Contactability vs. Wingmate Simple CRM

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.

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Wingmate has engaged the field staff, by showing them, the mechanisms that suit the customers, from the communications processes, the contact controls methods, and other CRM tools. Further, the customer mapping and profiling have been enhanced by Wingmate, with advanced analytical options. The lead generation and relationship molding have been enhanced by Wingmate, making the company more solid and preferred.

Incentivized

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• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Wingmate guarantees a high level of interaction between users.
• Wingmate can also be used educationally (demo version).
• It is possible to easily create sales simulations since Wingmate is not industry-specific at all.

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• 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.

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• Still a very basic product. Although it does the basics well, a more rounded marketing solution would be better
• Designed for people on the go, rather than desk-based marketers
• Not as intuitive as other apps I've used (for example, sometimes some information/features are not the easiest to find)

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Wingmate has simple usability procedures, for instance, the communications options, the customer mapping options, and others. Further, Wingmate creates proper orientation processes, which are sustainable and they make all users more equipped. Lastly, Wingmate is less technical, more outstanding, and the customer support have knowledgeable facts regarding the tool, and they share with customers.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The support is very good. They are willing to work on updates and continuous improvements. Support service is prompt and efficient from the software team. They help in training and make Wingmate always easy to use. Even if we use it educationally and not professionally, they are always ready for suggestions to improve the performance of the software at an educational level.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Wingmate was used because the system was mostly used by sales/new business people rather than marketing people. Other products, such as HubSpot, [are] better suited for marketers but for simple lead management, pipeline management, and reporting to the wider team, Wingmate was used and that was a good choice based on needs.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Customer mapping helps us understand the customers, and apply the right marketing methods.
• Besides, Wingmate creates a contact control, where future communications and direct marketing are conducted.
• The analytical requirements have been supported by Wingmate very efficiently.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info