What users are saying about
1 Ratings
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Score 7 out of 100
2 Ratings
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Score 4 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

Talisma Social CRM

If your company has a lot of data and needs a way to parse through it on a regular basis, Talisma is the software for you. If you want an easy to use system that has pretty graphics and a great user interface, look at other tools to see if you can find a better one.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactability
6.3
Talisma Social CRM
5.6
Customer data management / contact management
Contactability
6.0
Talisma Social CRM
8.0
Workflow management
Contactability
7.0
Talisma Social CRM
6.0
Territory management
Contactability
7.0
Talisma Social CRM
6.0
Opportunity management
Contactability
7.0
Talisma Social CRM
4.0
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
Talisma Social CRM
3.0
Contract management
Contactability
5.0
Talisma Social CRM
4.0
Quote & order management
Contactability
6.0
Talisma Social CRM
5.0
Interaction tracking
Contactability
7.0
Talisma Social CRM
9.0
Channel / partner relationship management
Contactability
6.0
Talisma Social CRM
5.0

Customer Service & Support

Contactability
4.3
Talisma Social CRM
4.7
Case management
Contactability
4.0
Talisma Social CRM
3.0
Call center management
Contactability
5.0
Talisma Social CRM
5.0
Help desk management
Contactability
4.0
Talisma Social CRM
6.0

Marketing Automation

Contactability
6.0
Talisma Social CRM
4.0
Lead management
Contactability
6.0
Talisma Social CRM
5.0
Email marketing
Contactability
6.0
Talisma Social CRM
3.0

CRM Project Management

Contactability
6.7
Talisma Social CRM
6.0
Task management
Contactability
6.0
Talisma Social CRM
7.0
Billing and invoicing management
Contactability
7.0
Talisma Social CRM
4.0
Reporting
Contactability
7.0
Talisma Social CRM
7.0

CRM Reporting & Analytics

Contactability
6.3
Talisma Social CRM
5.7
Forecasting
Contactability
6.0
Talisma Social CRM
5.0
Pipeline visualization
Contactability
7.0
Talisma Social CRM
3.0
Customizable reports
Contactability
6.0
Talisma Social CRM
9.0

Customization

Contactability
7.0
Talisma Social CRM
6.3
Custom fields
Contactability
7.0
Talisma Social CRM
9.0
Custom objects
Contactability
8.0
Talisma Social CRM
8.0
Scripting environment
Contactability
6.0
Talisma Social CRM
3.0
API for custom integration
Contactability
Talisma Social CRM
5.0

Security

Contactability
6.5
Talisma Social CRM
5.5
Single sign-on capability
Contactability
7.0
Talisma Social CRM
2.0
Role-based user permissions
Contactability
6.0
Talisma Social CRM
9.0

Social CRM

Contactability
7.0
Talisma Social CRM
4.0
Social data
Contactability
6.0
Talisma Social CRM
5.0
Social engagement
Contactability
8.0
Talisma Social CRM
3.0

Integrations with 3rd-party Software

Contactability
7.0
Talisma Social CRM
3.5
Marketing automation
Contactability
6.0
Talisma Social CRM
4.0
Compensation management
Contactability
8.0
Talisma Social CRM
3.0

Platform

Contactability
6.0
Talisma Social CRM
4.0
Mobile access
Contactability
6.0
Talisma Social CRM
4.0

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

Talisma Social CRM

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
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

Talisma Social CRM

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
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

Talisma Social CRM

Talisma is a little behind the times compared to the other competition on the market. It has most of the tools to be successful, but it takes some deep diving into the software to figure out exactly how to use each of these tools to get the job done on a daily basis.
Anonymous | 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

Talisma Social CRM

  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
Anonymous | TrustRadius Reviewer

Pricing Details

Contactability

General

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

Talisma Social CRM

General

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

Rating Summary

Likelihood to Recommend

Contactability
7.0
Talisma Social CRM
4.0

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