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Contactually 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Screenshots
  • Pricing and Plans
  • Features
  • 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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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 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

Ron's profile
Ron J.

Verified reviewer

Marketing and Advertising

2-10 employees

Used unspecified for unspecified

Review source

Reviewed July 2014

I

5

Contactually has been extremely helpful in letting me streamline my pipeline, keep in touch with old contacts/clients, and has definitely paid for itself 10x over. The features are lightweight but still substantial enough for me (I run a small web design agency with 10 people and handle the majority of our sales/marketing). Contactually is an absolute must for my business. I highly suggest testing it out.

Ratings Breakdown

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Pros:
Lightweight, has mobile apps (iphone/android), allows for easy scheduling/tracking of emails, as well the ability to add users into 'programs' -- so you can nearly automate email campaigns to your clients/prospect list.
Cons:
The cost is $40/mo per user (the package I am on), but like I mentioned the system has MORE than paid for itself. There are occasional hiccups with the platform, however I am an alpha tester so I'm seeing things before they go live to most people.

Read More

Ryan's profile
Ryan W.

Verified reviewer

Marketing and Advertising

2-10 employees

Used unspecified for unspecified

Review source

Reviewed August 2014

Contactually is a game changer for any sales or marketing professional

5

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.

Ratings Breakdown

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JL
Jenniffer L.

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2017

Read THIS before using that

1

The software is very user friendly and stores everything you would ever want in one tidy place but it does not accurately store the data. It has deleted contacts, merged unrelated contacts and added incorrect info to contact profiles, rendering it more dangerous than helpful. I have used CRMs for decades and this was the best product I have ever used before it started corrupting all of the data in it.

Ratings Breakdown

5
Ease of use
1
Value for money
3
Customer support
3
Functionality
icon
Pros:
Contactually is super smooth and easy to use. It will store everything you need and do everything you would want a CRM to do and more. I tried thousands of products before moving to this one about 3 years ago. It is user friendly and pretty, but read the HUGE con below before choosing it.
Cons:
While I think Contacually is the best CRM I have found to date and it will do everything you want, it has now mixed up all of my data. It has merged unrelated contact together, deleted contacts, added job titles and profiles to contact that don't belong to them. I am a HEAVY CRM user and now I can't trust the data I put into Contactually because the phone number I dial may or may not belong to the person Contactually has associated it with and may of my notes on interactions with people have just disappeared. BE VERY WARY of this product. I have lost decades of data on over 20,000 contacts because this software shuffled and deleted my data. With all of its flash and function, it did me far more harm than good because I will never be able to get the missing data back nor straighten out who is really who.

Read More

Amy's profile
Amy O.

Verified reviewer

Executive Office

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed December 2018

Does the Job for CRM and Email Automation!

4

Overall, I like Contactually. It is one of the easier and more eye-pleasing platforms that is out there for CRM and campaign management.

Ratings Breakdown

3
Ease of use
4
Functionality
icon
Pros:
I like that Contactually is farely easy to learn to input your clients/contacts into the database. I also really like the feature that allows you to flag your contacts, and based on those flags, can send automated messages. This can help streamline tasks like on-boarding and keeping track of the process flow.
Cons:
Finding features can be kind of a challenge.

Read More

Joel's profile
Joel B.

Verified reviewer

Management Consulting

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed November 2018

Contactually is my CRM

5

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
Easy to use, very visual, continue to innovate new features
Cons:
has moved to be more focused on real estate professionals, but still usable by others

Read More

Nathan's profile
Nathan B.

Verified reviewer

Real Estate

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed August 2018

Hidden fees

1

Poor customer service with a great platform.

Ratings Breakdown

1
Ease of use
1
Value for money
1
Customer support
1
Functionality
icon
Pros:
Great CRM, lots of good features at first.
Cons:
Hidden fees and some ridiculous idea that some of the features you pay extra for can expire.

Read More

Tina's profile
Tina H.

Verified reviewer

Construction

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed October 2018

Amazing and Robust! I love it

5

It was difficult to followup and stay engaged with all the new leads and prospects I have, it was a daunting task that I could not keep up with. Contactually takes every lead from multiple sources and emails and puts them into one place, where I can track all interactions and engagement, and it allows me to use templates for emails so that I can generate automated email programs to ensure I remain engaged. With automated reminders and tasks I can ensure that no lead is ever forgotten.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The ability for it to link to multiple email accounts, because as a real estate agent I use muiltiple accounts. I also love the overall robustness of the programs, the templates, and the training videos are super informative.
Cons:
At this point nothing. I was literally blown away by the features this program provides.

Read More

John's profile
John B.

Verified reviewer

2-10 employees

Used unspecified for unspecified

Review source

Reviewed July 2014

Best Tool for Staying in Touch

5

I've been using Contactually for well more than a year. There is no contact automation tool available with this kind of power or ease of use at any where near this price point. They've made the UI slick and intuitive. It integrates with my Google Apps and SalesForce CRM and they've managed to do all that without a lot of technical glitches or issues. Contactually helps me move people through the pipeline and keeps important clients and leads from falling through the cracks.

Ratings Breakdown

icon
Pros:
Fast, intuitive design, easy to use, powerful features, price
Cons:
could be more robust in allowing me to track a person through various social media

Read More

Nicole's profile
Nicole B.

Verified reviewer

Real Estate

1001-5000 employees

Used unspecified for unspecified

Review source

Reviewed August 2014

Great system for anyone whose relationships fuel their business !”

5

I have used Contactually since soon after it launched. I have found it to be one of the most user friendly systems I've used in over a decade. It is very "plug and play" with a low barrier to hitting the ground running. The buckets are a terrific way of effectively segmenting your database and tags are a great method to further group by project. It has been a wonderful tool both in my business as well as my non profit work as well. The iPhone app is terrific- to keep those connections and relationships on the go- truly appreciate the daily digest as well.

Ratings Breakdown

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Pros:
Easy to use. Great mobile app. Inexpensive.

Read More

Husam's profile
Husam J.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used unspecified for unspecified

Review source

Reviewed August 2014

Simply the best contact management system combined with a smart CRM.

5

I have been looking for the best platform that integrates with my business tools, simple and easy to use, but with all the important features that I would need in a contact management and CRM for business. Contactually was the solution. Absolutely the best in class and I would highly recommend it for any business.

Ratings Breakdown

icon
Pros:
- Contact management system and CRM - Two way integration and sync with Google contacts - Smart follow up process - Template ready to use for follow ups - Intelligent reminders - Excellent pipeline management
Cons:
Hmmm... None!

Read More

Showing 1 - 10 of 103 Reviews

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