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

IRIS CRM

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactability
6.3
IRIS CRM
9.1
Customer data management / contact management
Contactability
6.0
IRIS CRM
10.0
Workflow management
Contactability
7.0
IRIS CRM
10.0
Territory management
Contactability
7.0
IRIS CRM
9.0
Opportunity management
Contactability
7.0
IRIS CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
IRIS CRM
8.0
Contract management
Contactability
5.0
IRIS CRM
9.0
Quote & order management
Contactability
6.0
IRIS CRM
9.0
Interaction tracking
Contactability
7.0
IRIS CRM
8.0
Channel / partner relationship management
Contactability
6.0
IRIS CRM
9.0

Customer Service & Support

Contactability
4.3
IRIS CRM
9.0
Case management
Contactability
4.0
IRIS CRM
9.0
Call center management
Contactability
5.0
IRIS CRM
Help desk management
Contactability
4.0
IRIS CRM
9.0

Marketing Automation

Contactability
6.0
IRIS CRM
8.0
Lead management
Contactability
6.0
IRIS CRM
8.0
Email marketing
Contactability
6.0
IRIS CRM

CRM Project Management

Contactability
6.7
IRIS CRM
9.7
Task management
Contactability
6.0
IRIS CRM
9.0
Billing and invoicing management
Contactability
7.0
IRIS CRM
10.0
Reporting
Contactability
7.0
IRIS CRM
10.0

CRM Reporting & Analytics

Contactability
6.3
IRIS CRM
9.3
Forecasting
Contactability
6.0
IRIS CRM
10.0
Pipeline visualization
Contactability
7.0
IRIS CRM
10.0
Customizable reports
Contactability
6.0
IRIS CRM
8.0

Customization

Contactability
7.0
IRIS CRM
8.5
Custom fields
Contactability
7.0
IRIS CRM
8.0
Custom objects
Contactability
8.0
IRIS CRM
8.0
Scripting environment
Contactability
6.0
IRIS CRM
9.0
API for custom integration
Contactability
IRIS CRM
9.0

Security

Contactability
6.5
IRIS CRM
9.5
Single sign-on capability
Contactability
7.0
IRIS CRM
10.0
Role-based user permissions
Contactability
6.0
IRIS CRM
9.0

Social CRM

Contactability
7.0
IRIS CRM
Social data
Contactability
6.0
IRIS CRM
Social engagement
Contactability
8.0
IRIS CRM

Integrations with 3rd-party Software

Contactability
7.0
IRIS CRM
Marketing automation
Contactability
6.0
IRIS CRM
Compensation management
Contactability
8.0
IRIS CRM

Platform

Contactability
6.0
IRIS CRM
9.0
Mobile access
Contactability
6.0
IRIS CRM
9.0

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

IRIS CRM

  • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
  • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
  • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
Anonymous | 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

IRIS CRM

  • Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
  • Workflow customization is not easy for all users and can require some coding skills on the back end.
  • Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
Anonymous | 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

IRIS CRM

No answers on this topic

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

IRIS CRM

  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
Anonymous | TrustRadius Reviewer

Pricing Details

Contactability

General

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

IRIS CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Contactability
7.0
IRIS CRM
9.0

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