Contactually

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews

About Contactually

Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. With Contactually, businesses can organize their contact list into multiple categories and engage with different sets of audiences accordingly. Contactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients. Businesses can create multiple buckets from their contact list and configure sales pipelines across multiple channels. With Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.
Contactually Software - Action planning
Contactually Software - Connect multiple calendars
Contactually Software - Create multiple client buckets
Contactually Software - Communicate with clients
Contactually Software - Sales pipeline management
Contactually Software - Events and follow-up programs
Contactually Software - Action planning - thumbnail
Contactually Software - Connect multiple calendars - thumbnail
Contactually Software - Create multiple client buckets - thumbnail
Contactually Software - Communicate with clients - thumbnail
Contactually Software - Sales pipeline management - thumbnail
Contactually Software - Events and follow-up programs - thumbnail

Contactually pricing

Contactually does not have a free version but does offer a free trial. Contactually paid version starts at US$69.00/month.

Starting Price:
US$69.00/month
Free Version:
No
Free trial:
Yes

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Contactually Reviews for UK Users

Feature rating

Value for Money
3.6
Functionality
4.0
Ease of Use
4.2
Customer Support
4.0
5 reviews of 103 View all reviews
Ron
Ron
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Review Source
Value for Money
0
Features
0
Ease of Use
0
Customer Support
0

5
Reviewed on 29/07/2014

I

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.

Veronica
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
0

5
Reviewed on 20/12/2018

Contactually does everything right!

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.

Jenniffer
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Features
3
Ease of Use
5
Customer Support
3

1
Reviewed on 15/07/2017

Read THIS before using that

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.

Tzvika
Tzvika
  • Industry: Venture Capital & Private Equity
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
0

5
Reviewed on 21/07/2017

Excellent CRM for Personal and Small Project Work

it helps me manage my personal strategic network and get ahead as a professional.

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.

Verified Reviewer
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
4
Ease of Use
5
Customer Support
4

5
Reviewed on 02/11/2017

Amazing customer management software

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.

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