Contactually

Who Uses Contactually?

1. Real estate brokers and agents 2. Anyone who manages a database of contacts who wants to remain top of mind with their clients

What Is Contactually?

Relationships are your most important asset. So the heart of Contactually is centralizing your contacts so you can extract the most value from those relationships. Spend just minutes per day to reach those that need the most attention with timely, targeted messages and work smart, by automating where appropriate, but always communicating in your voice. These actions leave agents free to do what they do best - build the kind of personal relationships that grow the business.

Contactually Details

Contactually

http://www.contactually.com/

Founded 2011

Contactually pricing overview

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

Pricing Details

It is also available at $119/mo with additional features.

Free Version

No

Free Trial

Yes

Contactually deployment and support

Support

  • 24/7 (Live Rep)
  • Online

Deployment

  • Cloud, SaaS, Web

Training

  • Live Online
  • Webinars
  • Documentation

Contactually Features

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

View full list of Contact Management Software

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of Customer Relationship Management Software

  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • List Management
  • Mobile Optimized Emails
  • Reporting/Analytics
  • Subscriber Management
  • Template Management
  • WYSIWYG Email Editor

View full list of Email Marketing Software

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

View full list of Financial CRM Software

  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

View full list of Lead Management Software

  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

View full list of Mac CRM Software

  • A/B Testing
  • Analytics/ROI Tracking
  • Customizable CTAs
  • Drip Campaigns
  • Dynamic Content
  • Landing Pages/Web Forms
  • Lead Scoring
  • Sales Intelligence
  • Search Marketing
  • Segmentation
  • Social Marketing
  • Website Visitor Tracking

View full list of Marketing Automation Software

  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

  • Calendar Management
  • Client/Property Matching
  • Commission Management
  • Contact Management
  • Document Management
  • Email Marketing
  • Lead Management
  • Listing Management
  • Property Management
  • Website Management

View full list of Real Estate Agency Software

  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

View full list of Real Estate CRM Software

  • Analytics/ROI Tracking
  • Bonus Management
  • Campaign Management
  • Contact Management
  • Employee Referral Management
  • For Customer Referrals
  • For Employee Referrals
  • Gamification
  • Lead Engagement
  • Multi-Channel Marketing
  • Referral Templates
  • Referral Tracking
  • Rewards Management
  • Third Party Integration

View full list of Referral Software

Contactually Alternatives

More Contactually alternatives

Contactually Reviews

Read all reviews

Overall rating

4.3/5

Average score

Ease of Use 4.3
Customer Service 4
Features 4
Value for Money 3.6

Review software

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Linda W.
Realtor/Owner at Linda Welsh Realty Group
Real Estate, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 14/12/2018

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

Comments: 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

  • Reviewer Source 
  • Reviewed on 14/12/2018
Jennifer H.
Real Estate, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    Unrated
  • Customer Support
    4 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 17/12/2015

"Mixed feelings"

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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 17/12/2015
Jenniffer L.
Business Owner
Real Estate, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    1 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    3 /5
  • Customer Support
    3 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 15/07/2017

"Read THIS before using that"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 15/07/2017
William B.
Owner
Real Estate, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/10/2018

"Contactually Concierge Service"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 30/10/2018
Dan H.
Realtor
Real Estate, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    1 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 22/06/2020

"Unacceptable Pricing Changes."

Comments: 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.

  • Reviewer Source 
  • Reviewed on 22/06/2020