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, 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 - 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):
Mac OS, Web browser (OS agnostic)

73 Reviews of Contactually

 

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Software Advice Reviews (6)
More Reviews (67)

Showing 1-6 of 6

Lauren from Kat U. Realty
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

Good for "bucketing" contacts

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Amanda from Stewart Title of CA
Specialty: Real Estate
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

February 2018

February 2018

Equal Pros and Cons

Ease-of-use

Functionality

Product Quality

Customer 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...

Review Source
 
 

Kenny from Real Estate Pros
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

A Lot to Learn

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Bucket Lists are great! The one thing I had problems with is to figure out what to do once the contacts are in these lists.

Cons

Can't figure out how to send one email to many contacts at once. I have tried to figure out the templates, no luck yet.

Review Source
 
 

manny from Guaranteed Rate
Specialty: Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2017

August 2017

Great CRM. Does what it is supposed to

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Takes info directly from your email history or phone making for less data entry and less likely to forget to add someone

Cons

Not as customizable as I would like. It would be great if users could change fields to meet personal needs

Review Source
 
 

Mike from A1 West Commercial
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

The best CRM I've used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Love the software, had been looking for a CRM for commercial real estate for a long time and finally found one that will organize things for me and help me make more money.

Pros

Ease of use, intelligent organization, perfect for showing me who I should follow up on and when the last time I spoke to them was.

Cons

Didn't track some emails of some contacts when contacts were imported. Not really any cons so far. Could make it easier to edit contacts when you bring them up, instead of clicking another button in the contact to start editing them.

 
 

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.

 
 
 
Showing 1-20 of 67

Helena from oxygen4leadership
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Good tool, not GDPR compliant

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
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...

Review Source: GetApp
 


June 2018

June 2018

Good CRM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: GetApp
 


June 2018

June 2018

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

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 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.

Review Source: Capterra
 


May 2018

May 2018

Use to organize my sphere of influence for my 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
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.

Review Source: Capterra
 

Alison from HPC Accounting & Tax

May 2018

May 2018

Great CRM software

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
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.

Review Source: Capterra
 


April 2018

April 2018

Great tool for the forgetful

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: Capterra
 

VICTORIA from Property

March 2018

March 2018

Buckets are the coolest thing ever

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
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

Review Source: Capterra
 

Kriss from Orthodox Christian Mission Center

March 2018

March 2018

Extremely helpful software for beginning fundraisers.

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
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.

Review Source: Capterra
 

Janice from Overlund Petros Group
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Great Program, Customer Support Responsive but not Understanding

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
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.

Review Source: Capterra
 

Chris from Tomodomo

March 2018

March 2018

An awesome CRM for maintaining relationships

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

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.

Review Source: Capterra
 

Geoff from Healthcare

March 2018

March 2018

Love this product. Couldn't work without it.

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
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.

Review Source: Capterra
 


February 2018

February 2018

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

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
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.

Review Source: Capterra
 

Shelley from Town and Mountain Realty

February 2018

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

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Gerardo from Universidad TecMilenio
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

January 2018

January 2018

Great contact management app.

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

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.

Review Source: Capterra
 


November 2017

November 2017

Amazing customer management software

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

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.

Review Source: Capterra
 

Gordon from Firemark Enterprises
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

A strong offering, but solves a problem many don't really have.

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

Remember to follow up with your contacts... smart!

Pros

Great for managing contacts, follow up, etc., easily and in a 'game-ified' way. Fun and easy to use, and provides useful reminders, etc.

Cons

price isn't a strong value for those who already have systems in place for contact management and follow-up.

Review Source: Capterra
 

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

August 2017

August 2017

Used to be my favorite CRM but they are slow to innovate and add New Features

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
Pros

Really great CRM for computer novices. The dashboard is a great implementation of daily tasks & reminders. Many CRM's could learn something by looking at the Dashboard in Contactually. The Bucket Game is an easy way to classify your contacts into similar groups.

Cons

Failure to innovate. slow as molasses on a cold winter day to add features. Customers have been asking for a "Birthday Field" for 3+years and it's still not part of the Contacts data set. Numerous other feature requests never get implemented either. They say you "own" your data and it can be easily exported but that's just not true. The do have exports of your data but it is an incomplete set of data. If you create 50 custom email templates there is now way to export them or save them if you choose to use a different product. That isn't data portability. Also, had some issues with backups not being able to be restored.

Review Source: GetApp
 

Orville from Morales & Associates
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

The Team at Contactually always keep users in mind first.

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

Getting a sense of how I engage my network and realize where my relationship building efforts are bringing in more value.

Pros

Efficient and friendly customer service, consistant through billing to tech support. They also focus on listening to feedback to address improvements and include customers when innovation their mobile apps.

Cons

You better expect to be active in putting contacts in your buckets, ensure you set realistic follow up goals as well as ensure the input of data from various sources does not continuously upload the same contacts you already removed. (thus always having to remove contacts you already deleted to ensure unbucketed contacts do not become overwhelming.

Review Source: Capterra
 

Damian from Daniel Gale Sotheby's International Realty

July 2017

July 2017

It's helped me improve my productivity since I began using it.

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

Increased productivity and follow up with customers who would have normally fell by the wayside.

Pros

Follow up reminders. Buckets and categorization. Cross-platform integration. Customer support is very user friendly.

Cons

The outdated phone app that constantly crashes. The syncing needs to be refreshed more often (or instantly) so that it recognizes when a message is sent.

Review Source: Capterra
 

Tzvika from Aleph VC
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Excellent CRM for Personal and Small Project Work

Ease-of-use

Functionality

Product Quality

Value for Money

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

it helps me manage my personal strategic network and get ahead as a professional.

Pros

Contractually does all the basic things right - managing contacts, tagging them, emailing, tracking interactions, integrating with other apps effortlessly. For me as someone who uses a personal CRM system for my own strategic network, it is exactly what i need.

Cons

I use an iPhone, and the iOS app does not automatically sync my phone calls to contractually, so I need to add them manually. same for whatsapp. this is of course no fault of contactually but a limitation of ios and whatsapp being closed gardens and inaccessible. but that's the one thing that make my life harder as a user.

Review Source: Capterra
 
 
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