Contactually software


76 reviews(4.5/5)
76 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

76 Reviews of Contactually

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  • Nathan from @properties

    Number of employees: 1,001-5,000 employees

    August 2018

    Hidden fees

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Poor customer service with a great platform.

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Nivin from Indian Oil Corporation Limited

    Number of employees: 10,000+ employees

    August 2018

    An average web-based customer relationship management suite.

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

    The application helps people to control and manage their contacts activities. It can import contacts from an account already created and allows the user to make categories, merge accounts and automate actions for follow-up emails. The application has a good user interface and a very dedicated support service center. They do have a decent bucket system and email templates and even includes email automation. It has all the features that you require for implementing CRM for a small business. Easy to send the template emails and schedule.

    Cons

    They have some glitches, that sometimes you end up losing your unsaved and even saved work. It has some issue with merging, where they merge unwanted data that leads to duplication of work. This product is very much overpriced and you will find a lot of applications with the same features on the market that are priced way lesser than contractually. It eats up a lot of your time. The application lacks in advanced features, you would find that none of your requests about features will be implemented.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    August 2018

    Great CRM for a great price

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    This software does a great job of staying on top of your client relations and reminding you to keep in touch with them. I really like the bucket system for the contacts.

    Cons

    I think the software needed a better way to filter tasks. It felt like if they accumulated too fast for me, then I never got to the end of my task list.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Helena from oxygen4leadership

    Number of employees: 2-10 employees

    July 2018

    Good tool, not GDPR compliant

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

    Like working with Contactually. Has all the features you need as a small or medium-sized business owner. Flexible, easy set-up.

    Cons

    The tool is not GDPR compliant, and it seems they will not do anything about that. That is the reason why I stopped using it this year. Pitty...

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 201-500 employees

    June 2018

    Good CRM

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I like that Contactually geared specifically to real estate. Syncing my email and contacts was easy and convenient.

    Cons

    While syncing my email and contacts was easy and convenient, there was a lot of unnecessary overlap that could have been avoided.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 11-50 employees

    June 2018

    After trying many CRM's I found this to be the most user friendly.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I can keep track of all my clients and stay connected in a way I wasn't able to previously.

    Pros

    Ease of use and the bucket system make this the go to CRM for realtors. I love that it can read my emails and recognize when I have a new contact or knows when there are double contacts. I am in my 9th year of real estate and wish I had found this sooner.

    Cons

    I think I may need to upgrade to an automatic drip campaign version as it's tricky to figure out what to keep emailing contacts about.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lauren from Kat U. Realty

    Specialty: Real Estate

    Number of employees: 1 employee

    May 2018

    Good for "bucketing" contacts

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    Free trial period to test-run the software. 2 week trial is long enough to dump all your contacts and then spend a week grouping your contacts using the "bucket game" and then export to use in a different software, if it doesnt work for you. Gamification aspect helps you get through the not-fun task of categorizing leads. Nice-looking interface has a friendly and warm look to it, compared to most CRM's--may help with encouraging one to get in there and start making calls.

    Cons

    Expensive subscription for a single realtor. Data entry required for new contacts, which in the age of Gmail integrations, shouldn't be a requirement of any CRM software anymore. This product really depends on the user to be always categorizing. Predictive technology of who the hot leads are needs to be the direction for the future of the product.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 201-500 employees

    May 2018

    Use to organize my sphere of influence for my business.

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

    I like that you can organize your contacts easily as well as upload brand new contacts and put notes down for that contact so I can remember exactly who they are.

    Cons

    I don't like that it took me awhile to learn my way around the software and how to get everything organized, but after a while of using it I got the hang of it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alison from HPC Accounting & Tax

    May 2018

    Great CRM software

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

    Easy to use and it stores every bit of information you need to keep track of your client data in one system.

    Cons

    There were reports of the software actually mixing up customer data so I'm afraid this might happen. I hope they update the software continually so this doesn't happen.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    April 2018

    Great tool for the forgetful

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Easily and automatically tracks who I have contacted, when I have done so, and when I need to reach out to them again. For busy professionals seeking to develop and maintain relationships, this is critical, as it allows you to keep yourself fresh in mind for top referrers and clients.

    Cons

    The interface could be a bit laggy on Safari. As with many cloud-based platforms, I recommend you use the Chrome browser if on a Mac.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • VICTORIA from Property

    March 2018

    Buckets are the coolest thing ever

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

    Put your contacts into the `Buckets then its up to you to set how often you want those contacts to hear get messages from your company. They also have reminders you can set if you want so you remember to contact certain people. I use this for real estate purposes.

    Cons

    Not much i dont like about this software. It does exactly what it states. Customer service is phenomenal

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kriss from Orthodox Christian Mission Center

    March 2018

    Extremely helpful software for beginning fundraisers.

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

    This software, overall, has good functionality. I love being able to keep track of a wide variety of groups and communication strategies using Pipelines and Buckets.

    Cons

    Differing functionality (and even look) depending on whether I am using it on the computer, iPhone, or iPad. I don't have the capability to do some of the contact editing I would like to be able to do on the go. Also, Contactually is not as intuitive as I would like it to be.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Janice from Overlund Petros Group

    Number of employees: 2-10 employees

    March 2018

    Great Program, Customer Support Responsive but not Understanding

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

    This is a great CRM tool, I like the daily reminder emails and the ability to create entire timed programs to happen automatically once you upload certain contacts. For those who have worked with it longer, they say it is seamless.

    Cons

    I did have some trouble tracking emails, and when I reached out to customer support, I received an answer that acknowledged my issue but didn't provide a solution, work around, or eta on improvements. It felt as though it was being swept under the rug, which was a little frustrating.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Chris from Tomodomo

    March 2018

    An awesome CRM for maintaining relationships

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Contactually has helped me strengthen relationships and win new projects.

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Geoff from Healthcare

    March 2018

    Love this product. Couldn't work without it.

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

    So much to say!!! I love that contactually will automatically update contacts. I really like the ability to send template emails and schedule these. I think the pipeline and program feature is invaluable. Finally organizing by buckets is great as was the onboarding process.

    Cons

    I price has gone up in recent years. I wish i could switch to the annual payment without losing the grandfathered in option. I also wish the app had more functionality especially access to the pipelines.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Amanda from Stewart Title of CA

    Specialty: Real Estate

    Number of employees: 5,001-10,000 employees

    February 2018

    Equal Pros and Cons

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Customer service professional were friendly, but slow to respond. I was also never successful at reaching someone by phone or chat. Only email.

    Pros

    The website is easy to use and the follow up reminders are organized. I was looking for something simple, so this CRM was attractive to me for that reason only.

    Cons

    You do not get enough for your money. It's too expensive to not be able to add email templates, etc...

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    February 2018

    Easy to understand client followup and business development without the admin headache.

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

    I love that it takes the thinking out of a CRM so i can do the work. With templates, action sets, and recommended behaviors / tasks based on activities, I can know that I'm following industry-leading activities.

    Cons

    I personally am NOT at the point were I can justify this cost each month. I certainly need to get my sales to a point that would justify spending this on a CRM. I also didn't like that I could only try it for a 14 day period. While this is enough to see the functions of a software, its NOT long enough to feel traction in your business, which is the ultimate selling benefit of a software program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Shelley from Town and Mountain Realty

    February 2018

    I have tried out this program to determine if it will be a good resource to keep agents organized.

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

    I really like the bucket game feature to help get all of you contacts organized into the correct groups. It is really difficult to get your contacts organized and the "game" makes it a little less daunting of a task.

    Cons

    I really do not like the pricing, it seems very expensive for what it is and its overall functionality.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gerardo from Universidad TecMilenio

    Number of employees: 1,001-5,000 employees

    January 2018

    Great contact management app.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    To be in touch w/ contacts on a regular basis.

    Pros

    Reminders to contact people and organize them in buckets. Also it counts emails as interactions and updates itself.

    Cons

    Projects. It will tell me to contact every person in the project which is anoying. Instead the could work with a reminder for the project as a whole or if there were subtasks it could work as well.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    November 2017

    Amazing customer management software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Increased customer follow and retention.

    Pros

    The simplicity of the entire system is profound. It's an extremely easy to use platform with a robust list of features to keep track of your relationships. Their concept of buckets is great and the email marketing automation is great.

    Cons

    When I used this software, it was largely geared towards the real estate world. It is easy to customize however, there are some features that other CRMs do a little bit better from the customer management perspective. When I stopped using the software, email automation that was created prior continued to go out for almost a year after I had left the company and cancelled my account with them. It is an expensive piece of software, but if it helps you land one more deal - it's well worth the money.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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