Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, actively following possible leads, generating new referrals, closing opportunities and driving business growth. With Contactually, businesses can organize their contact list into multiple categories and engage with different sets of audiences accordingly.
Contactually offers an advanced dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and closely monitoring engagement with key clients. Businesses can create multiple buckets from their contact list and configure sales pipelines across multiple channels.
With Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.