Contactually CRM (discontinued) vs. Simpro

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.

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

Simpro is well suited for job and team management, tracking inventory and the workflow is very logical. The mobile app for our field technicians works very well to clock on and off and then being in a position to report to a customer based on factual information has made invoicing a breeze! Reporting can be a bit frustrating especially on materials used on different cost centre numbers as you can only specify a job number, but not a cost centre number.

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

• Syncing to email
• Design and interface
• Support team

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

• Billing: straight from a closed, complete job. Carries overall equipment, hours, takes one click to bill.
• simPRO retains notes on all emails; notes can be entered by anyone to track communication with clients.

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

• 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

• Ability to create leave forms for the employees (to my best knowledge, this doesn't exist).
• Ability to color code jobs, quotes by criticality.
• Assign status to equipment (e.g. "ordered"; "arrived").

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

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.

As mentioned before, materials reporting could use some work as one cannot report by cost centre number, only by job number. It makes it difficult with large jobs with multiple cost centre numbers to easily extract information for reporting. Other than that the system is user friendly and easy to understand.

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

It is a great option for solar project management. It needs some improvements for real-time one-page reports, inventory management, scheduling and custom views. I believe these will come because they listen to their customers. I would also like to see some better training and not be expected to pay out of pocket for it.

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

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

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

monday.com was easier to set up and you can create boards with loads of subtasks which helps manage a project. Also, the ability to integrate with google was much better as we could link it to the calendar and also store documents that the engineers could see easier onsite. Overall we could make monday.com work better for our business based on how we are set up but simPRO will be great for other businesses with more specific 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

• 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.

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

• Increased team collaboration.
• Increased inventory awareness.
• Decreased down time between jobs.

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