Likelihood to Recommend 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.
Read full review If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
Dacia Coffey CEO | B2B Marketing Strategist | Founder | Fractional CMO
Read full review Pros 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. Read full review The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information Read full review Cons 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. Read full review WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me. Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion. Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC. Read full review Likelihood to Renew 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.
Read full review Usability Easy to use, does not require a strong technical background at all.
Read full review Alternatives Considered It seemed to have everything that I wanted and wasn't too expensive.
Read full review Workamajig was selected over a decade ago when there were very few project management platforms that has integrations with other platforms, support for Agile, KanBan, etc etc. Most of the other offerings did not offer the type of security available with us hosting an on premises server behind a VPN although now there are plenty of cloud based solutions that have security compliance greater than what we can provide (fedRamp, etc.)
Read full review Return on Investment 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. Read full review The agency switched to an hourly allocation so our clients were subject to a certain amount of hours each quarter. JIG helped us keep track of who was going over hours or who had some to spare. Once the clients went over we would use JIG to help charge the additional fees for going over. It helped keep clients accountable. It was used to keep track of time sheets and through those time sheets, the directors were able to make a case for more employees on certain accounts. The corporate team hired 3 additional people that were truly needed and our time sheets helped reflect that. Read full review ScreenShots