What users are saying about
1 Ratings
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Score 7 out of 100
33 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

Infor CloudSuite CRM

If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?
John Collman | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactability
6.3
Infor CloudSuite CRM
7.8
Customer data management / contact management
Contactability
6.0
Infor CloudSuite CRM
8.4
Workflow management
Contactability
7.0
Infor CloudSuite CRM
10.0
Territory management
Contactability
7.0
Infor CloudSuite CRM
5.4
Opportunity management
Contactability
7.0
Infor CloudSuite CRM
8.4
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
Infor CloudSuite CRM
5.4
Contract management
Contactability
5.0
Infor CloudSuite CRM
5.7
Quote & order management
Contactability
6.0
Infor CloudSuite CRM
7.3
Interaction tracking
Contactability
7.0
Infor CloudSuite CRM
10.0
Channel / partner relationship management
Contactability
6.0
Infor CloudSuite CRM
10.0

Customer Service & Support

Contactability
4.3
Infor CloudSuite CRM
8.3
Case management
Contactability
4.0
Infor CloudSuite CRM
10.0
Call center management
Contactability
5.0
Infor CloudSuite CRM
5.0
Help desk management
Contactability
4.0
Infor CloudSuite CRM
10.0

Marketing Automation

Contactability
6.0
Infor CloudSuite CRM
2.5
Lead management
Contactability
6.0
Infor CloudSuite CRM
3.9
Email marketing
Contactability
6.0
Infor CloudSuite CRM
1.0

CRM Project Management

Contactability
6.7
Infor CloudSuite CRM
4.2
Task management
Contactability
6.0
Infor CloudSuite CRM
7.1
Billing and invoicing management
Contactability
7.0
Infor CloudSuite CRM
3.6
Reporting
Contactability
7.0
Infor CloudSuite CRM
2.1

CRM Reporting & Analytics

Contactability
6.3
Infor CloudSuite CRM
4.2
Forecasting
Contactability
6.0
Infor CloudSuite CRM
3.6
Pipeline visualization
Contactability
7.0
Infor CloudSuite CRM
7.0
Customizable reports
Contactability
6.0
Infor CloudSuite CRM
2.1

Customization

Contactability
7.0
Infor CloudSuite CRM
8.5
Custom fields
Contactability
7.0
Infor CloudSuite CRM
10.0
Custom objects
Contactability
8.0
Infor CloudSuite CRM
7.0
Scripting environment
Contactability
6.0
Infor CloudSuite CRM
7.2
API for custom integration
Contactability
Infor CloudSuite CRM
10.0

Security

Contactability
6.5
Infor CloudSuite CRM
10.0
Single sign-on capability
Contactability
7.0
Infor CloudSuite CRM
10.0
Role-based user permissions
Contactability
6.0
Infor CloudSuite CRM
10.0

Social CRM

Contactability
7.0
Infor CloudSuite CRM
3.5
Social data
Contactability
6.0
Infor CloudSuite CRM
4.0
Social engagement
Contactability
8.0
Infor CloudSuite CRM
3.0

Integrations with 3rd-party Software

Contactability
7.0
Infor CloudSuite CRM
2.9
Marketing automation
Contactability
6.0
Infor CloudSuite CRM
3.0
Compensation management
Contactability
8.0
Infor CloudSuite CRM
2.7

Platform

Contactability
6.0
Infor CloudSuite CRM
5.0
Mobile access
Contactability
6.0
Infor CloudSuite CRM
5.0

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

Infor CloudSuite CRM

  • Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
  • Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
  • Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.
Dave Mattingly | 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

Infor CloudSuite CRM

  • InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
  • The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
  • I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.
Tonya Payne | TrustRadius Reviewer

Likelihood to Renew

Contactability

No score
No answers yet
No answers on this topic

Infor CloudSuite CRM

Infor CloudSuite CRM 9.0
Based on 8 answers
Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.
Anonymous | TrustRadius Reviewer

Usability

Contactability

No score
No answers yet
No answers on this topic

Infor CloudSuite CRM

Infor CloudSuite CRM 7.8
Based on 4 answers
It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.
LeVar Berry | TrustRadius Reviewer

Support Rating

Contactability

No score
No answers yet
No answers on this topic

Infor CloudSuite CRM

Infor CloudSuite CRM 8.0
Based on 1 answer
We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive
John Collman | 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

Infor CloudSuite CRM

We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.
Penny Bell | 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

Infor CloudSuite CRM

  • It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
  • Slightly lower TCO than other CRMs.
  • Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Contactability

General

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

Infor CloudSuite CRM

General

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

Rating Summary

Likelihood to Recommend

Contactability
7.0
Infor CloudSuite CRM
9.0

Likelihood to Renew

Contactability
Infor CloudSuite CRM
9.0

Usability

Contactability
Infor CloudSuite CRM
7.8

Reliability and Availability

Contactability
Infor CloudSuite CRM
9.0

Support Rating

Contactability
Infor CloudSuite CRM
8.0

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