Contactually

4.3 (103)
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Turn relationships into results

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.


Images

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

Not sure about Contactually? Compare with a popular alternative

Contactually

4.3 (103)
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Starting Price

US$69.00
month
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Ease of Use

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Value for Money

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Reviews

Overall rating

4.3 /5
(103)
Value for Money
3.6/5
Features
4.0/5
Ease of Use
4.2/5
Customer Support
4.0/5

Already have Contactually?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 103
Patrick
Patrick
Overall rating
  • Industry: Marketing & Advertising
  • 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!

Verified Reviewer
Overall rating
  • Industry: Publishing
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • 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.

Alternatives Considered

GetResponse and AWeber

Reasons for Choosing Contactually

Clients demand

Switched From

Pipedrive
Jason
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 2+ years
  • 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.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • 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.

Verified Reviewer
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • 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.

Showing 5 reviews of 103 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).

Contactually has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

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, 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

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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