Quickly see which leads you need to focus on by filtering by status. Share the load by assigning leads to other agents on your team, only they can see leads assigned to them.
Link a deal to a contact so you can reference it later. Like leads, you can assign deals to other folks on your team.
You can apply tasks to leads, contacts or deals. For whatever you need: appointments, meetings, phone calls, Zeppelin trips, you name it.
We have your basic CRM web-to-lead form functionality, but with our API, you can create tighter and more customized integrations with your company’s website.
By adding a little script to your website, you can track what pages your registered users are viewing and when. Be even more informed when talking to your customers and prospects by having a view of what pages they’ve visited on your website along with any other user data you’d like to pass through.
About Contactually
Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.
It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.
The benefits of using Contactually are made evident in the time saved and through more efficient communication.
About Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
No key features associated with this application.
Summary
The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.
Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.
Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.
Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.
Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.
Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.
Summary
No key features associated with this application.
Pricing
Credit card required: No
Basic: $29 per month, annually, or 35$ per month monthly.
Professional: $49 per month, or 59$ per month monthly.
Enterprise: $99 per month, or 125$ per month monthly.
All price plans include a free trial.
Pricing
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
No FAQs associated with this application.
FAQs
What platforms does this service support?
Web-based platform, with mobile apps for Android and iPhone-iPad.
Who are the main user groups of this service?
The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.
What is this service generally used for?
The main purpose of Contactually is to offer advanced communication management features.
Does this service integrate with any other apps?
Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.
Does this service offer an API?
It offers an API.
Does this service offer guides, tutorials and or customer support?
Their support includes: webinars, FAQ section, email support, phone support, video tutorial.
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