Contactability is a multi-channel marketing platform which automates the lead conversion process.
$149
per month
monday CRM
Score 8.2 out of 10
N/A
monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
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.
Our Integrated/brand marketing and Lifecycle marketing teams find monday CRM to be particularly useful for project management. Integrated marketing uses monday to build out our yearly promotional calendar, which keeps the entire company informed on all the launch and sale details for the year, across both retail and digital channels. The Lifecycle marketing team uses monday CRM to track individual campaign projects, mainly consisting of email asset creation. There are times when monday is not the preferred CRM platform, such as data and analytics tracking, project performance tracking, or scenarios when immediate feedback is required.
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.
It takes a while to get used to the UX if you are used to Hubspot or another CRM
We are still testing mass email functionality, it's a little less intuitive vs Hubspot
The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently.
It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
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.
Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.
I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides.
Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person.
We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type.
