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.

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99 Reviews of Contactually

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December 2018

User Profile Picture

Linda from Linda Welsh Realty

Verified Reviewer

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

December 2018

Contactually continues to improve and expand the value they bring to their Real Estate CRM

Contactually helps me keep on top of my contacts, relationships and follow ups. I love how user friendly and aesthetically pleasing and simple the website and app as well as the functionality are.

Pros

the real time linking with your email to show you emails to and from the client....and the newly added toolbar aspect whereby a right hand extension opens when you are in an email with a client or affiliated vendor

Cons

the follow up features/emails etc. were somewhat lacking...however, they have improved this aspect incredibly

December 2015

Jennifer

Verified Reviewer

Company Size: 1 employee

Industry: Real Estate

Time Used: Less than 12 months

Review Source: GetApp


Ease-of-use

4.0

Value for money

2.0

Customer support

4.0

December 2015

Mixed feelings

I have been using, or should I say paying, for Contactually for the past year. I was looking for a CRM that would keep my contacts organized and in one place, and one which would help me follow-up with leads and prospects. Initially, Contactually seemed like the CRM for me. I loved the Outlook plug-in and the social intergrations. However, things started to go sideways quickly. Some of my contacts started syncing incorrectly with Facebook contacts--merging completely different people into one. Contacts that I deleted (repeatedly) were re-appearing with outdated info. Support was quick to respond, but they couldn't provide an answer, or a solution. They blamed Facebook and essentially said there was nothing more that they could do. I eventually had to un-link my Facebook account. About three weeks later, they contacted me to say that they had discovered a bug and that it should be fixed. Some time after that, they discontinued integration with Facebook. The next issue I had was the Outlook plug-in started malfunctioning. I would get error messages when sending email. Again, Support was quick to respond, however they couldn't locate the source of the problem. To be honest, I've never explored the marketing aspects of Contactually--the ability to set up automated email programs etc. I think I knew I wouldn't stick with the system long-term so I didn't bother to set anything up. I've been searching for another (cheaper) CRM for the past month.

Pros

I love the clean interface. Support was always very responsive, if somewhat limited in their ability to provide answers. As far as relationship management, the system does a good job of prompting you to contact people you haven't interacted with in a while. It also gives you a letter grade every week to let you know how you're doing, which is fun and motivating. There are lots of free webinars offered on how to use Contactually and how to improve your business. The Outlook plug-in is great (when it works). I have colleagues who love and swear by Contactually.

Cons

For me, the cost is too much for a system that I am not using to its full potential. In the process of trying to find another CRM, I've encountered plenty alternatives at less than 1/3 the cost. The inability of Support to identify and solve problems I had with the system is also a con. The only Social integrations are Twitter and Linked In, so the benefits of those to me are slim. The bottom line is that I would probably stick with Contactually if the price was right--and for me that means no more than $10/month.

July 2017

Jenniffer from RE/MAX Complete Solutions

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

1.0

Customer support

3.0

Functionality

3.0

July 2017

Read THIS before using that

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.

October 2018

User Profile Picture

William from Blackburn Coastal Realty

Verified Reviewer

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

July 2018

Helena from oxygen4leadership

Verified Reviewer

Company Size: 2-10 employees

Industry: Human Resources

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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...

August 2014

Tom

Verified Reviewer

Industry: Real Estate

Time Used: Free Trial

Review Source: GetApp


August 2014

Remembering what matters most, People!

As a business owner in a service industry, real estate, it is critical for me to build relationships on a consistent basis and make sure that I foster them as much as possible. This has been realized by contactually in a very fun, easy to manage, and clean way. Their philosophies on organization make keeping in touch with people and locating people very easy. For someone that is focused daily on growing their database and not letting anyone get lost in translation, I can have confidence that contactually will remind me of the people that I need to reach out to once again and gives me a place where I can keep track of those conversations for future reference - which is phenomenal for someone that really wants to be able to focus on a conversation and then tuck it away for later when things need to be referenced again. I think one of the best things about the team at contactually is the fact that they are a growing company of people that are very passionate about helping others. I have not had one unpleasant conversation with them, and every time I feel like they want to hear about the features that I am looking for as well as how you they can improve the features that are already in place.

Pros

great services, awesome layout, easy to learn the basics

Cons

tasks functionality is lacking, very focused on messaging when I am very focused on over the phone - would like to see a faster way to update contacts.

September 2018

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Brandon from RE/MAX Results

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

March 2019

User Profile Picture

Chris from Berman & Pollinger, LLC.

Verified Reviewer

Company Size: 2-10 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

March 2019

Was recently purchased by Compass

Pros

Really great software and CRM for social and relationship selling fields.

Cons

Was recently purchased by a Real Estate Company. Competing agents are now supporting (and funding) their competitor.

March 2018

User Profile Picture

Chris from Tomodomo

Verified Reviewer

Industry: Design

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

4.0

Functionality

5.0

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.

December 2018

User Profile Picture

Amy from Desktop Deputy Virtual Assistant

Verified Reviewer

Company Size: 2-10 employees

Industry: Executive Office

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Functionality

4.0

December 2018

Does the Job for CRM and Email Automation!

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

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.

December 2018

Veronica from RE Group

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source


Ease-of-use

5.0

Functionality

4.0

December 2018

Contactually does everything right!

Overall, this CRM lives up to its reputation. It isn't cheap but I've seen more expensive systems that actually suck. If you have it in the budget and also want a CRM that has vast capabilities and marketing -- this is your CRM.

Pros

This system is very user friendly. I picked it up within only a few days. Customization is vast but made so its not overwhelming. It is designed so well and is so amazingly intuitive it is super easy to use and makes you like using the system. The template library is huge but structured very well so it's not daunting. The templates also feel more personal and not a cookie-cutter mass email. The Bucked game is fantastic for getting those who drag their feet about categorizing need clients. Overall, this software is the bees-knees!

Cons

There are very few cons I found to the system. The largest one for my company is the reporting. It has basic reporting capabilities but we need a more robust reporting system to track all types of income from deals, especially the ability to see monthly revenue, total sale and the commission from this, lost $, etc... They are working on getting more reporting capabilities but doesn't help in the present. Another con-ish thing is a pro and a con. It syncs SUPER well with systems, especially with Gmail--- almost too well. We get so many mass-emails about other agent's open houses and it pulls all these people into the CRM. While it's handy, it can be frustrating at times. I wish there was a plug-in for multiple email platforms where you could choose email you want to link (or unlink) to the system. And finally, this one isn't really a big con for us but could be for those on a limited budget, the price isn't cheap; however, in my experience--- you get what you pay for. I'd say for us, Contactually is TOTALLY worth every penny.

July 2017

Tzvika from Aleph VC

Company Size: 11-50 employees

Industry: Venture Capital & Private Equity

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

July 2017

Excellent CRM for Personal and Small Project Work

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.

November 2017

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

November 2017

Amazing customer management software

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.

April 2017

Tim from MilesHerndon

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2017

Really great for individuals, not bad for teams either.

I've used Contactually several times. I've used it personally and set up entrepreneurs and small sales staffs on it. This is the best CRM, in my opinion, for teams of three or less. Tons of automation options and scheduling options to help you "scale yourself."

Pros

Automation is great, really easy to use for individuals, dynamically monitors your inbox, so you don't need to "log" much.

Cons

Can be difficult to implement for larger sales teams.

July 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

1.0

Functionality

2.0

July 2019

Falling Behind

Originally it was great for staying in touch with customers, but now most CRMs will provide similar functionality. Their lack of focus on their general users is really starting to show in their product with bugs that aren't being fixed and a general lack of innovation.

Pros

Easy to use. Very user-friendly system for staying in touch with people. Good interface

Cons

They have almost completely stopped innovating and improving their product. Their customer service directly says they are no longer focused on general users and they are only focused on innovating for Compass. It's a real shame as the product was great, but it's really starting to fall behind the other CRMs for real estate agents.

Reasons for Switching to Contactually

Seemingly better ability to stay in touch with your network.

December 2016

Brook from My Clone Solution

Company Size: 2-10 employees

Industry: Executive Office

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2016

Great for automation and tracking

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.

June 2020

Dan from Real Estate

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

1.0

Functionality

4.0

June 2020

Unacceptable Pricing Changes.

Frustrating to have to focus my time on the phone with tech support instead of being able to just use the software at the price I signed up for.

Pros

Very useful program, easy to use and feels more modern than most CRM's to date.

Cons

My credit card expired after a year and a half of using this software. My "old plan" was no longer available and a price increase of 15% ($108 + Tax / Year) was now the "only available option" when I went to update my credit card within a week of receiving notice to update my credit card info.

August 2020

bill from real estate

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

1.0

Customer support

1.0

Functionality

4.0

August 2020

disappointed in the customer service

Poor. I'm left thinking I got tricked and scammed

Pros

the program itself is good but I'm questioning the companies integrity

Cons

the hidden fees makes contactually appear dishonest. Usually the is admin access. This program has the fees hidden or somewhere else until you sign some up then it's full price like a user. When i say the price I canceled my two people immediately and I am still being charged. They never actually used the program . I think this company cares little about clients and more about hidden price and makes it difficult to ever get money back. So disappointed!

Reasons for Switching to Contactually

affordable

October 2018

Gregory from Blue Panda Realty

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source


Ease-of-use

5.0

Value for money

2.0

Customer support

2.0

Functionality

5.0

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.

July 2019

Stephen from American Painting & Decorating

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2019

Great software, helped me make sales!

Pros

Somehow this software always seems to know who you need to contact next! Compared to digging through contacts on other CRMs, this is the most intelligent one I've found. When I open up my app, follow ups appear and they are extremely relevant to deals I'm trying to close currently.

Cons

I really don't have any complaints about Contactually. I like everything about it so far.