Contactually is a great starter CRM with developing intermediate and advanced features
June 20, 2018

Contactually is a great starter CRM with developing intermediate and advanced features

Sabrina Marshall-Wojtewicz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Contactually

Contactually has been our go-to CRM for our Austin Chapter and has helped us develop and maintain relationships with key stakeholders in the community who support our mission as well as veteran entrepreneurs we work with.
  • Contactually has provided detailed and fairly useful customization of profiles for us to collect data relevant to our community.
  • The integrations are particularly helpful. It's easy to setup and executes.
  • I like the Bucket game!
  • Pairing fields is quite cumbersome when importing spreadsheets with a large amount of data.
  • It's recently been made easier to edit individual contacts but I feel like the sidebar could still be directly editable without opening up a profile popup.
  • 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.
As an introductory CRM, where you are collecting and building your list and relationships. I like to more simplistic usability than something like Salesforce. Pipelines and programs are great next step features but I feel like you need some dedicated marketing support to utilize/implement those features well.

Contactually, by Compass Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
9
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
6
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
9
Case management
8
Call center management
8
Help desk management
8
Lead management
9
Email marketing
7
Task management
7
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
Not Rated
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
7
Role-based user permissions
6
Single sign-on capability
9
Social data
9
Social engagement
7
Marketing automation
9
Compensation management
Not Rated
Mobile access
6