What users are saying about
1 Rating
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Score 7 out of 100
32 Ratings
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Score 8.5 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.
Anonymous | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactability
6.3
SalesforceIQ CRM (Discontinued)
9.1
Customer data management / contact management
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0
Workflow management
Contactability
7.0
SalesforceIQ CRM (Discontinued)
Territory management
Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.5
Opportunity management
Contactability
7.0
SalesforceIQ CRM (Discontinued)
8.0
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.5
Contract management
Contactability
5.0
SalesforceIQ CRM (Discontinued)
Quote & order management
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0
Interaction tracking
Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.5
Channel / partner relationship management
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0

Customer Service & Support

Contactability
4.3
SalesforceIQ CRM (Discontinued)
Case management
Contactability
4.0
SalesforceIQ CRM (Discontinued)
Call center management
Contactability
5.0
SalesforceIQ CRM (Discontinued)
Help desk management
Contactability
4.0
SalesforceIQ CRM (Discontinued)

Marketing Automation

Contactability
6.0
SalesforceIQ CRM (Discontinued)
7.4
Lead management
Contactability
6.0
SalesforceIQ CRM (Discontinued)
7.4
Email marketing
Contactability
6.0
SalesforceIQ CRM (Discontinued)

CRM Project Management

Contactability
6.7
SalesforceIQ CRM (Discontinued)
9.0
Task management
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0
Billing and invoicing management
Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.0
Reporting
Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.0

CRM Reporting & Analytics

Contactability
6.3
SalesforceIQ CRM (Discontinued)
9.0
Forecasting
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0
Pipeline visualization
Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.0
Customizable reports
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0

Customization

Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.1
Custom fields
Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.5
Custom objects
Contactability
8.0
SalesforceIQ CRM (Discontinued)
9.0
Scripting environment
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0
API for custom integration
Contactability
SalesforceIQ CRM (Discontinued)
9.0

Security

Contactability
6.5
SalesforceIQ CRM (Discontinued)
9.3
Single sign-on capability
Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.5
Role-based user permissions
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0

Social CRM

Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.0
Social data
Contactability
6.0
SalesforceIQ CRM (Discontinued)
Social engagement
Contactability
8.0
SalesforceIQ CRM (Discontinued)
9.0

Integrations with 3rd-party Software

Contactability
7.0
SalesforceIQ CRM (Discontinued)
9.0
Marketing automation
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.0
Compensation management
Contactability
8.0
SalesforceIQ CRM (Discontinued)
9.0

Platform

Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.5
Mobile access
Contactability
6.0
SalesforceIQ CRM (Discontinued)
9.5

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.
Anonymous | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
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.
Anonymous | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | 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.
Anonymous | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | 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.
Anonymous | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

Screenshots

Contactability

Pricing Details

Contactability

General

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

SalesforceIQ CRM (Discontinued)

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
SalesforceIQ CRM (Discontinued)
9.5

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