Actually kinda Contactually
June 14, 2017

Actually kinda Contactually

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Contactually

It is a good (I must say decent) tool used to gather contact information and maintain it in one place. It is being used by a limited few departments I would say. I wouldn't go as far as calling contact storage a "business problem" but it does help ease up our process of record maintenance.
  • 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.
  • A little on the expensive end compared to its competitors.
  • Android app improvements needed.
  • Positive impact is the fact that it eased up a lot of our manual processes.
  • Wasn't clunky and was easy to use, didn't require training.
It's a CRM and is a must for companies to maintain high-value contact relationships and to be able to better manage records and essentially drive sales growth.

Contactually, by Compass Feature Ratings

Customer data management / contact management
6
Workflow management
6
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
5
Quote & order management
6
Interaction tracking
5
Channel / partner relationship management
6
Case management
6
Call center management
7
Help desk management
Not Rated
Lead management
5
Email marketing
5
Task management
6
Billing and invoicing management
5
Reporting
7
Forecasting
7
Pipeline visualization
6
Customizable reports
7
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
7
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
4

Using Contactually

Easy to use, does not require a strong technical background at all.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Convenient
None