Contactually was a CRM for real estate agents and brokerages, that automatically prompted users to take action with the most important people to prevent things from falling through the cracks. Contactually was acquired by Compass in 2019, and is no longer available.
$69
per month
Microsoft Dynamics GP
Score5.4 out of 10
N/A
Microsoft Dynamics GP is an ERP software with accounting capabilities. It includes various packs for customizability and features tailored to specific industries’ needs. GP is offered as a perpetual license or subscription.
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.
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
Microsoft Dynamics GP is well-suited for our environment, as we pay a diverse group of employees, including on-the-road drivers, shop employees (some in other locations), and office employees. It easily tracks time off, taxes, pay, etc. The reporting allows us to verify with our drivers how they are paid each week, whether it be through mileage or stop-offs.
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
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
Great Plains started as back office/accounting, and that is still it's strong suit.
SQL and the GP programming language, Dexterity, provide a robust, scalable, and stable platform with well documented maintenance and repair procedures. Relatively easy to manage, tune, and support.
Microsoft support for GP verges on "particularly well". Doesn't quite get there but good enough once you know what you're doing
Strong partner network, including the GP User Group (GPUG)
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
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
With respect to the allocations, once the expense is entered into the allocation account, you lose the ability to run any detail on just the total of the expense. It would be nice if you could run a trial balance on the allocation accounts the same way you can with regular accounts.
I've always thought security set up could be a bit simpler. It actually has gotten better through the years. Specifically, with eight separate entities, it would be nice to have a "master" setup where you could call up one group entity, assign the users rights, and then be finished. Currently, whenever I have a new user, I have to call up each individual entity and select all of the features I want the user to have. That means I have to do eight steps for each user.
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
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.
Due the economic challenges that Puerto Rico is having, the company has had to merge some companies in order to be more efficient. It has been easy in GP to process those merges, even thought we had to spend days to accomplish that the process was smooth and accurate. In addition we were able to streamline the purchasing and sales process and the organization is confident to keep renewing GP for the future versions.
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
Though it is a basic accounting package, I believe some users do not find the old style menus and navigation options intuitive. There is also a great lack of training resources in the market, so users have to learn the product without guidance a lot, resulting in inefficient workflows and misuse or misunderstanding of many features.
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
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
Basically the challenge with this implementation was the Business Portal, too many errors and even the aplication is up and running the users are still having issues. We will start planning the migraton to GP 2015 soon.
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
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
I come from a strong background of using SAP. SAP doesn't have the flexibility of GP, an example would be SAP doesn't allow core mods, if they catch you, you lose support. Microsoft doesn't really care about mods, but they will be quick to have the vendor you used support your issue if it is caused by those mods. With SAP your company adapts to the software, where with GP you adapt the software to you.
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
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
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
Microsoft Dynamics GP allows my clients to move from a paper or spreadsheet based company to an integrated, electronic, streamlined business. I love being able to help clients gain efficiencies through the use of Microsoft Dynamics GP.
Microsoft Dynamics GP allows for better customer service because everything is at our fingertips. If someone calls questioning an invoice, we can easily look it up. If someone calls stating they paid an invoice with a certain check number, we can quickly run a query to find that particular check number to see where it was applied.
Having everything on a single platform provides ease of use for upgrades, backups and end user training. There is only one software to learn!
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
