# Page 2 | Contactually Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Contactually the right CRM solution for you? Explore 103 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/158259/Contactually/reviews --- Contactually 4.3 (103) [View alternatives](https://www.capterra.com/p/158259/Contactually/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Contactually ## Showing most helpful reviews Showing 26-50 of 103 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Full Time Translator Publishing Used the software for: 6-12 months ### "A full-fledged email marketing software" October 10, 2021 4.0 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. Alternatives considered [GetResponse](https://www.capterra.com/p/153948/GetResponse/)[AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Clients demand Review Source JL Jenniffer L. Business Owner Real Estate Used the software for: 2+ years ### "Read THIS before using that" July 15, 2017 1.0 The software is very user friendly and stores everything you would ever want in one tidy place but it does not accurately store the data. It has deleted contacts, merged unrelated contacts and added incorrect info to contact profiles, rendering it more dangerous than helpful. I have used CRMs for decades and this was the best product I have ever used before it started corrupting all of the data in it. Pros Contactually is super smooth and easy to use. It will store everything you need and do everything you would want a CRM to do and more. I tried thousands of products before moving to this one about 3 years ago. It is user friendly and pretty, but read the HUGE con below before choosing it. Cons While I think Contacually is the best CRM I have found to date and it will do everything you want, it has now mixed up all of my data. It has merged unrelated contact together, deleted contacts, added job titles and profiles to contact that don't belong to them. I am a HEAVY CRM user and now I can't trust the data I put into Contactually because the phone number I dial may or may not belong to the person Contactually has associated it with and may of my notes on interactions with people have just disappeared. BE VERY WARY of this product. I have lost decades of data on over 20,000 contacts because this software shuffled and deleted my data. With all of its flash and function, it did me far more harm than good because I will never be able to get the missing data back nor straighten out who is really who. Review Source VR Verified Reviewer Project Manager / Director of Business Development Computer Software Used the software for: 1-2 years ### "Amazing customer management software" November 2, 2017 5.0 Increased customer follow and retention. Pros The simplicity of the entire system is profound. It's an extremely easy to use platform with a robust list of features to keep track of your relationships. Their concept of buckets is great and the email marketing automation is great. Cons When I used this software, it was largely geared towards the real estate world. It is easy to customize however, there are some features that other CRMs do a little bit better from the customer management perspective. When I stopped using the software, email automation that was created prior continued to go out for almost a year after I had left the company and cancelled my account with them. It is an expensive piece of software, but if it helps you land one more deal - it's well worth the money. Review Source VW Veronica W. Office/Business Manager Real Estate Used the software for: Less than 6 months ### "Contactually does everything right!" December 20, 2018 5.0 Overall, this CRM lives up to its reputation. It isn't cheap but I've seen more expensive systems that actually suck. If you have it in the budget and also want a CRM that has vast capabilities and marketing -- this is your CRM. Pros This system is very user friendly. I picked it up within only a few days. Customization is vast but made so its not overwhelming. It is designed so well and is so amazingly intuitive it is super easy to use and makes you like using the system. The template library is huge but structured very well so it's not daunting. The templates also feel more personal and not a cookie-cutter mass email. The Bucked game is fantastic for getting those who drag their feet about categorizing need clients. Overall, this software is the bees-knees! Cons There are very few cons I found to the system. The largest one for my company is the reporting. It has basic reporting capabilities but we need a more robust reporting system to track all types of income from deals, especially the ability to see monthly revenue, total sale and the commission from this, lost $, etc... They are working on getting more reporting capabilities but doesn't help in the present. Another con-ish thing is a pro and a con. It syncs SUPER well with systems, especially with Gmail--- almost too well. We get so many mass-emails about other agent's open houses and it pulls all these people into the CRM. While it's handy, it can be frustrating at times. I wish there was a plug-in for multiple email platforms where you could choose email you want to link (or unlink) to the system. And finally, this one isn't really a big con for us but could be for those on a limited budget, the price isn't cheap; however, in my experience--- you get what you pay for. I'd say for us, Contactually is TOTALLY worth every penny. Review Source MS Maira S. Solutions Delivery consultant Real Estate Used the software for: 1-2 years ### "Have a very love/hate relationship " February 9, 2023 5.0 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 JJ Jason J. Marketing and Advertising Used the software for: 2+ years ### "Used to be my favorite CRM but they are slow to innovate and add New Features" August 9, 2017 3.0 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. Review Source VR Verified Reviewer As a MindSet/Life Coach/Executive Recruiter I help you breakthough mental barriers Professional Training & Coaching Used the software for: 2+ years ### "Better options on the market now than three years ago " July 28, 2020 3.0 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 VR Verified Reviewer Realtor, CBR, SRS, CNE Real Estate Used the software for: 6-12 months ### "After trying many CRM's I found this to be the most user friendly." June 21, 2018 4.0 I can keep track of all my clients and stay connected in a way I wasn't able to previously. Pros Ease of use and the bucket system make this the go to CRM for realtors. I love that it can read my emails and recognize when I have a new contact or knows when there are double contacts. I am in my 9th year of real estate and wish I had found this sooner. Cons I think I may need to upgrade to an automatic drip campaign version as it's tricky to figure out what to keep emailing contacts about. Review Source VR Verified Reviewer REALTOR Real Estate Used the software for: 6-12 months ### "Contactually review" March 8, 2019 4.0 For the right person, this is a great CMS. Pros I really like how easy it was to add different contacts to your "buckets". In fact, you could even play it as a game to make it easier to sort your contacts. Cons It didn't have a robust enough functionality for my business. I think if you are looking for a CMS that keeps your database in order, Contactually is a good choice. If you require more than just database management and email drip campaigns, you may be disappointed. Review Source VR Verified Reviewer Member Board Of Directors, Marketing Used the software for: ### "Easy to understand client followup and business development without the admin headache. " February 13, 2018 5.0 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. Review Source bM bill M. owner Real Estate Used the software for: 6-12 months ### "disappointed in the customer service " August 11, 2020 4.0 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 VR Verified Reviewer Suburban Office Manager Real Estate Used the software for: 6-12 months ### "Use to organize my sphere of influence for my business." May 9, 2018 4.0 Pros I like that you can organize your contacts easily as well as upload brand new contacts and put notes down for that contact so I can remember exactly who they are. Cons I don't like that it took me awhile to learn my way around the software and how to get everything organized, but after a while of using it I got the hang of it. Review Source Nathan B. Broker Real Estate Used the software for: 1-2 years ### "Hidden fees" August 20, 2018 1.0 Poor customer service with a great platform. Pros Great CRM, lots of good features at first. Cons Hidden fees and some ridiculous idea that some of the features you pay extra for can expire. Review Source NJ Nivin J. System Engineer Oil & Energy Used the software for: 6-12 months ### "An average web-based customer relationship management suite." August 5, 2018 3.0 Pros The application helps people to control and manage their contacts activities. It can import contacts from an account already created and allows the user to make categories, merge accounts and automate actions for follow-up emails. The application has a good user interface and a very dedicated support service center. They do have a decent bucket system and email templates and even includes email automation. It has all the features that you require for implementing CRM for a small business. Easy to send the template emails and schedule. Cons They have some glitches, that sometimes you end up losing your unsaved and even saved work. It has some issue with merging, where they merge unwanted data that leads to duplication of work. This product is very much overpriced and you will find a lot of applications with the same features on the market that are priced way lesser than contractually. It eats up a lot of your time. The application lacks in advanced features, you would find that none of your requests about features will be implemented. Review Source MH Mike H. Realtor/Broker Real Estate Used the software for: 6-12 months ### "Full of Glitches, Bugs and Flaws" January 15, 2017 2.0 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. 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 Review Source VR Verified Reviewer Managing Director Banking Used the software for: 1-2 years ### "Contactually - Great for Business Brokers and M&A Intermediaries" July 1, 2019 5.0 Pros Very intuitive software that adds a lot of value to our M&A practice. Cons Its price, quite expensive compared to other CRM offerings Review Source Ron J. Website Expert, Principal, Marketing Director Marketing and Advertising Used the software for: ### "I " July 29, 2014 5.0 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. Review Source VR Verified Reviewer Marketing Specialist Real Estate Used the software for: 1-2 years ### "Good CRM - takes time to set up" September 18, 2019 4.0 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 HD Helena D. Founding Partner ★ Authentic Leadership Coach ★ Systemic Team Leadership Coach Human Resources Used the software for: 2+ years ### "Good tool, not GDPR compliant" July 10, 2018 4.0 Pros Like working with Contactually. Has all the features you need as a small or medium-sized business owner. Flexible, easy set-up. Cons The tool is not GDPR compliant, and it seems they will not do anything about that. That is the reason why I stopped using it this year. Pitty... Review Source Ryan W. Founder & Social Media Director Marketing and Advertising Used the software for: ### "Contactually is a game changer for any sales or marketing professional" August 7, 2014 5.0 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. Review Source VR Verified Reviewer Defense & Space Used the software for: ### "Contactually - Helps me close more business." July 30, 2014 5.0 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. Review Source PJ Paul J. Co-Founder, COO Used the software for: Less than 6 months ### "Great CRM for any startup trying to scale!" July 19, 2017 5.0 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! Review Source VR Verified Reviewer Small Business Counsel & Personal Lawyer Used the software for: 1-2 years ### "Great CRM for a great price" August 1, 2018 5.0 Pros This software does a great job of staying on top of your client relations and reminding you to keep in touch with them. I really like the bucket system for the contacts. Cons I think the software needed a better way to filter tasks. It felt like if they accumulated too fast for me, then I never got to the end of my task list. Review Source Amy O. Owner Executive Office Used the software for: 6-12 months ### "Does the Job for CRM and Email Automation!" December 7, 2018 4.0 Overall, I like Contactually. It is one of the easier and more eye-pleasing platforms that is out there for CRM and campaign management. Pros I like that Contactually is farely easy to learn to input your clients/contacts into the database. I also really like the feature that allows you to flag your contacts, and based on those flags, can send automated messages. This can help streamline tasks like on-boarding and keeping track of the process flow. Cons Finding features can be kind of a challenge. Review Source Joel B. Business & Leadership Consultant, Owner Management Consulting Used the software for: 2+ years ### "Contactually is my CRM " November 27, 2018 5.0 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 Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.