--- title: "Contactually Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Contactually Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/158259/Contactually/" page_type: "product" language: "en" --- # Contactually Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Contactually ## What is 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 wh ## What is Contactually used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Email Marketing](https://www.capterra.com/email-marketing-software/)[Real Estate Agency](https://www.capterra.com/real-estate-agency-software/) Top alternative Featured Overall rating Based on 103 user reviews Reviews sentiment Positive 82% Neutral 11% Negative 8% Starting price $69 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Contactually?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.compass.co&name=Contactually) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Contactually 4.3 (103) VS. [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price $69 Flat Rate, Per Month Starting Price $14.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (83) Ease Of Use 4.5 (1,254) Value For Money 3.6 (65) Value For Money 4.7 (1,017) Customer Service 4.0 (66) Customer Service 4.8 (1,122) ## Contactually alternatives [4.2 (1,003)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [4.6 (6,102)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Keap](https://www.capterra.com/p/76390/Infusionsoft/) [4.1 (1,298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) Starting price $299.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76390/Infusionsoft/) [View all alternatives](https://www.capterra.com/p/158259/Contactually/alternatives/) ## FAQs about Contactually Overview ### Which roles and teams benefit most from Contactually? Contactually is most used by real estate professionals, including realtors, brokers, and agent support teams, who need to nurture leads, track follow-ups, and manage client relationships. Owners, executives, and consultants benefit from organized outreach, pipeline visibility, and consistent communication that supports referrals, business development, and long-term relationship management. Answer based on 89 reviews Overview ### What company size and specific industries is Contactually built for? Contactually is designed for real estate brokers and agents, especially those in small to mid-sized real estate businesses that manage large contact databases and need to stay in touch with clients regularly. It also suits other contact-heavy service teams that rely on ongoing client relationships and follow-up. Features and Usability ### What are the key features of Contactually? Contactually includes core CRM tools like contact management, dashboard views, and a mobile app, plus differentiators such as its Bucket System for segmentation and follow-up reminders. Reviewers also highlight email templates and drip campaigns, sales pipeline management, relationship tracking, team collaboration, and integrations with Gmail, Outlook, Mailchimp, LinkedIn, and Twitter. Answer based on 52 reviews Pricing ### How much does it cost and what fees or limitations are included? Contactually starts at $69/month for the Professional plan, with the Accelerator plan at 119/month; both prices are for existing customers only, since new customers are no longer accepted. A free trial is available. Reviewers often call it expensive, citing hidden fees, renewal issues, and occasional support-related frustration. Answer based on 24 reviews Integrations ### Which third-party tools and platforms does Contactually integrate with? Contactually integrates with over 20 third-party tools, including Gmail, Google Calendar, Google Contacts, Microsoft Outlook, HubSpot CRM, Insightly, Keap, Mailchimp, Constant Contact, Eventbrite, FullContact, LinkedIn for Business, and Meta for Business. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does Contactually offer? Contactually provides live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference and walkthroughs for users learning the product. Answer based on 4 reviews Getting Started and Support ### What customer support options does Contactually offer, and how do users rate the experience? Contactually offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Users often describe support as responsive, friendly, and helpful during onboarding and troubleshooting, but some report slow replies, unresolved technical issues, billing friction, and difficulty getting clear answers through phone or chat. Answer based on 15 reviews Features and Usability ### How good is Contactually for managing contacts and follow-ups? Contactually helps teams organize contacts, track conversations, and stay on top of follow-ups from one central place. Small business owners, sales teams, and real estate professionals like the email sync, reminders, notes, and templates, though some users report contact import issues, weak editing flows, and occasional concerns about data accuracy. Answer based on 52 reviews Features and Usability ### How does the bucket system work in Contactually? Contactually groups contacts into buckets so users can segment relationships and set follow-up reminders by category. Sales professionals, real estate agents, and network-driven users often find this setup practical for outreach, but some say it takes discipline to maintain and can feel awkward when moving through long bucket lists or batch updates. Answer based on 26 reviews ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Contactually supports all three of the features reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer information organized, track deals through each stage of the sales process, and manage new opportunities more effectively, allowing teams to build stronger relationships and move prospects toward conversion. Contact Management 3.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Interaction Tracking 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Alerts/Notifications 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Autoresponders 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create and automatically send premade copy in response to customer messages Campaign Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contactually 58 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Autoresponders: Create and automatically send premade copy in response to customer messages - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Employee Referral Management: Manage and track employee referrals for open job positions - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Image Library: Store and manage images - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Distribution: Route and distribute your leads to third party buyers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web-based Deployment: SaaS, web-based, online deployment - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (77) 4.0 Based on 77 reviews ## Pricing Value for money 3.6 (65) Free Trial [View pricing plan details](https://www.capterra.com/p/158259/Contactually/pricing/) Professional $69.00 Flat Rate,Per Month It includes: - Best-Time-To-Send Email Intelligence - Bulk Messaging - Contact Relationship Insights - Deal Management Workflow - Email/Text Template Library - Integrations - Iphone and Android Apps - Mailchimp - Onboarding + Product Training - Personal Automated Campaigns - Zapier Accelerator $119.00 Flat Rate,Per Month It includes: - Access to Upgraded Support - Best-Time-To-Send Email Intelligence - Bulk Messaging - Contact Relationship Insights - Deal Management Workflow - Email/Text Template Library - Integrations - Iphone and Android Apps - Lead Nurturing Content - Mailchimp - Onboarding + Product Training - Personal Automated Campaigns - Prioritized Support - Zapier Value for money 3.6 (65) 3.6 Based on 65 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[ Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[ Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (66) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (66) 4.0 Based on 66 reviews ## User reviews Overall rating 4.3 Based on 103 reviews Filter by rating 5(59) 4(25) 3(11) 2(3) 1(5) Mentioned topic Sorted by most recent MS Maira S. Solutions Delivery consultant Real Estate ### "Have a very love/hate relationship " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 February 9, 2023 Pros I find everything super useful. Contacts are well organized, you can import them and sort them. Action plans are great! Cons Search function is not perfect. Emails marketing has a daily limit. When exporting data, excel file has hundreds of columns which makes it very complicated. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Remco T. Project manager Information Technology and Services ### "Excellent way to manage your relations" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 November 18, 2022 Pros Operational CRM: how to manage your contacts based on their relative importance to you Cons It was getting too much: felt I was driven by this tool. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Full Time Translator Publishing ### "A full-fledged email marketing software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 October 10, 2021 I used Contacually for a while on behalf of my clients. The experience was seamless. I didn't encounter any major setbacks. Pros I like the UX of the software It's modern, and the work on its web app is seamless. Cons The software although it comes with a plenty of features, it lacks batch processing, calendar synchronization and call recording. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Clients demand Alternatives considered [GetResponse](https://www.capterra.com/p/153948/GetResponse/) [AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JK Julie K. Team Leader & Sales Rep Real Estate ### "Realtor with a team have used for 5+ years and regret ever setting it up. " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 30, 2021 It is a huge mistake to get this program. At least in the past the support could actually help and not treat us so poorly. Now Compass owns and are creating a totally different product and don't care about the old Contactually clients. Pros I am a realtor with a team of agents. And I REGRET terribly ever using Contactually. Setting up a CRM is a pain so that is why I have kept using for many years. So I am very experienced with the product. The main reason we got it was so everyone on the team could see what other team members interactions were with the client. It's not worth getting even for that now. Cons There are so many downsides. One being - using tags, another reason we got it - is so finicky that you can easily create another one by mistake. Another issue is that even if it is the fault of Contactually program, and you can even more easily delete them instantly with no ability to get them back. There is no back button. Once you make ANY change for ANYTHING, it is GONE PERMANENTLY, even if it was a very innocent mistake. Totally messes with the database. Bizarre and unprofessional. Another BIG issue is that when you put a bucket of clients together and you want to work on one client then go to the next on the list, YOU CANNOT. You have to go back to the Contacts page with the full client list, even if the bucket of clients is many pages, and it takes you to the beginning of the list. So then you have to remember which client was next, then you might have to go to another page 3 or 5 or 8. Then you can't just press an arrow or scroll to next person. It is INCREDIBLY FRUSTRATING. Another problem is that the old address etc. shows up first in the clients contact info, so the new info is at the bottom of the client and doesn't show up as primary. Another problem is that there is no consistent "cell" or mobile template. Another is that the app has only half the functions of the desktop, so using on phone or finding info about the client is almost impossible on a tablet or phone. Another is printing labels - forget it. Another is doesn't work well with MACBOOK Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BM bill M. owner Real Estate ### "disappointed in the customer service " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 11, 2020 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User As a MindSet/Life Coach/Executive Recruiter I help you breakthough mental barriers Professional Training & Coaching ### "Better options on the market now than three years ago " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 July 28, 2020 I have a love hate relationship with them. But, since there are more CRM's available on the market, I'm moving my database to something way less expensive and will create more of the emails for me. Pros I bought this four years ago when fewer small CRM's were available on the market. They are somewhat easy to set up since the database is populated by everyone in your Gmail suite. You choose how to label each person if you want them in the CRM. The instructions leave a bit to be desired but overall it's pretty intuitive. Cons They have changed a few things, how Bombbomb interfaces is the biggest negative. It's too complicated to describe here but I've been in contact with both support desks and neither seem interested in changing it. Too bad, it's about 100% more difficult to create BB's video's in an email that is part of a program. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DH Dan H. Realtor Real Estate ### "Unacceptable Pricing Changes." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 June 22, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IS Isaac S. Realtor Real Estate ### "I like it." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 October 22, 2019 Pros It helped me get a database up and running of my friends and family. Cons I couldn't get follow ups for friends and family that I wanted like anniversary, birthdays, and home anniversaries. At least the last I used it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PM Patty M. Lead Agent Real Estate ### "Contactually is great" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 4, 2019 Pros User Friendly and makes it easy to learn and share. Cons The price is what I thought was not at its best and should be partnered with Keller Williams so more users know of it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Marketing Specialist Real Estate ### "Good CRM - takes time to set up" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 18, 2019 Overall, we have had good feedback from the people who took the time to set up and strategize about their accounts. Adoption and training was the biggest challenge. Pros Automative features allow users to set it and forget it. Contactually is a smart system that helps our team not forget to follow up with potential leads. Cons Contactually has a very time intensive set up process that is complex (especially for novice CRM users). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/158259/Contactually/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Keap vs Contactually](https://www.capterra.com/compare/76390-158259/Infusionsoft-vs-Contactually)