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.

Action planning
Action planning

Action planning

Connect multiple calendars

Connect multiple calendars

Create multiple client buckets

Create multiple client buckets

Communicate with clients

Communicate with clients

Sales pipeline management

Sales pipeline management

Events and follow-up programs

Events and follow-up programs

Supported Operating System(s):

Mac OS, Web browser (OS agnostic)



81 Reviews of Contactually

Overall rating

4.5 / 5 stars

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Showing 1 - 20 of 81 reviews

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William from Blackburn Coastal Realty

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Contactually Concierge Service

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.

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.

Review Source: Capterra

Bianka from Spire Group

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Best Real Estate CRM

I have been a user for many years. When I first signed up it took me some time to get comfortable but the product go better and I got a lot of support from the contractually team. they listen to the users feedback and work with you. Love my personal concierge Caroline Long keeping me accountable and on top of my database.

Pros

everything.. buckets, scale mail.. best Real estate CRM I have ever used.

Cons

phone app, it got better over time but use to crash a lot. I now don't use it much so cant really say much.

Review Source: Capterra

Gregory from Blue Panda Realty

Industry:  Real Estate

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Best CRM, Worst Customer Service

Pros

It's ease of use, overall visual appearance and it's excellent features for client follow up and maintenance.

Cons

Customer service always quick on chat but unresolved issues go, well, unresolved, for weeks. Zero follow up after multiple emails on 3 different occasions. Most tech platforms I use for real estate have issues resolved within minutes. Contactually takes weeks and multiple attempts to reach/resolve. I really hope no one has this experience but notice that others have as well after reading reviews. Too bad I like it so much or I'd go elsewhere. Good for you Contactually.

Review Source

Tina from Honor Built Homes

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Amazing and Robust! I love it

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.

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.

Review Source: Capterra

Brandon from RE/MAX Results

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

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Best CRM for building RELATIONSHIPS

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

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

Review Source: Capterra

Nathan from @properties

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

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Hidden fees

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.

Review Source: Capterra

Nivin from Indian Oil Corporation Limited

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

An average web-based customer relationship management suite.

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.

Review Source: GetApp
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Verified Reviewer

Ease-of-use

Functionality

August 2018

Great CRM for a great price

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.

Review Source: Capterra

Helena from oxygen4leadership

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Good tool, not GDPR compliant

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
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Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Functionality

June 2018

Good CRM

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
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

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

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

Lauren from Kat U. Realty

Industry:  Real Estate

Number of employees:  1 employee

Ease-of-use

Value for money

Functionality

May 2018

Good for "bucketing" contacts

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
LinkedIn icon
Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Use to organize my sphere of influence for my business.

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

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Great CRM software

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
LinkedIn icon
Verified Reviewer

Ease-of-use

Functionality

April 2018

Great tool for the forgetful

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

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Buckets are the coolest thing ever

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

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Extremely helpful software for beginning fundraisers.

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

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Great Program, Customer Support Responsive but not Understanding

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

Ease-of-use

Value for money

Customer support

Functionality

March 2018

An awesome CRM for maintaining relationships

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

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Love this product. Couldn't work without it.

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

Displaying 1 - 20 of 81 reviews