Who Uses This Software?

Our target audience is anyone who needs to better manage their contacts, but who don't want the bulk of a traditional CRM, including SMB owners, realtors, financial advisors, and team managers.


Average Ratings

53 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

Vendor Details

  • Contactually
  • www.contactually.com/
  • Founded 2011
  • United States

About Contactually

Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you.


Spotlight_media_placeholder

Contactually Features

  • Auto-Responders
  • Behavior Driven Rules
  • Bounce Tracking
  • CAN SPAM Compliance
  • Click-Through Tracking
  • Contact Database
  • Drip Campaigns
  • Event Triggered Email
  • Image Library
  • Mailing Frequency Limits
  • Mailing List Management
  • Multi-Variate Testing
  • Newsletter Management
  • Spam Check
  • Subscribe / Unsubscribe
  • Survey Management
  • Template Management
  • Unsubscribe Database
  • WYSIWYG Email Editor

Contactually Reviews

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

Aug 21, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

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.

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

The Team at Contactually always keep users in mind first.

Jul 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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

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

Jul 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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

Excellent CRM for Personal and Small Project Work

Jul 21, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

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

Streamlines business so well

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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!

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

Jul 20, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Easy to keep up with clients

Jul 20, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Relatively smooth, once someone explained it to me

Jul 20, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

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

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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!

Great CRM for any startup trying to scale!

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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!

Read THIS before using that

Jul 15, 2017
1/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

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.

Overall: 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.

I thought it was too pricy at first, but worth every penny!

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Overall: 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!

Recommendations to other buyers: 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.

Still Searching for the Perfect CRM

Feb 25, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: 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.

Contactually - Pure Disappointment - Terrible Service - AVOID!!!

Feb 02, 2017
1/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

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

Overall: 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?

Recommendations to other buyers: AVOID AT ALL COSTS!

Full of Glitches, Bugs and Flaws

Jan 15, 2017
2/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

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

Overall: 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.

Recommendations to other buyers: Work out the bugs

Great for automation and tracking

Dec 08, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Automation Included

Cons: Sending limits are based on google settings. Could add DKIM to make it more robust.

Overall: 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

Recommendations to other buyers: It serves it's purpose for offline businesses. If you business is digital a more robust system will be needed.

Changes the Relational Management Side of Business

Dec 07, 2016
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Powerful, Easy, and Makes Me $$$

Nov 30, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Contactually really is the best CRM I've used. It does take some effort to learn, but I've found that with all CRMs. If you take some time to understand how it works, it will literally do your job for you. The amount of relationships that it maintains for me really is unbelievable.

Solid, but couldn't commit

Oct 07, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Comments: I have had a tumultuous relationship with Contactually. I first signed up a few years ago when the price point was around $20 for the starter package. I cancelled my subscription after about a year because I wasn't using it. Looking for another CRM solution, I ended up coming back to Contactually, but they raised their prices significantly. I begrudgingly signed on again and recently cancelled. It is a great product in theory, but you have to work hard to maintain it. I just don't have the discipline to be bucketing each person I interact with. It has tons of great features and if you can commit to it, good for you. It didn't work out for me.

Contactually is Awesome!

Apr 12, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Reminds me of contacts I need to follow up with; lets me group my contacts into relevant buckets for easy access; integrates smoothly with my email account

Cons: N/A so far

Overall: Great app - super useful in helping you both network with professional contacts and just keep in touch with friends you haven't spoken to in a while. Definitely a great help in connecting with important people in all areas of your life.

Changed. My. Life.

Apr 12, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: It really does live up to the promise of "a personal assistant for your inbox." Contactually checks your email to figure out the most important people in your life, and then reminds you to follow up with them. And it's super easy to use -- I barely had to do anything to get started. Perfect example of how it's helped me: Yesterday, I was thinking it had been a long time since I talked with a friend who could probably help me drum up business. And then today Contactually reminded me to get in touch with that friend, because it had been 6 months since we'd talked. Amazing!

Cons: No cons! Unless you count that I have no free time now because Contactually has made me so network-y and efficient that I'm constantly at lunches and happy hours because I'm following up with all the leads and contacts that really matter.

Overall: Yes, yes, yes! This has helped me strengthen both business and personal relationships and I've already gotten several new consulting gigs because I followed up with someone. Contactually literally paid for itself in just a few months.

Contactually

Apr 12, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Contactually is easy to use and does a great job helping me reconnect with lost contacts and network better with new contacts.

Cons: Non applicable

Overall: Great program that's really beneficial for someone who wants to better manage their relationships.