Who Uses This Software?

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


Average Ratings

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

Product Details

Vendor Details

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

About Contactually

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


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Contactually Features

  • Analytics / ROI Tracking
  • Campaign Segmentation
  • Channel Management
  • Contact Management
  • Content / Blogging Platform
  • Direct Mail Management
  • Email Drip Campaigns
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Multivariate Testing
  • Referrals / Affiliates
  • Search Marketing
  • Social Marketing
  • Website Visitor Tracking

Contactually Reviews Recently Reviewed!

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
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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.

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!

A Lot to Learn

Aug 17, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Bucket Lists are great! The one thing I had problems with is to figure out what to do once the contacts are in these lists.

Cons: Can't figure out how to send one email to many contacts at once. I have tried to figure out the templates, no luck yet.

Great CRM. Does what it is supposed to

Aug 10, 2017
5/5
Overall
4 / 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: Takes info directly from your email history or phone making for less data entry and less likely to forget to add someone

Cons: Not as customizable as I would like. It would be great if users could change fields to meet personal needs

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.

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.

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
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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.

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.

Streamlines business so well

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

Pros: I like that I no longer have to keep up with my follow ups and contacts. Everything is so wonderfully automatic.

Cons: Takes a bit to plug everything into but once all your contacts and programs are set up it is incredible!

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

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

Easy to keep up with clients

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

Pros: The reminders on who I haven't spoken too in a while, easy way to export excel spread sheets,
buckets, and templates that can do scale mail.

Cons: I can't see my sent folder for previous emails easy, so when I want to send more of the same email to new clients I have to go into my old email and copy and paste it. I could also be doing it wrong.

Relatively smooth, once someone explained it to me

Jul 20, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Functionality spans a lot of different reach-out categories - has a lot of great permutations of list size and intent.

Cons: Hard to figure out where things are on the interface - ie scalemail sits in buckets and not messages.

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

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

Pros: The ability to round robin or import leads directly into my team members bucks is extremely nice. Also being able to see the analytics of how the team is performing is invaluable. We were able to build out a 14 year automated program that will bring us to the next level!

Cons: As with any system it takes a little bit to get used to, and then just when you think you have it down pat you realize there are even more functions you can use. so I wouldn't really call that a con. Just like any system, nothing is perfect but Contactually fits our team needs amazingly well!

Great CRM for any startup trying to scale!

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

Pros: After having my team try several other CRM tools, I'm thankful that we found Contactually. Onboarding was simple, the customer service team is very responsive, and it integrates seamlessly with our existing systems. Overall, it is a great value for the price and I wold highly recommend it to anyone running sales for a small team.

A few of my favorite features that I can no longer live without are:
1. ScaleMail - allows us to send large, personalized batches of emails to potential clients
2. Pre-built lead nurture programs to help our team stay focused in our outreach efforts
3. Library of pre-written (and proven) email templates which provide GREAT inspiration

Cons: When we first began using Contactually we had one minor issue uploading contacts, but after notifying the team they quickly resolved the issue and uploading has since been a piece of cake!

Read THIS before using that

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

Pros: Contactually is super smooth and easy to use. It will store everything you need and do everything you would want a CRM to do and more. I tried thousands of products before moving to this one about 3 years ago. It is user friendly and pretty, but read the HUGE con below before choosing it.

Cons: While I think Contacually is the best CRM I have found to date and it will do everything you want, it has now mixed up all of my data. It has merged unrelated contact together, deleted contacts, added job titles and profiles to contact that don't belong to them. I am a HEAVY CRM user and now I can't trust the data I put into Contactually because the phone number I dial may or may not belong to the person Contactually has associated it with and may of my notes on interactions with people have just disappeared. BE VERY WARY of this product. I have lost decades of data on over 20,000 contacts because this software shuffled and deleted my data. With all of its flash and function, it did me far more harm than good because I will never be able to get the missing data back nor straighten out who is really who.

Overall: The software is very user friendly and stores everything you would ever want in one tidy place but it does not accurately store the data. It has deleted contacts, merged unrelated contacts and added incorrect info to contact profiles, rendering it more dangerous than helpful. I have used CRMs for decades and this was the best product I have ever used before it started corrupting all of the data in it.

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.

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.

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.

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.

Still Searching for the Perfect CRM

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

Comments: I used this product for about a year. Before LinkedIn pulled their API, I found it to be very useful. After that time, it was not nearly as useful, but it does still integrate with Outlook which I found helpful.

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

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

Pros: Basic features, Easy to use when it woks

Cons: Where do I start!?
- Glitches that result in lost work
- Poor CService, long time delays
- Expensive for what it is
- Features that really don't work smart, and make you work hard
- Software designed to trap customers in their platform, and is stil in Beta
- Total Time Waste

Overall: THEY WANT YOU TO PAY TO BETA TEST THIS CRAP SOFTWARE

From the moment I started using this software there were bugs, and issues that cost me time and money. The redeeming qualities were always outweighed by the issues I had.

If you are a busy professional looking to find a CRM solution look elsewhere. All the time spent going through my contacts and putting them in buckets was a total waste of time.

Even though they gave me a 25% discount I still decided not to stay on with them, but the software was so bad I put my account on hold. They now claim it has been improved since then, but I can't even get a straight answer on how to get my contact lists downloaded without paying for another month. I don't really need them, but had a new project I could have used. They also wont honor the discount they promised me for "life" in writing.

I even opened the door for them to show me how much they improved but their customer service completely dropped the ball this time when I had a really simple issue that couldn't be resolved within weeks. How do I download my contacts without a paid account?

Recommendations to other buyers: AVOID AT ALL COSTS!

Full of Glitches, Bugs and Flaws

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

Pros: Bucket system, decent email templates

Cons: Import process, lack of features in contact management, does not refresh properly when making changes, freezes after too much use, only allows so much deleting and then stops working till later on--takes too long to get support

Overall: We purchased the team version with high hopes, based on the previous reviews. Little did we know that this is an unfinished product. Too much to put in one review--suffice to say, this product is several Betas away from being close to ready. A total exercise in frustration if you have a large number of contacts. Several calls to support only showed the flaws are on the books and they are working on it.

In the meantime, what a mess. I am going back to a CRM that has been tested thoroughly. The bucket system is a great idea--and the only part of the program I will praise highly. As for managing contacts-- it has been a disaster for us.

I hate to be so negative, but as a long time user of Top Producer and Agent Office before that--this is not a good CRM for our team.

Recommendations to other buyers: Work out the bugs

Great 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.

Just wasn't able to make it work...

Dec 12, 2016
3/5
Overall
3 / 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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Comments: I really wanted this to be the CRM for me. Just too high cost for the amount I was able to actually implement it successfully. Then with the mass batching of buckets being so difficult to solve the issue, i needed to move forward

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.

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.

Powerful, Easy, and Makes Me $$$

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

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

Solid, but couldn't commit

Oct 07, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I have had a tumultuous relationship with Contactually. I first signed up a few years ago when the price point was around $20 for the starter package. I cancelled my subscription after about a year because I wasn't using it. Looking for another CRM solution, I ended up coming back to Contactually, but they raised their prices significantly. I begrudgingly signed on again and recently cancelled. It is a great product in theory, but you have to work hard to maintain it. I just don't have the discipline to be bucketing each person I interact with. It has tons of great features and if you can commit to it, good for you. It didn't work out for me.

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.

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.

Fantastic support to back up a good and constantly improving product.

Feb 18, 2015
5/5
Overall

Comments: It's really the team at Contactually that make this such a great product. They pro-actively support user to get the most out of the system.

Pros: Fantastic customer service and support, great understanding of the real-world challenges of their market, solid CRM features.

Cons: Some of the interface is still a puzzle to figure out how to use it. For example, it always takes me a while to find the "add contact" button.

Keeps Me Front of Mind When The Opportunity Matures

Aug 30, 2014
5/5
Overall

Comments: I have been using Contactually for about a year and it is a key part of my marketing. It enables me to keep in touch with the people I need to stay in contact with on a consistent basis. I love the way you can "bucket" your contacts and then set an appropriate frequency to stay in touch with them. I also love that I can keep content I come across in the system and then share it strategically. Contactually ROI for my business is simply beyond belief!

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.

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!

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.

Simply the best contact management system combined with a smart CRM.

Aug 06, 2014
5/5
Overall

Comments: I have been looking for the best platform that integrates with my business tools, simple and easy to use, but with all the important features that I would need in a contact management and CRM for business. Contactually was the solution. Absolutely the best in class and I would highly recommend it for any business.

Pros: - Contact management system and CRM - Two way integration and sync with Google contacts - Smart follow up process - Template ready to use for follow ups - Intelligent reminders - Excellent pipeline management

Cons: Hmmm... None!

Great for Real Estate

Aug 06, 2014
5/5
Overall

Comments: This program is great for helping me stay on my customers and potential client's minds. It seamless integrates and monitors all my facebook interaction as well as email history, and reminds me when I have not contacted someone I identified as important to reach out and contact.

Great system for anyone whose relationships fuel their business !¿

Aug 06, 2014
5/5
Overall

Comments: I have used Contactually since soon after it launched. I have found it to be one of the most user friendly systems I've used in over a decade. It is very "plug and play" with a low barrier to hitting the ground running. The buckets are a terrific way of effectively segmenting your database and tags are a great method to further group by project. It has been a wonderful tool both in my business as well as my non profit work as well. The iPhone app is terrific- to keep those connections and relationships on the go- truly appreciate the daily digest as well.

Pros: Easy to use. Great mobile app. Inexpensive.

awesome for helping me generate referrals and repeat business

Aug 06, 2014
5/5
Overall

Comments: I use Contactually for contact and relationship management, and sales pipeline and relationship development. Contactually is a slick Ruby on Rails app with an open API and direct built-in integration with key apps such as Mailchimp for email marketing and social networks such as LinkedIn and Twitter. Without question the best CRM I've ever tried. But it's really more than just a CRM, it's a general RM for managing relationships with customers, partners, investors, family, friends, etc.

Contactually perfect for my needs

Aug 06, 2014
5/5
Overall

Comments: I've tried a lot of CRM systems, and most of them take way too much time to customize and set up in a way that's actually useful for you. Contactually is the only one that I feel reflects the way I actually network and keep in touch with people. I like the focus on push reminders (who I should be following up with each day), buckets (based on how I know these people), introductions, and group emailing. It's simple to use and I've recommended it to multiple people too. There's even an awesome mobile app!

Best Keep in Touch System ever

Aug 06, 2014
5/5
Overall

Comments: The very best thing about Contactually is that is acts as my follow up brain. I don't have to waste resources to remember anything to keep in touch, it does all that for me.

Pros: Thanks to Contactually, I received a lot of new business and referrals because I constantly keep in touch.

Cons: By now, there is nothing that I actually dislike about Contactually.

Super helpful, interactive with a ton of fantastic support

Aug 06, 2014
5/5
Overall

Comments: I think Contactually is an incredible tool to help me organize my contacts and communicate them - intentionally and regularly. I used to scramble to do this and was always reaction. Now I can be proactive and initiate contact. They make it easy! And I've really appreciated the support and help. When I'm stuck, they jump in with ideas, contact and responses. I'm not only impressed - I recommend it to everyone. I'm able to have different frequencies of contact with different types of people. I'm able to set up automatic programs to communicate. I'm able to save email templates that save me a ton of time. I'm able to care for people like I want to do.

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

The perfect app for just-in-time follow up

Jul 31, 2014
5/5
Overall

Comments: I generally use Contactually every day to follow up and build relationships. I generally can't think of the most important people to reach out to each day, so Contactually tells me who those relationships are. I couldn't live without it.

Pros: Easy to use. Intuitive.

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.

Contactually is awesome for managing and building a ton of relations for our entire team at once.

Jul 29, 2014
5/5
Overall

Comments: Contactually is absolutely awesome. From personalized marketing automation, email tracking, relationship management, and tracking and collaborating on deals as a team, it does it all. It's been a huge help in organizing our whole sales processes to increase consistency and efficiency, especially as we scale our business development team.

Pros: Customized rules and programs for different types of contacts. Team collaboration Email tracking for opens/clicks Integrated chrome plugin for gmail

Cons: None

Best App I have ever used!

Jul 29, 2014
5/5
Overall

Comments: I am a big time networking freak. I meet people everyday and I wanted a way to keep up with all the folks I meet. I wanted something that connects, Linkedin, Facebook, Twitter and email on a daily basis. In comes Contactually and 10 minutes later I have a systematic way to stay connected to all of them. I ask for 25 follow-ups a day and in just a few minutes a day, I touch them. Thank you Contactually.

Pros: Ease of use to keep up with contacts.

Cons: People on Facebook and Twitter are not the most responsive but Linkedin Rocks!

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.

Contactually is Awesome!

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

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

Cons: N/A so far

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

Changed. My. Life.

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

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

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

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

Contactually

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

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

Cons: Non applicable

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

Dec 05, 2017
4/5
Overall

Apr 20, 2017
3/5
Overall

Nov 16, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Nov 07, 2015
5/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Nov 04, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money