What users are saying about
13 Ratings
13 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9 out of 101

Likelihood to Recommend

Contactually

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro profile photo

Feature Rating Comparison

Sales Force Automation

Contactually
8.5
Customer data management / contact management
Contactually
9.5
Workflow management
Contactually
8.8
Territory management
Contactually
8.9
Opportunity management
Contactually
8.4
Integration with email client (e.g., Outlook or Gmail)
Contactually
9.6
Contract management
Contactually
6.0
Quote & order management
Contactually
6.0
Interaction tracking
Contactually
9.5
Channel / partner relationship management
Contactually
9.5

Customer Service & Support

Contactually
8.8
Case management
Contactually
9.2
Call center management
Contactually
8.0
Help desk management
Contactually
9.2

Marketing Automation

Contactually
9.1
Lead management
Contactually
9.5
Email marketing
Contactually
8.8

CRM Project Management

Contactually
6.3
Task management
Contactually
7.0
Billing and invoicing management
Contactually
5.0
Reporting
Contactually
7.0

CRM Reporting & Analytics

Contactually
7.0
Forecasting
Contactually
7.0
Pipeline visualization
Contactually
7.0
Customizable reports
Contactually
7.0

Customization

Contactually
7.0
Custom fields
Contactually
7.0
Custom objects
Contactually
7.0
Scripting environment
Contactually
7.0
API for custom integration
Contactually
7.0

Security

Contactually
7.5
Single sign-on capability
Contactually
9.0
Role-based user permissions
Contactually
6.0

Social CRM

Contactually
8.3
Social data
Contactually
9.6
Social engagement
Contactually
7.0

Integrations with 3rd-party Software

Contactually
9.6
Marketing automation
Contactually
9.6

Platform

Contactually
8.3
Mobile access
Contactually
8.3

Pros

Contactually

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
No photo available

Cons

Contactually

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin profile photo

Likelihood to Renew

Contactually

Contactually 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
No photo available

Usability

Contactually

Contactually 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
No photo available

Alternatives Considered

Contactually

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin profile photo

Return on Investment

Contactually

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz profile photo

Pricing Details

Contactually

General

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

Add comparison