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Contactually

Contactually 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Contactually
Contactually
4.3
(103)

Pricing

Starting at $69.00 per month

About Contactually

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, 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 a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and 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 Screenshots

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5

Contactually Pricing and Plans

Starting price: $69.00 per month
Free Trial
Free Version

Professional

$69.00

flat rate, per month

Plan includes:

  • Best-Time-To-Send Email Intelligence
  • Bulk Messaging
  • Contact Relationship Insights
  • Deal Management Workflow
  • Email/Text Template Library
  • Integrations
  • Iphone and Android Apps
  • Mailchimp
  • Onboarding + Product Training
  • Personal Automated Campaigns
Read More

Accelerator

$119.00

flat rate, per month

Plan includes:

  • Access to Upgraded Support
  • Best-Time-To-Send Email Intelligence
  • Bulk Messaging
  • Contact Relationship Insights
  • Deal Management Workflow
  • Email/Text Template Library
  • Integrations
  • Iphone and Android Apps
  • Lead Nurturing Content
  • Mailchimp
Read More
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Contactually Features

  • Popular features found in CRM
    Calendar Management
    Customer Journey Mapping
    Email Management
    Quotes/Estimates
    Reporting/Analytics
    Sales Pipeline Management
    Segmentation
    Task Management
    Territory Management
    Workflow Management
  • More features of Contactually
    Activity Dashboard
    Alerts/Notifications
    API
    Appointment Scheduling
    Autoresponders
    Campaign Management
    CAN-SPAM Compliance
    Contact Database
    Contact Management
    CRM
    Customer Segmentation
    Customizable Fields
    Customizable Templates
    Dashboard
    Data Import/Export
    Data Synchronization
    Drip Campaigns
    Dynamic Content
    Email Marketing
    Email Templates
    Employee Referral Management
    Engagement Tracking
    Event Triggered Actions
    Image Library
    Interaction Tracking
    Lead Distribution
    Lead Engagement
    Lead Management
    Lead Nurturing
    Lead Segmentation
    List Management
    Marketing Automation
    Mobile Access
    Mobile App
    Monitoring
    Performance Metrics
    Pipeline Management
    Pipeline Reports
    Prioritization
    Referral Tracking
    Relationship Tracking
    Reminders
    Reporting & Statistics
    ROI Tracking
    Search/Filter
    Shared Contacts
    Task Scheduling
    Team Assignments
    Template Management
    Third-Party Integrations
    Web-based Deployment

Contactually Integrations

Eventbrite
Eventbrite
Bookafy
Bookafy
Keap
Keap
Jotform
Jotform
Microsoft Outlook
Microsoft Outlook
Zapier
Zapier

See all 24 integrations

Contactually User Reviews

Overall Rating

4.3

Ratings Breakdown

5

57%

4

24%

3

11%

2

3%

1

5%

Secondary Ratings

Ease of Use

4.2

Value for money

3.6

Customer support

4.0

Functionality

4.0

Jennifer's profile

Jennifer H.

Verified reviewer

Real Estate

Self-Employed

Used unspecified for less than 12 months

Review source

Reviewed December 2015

Mixed feelings

4

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.

Ratings Breakdown

4
Ease of use
2
Value for money
4
Customer support
icon
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.

Read More

Linda's profile

Linda W.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2018

Contactually continues to improve and expand the value they bring to their Real Estate CRM

5

Contactually helps me keep on top of my contacts, relationships and follow ups. I love how user friendly and aesthetically pleasing and simple the website and app as well as the functionality are.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Functionality
icon
Pros:
the real time linking with your email to show you emails to and from the client....and the newly added toolbar aspect whereby a right hand extension opens when you are in an email with a client or affiliated vendor
Cons:
the follow up features/emails etc. were somewhat lacking...however, they have improved this aspect incredibly

Read More

JK

Julie K.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Realtor with a team have used for 5+ years and regret ever setting it up.

1

It is a huge mistake to get this program. At least in the past the support could actually help and not treat us so poorly. Now Compass owns and are creating a totally different product and don't care about the old Contactually clients.

Ratings Breakdown

1
Ease of use
1
Customer support
1
Functionality
icon
Pros:
I am a realtor with a team of agents. And I REGRET terribly ever using Contactually. Setting up a CRM is a pain so that is why I have kept using for many years. So I am very experienced with the product. The main reason we got it was so everyone on the team could see what other team members interactions were with the client. It's not worth getting even for that now.
Cons:
There are so many downsides. One being - using tags, another reason we got it - is so finicky that you can easily create another one by mistake. Another issue is that even if it is the fault of Contactually program, and you can even more easily delete them instantly with no ability to get them back. There is no back button. Once you make ANY change for ANYTHING, it is GONE PERMANENTLY, even if it was a very innocent mistake. Totally messes with the database. Bizarre and unprofessional. Another BIG issue is that when you put a bucket of clients together and you want to work on one client then go to the next on the list, YOU CANNOT. You have to go back to the Contacts page with the full client list, even if the bucket of clients is many pages, and it takes you to the beginning of the list. So then you have to remember which client was next, then you might have to go to another page 3 or 5 or 8. Then you can't just press an arrow or scroll to next person. It is INCREDIBLY FRUSTRATING. Another problem is that the old address etc. shows up first in the clients contact info, so the new info is at the bottom of the client and doesn't show up as primary. Another problem is that there is no consistent "cell" or mobile template. Another is that the app has only half the functions of the desktop, so using on phone or finding info about the client is almost impossible on a tablet or phone. Another is printing labels - forget it. Another is doesn't work well with MACBOOK

Reasons for switching to Contactually

Thought it would be easy to use. It is NOT user friendly. Hard to train.

Read More

William's profile

William B.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2018

Contactually Concierge Service

5

We are still relatively new to the service (just over one year). Caroline has made a major difference in making Contactually integrate with our other systems.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Caroline Long is our representative. We were a client of Contactually when they offered their new Concierge Service. We signed up immediately as it was just what we needed. We were not fully using the tools within Contactually when Caroline was assigned to our account. We are very happy with her work and would recommend her and this service for other Contactually accounts.
Cons:
We need texting within Contactually. We can only cut and paste presently to record these interactions.

Read More

Tom's profile

Tom M.

Verified reviewer

Real Estate

Used unspecified for unspecified

Review source

Reviewed August 2014

Remembering what matters most, People!

5

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.

Ratings Breakdown

icon
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.

Read More

VR

Verified
Reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

Falling Behind

2

Originally it was great for staying in touch with customers, but now most CRMs will provide similar functionality. Their lack of focus on their general users is really starting to show in their product with bugs that aren't being fixed and a general lack of innovation.

Ratings Breakdown

4
Ease of use
2
Value for money
1
Customer support
2
Functionality
icon
Pros:
Easy to use. Very user-friendly system for staying in touch with people. Good interface
Cons:
They have almost completely stopped innovating and improving their product. Their customer service directly says they are no longer focused on general users and they are only focused on innovating for Compass. It's a real shame as the product was great, but it's really starting to fall behind the other CRMs for real estate agents.

Reasons for switching to Contactually

Seemingly better ability to stay in touch with your network.

Read More

Brandon's profile

Brandon D.

Verified reviewer

Real Estate

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed September 2018

Best CRM for building RELATIONSHIPS

5

The support staff has been fantastic, since implementing Contactually our business has grown tremendously

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Being able to sort contacts, create follow up rules, receive reminders and automated sync with email/phone
Cons:
I wish Facebook still allowed data sync

Read More

Chris's profile

Chris P.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

Was recently purchased by Compass

5

Ratings Breakdown

5
Ease of use
3
Value for money
5
Customer support
3
Functionality
icon
Pros:
Really great software and CRM for social and relationship selling fields.
Cons:
Was recently purchased by a Real Estate Company. Competing agents are now supporting (and funding) their competitor.

Read More

Remco's profile

Remco T.

Verified reviewer

Information Technology and Services

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed November 2022

Excellent way to manage your relations

5

Ratings Breakdown

4
Ease of use
5
Functionality
icon
Pros:
Operational CRM: how to manage your contacts based on their relative importance to you
Cons:
It was getting too much: felt I was driven by this tool.

Read More

Chris's profile

Chris V.

Verified reviewer

Design

Used monthly for more than 2 years

Review source

Reviewed March 2018

An awesome CRM for maintaining relationships

5

Contactually has helped me strengthen relationships and win new projects.

Ratings Breakdown

5
Ease of use
3
Value for money
4
Customer support
5
Functionality
icon
Pros:
Contactually seems unique among CRMs in that it's focussed on maintaining a 'pace of communication', where you want to regularly re-engage with certain people. This makes it great when you have a lot of people you want to talk with, follow up with, and build a strong relationship with. I'm someone who tends to get focussed on whatever project I'm working on and forget to follow up with key prospects, clients, and even friends. Contactually helps me work around my own forgetfulness.
Cons:
I wish it wasn't so focussed heavily on Real Estate, and was maybe a little easier to use. It also doesn't provide support for multiple email accounts which is frustrating you really need multiple accounts for multiple emails.

Read More

Showing 1 - 10 of 103 Reviews

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