Contactually CRM (discontinued) vs. MCA Suite

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.

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It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.

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• Syncing to email
• Design and interface
• Support team

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• They have lots of detail on the deal pages.
• It allows for multiple internal and external users.
• It has global search functionality.

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• Social tracking is really only through Twitter so though you can add LinkedIn, G+, and even AngelList social profiles, you don't get users' social posts from those
• The feature that highlights opportunities to stay connected with "important" contacts COULD be incredible but it only reports to you when those users have birthdays or they tweet @ you. Rather worthless in that regard. Would be nice if Important contacts showed every time those people posted something on social media.
• Becomes laborious when you have thousands of contacts and need to organize them and indicate their level of importance.
• Time since last contacted only tracks email. You can't manually indicate that you've contacted them, it doesn't track your calendar to know if you had a meeting

• Poor reporting.
• Filtering is clunky.
• They could improve on data visualization.
• Renewal advances that are not refinances are difficult to manage.

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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.

It seemed to have everything that I wanted and wasn't too expensive.

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We haven't used any others.

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• 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.

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• We've been able to grow our working capital program over the years with the help of MCA Suite.
• Data management is difficult, and we struggle with reporting.
• We have granted merchants dedicated to their advances for tracking purposes.

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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