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)

53 Reviews of Contactually

 

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Software Advice Reviews (4)
More Reviews (49)

Showing 1-4 of 4

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.

 
 

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

 
 

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 49

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.

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.

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.

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.

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
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Quality
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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.

Source: Capterra
 

Chelsey from AdvoCare

July 2017

July 2017

Streamlines business so well

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
Pros

I like that I no longer have to keep up with my follow ups and contacts. Everything is so wonderfully automatic.

Cons

Takes a bit to plug everything into but once all your contacts and programs are set up it is incredible!

Source: Capterra
 

Andrew from TCC
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Finally a CRM that does what you need it to do!

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

The bucketing system is as simple as it is genius. The developers are working hard behind the scenes to improve the product and the results show.

Cons

I'm currently on the basic plan and would like to see "some" of the professional features implemented into the entry level plan.

Source: Capterra
 

Ashley from Zephyr Real Estate

July 2017

July 2017

Easy to keep up with clients

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

The reminders on who I haven't spoken too in a while, easy way to export excel spread sheets,
buckets, and templates that can do scale mail.

Cons

I can't see my sent folder for previous emails easy, so when I want to send more of the same email to new clients I have to go into my old email and copy and paste it. I could also be doing it wrong.

Source: Capterra
 

Khalid from CDL
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Relatively smooth, once someone explained it to me

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

Functionality spans a lot of different reach-out categories - has a lot of great permutations of list size and intent.

Cons

Hard to figure out where things are on the interface - ie scalemail sits in buckets and not messages.

Source: Capterra
 

Willliam from RE/MAX Results | Twin Cities Home Group

July 2017

July 2017

Brandon Carroll has taken the impossible and made it a reality!

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

The ability to round robin or import leads directly into my team members bucks is extremely nice. Also being able to see the analytics of how the team is performing is invaluable. We were able to build out a 14 year automated program that will bring us to the next level!

Cons

As with any system it takes a little bit to get used to, and then just when you think you have it down pat you realize there are even more functions you can use. so I wouldn't really call that a con. Just like any system, nothing is perfect but Contactually fits our team needs amazingly well!

Source: Capterra
 

Paul from Feedtrail

July 2017

July 2017

Great CRM for any startup trying to scale!

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

After having my team try several other CRM tools, I'm thankful that we found Contactually. Onboarding was simple, the customer service team is very responsive, and it integrates seamlessly with our existing systems. Overall, it is a great value for the price and I wold highly recommend it to anyone running sales for a small team.

A few of my favorite features that I can no longer live without are:
1. ScaleMail - allows us to send large, personalized batches of emails to potential clients
2. Pre-built lead nurture programs to help our team stay focused in our outreach efforts
3. Library of pre-written (and proven) email templates which provide GREAT inspiration

Cons

When we first began using Contactually we had one minor issue uploading contacts, but after notifying the team they quickly resolved the issue and uploading has since been a piece of cake!

Source: Capterra
 

Jenniffer from RE/MAX Complete Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Read THIS before using that

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

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.

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.

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

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

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
 

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
Value
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
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

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
Value
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
Value
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
 
 
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