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

Revenue Grid

If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.
Kenneth Harrington-Colon | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Contactability
4.3
Revenue Grid
Case management
Contactability
4.0
Revenue Grid
Call center management
Contactability
5.0
Revenue Grid
Help desk management
Contactability
4.0
Revenue Grid

Marketing Automation

Contactability
6.0
Revenue Grid
Lead management
Contactability
6.0
Revenue Grid
Email marketing
Contactability
6.0
Revenue Grid

CRM Project Management

Contactability
6.7
Revenue Grid
Task management
Contactability
6.0
Revenue Grid
Billing and invoicing management
Contactability
7.0
Revenue Grid
Reporting
Contactability
7.0
Revenue Grid

CRM Reporting & Analytics

Contactability
6.3
Revenue Grid
Forecasting
Contactability
6.0
Revenue Grid
Pipeline visualization
Contactability
7.0
Revenue Grid
Customizable reports
Contactability
6.0
Revenue Grid

Customization

Contactability
7.0
Revenue Grid
Custom fields
Contactability
7.0
Revenue Grid
Custom objects
Contactability
8.0
Revenue Grid
Scripting environment
Contactability
6.0
Revenue Grid

Security

Contactability
6.5
Revenue Grid
Single sign-on capability
Contactability
7.0
Revenue Grid
Role-based user permissions
Contactability
6.0
Revenue Grid

Social CRM

Contactability
7.0
Revenue Grid
Social data
Contactability
6.0
Revenue Grid
Social engagement
Contactability
8.0
Revenue Grid

Integrations with 3rd-party Software

Contactability
7.0
Revenue Grid
Marketing automation
Contactability
6.0
Revenue Grid
Compensation management
Contactability
8.0
Revenue Grid

Platform

Contactability
6.0
Revenue Grid
Mobile access
Contactability
6.0
Revenue Grid

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

Revenue Grid

  • Keeps email tracking simple within Outlook.
  • Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
  • Single-button click to open or close the SmartCloud interface in Outlook.
Kenneth Harrington-Colon | 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

Revenue Grid

  • The software updates often, leading to an opening delay the first time it is used in a session.
  • Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
  • Extra cost on top of CRM costs add to the bottom line expense of the system.
Kenneth Harrington-Colon | 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

Revenue Grid

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
Kenneth Harrington-Colon | 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

Revenue Grid

  • Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
  • Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
  • Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
Kenneth Harrington-Colon | TrustRadius Reviewer

Screenshots

Pricing Details

Contactability

General

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

Revenue Grid

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
Revenue Grid
9.0

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