

General

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

Rating Summary

Likelihood to Recommend

Contactability
7.0
Dubsado
9.5

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