Contactually

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What is Contactually?

"Contactually is the leading intelligent CRM for real estate professionals. A web-based CRM suite that allows people to oversee and manage their communication activities through easy to use interface."

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.


Contactually scored 85/100 in the CRM category. This is based on user satisfaction (80/100), press buzz (47/100), recent user trends (rising), and other relevant information on Contactually gathered from around the web.

The score for this software has declined over the past month. What is this?


Contactually Awards

Contactually CRM Software Award 2017 Contactually Quality Choice Badge 2020 Contactually Trusted Vendor Badge 2020

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Contactually Review

Editors' Review by the CRM Software Review Team

Contactually is one of the leading intelligent CRM software solutions. It’s deployed on the web through a cloud-based service, which makes it easier to access and use from different remote areas. In using this platform, small to medium-sized businesses and companies can keep in contact with collaborators, suppliers and contractors.

As it focuses on contact management, users can effectively manage communication activities through Contactually’s easy-to-navigate and well-built user interface.

Businesses, most especially brokers and agents, need a software solution that will help them take control of their contacts. By doing so, they can experience an increased number of leads and have better tools to communicate with hundreds of important people. Overall, Contactually is one of the best platforms to work with when agents want to prioritize their relationships with their clients.

Contactually is perfect for agents and brokers.

Agents can benefit from tools that will help in qualifying and nurturing their top leads into contacts. This means quickly and efficiently moving them to the next phase of their relationship. When using Contactually, agents can identify loyal clients, close more deals and keep track of updates and business needs. This comes in the form of emails, dashboard and mobile notifications.

When using Contactually, your brokerage can also increase in terms of productivity and organization. Brokers can now rely on topnotch tools to track and improve how well the agents are doing. It comes with several integrations and an easy-to-use API. Other key benefits include having enhanced Gmail workflows, increased agent production and agent retention.

This platform is primarily used by real estate brokers, agents and individuals who require an efficient customer database management solution.

Contactually Features

Contactually is a feature-rich software solution that offers tools and functionalities primarily designed for maintaining strong relationships with clients, contractors and suppliers. It works through a series of powerful and simple features. You can sign up using your Google or Office 365 account.

Synchronization across all devices

Contactually ensures agents and brokers can access the platform through all their devices. This means connecting all email accounts with a single click. Now you don’t have to worry about getting logged out and missing out on important updates. You can also import spreadsheets and share contacts with other members of the team.

Contact management

Having a contact management solution makes it easier to view all current and past clients. It’s crucial to maintain strong relationships with both of them, as current clients can become recurrent clients, which help generate referrals in the future. You can also categorize your contacts into segments called Buckets. Now it’s easier to contact colleagues, hot prospects, former colleagues and old clients.

Reminders

Contactually reminds you to maintain your relationships by keeping track of all communications within a single location. Users will be reminded by Contactually to reply to your customers. Here, it’s easier to view everything, such as emails, texts and phone calls.

Custom templates

You can set up market-proven content through a series of custom templates and personalized messages. This means sending out bulk messages to your audiences that are still personal and customized to their needs. Instead of feeling like they’ve received a standard email, your contacts will feel as if you want to better connect with them.

Pipeline management

Every business needs to have an easy-to-navigate pipeline management feature in their software solution. This helps determine the progress behind each lead you’re currently pursuing. It also helps you focus more on leads that can be nurtured into loyal contacts. 

Collaboration

When working with other people, it’s best to have a tool that will help you track their progress well. Contactually provides collaboration features, which allow for easy managing, tracking and coaching. Now, you can work with performance insights and lead routing tools to increase productivity and reach success.

Automated features

It can be bothersome and time-consuming to deal with manual work. However, Contactually lets you work with Programs, which is a feature that automates the processes you need to finish within a set time. All you have to do is set up a trigger and then an action. For example, you can set the Program to wait five days before adding a contact to your LinkedIn network. This ensures that nothing will be overlooked and everything goes according to plan.

Contactually Homepage

Contactually Benefits

Contactually provides its users with many Benefit that assist with CRM processes and operations on a daily basis, such as:

Comprehensive solution

As one of the leading intelligent CRM platforms in the current market, Contactually is perfect for turning business relationships into results. Thanks to its powerful and simple features, this software solution is catered to simplify the processes behind maintaining strong relationships with your customers.

Increased productivity and organization

It also increases productivity and organization, as everything can be found in a single place. You also have a software solution that is attuned to your needs. This means having Contactually sync all your devices, remind you to respond to messages and provide a working space for your team to collaborate in.

Better insight in operations

Using contactually  gives users a greater insight into daily CRM operations through the platform as it provides comprehensive features and tools that can assist with the sales and lead generation processes for your organization.

Contactually Pricing

Contactually has two affordable pricing packages. Before you subscribe to one of these plans, you can enjoy two weeks’ worth of free features and functionalities. Here, you’ll be able to discern which plan is most suitable for your business. In line with this, here are the two packages:

Professional

Professional is priced at $69.00 per month. Just as the name suggests, this plan is catered primarily for relation-focused professionals. With Professional, you can benefit from features such as daily bulk messaging, best-time-to-send email intelligence, personal automated campaigns, onboarding + product training, deal management workflow, a library full of email or text and contact relationship insights.

Other than these aforementioned features, you can also benefit from integrations with popular platforms such as Zapier and MailChimp. Lastly, Professional is available in both Android and iPhone apps.

Accelerator

The next package is called Accelerator, which is priced at $119.00 per month. It helps when you need to quickly get your business up and running. The features offered in Professional are also part of this plan. However, what makes this plan different is it has prioritized support, access to upgraded support and lead nurturing content. This means it’s more focused on converting your leads into contacts, which makes it easier to grow and manage.

Both of these packages are catered to different industries and businesses. Both of them have different business systems and template libraries. If you’re not sure where and how to start, then Contactually suggests working with Accelerator first. The second package, while more expensive, assists you in setting up a customer database, business workflows and drip campaigns.

Conclusion 

Overall, Contactually is one of the best options for brokers and agents alike. It’s complete with the right tools for you to keep in touch with your audience. Now, you don’t have to worry about missing important updates or replies from contractors, suppliers and customers.

Using a single and solid communication platform decreases the chances of confusion and disorder. Instead, your contacts are arranged according to your preferences, which help you determine the people you should be focusing your time and attention on. Thanks to Contactually, you can make better use of your time and focus on being more productive.

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Contactually Product Overview

  • 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.


Languages: English

Contactually Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • History/Version Control
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Organization Management
  • Sales Automation

Contactually Pricing Plans


Other pricing information:

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.

Credit card required: No

Contactually FAQs

What platforms does Contactually support?

Web-based platform, with mobile apps for Android and iPhone-iPad.

Who are the main user groups of Contactually?

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 Contactually generally used for?

The main purpose of Contactually is to offer advanced communication management features.

Does Contactually integrate with any other apps?

Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

Does Contactually offer an API?

It offers an API.

Does Contactually offer guides, tutorials and or customer support?

Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

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