Contactually

About Contactually
What do you get with Contactually? How about —
* Customized follow-up reminders to ensure that key relationships never slip through the cracks. Reminders are easy to set up, and even easier to access from the Contactually dashboard, your email, your phone, or even a Google Calendar account.
* Context sensitive email templates that can automatically insert names, dates, previous jobs, or just about anything else. Contactually includes a huge library of common templates, and it’s easy to customize them or create your own from scratch.
* Automated programs that can perform all kinds of actions, from sending follow-ups and creating tasks, to classifying contacts and following people on different social networks. Programs can engage and take action automatically, or be run on individual contacts, and require approval before acting — it’s up to you. With Programs, you can manage a much larger network without losing track of people or falling out of touch.
* Pipeline management for tying your different contacts to specific, multi-stage deals and transactions and tracking them through the sales process
* Easy integration with popular systems like Zapier, MailChimp, MadMimi, and much, much more, plus our open API for customized connections with your own systems
Native mobile apps, plus plugins for Gmail & Outlook that allow you to use Contactually any way you like
* Powerful team functionality for managing combined networks. Assign leads & customers to specific users, share contacts and groups, while maintaining private connections & correspondence.
Key benefits of Contactually
CRMs are powerful, but are often built for managing data, not actual human relationships. With Contactually, you get the power and business value of a CRM built into tools designed to connect you with real people, in a real way. Networks are about relationships, and relationships are about communication — Contactually helps you make communicate better, more consistently, and with real purpose.
No matter what you’re looking for from your relationships — sales, referrals, insight, or friendship — Contactually ensures that you’ll get more of it by making it easy to truly stay in touch with your most important connections.
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Reviews
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Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Marketing & Advertising
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Review Source
Overall rating
Best App I have ever used!
Reviewed on 2014/07/29
I am a big time networking freak. I meet people everyday and I wanted a way to keep up with all...
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!
- Industry: Publishing
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
A full-fledged email marketing software
Reviewed on 2021/10/10
I used Contacually for a while on behalf of my clients. The experience was seamless. I didn't...
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.
Reasons for Choosing Contactually
Clients demandSwitched From
Pipedrive- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Used to be my favorite CRM but they are slow to innovate and add New Features
Reviewed on 2017/08/09
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.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing customer management software
Reviewed on 2017/11/02
Increased customer follow and retention.
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.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
After trying many CRM's I found this to be the most user friendly.
Reviewed on 2018/06/21
I can keep track of all my clients and stay connected in a way I wasn't able to previously.
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.
Contactually FAQs
Below are some frequently asked questions for Contactually.Q. What type of pricing plans does Contactually offer?
Contactually offers the following pricing plans:
- Starting from: US$69.00/month
- Pricing model: Subscription
- Free Trial: Available
14-day free trial, no credit card required. Professional: $59/month (billed annually) or $69/month (billed monthly). Accelerator: $99/month (billed annually) or $119/month (billed monthly). Concierge: $399/month (billed annually) or $599/month (billed monthly).
Q. Who are the typical users of Contactually?
Contactually has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Contactually support?
Contactually supports the following languages:
English
Q. Does Contactually support mobile devices?
Contactually supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Contactually integrate with?
Contactually integrates with the following applications:
Bookafy, Constant Contact, Eventbrite, FullContact, Gmail, Google Calendar, Google Contacts, Google Forms, Gravity Forms, HubSpot CRM, Insightly, Jotform, Keap, LinkedIn for Business, Mad Mimi, Mailchimp, MailerLite, Meta for Business, Microsoft Outlook, OnceHub, Realvolve, Twitter/X, Typeform, Wufoo, Zapier
Q. What level of support does Contactually offer?
Contactually offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for Contactually.
- CRM Software
- Contact Management Software
- Lead Management Software
- Predictive Lead Scoring Software
- Online CRM Software
- Email Marketing Software
- Marketing Automation Software
- Referral Software
- Real Estate CRM Software
- Estate Agency Software
- Financial CRM Software
- All-in-One Marketing Platforms
- Sales Tracking Software
- CRM Software for Mac