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Contactually VS EspoCRM

Compare Contactually VS EspoCRM and see what are their differences

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  3. » Reviews
  4. » Alternatives

Contactually logo Contactually

Contactually is a web-based CRM tool that will help maximize your network ROI, get more referrals & gain more repeat business. Start your free trial today!

EspoCRM logo EspoCRM

EspoCRM is open source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type.
  • Contactually Landing page
    Landing page //
    2022-07-10

  www.contactually.comSoftware by Contactually

  • EspoCRM Landing page
    Landing page //
    2022-08-05

EspoCRM is a web-based application designed with the needs of startups, small and mid-size companies in mind. The software offers a wide range of features for automating every aspect of your business - from simple management of customer interactions and monitoring of the deal progress to advanced reporting and business process automation. It creates a unique and collaborative working environment for your employees with access all the necessary data at any time and from any place.

Contactually

Website
contactually.com
Pricing URL
Official Contactually Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

EspoCRM

Website
espocrm.com
Pricing URL
-
$ Details
free
Platforms
REST API PHP JavaScript NGINX
Release Date
2014 February
Edit details

Contactually features and specs

  • User-Friendly Interface
    Contactually offers an intuitive and easy-to-navigate interface, which makes it simple for users to manage their contacts and communication.
  • Bucket System
    The bucket system allows users to categorize contacts into different segments for targeted communication and better organization.
  • Automated Follow-Ups
    Contactually helps users automate follow-up emails, ensuring that no important contact falls through the cracks.
  • Integration Capabilities
    The platform integrates with various other tools and services like email, CRM systems, and social media channels, enhancing its utility.
  • Analytics and Reporting
    Users can access detailed analytics and reporting to track the effectiveness of their outreach and relationship-building efforts.

Possible disadvantages of Contactually

  • Pricing
    Contactually can be expensive for small businesses or individual users compared to other CRM solutions available in the market.
  • Limited Customization
    Some users may find the customization options for buckets and templates limited, restricting their ability to personalize the software to their specific needs.
  • Learning Curve
    Although the interface is user-friendly, there can be a learning curve for new users to fully understand and utilize all the features effectively.
  • Email Tracking Issues
    Some users have reported inconsistencies and issues with the email tracking feature, which can affect the reliability of tracking engagement.
  • Customer Support
    Customer support has been noted to be not as responsive or helpful as some users would prefer, potentially delaying issue resolution.

EspoCRM features and specs

  • Sales management
    Quotes, Sales Orders, Invoices
  • Marketing Automation
    Campaigns, Email Templates, Target Lists
  • Customer Support
    Customer Portals
  • Inventory Managment
    Products & Product Catalogs
  • Telephony
    Voip Integration, Voice Messages, Inbound & Outbound Calls
  • Team Collaboration
    Real-time Notifications, Stream, Shared Calendars
  • Reports & analytics
    Grid & List Reports, Revenue Forecasts
  • Data Synchronization
    Google Contacts & Calendar, Outlook Contacts & Calendar

Analysis of Contactually

Overall verdict

  • Contactually was generally considered a good CRM solution, especially for small to medium-sized businesses and professionals who prioritize relationship building. However, since Contactually was acquired by Compass and subsequently discontinued as a standalone product in 2020, it is no longer available. As a result, users are recommended to consider alternatives or see how Compass has integrated its features.

Why this product is good

  • Contactually was a popular CRM tool designed to help users manage and strengthen their professional relationships. It aimed to streamline contact management through features like automated follow-ups, lead nurturing, and the ability to organize contacts into buckets for better segmentation. The platform was particularly valued for its user-friendly interface and effective email tracking capabilities, making it a helpful tool for professionals in relationship-driven industries.

Recommended for

    Contactually was ideal for real estate agents, consultants, and other professionals who needed to manage a large volume of relationships and wanted a CRM that offered more personal interaction capabilities. For current alternatives, users should assess CRM tools that emphasize relationship-focused features similar to those Contactually offered.

Analysis of EspoCRM

Overall verdict

  • EspoCRM is a robust and versatile CRM solution that is well-suited for organizations looking for an open-source option with customizable features. It is generally positively reviewed for its ease of use and the value it provides at a competitive cost.

Why this product is good

  • EspoCRM is considered a good choice because it offers a user-friendly interface, a variety of features that cater to small and medium-sized businesses, and it is highly customizable. It allows businesses to manage their relationships and automate workflows effectively. Additionally, it is open-source, which provides flexibility in terms of development and integration with other tools and systems.

Recommended for

  • Small to medium-sized businesses
  • Organizations looking for an open-source CRM solution
  • Companies requiring a customizable CRM system
  • Businesses that need workflow automation and efficient relationship management
  • Teams looking for an easy-to-use interface with good community and support options

Contactually videos

+ Add

Contactually CRM Review

More videos:

  • Review - Contactually: Fast, Easy CRM Review @contactually
  • Review - Contactually Review

EspoCRM videos

+ Add

Using EspoCRM

More videos:

  • Review - EspoCRM - General Overview | CRM
  • Review - Workflow in EspoCRM | Powerful Automation in your Business

Category Popularity

0-100% (relative to Contactually and EspoCRM)

Contactually

EspoCRM

CRM
32 32%
CRM
68% 68
Sales
29 29%
Sales
71% 71
Small Business CRM
59 59%
Small Business CRM
41% 41
Sales Workflow
0 0%
Sales Workflow
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Contactually and EspoCRM

Contactually Reviews

7 Best Personal CRM Systems in 2020
Pros: Contactually is available via mobile and desktop. By connecting your email you can sync your contacts and communication history. This software allows you to prioritize the relationships that will be the most valuable to you. Contactually helps you create email templates and automation to simplify your workflow. You can group your clients into groups Contactually calls...
Source: zoowho.com
13 Personal CRM systems for your everyday life
https://www.contactually.com/ Contactually is a lite CRM that does a fantastic job of keeping you on top of your relationships. With a mobile and web based solution, Contactually provides a great system to grow and nurture the relationships that drive your business.
Source: ryzeapp.co

EspoCRM Reviews

  1. Jerry Hamilton
    · Marketing Manager ·
    A convenient CRM platform for lead management and marketing

    We use EspoCRM to solve many tasks. In particular, the marketing department actively uses this platform for lead storage, contact management and email automation.

    🏁 Competitors: Zoho CRM, HubSpot CRM
    👍 Pros:    A wide range of tools|Customization and automation capabilities|An active community
    👎 Cons:    A limited list of integrations with popular services and apps

What are some alternatives?

When comparing Contactually and EspoCRM, you can also consider the following products

HubSpot CRM - Free CRM software for small businesses.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Keap - Grow Sales. Save Time. Get Organized.

Mautic - Mautic is marketing automation software (email, social, & more).

Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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