Contactually Alternative
A Better Web Based CRM Software For SMBs
Contact Management
| Comparison |  |
 |
|---|---|---|
| Create and manage Contacts from a single page |  |
|
| Edit records like excel | |
|
| Add notes, conversations and tasks from the list view | |
|
| Easy to setup/customize | – | |
| Customize columns | |
Very Limited |
| Save filters | |
Limited |
| Field level permissions | |
× |
| Record level permissions | |
|
| Bulk Email sends | |
|
| Sales territories and assignment rules | |
|
| Visual deal pipeline | |
|
Followups & Lead Nurturing
Follow Up Flawlessly with your contacts
CompanyHub reminds you of contacts you need to followup. Just set hotness indicating how often you would like to stay in touch.
Whenever there is lack of communication, you will automatically get a followup reminder.
| Comparison | |
|
|---|---|---|
| Smart followup suggestions for contacts | |
|
| Smart followup suggestions from email | |
× |
| Set next followup date in a click | |
× |
Email Management
Stay in touch with your contacts with advanced email features
| Comparison | |
Email Management |
|---|---|---|
| 2 way email sync | |
|
| Bulk Emails | |
|
| Email Templates | |
|
| Email Tracking | |
|
| Tracking mails from Gmail | |
|
| Remind if no reply | |
|
| Email Scheduling | |
|
Customization and Automation
Manage your businesses easily with automated workflows and custom tables
Automotive
- Quotes
- Commissions & Incentives
- Scheduled Payments
- Loan Disbursements
- Vendors & Showrooms
Manufacturing
- Products
- Pricelists
- Quotations & Orders
Real Estate
- Properties / Projects
- Bookings
- Site visits
- Payments
- Agreements
Travel
- Itinerary
- Packages
- Locations
- Suppliers
- Bookings
| Comparison | |
|
|---|---|---|
| Business Logic / Rules / Flow | |
|
| – Works on data import | |
× |
| – Works on creating / updating multiple records using API | |
|
| – Create using flow chart instead of code | |
|
| Scheduled workflow without code | |
|
| Bulk changes without code | |
|
| Custom Tables | |
× |
| Custom Fields | |
|
| Separate Database | |
– |
Reporting
Get in depth and real time insights into your business process
| Comparison | |
Conactually |
|---|---|---|
| Dashboards | |
Limited |
| Standard reports | |
|
| Custom reports | |
× |
| Charts & Tabular reports | |
Limited |
| Reporting on custom tables & custom fields | |
× |
| Report sharing | |
Limited |
Quotation & Inventory
Streamline your business with customizable quotes and sales orders
| Comparison | |
|
|---|---|---|
| Product configuration | |
× |
| Product list | |
× |
| Pricelists | |
× |
| Quotation Templates | |
× |
| Sales Order | |
× |
| Inventory | |
× |
Integrations
Get all your apps integrated in one place
| Comparison | |
|
|---|---|---|
| Capture leads from website | |
Selected Website |
| API | |
|
| Zapier | |
|
| PieSync | |
|
