What users are saying about
1 Ratings
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Score 7 out of 100
197 Ratings
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Score 7.3 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

Sugar Sell (SugarCRM)

If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure.If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactability
6.3
Sugar Sell (SugarCRM)
7.7
Customer data management / contact management
Contactability
6.0
Sugar Sell (SugarCRM)
7.8
Workflow management
Contactability
7.0
Sugar Sell (SugarCRM)
8.0
Territory management
Contactability
7.0
Sugar Sell (SugarCRM)
7.6
Opportunity management
Contactability
7.0
Sugar Sell (SugarCRM)
8.5
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
Sugar Sell (SugarCRM)
7.5
Contract management
Contactability
5.0
Sugar Sell (SugarCRM)
6.8
Quote & order management
Contactability
6.0
Sugar Sell (SugarCRM)
7.9
Interaction tracking
Contactability
7.0
Sugar Sell (SugarCRM)
7.1
Channel / partner relationship management
Contactability
6.0
Sugar Sell (SugarCRM)
7.7

Customer Service & Support

Contactability
4.3
Sugar Sell (SugarCRM)
7.2
Case management
Contactability
4.0
Sugar Sell (SugarCRM)
6.2
Call center management
Contactability
5.0
Sugar Sell (SugarCRM)
8.1
Help desk management
Contactability
4.0
Sugar Sell (SugarCRM)
7.3

Marketing Automation

Contactability
6.0
Sugar Sell (SugarCRM)
7.5
Lead management
Contactability
6.0
Sugar Sell (SugarCRM)
8.3
Email marketing
Contactability
6.0
Sugar Sell (SugarCRM)
6.8

CRM Project Management

Contactability
6.7
Sugar Sell (SugarCRM)
7.7
Task management
Contactability
6.0
Sugar Sell (SugarCRM)
8.1
Billing and invoicing management
Contactability
7.0
Sugar Sell (SugarCRM)
7.2
Reporting
Contactability
7.0
Sugar Sell (SugarCRM)
7.8

CRM Reporting & Analytics

Contactability
6.3
Sugar Sell (SugarCRM)
7.9
Forecasting
Contactability
6.0
Sugar Sell (SugarCRM)
8.3
Pipeline visualization
Contactability
7.0
Sugar Sell (SugarCRM)
7.3
Customizable reports
Contactability
6.0
Sugar Sell (SugarCRM)
8.1

Customization

Contactability
7.0
Sugar Sell (SugarCRM)
7.9
Custom fields
Contactability
7.0
Sugar Sell (SugarCRM)
8.4
Custom objects
Contactability
8.0
Sugar Sell (SugarCRM)
7.4
Scripting environment
Contactability
6.0
Sugar Sell (SugarCRM)
7.7
API for custom integration
Contactability
Sugar Sell (SugarCRM)
8.0

Security

Contactability
6.5
Sugar Sell (SugarCRM)
8.7
Single sign-on capability
Contactability
7.0
Sugar Sell (SugarCRM)
8.6
Role-based user permissions
Contactability
6.0
Sugar Sell (SugarCRM)
8.8

Social CRM

Contactability
7.0
Sugar Sell (SugarCRM)
8.8
Social data
Contactability
6.0
Sugar Sell (SugarCRM)
8.9
Social engagement
Contactability
8.0
Sugar Sell (SugarCRM)
8.8

Integrations with 3rd-party Software

Contactability
7.0
Sugar Sell (SugarCRM)
8.2
Marketing automation
Contactability
6.0
Sugar Sell (SugarCRM)
7.8
Compensation management
Contactability
8.0
Sugar Sell (SugarCRM)
8.7

Platform

Contactability
6.0
Sugar Sell (SugarCRM)
7.1
Mobile access
Contactability
6.0
Sugar Sell (SugarCRM)
7.1

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

Sugar Sell (SugarCRM)

  • Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
  • Exporting granular reports into excel for in depth analysis and actionable measures.
  • Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.
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

Sugar Sell (SugarCRM)

  • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
  • General layout could be improved by the addition of modern templates to customize the standard look and feel
  • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.2
Based on 26 answers
Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Andrew Dunifer, MBA/MS MIS | TrustRadius Reviewer

Usability

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.3
Based on 2 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
SugarCRM has never been down for us.
Peter Fletcher | TrustRadius Reviewer

Performance

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher | TrustRadius Reviewer

Support Rating

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 6.3
Based on 10 answers
Most of our support comes from the documentation on the SugarCRM web site. There is lots of documentation available, but sometimes, it takes a little time to find the piece that pertains to your system. The SugarCRM software has changed a lot over the years and documentation for all of the versions is still available on the web.
Tom Kreiner | TrustRadius Reviewer

In-Person Training

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher | TrustRadius Reviewer

Online Training

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher | TrustRadius Reviewer

Implementation Rating

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 6 answers
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince | 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

Sugar Sell (SugarCRM)

GoldMine was an archaic platform. Adding custom fields was difficult. Reporting was horrible. Sugar CRM blows it out of the water. It's also easier to use and navigate. Having all of the data available from any browser is also a tremendous advantage compared to our private installation of GoldMine which required their software and a VPN connection.
Sid Haas | TrustRadius Reviewer

Scalability

Contactability

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher | 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

Sugar Sell (SugarCRM)

  • Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
  • It allows each user to have a 360-degree view point of our databases at any given point.
  • Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
Jennifer Stewart | TrustRadius Reviewer

Pricing Details

Contactability

General

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

Sugar Sell (SugarCRM)

General

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

Rating Summary

Likelihood to Recommend

Contactability
7.0
Sugar Sell (SugarCRM)
7.6

Likelihood to Renew

Contactability
Sugar Sell (SugarCRM)
8.2

Usability

Contactability
Sugar Sell (SugarCRM)
8.3

Reliability and Availability

Contactability
Sugar Sell (SugarCRM)
10.0

Performance

Contactability
Sugar Sell (SugarCRM)
10.0

Support Rating

Contactability
Sugar Sell (SugarCRM)
6.3

In-Person Training

Contactability
Sugar Sell (SugarCRM)
9.0

Online Training

Contactability
Sugar Sell (SugarCRM)
8.0

Implementation Rating

Contactability
Sugar Sell (SugarCRM)
9.0

Scalability

Contactability
Sugar Sell (SugarCRM)
9.0

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