Contactually Software


 

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.

 

Contactually - Action planning
 
  • Contactually - Action planning
    Action planning
  • Contactually - Connect multiple calendars
    Connect multiple calendars
  • Contactually - Create multiple client buckets
    Create multiple client buckets
  • Contactually - Communicate with clients
    Communicate with clients
  • Contactually - Sales pipeline management
    Sales pipeline management
  • Contactually - Events and follow-up programs
    Events and follow-up programs
Supported Operating System(s):
Web browser (OS agnostic)

41 Reviews of Contactually

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Ivelina from Keller Williams Encino-Sherman Oaks
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great & Simple CRM for the Real Estate professional

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great CRM that focuses on building / strengthening customer relationships.

Pros

Easy to use, simplified menu, streamlines lead follow-up. I like the ability to build and use drip campaigns.

Cons

Needs better sync ing with Gmail and Social Media. It would be great to have aSocial media feed automatically included in a contacts profile.

 
 
 
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Mohan from Yochana IT
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Great tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
Support

tried to email outreach and better management of my leads. Great product, I love the bucket feature. Really handy to sort out your type of contact and manage your relationship. If you like to use email for outreach and manage your customer relationship, you will love it. It's really about emails.

Pros

Email oriented, the bucket workflow, the email template are very handy.

Cons

It's great to manage your email and your customer & prospect relationship. But it lacks on other overall.

Source: Capterra
 

Sayata from Anansi Content Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

I thought it was too pricy at first, but worth every penny!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Having a CRM that intelligently tells YOU what to do once set up, is incredible. It's already paid for itself in old connections and leads being recycled. I even use it to keep in touch with family and friends!

Pros

- Extremely intuitive and quick to pick up
- Great customer support via phone
- Automation
- Pipeline visual support (also linked to automation)
- Game to sort contacts into buckets
- Only take a few minutes a day to maintain

Advice to Others

If they offer a one-on-one call during your trial to help you learn and use it, take it! It's worth it to be able to ask questions and learn about features.

Source: Capterra
 

Tim from MilesHerndon
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Really great for individuals, not bad for teams either.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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I've used Contactually several times. I've used it personally and set up entrepreneurs and small sales staffs on it. This is the best CRM, in my opinion, for teams of three or less. Tons of automation options and scheduling options to help you "scale yourself."

Pros

Automation is great, really easy to use for individuals, dynamically monitors your inbox, so you don't need to "log" much.

Cons

Can be difficult to implement for larger sales teams.

Advice to Others

This is PERFECT for entrepreneurs or for serial networkers who want to keep tabs on hundreds of relationships at once.

Source: Capterra
 

Dan from Tanner

February 2017

February 2017

Still Searching for the Perfect CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

I used this product for about a year. Before LinkedIn pulled their API, I found it to be very useful. After that time, it was not nearly as useful, but it does still integrate with Outlook which I found helpful.

Source: Capterra
 

Alex from Pacific Union - Christie¿s International Real Estate
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Contactually - Pure Disappointment - Terrible Service - AVOID!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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THEY WANT YOU TO PAY TO BETA TEST THIS CRAP SOFTWARE

From the moment I started using this software there were bugs, and issues that cost me time and money. The redeeming qualities were always outweighed by the issues I had.

If you are a busy professional looking to find a CRM solution look elsewhere. All the time spent going through my contacts and putting them in buckets was a total waste of time.

Even though they gave me a 25% discount I still decided not to stay on with them, but the software was so bad I put my account on hold. They now claim it has been improved since then, but I can't even get a straight answer on how to get my contact lists downloaded without paying for another month. I don't really need them, but had a new project I could have used. They also wont honor the discount they promised me for "life" in writing.

I even opened the door for them to show me how much they improved but their customer service completely dropped the ball this time when I had a really simple issue that couldn't be resolved within weeks. How do I download my contacts without a paid account?

Pros

Basic features, Easy to use when it woks

Cons

Where do I start!?
- Glitches that result in lost work
- Poor CService, long time delays
- Expensive for what it is
- Features that really don't work smart, and make you work hard
- Software designed to trap customers in their platform, and is stil in Beta
- Total Time Waste

Advice to Others

AVOID AT ALL COSTS!

Source: Capterra
 

Olivier from TactikMedia
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Great tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
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I tried to email outreach and better management of my leads. Great product, I love the bucket feature. Really handy to sort out your type of contact and manage your relationship. If you like to use email for outreach and manage your customer relationship, you will love it. It's really about emails.

Pros

Email oriented, the bucket workflow, the email template are very handy

Cons

It's great to manage your email and your customer & prospect relationship. But it lacks on other overall.

Source: Capterra
 

Mike from Reliance Acquisition and Management Company
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Full of Glitches, Bugs and Flaws

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We purchased the team version with high hopes, based on the previous reviews. Little did we know that this is an unfinished product. Too much to put in one review--suffice to say, this product is several Betas away from being close to ready. A total exercise in frustration if you have a large number of contacts. Several calls to support only showed the flaws are on the books and they are working on it.

In the meantime, what a mess. I am going back to a CRM that has been tested thoroughly. The bucket system is a great idea--and the only part of the program I will praise highly. As for managing contacts-- it has been a disaster for us.

I hate to be so negative, but as a long time user of Top Producer and Agent Office before that--this is not a good CRM for our team.

Pros

Bucket system, decent email templates

Cons

Import process, lack of features in contact management, does not refresh properly when making changes, freezes after too much use, only allows so much deleting and then stops working till later on--takes too long to get support

Advice to Others

Work out the bugs

Source: Capterra
 

Mary Ann from Mary Ann Markowitz & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great value CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

I found Contactually as I upgraded my business's ATS. This is the perfect compliment, it ties in with Google email so anything I do in one system, shows up in the other. I've been looking for years and this is the first one that appealed to me for the features and the price.

Pros

Ease of use, love the Contactually Chrome Addon that allows me to save articles for forwarding. I appears very personal when sending these to clients; the response rate was through the roof compared to regular emails.

Cons

I was disappointed by the 100% lack of follow through from the sales rep. Additionally, because I did the 30day trial using my old Gmail address, it is a mess to this day. Plus, for some reason, clients were duplicated and they still have not been able to fix it. So, use your account you'll be using from day one or do not do the trial.

Advice to Others

Only use the same email address and account for the trial as you will be using if you purchase it. My clients and accounts were duplicated and it's difficult and time-consuming to clean up. The sales rep should have cautioned me to hold back setting everything up until I had the correct email address.

Source: GetApp
 

Scott from Be Financially Fit
Number of employees: 1 employee Employees number: 1 employee

December 2016

December 2016

Just wasn't able to make it work...

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I really wanted this to be the CRM for me. Just too high cost for the amount I was able to actually implement it successfully. Then with the mass batching of buckets being so difficult to solve the issue, i needed to move forward

Source: GetApp
 

Brook from My Clone Solution
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great for automation and tracking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

Contactually is the best CRM for business owners that want to track and automate lists of any size. They not only have email sending capabilities, but they track calls, texts, emails and manual notes as well. They integrate with all sorts of systems so that you can automate your business followup. Get some help to be most efficient, but it's easy to use right out of the box as well. I have service based clients that are 10K a year to 500K a year using this system and it's just what they need

Pros

Automation Included

Cons

Sending limits are based on google settings. Could add DKIM to make it more robust.

Advice to Others

It serves it's purpose for offline businesses. If you business is digital a more robust system will be needed.

Source: Capterra
 

Anna from CENTURY 21 Signature Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Changes the Relational Management Side of Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our company loved Contactually so much that we integrated it into one of our main tools offered to our real estate agents. We are an "Enterprise" company with Contactually. When we launched, we had our own dedicated coach who held our hand through the 6 week adoption time. He did webinars, called to check in, and still (a year later) checks in regularly.

Pros

It integrates with Google accounts - if you did nothing more than use the integration, you'd be miles ahead of your competition.

Cons

It's a little glitchy here and there, but the support team is quick to look into those issues for us.

Source: Capterra
 

Chris from Quick RE

November 2016

November 2016

Powerful, Easy, and Makes Me $$$

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
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Support

Contactually really is the best CRM I've used. It does take some effort to learn, but I've found that with all CRMs. If you take some time to understand how it works, it will literally do your job for you. The amount of relationships that it maintains for me really is unbelievable.

Source: Capterra
 

Pankaj from Carbon Law Group, P.C.

October 2016

October 2016

Solid, but couldn't commit

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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I have had a tumultuous relationship with Contactually. I first signed up a few years ago when the price point was around $20 for the starter package. I cancelled my subscription after about a year because I wasn't using it. Looking for another CRM solution, I ended up coming back to Contactually, but they raised their prices significantly. I begrudgingly signed on again and recently cancelled. It is a great product in theory, but you have to work hard to maintain it. I just don't have the discipline to be bucketing each person I interact with. It has tons of great features and if you can commit to it, good for you. It didn't work out for me.

Source: Capterra
 

Jennifer Number of employees: 1 employee Employees number: 1 employee

December 2015

December 2015

Mixed feelings

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I have been using, or should I say paying, for Contactually for the past year. I was looking for a CRM that would keep my contacts organized and in one place, and one which would help me follow-up with leads and prospects. Initially, Contactually seemed like the CRM for me. I loved the Outlook plug-in and the social intergrations. However, things started to go sideways quickly. Some of my contacts started syncing incorrectly with Facebook contacts--merging completely different people into one. Contacts that I deleted (repeatedly) were re-appearing with outdated info. Support was quick to respond, but they couldn't provide an answer, or a solution. They blamed Facebook and essentially said there was nothing more that they could do. I eventually had to un-link my Facebook account. About three weeks later, they contacted me to say that they had discovered a bug and that it should be fixed. Some time after that, they discontinued integration with Facebook.
The next issue I had was the Outlook plug-in started malfunctioning. I would get error messages when sending email. Again, Support was quick to respond, however they couldn't locate the source of the problem.
To be honest, I've never explored the marketing aspects of Contactually--the ability to set up automated email programs etc. I think I knew I wouldn't stick with the system long-term so I didn't bother to set anything up. I've been searching for another (cheaper) CRM for the past month.

Pros

I love the clean interface. Support was always very responsive, if somewhat limited in their ability to provide answers. As far as relationship management, the system does a good job of prompting you to contact people you haven't interacted with in a while. It also gives you a letter grade every week to let you know how you're doing, which is fun and motivating. There are lots of free webinars offered on how to use Contactually and how to improve your business. The Outlook plug-in is great (when it works). I have colleagues who love and swear by Contactually.

Cons

For me, the cost is too much for a system that I am not using to its full potential. In the process of trying to find another CRM, I've encountered plenty alternatives at less than 1/3 the cost. The inability of Support to identify and solve problems I had with the system is also a con. The only Social integrations are Twitter and Linked In, so the benefits of those to me are slim. The bottom line is that I would probably stick with Contactually if the price was right--and for me that means no more than $10/month.

Source: GetApp
 


May 2015

May 2015

Staying top of mind made made easier, great app for networkers

Product Quality

Product Quality
Quality

By far one of the most useful apps for anyone who needs to nurture and kindle relationships with other people. Whether you're networking, influencer stalking, lead nurturing, customer gratifying, friendship building, literally whatever you do that obligates you to build a relationship with another person, Contactually will make that process easier.

Pros

Contact management via their "bucket" system is awesome. Setting automatic "stay in touch" reminders to whole buckets at once is awesome. Having your complete conversation history for each contact directly within the app is awesome. The "scale mail" feature, think of it as bulk emailing (like mailchimp) but directly from your own email inbox (this means you'll be less likely to end up in spam while being able to send one email to dozens of people) is awesome.

Cons

Their pipeline feature needs some work. It's a bit clunky, but when it's as good as other apps out there, it'll add so much value to the app.

Source: GetApp
 

Ben

February 2015

February 2015

Fantastic support to back up a good and constantly improving product.

Product Quality

Product Quality
Quality

It's really the team at Contactually that make this such a great product. They pro-actively support user to get the most out of the system.

Pros

Fantastic customer service and support, great understanding of the real-world challenges of their market, solid CRM features.

Cons

Some of the interface is still a puzzle to figure out how to use it. For example, it always takes me a while to find the "add contact" button.

Source: GetApp
 

John

August 2014

August 2014

Keeps Me Front of Mind When The Opportunity Matures

Product Quality

Product Quality
Quality

I have been using Contactually for about a year and it is a key part of my marketing. It enables me to keep in touch with the people I need to stay in contact with on a consistent basis.

I love the way you can "bucket" your contacts and then set an appropriate frequency to stay in touch with them.

I also love that I can keep content I come across in the system and then share it strategically.

Contactually ROI for my business is simply beyond belief!

Source: GetApp
 

Tom

August 2014

August 2014

Remembering what matters most, People!

Product Quality

Product Quality
Quality

As a business owner in a service industry, real estate, it is critical for me to build relationships on a consistent basis and make sure that I foster them as much as possible. This has been realized by contactually in a very fun, easy to manage, and clean way. Their philosophies on organization make keeping in touch with people and locating people very easy. For someone that is focused daily on growing their database and not letting anyone get lost in translation, I can have confidence that contactually will remind me of the people that I need to reach out to once again and gives me a place where I can keep track of those conversations for future reference - which is phenomenal for someone that really wants to be able to focus on a conversation and then tuck it away for later when things need to be referenced again.
I think one of the best things about the team at contactually is the fact that they are a growing company of people that are very passionate about helping others. I have not had one unpleasant conversation with them, and every time I feel like they want to hear about the features that I am looking for as well as how you they can improve the features that are already in place.

Pros

great services, awesome layout, easy to learn the basics

Cons

tasks functionality is lacking, very focused on messaging when I am very focused on over the phone - would like to see a faster way to update contacts.

Source: GetApp
 


August 2014

August 2014

Takes the leg work out of organizing contacts

Product Quality

Product Quality
Quality

After trying a bunch of other CRM products out there, I was frustrated. Salesforce was too heavy a solution for what I needed, and expensive. Products like SugarCRM and Zoho felt outdated and clunky. What I needed was something that would sync my contacts from multiple sources into one place and then keep them updated - and that's exactly what I found in Contactually. It's simple, lightweight and it works with a bunch of my contact sources (Google, Mailchimp, etc.), and now I don't need to worry about where any particular contact's info is.

I get the added bonus of getting reminders for contacts I've fallen out of touch with. That's not what I was looking for when I started, but it's been surprisingly helpful in identifying people I need to get back in touch with.

Pros

- Automatic import and update of contact info, no leg work required
- Reminders to keep in touch with contacts I haven't talked to
- Keeps a full history of my communication with the contact, across multiple platforms (email, twitter, Mailchimp...)

Cons

Needs more integrations with third party software!

Source: GetApp
 

Ryan from Ramify Media
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2014

August 2014

Contactually is a game changer for any sales or marketing professional

Product Quality

Product Quality
Quality

If you sell anything (one way or another, we all do), you need a smart way to stay in touch and engage with all your customers and prospects. I've never seen anything like Contactually before. It's lean, fast, logical, easy, inexpensive, and seems to have every CRM tool you could ask for.

With Contactually, you will boost your efficiency and effectiveness immediately. In each contact page, you have everything you need to maintain relationships that turn into more business. Send emails within the platform, follow your prospects on social outlets, and share valuable information that makes your customers' lives better. You can automate your client outreach, use templates that save a ton of time, and easily manage your pipeline of deals.

I never thought I'd become a cheerleader for a CRM, of all things! But if you're not using Contactually, you are missing out on the most powerful CRM for salespeople and marketers - ever.

Source: GetApp
 
 
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