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.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Images

Your main dashboard shows you all of your to-dos and follow-ups for the day.
Buckets provide a visual way to categorize and assign reminder timers.
Programs ensure you're staying relevant and timely with your most important relationships.
Pipelines allow you to track and visualize your deals.
Customizable and dynamic email templates make following up quick and easy.
Set timers on your buckets to remind you to follow up.
All connected accounts automatically update with your conversations. No manual entry.
New contacts are automatically pulled from email for you to categorize or skip.
Connect social media accounts to track conversations across multiple platforms.
Work directly from gmail with our seamless integration. We also integrate with Outlook.
Connect your calendars to show in-person meetings and scheduled tasks.
Get follow-up reminders for important contacts that you've fallen out of touch with. Miss fewer opportunities.
Contactually's new bucket page
View 14 more
Contactually video
Contactually screenshot: Your main dashboard shows you all of your to-dos and follow-ups for the day. Contactually screenshot: Buckets provide a visual way to categorize and assign reminder timers. Contactually screenshot: Programs ensure you're staying relevant and timely with your most important relationships. Contactually screenshot: Pipelines allow you to track and visualize your deals. Contactually screenshot: Customizable and dynamic email templates make following up quick and easy. Contactually screenshot: Set timers on your buckets to remind you to follow up. Contactually screenshot: All connected accounts automatically update with your conversations. No manual entry. Contactually screenshot: New contacts are automatically pulled from email for you to categorize or skip. Contactually screenshot: Connect social media accounts to track conversations across multiple platforms. Contactually screenshot: Work directly from gmail with our seamless integration. We also integrate with Outlook. Contactually screenshot: Connect your calendars to show in-person meetings and scheduled tasks. Contactually screenshot: Get follow-up reminders for important contacts that you've fallen out of touch with. Miss fewer opportunities. Contactually screenshot: Contactually's new bucket page

Features

Total features of Contactually: 75

  • API
  • Activity Dashboard
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Auto-Responders
  • Bulk Send
  • CAN SPAM Compliance
  • Calendar Management
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Customer Segmentation
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Drip Campaigns
  • Dynamic Content
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Employee Referral Management
  • Engagement Analytics
  • Estimating
  • Event Calendar
  • Event Triggered Actions
  • Image Library
  • Interaction Tracking
  • Interaction Tracking
  • Lead Distribution
  • Lead Engagement
  • Lead Management
  • Lead Nurturing
  • Lead Segmentation
  • List Management
  • Marketing Automation
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Newsletter Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Projections
  • Purchasing & Receiving
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Web-based Deployment
  • Workflow Management

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Reviews

Overall rating

4,3 /5
(99)
Value for Money
3,6/5
Features
4/5
Ease of Use
4,3/5
Customer Support
4/5

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Showing 5 reviews of 99
Linda W.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Contactually continues to improve and expand the value they bring to their Real Estate CRM

Reviewed on 2018/12/14

Contactually helps me keep on top of my contacts, relationships and follow ups. I love how user...

Contactually helps me keep on top of my contacts, relationships and follow ups. I love how user friendly and aesthetically pleasing and simple the website and app as well as the functionality are.

Pros

the real time linking with your email to show you emails to and from the client....and the newly added toolbar aspect whereby a right hand extension opens when you are in an email with a client or affiliated vendor

Cons

the follow up features/emails etc. were somewhat lacking...however, they have improved this aspect incredibly

Jennifer H.
Overall rating
  • Industry: Real Estate
  • Company size: Self Employed
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Mixed feelings

Reviewed on 2015/12/17

I have been using, or should I say paying, for Contactually for the past year. I was looking for a...

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.

Jenniffer L.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Read THIS before using that

Reviewed on 2017/07/15

The software is very user friendly and stores everything you would ever want in one tidy place but...

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.

William B.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Contactually Concierge Service

Reviewed on 2018/10/30

We are still relatively new to the service (just over one year). Caroline has made a major...

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.

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.

Dan H.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Unacceptable Pricing Changes.

Reviewed on 2020/06/22

Frustrating to have to focus my time on the phone with tech support instead of being able to just...

Frustrating to have to focus my time on the phone with tech support instead of being able to just use the software at the price I signed up for.

Pros

Very useful program, easy to use and feels more modern than most CRM's to date.

Cons

My credit card expired after a year and a half of using this software. My "old plan" was no longer available and a price increase of 15% ($108 + Tax / Year) was now the "only available option" when I went to update my credit card within a week of receiving notice to update my credit card info.

Showing 5 reviews of 99 Read all reviews

Contactually FAQs

Below are some frequently asked questions for Contactually.

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).

We do not have any information about Contactually features

Contactually has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Contactually supports the following languages:

English

Contactually supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Contactually integrates with the following applications:

Bookafy, Constant Contact, Eventbrite, Facebook, FullContact, Gmail, Google Calendar, Google Contacts, Google Forms, Gravity Forms, HubSpot CRM, Insightly, JotForm, Keap, LinkedIn for Business, Mad Mimi, Mailchimp, MailerLite, Microsoft Outlook, Realvolve, ScheduleOnce, Twitter, Typeform, Wufoo, Zapier

Contactually offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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