Who Uses This Software?

1. Real estate brokers and agents 2. Anyone who manages a database of contacts who wants to remain top of mind with their clients


Average Ratings

83 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $59.00/month/user
    See pricing details
  • Pricing Details
    Pricing available per month, or discounted per year.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

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

About Contactually

Relationships are your most important asset. So the heart of Contactually is centralizing your contacts so you can extract the most value from those relationships. Spend just minutes per day to reach those that need the most attention with timely, targeted messages and work smart, by automating where appropriate, but always communicating in your voice. These actions leave agents free to do what they do best - build the kind of personal relationships that grow the business.


Contactually Features

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • Mailing List Management
  • Mobile Optimized Emails
  • Reporting/Analytics
  • Subscribe/Unsubscribe
  • Template Management
  • WYSIWYG Email Editor
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
  • A/B Testing
  • Analytics/ROI Tracking
  • Customizable CTAs
  • Drip Campaigns
  • Dynamic Content
  • Landing Pages/Web Forms
  • Lead Scoring
  • Sales Intelligence
  • Search Marketing
  • Segmentation
  • Social Marketing
  • Website Visitor Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Calendar Management
  • Client / Property Matching
  • Client Database
  • Commission Management
  • Contact Management
  • Contract Management
  • Email Marketing
  • Flyer / Catalog Printing
  • Lead Management
  • Listing Management
  • Property Database
  • Website Management
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Affiliate Marketing
  • Campaign Management
  • Contact Management
  • Employee Referral Management
  • Feedback Management
  • Lead Management
  • Loyalty Program
  • Referral Partner List
  • Reward Distribution

Contactually Reviews Recently Reviewed!


Mixed feelings

Dec 17, 2015
4/5
Overall

4 / 5
Ease of Use

4 / 5
Customer Support

2 / 5
Value for Money

Comments: 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.

Great value CRM

Dec 14, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Recommendations to other buyers: 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.

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
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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.

Amazing customer management software

Nov 02, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Increased customer follow and retention.

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.

Capterra loader

Contactually Concierge Service

Oct 30, 2018
5/5
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
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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.

Overall: 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.

Really great for individuals, not bad for teams either.

Apr 14, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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."

Recommendations to other buyers: This is PERFECT for entrepreneurs or for serial networkers who want to keep tabs on hundreds of relationships at once.

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
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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.

Good tool, not GDPR compliant

Jul 10, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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...

Best CRM, Worst Customer Service

Oct 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Remembering what matters most, People!

Aug 27, 2014
5/5
Overall

Comments: 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.

Capterra loader

Best CRM for building RELATIONSHIPS

Sep 29, 2018
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
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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

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

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!

Used to be my favorite CRM but they are slow to innovate and add New Features

Aug 09, 2017
3/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

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

Jun 21, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: I can keep track of all my clients and stay connected in a way I wasn't able to previously.

Easy to understand client followup and business development without the admin headache.

Feb 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: I love that it takes the thinking out of a CRM so i can do the work. With templates, action sets, and recommended behaviors / tasks based on activities, I can know that I'm following industry-leading activities.

Cons: I personally am NOT at the point were I can justify this cost each month. I certainly need to get my sales to a point that would justify spending this on a CRM. I also didn't like that I could only try it for a 14 day period. While this is enough to see the functions of a software, its NOT long enough to feel traction in your business, which is the ultimate selling benefit of a software program.

Love this product. Couldn't work without it.

Mar 01, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

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.

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
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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.

Extremely helpful software for beginning fundraisers.

Mar 19, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

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.

Best Real Estate CRM

Oct 29, 2018
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
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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.

Overall: 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.

Capterra loader

An awesome CRM for maintaining relationships

Mar 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: Contactually has helped me strengthen relationships and win new projects.

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 - 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!

Great contact management app.

Jan 09, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Reminders to contact people and organize them in buckets. Also it counts emails as interactions and updates itself.

Cons: Projects. It will tell me to contact every person in the project which is anoying. Instead the could work with a reminder for the project as a whole or if there were subtasks it could work as well.

Overall: To be in touch w/ contacts on a regular basis.

Use to organize my sphere of influence for my business.

May 09, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

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.

Takes the leg work out of organizing contacts

Aug 14, 2014
5/5
Overall

Comments: After trying a bunch of other CRM products out there, I was frustrated. Salesforce was too heavy a solution for what I needed, and expensive. Products like SugarCRM and Zoho felt outdated and clunky. What I needed was something that would sync my contacts from multiple sources into one place and then keep them updated - and that's exactly what I found in Contactually. It's simple, lightweight and it works with a bunch of my contact sources (Google, Mailchimp, etc.), and now I don't need to worry about where any particular contact's info is. I get the added bonus of getting reminders for contacts I've fallen out of touch with. That's not what I was looking for when I started, but it's been surprisingly helpful in identifying people I need to get back in touch with.

Pros: - Automatic import and update of contact info, no leg work required - Reminders to keep in touch with contacts I haven't talked to - Keeps a full history of my communication with the contact, across multiple platforms (email, twitter, Mailchimp...)

Cons: Needs more integrations with third party software!

Staying top of mind made made easier, great app for networkers

May 22, 2015
5/5
Overall

Comments: By far one of the most useful apps for anyone who needs to nurture and kindle relationships with other people. Whether you're networking, influencer stalking, lead nurturing, customer gratifying, friendship building, literally whatever you do that obligates you to build a relationship with another person, Contactually will make that process easier.

Pros: Contact management via their "bucket" system is awesome. Setting automatic "stay in touch" reminders to whole buckets at once is awesome. Having your complete conversation history for each contact directly within the app is awesome. The "scale mail" feature, think of it as bulk emailing (like mailchimp) but directly from your own email inbox (this means you'll be less likely to end up in spam while being able to send one email to dozens of people) is awesome.

Cons: Their pipeline feature needs some work. It's a bit clunky, but when it's as good as other apps out there, it'll add so much value to the app.

Great & Simple CRM for the Real Estate professional

Jun 15, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

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
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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.

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
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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.

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

Equal Pros and Cons

Feb 15, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Customer service professional were friendly, but slow to respond. I was also never successful at reaching someone by phone or chat. Only email.

Pros: The website is easy to use and the follow up reminders are organized. I was looking for something simple, so this CRM was attractive to me for that reason only.

Cons: You do not get enough for your money. It's too expensive to not be able to add email templates, etc...

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!

I

Jul 29, 2014
5/5
Overall

Comments: Contactually has been extremely helpful in letting me streamline my pipeline, keep in touch with old contacts/clients, and has definitely paid for itself 10x over. The features are lightweight but still substantial enough for me (I run a small web design agency with 10 people and handle the majority of our sales/marketing). Contactually is an absolute must for my business. I highly suggest testing it out.

Pros: Lightweight, has mobile apps (iphone/android), allows for easy scheduling/tracking of emails, as well the ability to add users into 'programs' -- so you can nearly automate email campaigns to your clients/prospect list.

Cons: The cost is $40/mo per user (the package I am on), but like I mentioned the system has MORE than paid for itself. There are occasional hiccups with the platform, however I am an alpha tester so I'm seeing things before they go live to most people.

An average web-based customer relationship management suite.

Aug 05, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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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.

Great Program, Customer Support Responsive but not Understanding

Mar 14, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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
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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.

The best CRM I've used

Jul 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Contactually is a game changer for any sales or marketing professional

Aug 07, 2014
5/5
Overall

Comments: If you sell anything (one way or another, we all do), you need a smart way to stay in touch and engage with all your customers and prospects. I've never seen anything like Contactually before. It's lean, fast, logical, easy, inexpensive, and seems to have every CRM tool you could ask for. With Contactually, you will boost your efficiency and effectiveness immediately. In each contact page, you have everything you need to maintain relationships that turn into more business. Send emails within the platform, follow your prospects on social outlets, and share valuable information that makes your customers' lives better. You can automate your client outreach, use templates that save a ton of time, and easily manage your pipeline of deals. I never thought I'd become a cheerleader for a CRM, of all things! But if you're not using Contactually, you are missing out on the most powerful CRM for salespeople and marketers - ever.

Capterra loader

Does the Job for CRM and Email Automation!

Dec 07, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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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.

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

Great CRM for a great price

Aug 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

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.

Contactually - Helps me close more business.

Jul 30, 2014
5/5
Overall

Comments: I have been a longtime user of Contactually. I am in enterprise financial software sales, deployments that run from 50k-2M. Contactually connects right into my email account (most of my business is done via email) so it knows when I have contacted customers/prospects, you can also log calls and meetings we well. I create "Buckets" in Contactually, which are similar to a tags, and set a reminder time frame to ensure that I keep in touch with contacts within the bucket. I don't think there is a limit on the number of buckets, but I keep it simple and have 5 buckets (15, 30, 45, 60, 180 day followups). When I log into Contactually I am presented with a dashboard which tells me its time to follow up with contacts. No need to create a task like in most CRMs. Nurturing existing leads, keeping in contact with past leads, and staying in contact with your customers with Contactually has helped me close more business.

Capterra loader

Contactually is my CRM

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use, very visual, continue to innovate new features

Cons: has moved to be more focused on real estate professionals, but still usable by others

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
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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!

Great tool for the forgetful

Apr 05, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

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.

Capterra loader

Amazing and Robust! I love it

Oct 09, 2018
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
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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.

Overall: 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.

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
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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.

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.

Great CRM software

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

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.

Best Tool for Staying in Touch

Jul 31, 2014
5/5
Overall

Comments: I've been using Contactually for well more than a year. There is no contact automation tool available with this kind of power or ease of use at any where near this price point. They've made the UI slick and intuitive. It integrates with my Google Apps and SalesForce CRM and they've managed to do all that without a lot of technical glitches or issues. Contactually helps me move people through the pipeline and keeps important clients and leads from falling through the cracks.

Pros: Fast, intuitive design, easy to use, powerful features, price

Cons: could be more robust in allowing me to track a person through various social media