Contactually is a great starter CRM with developing intermediate and advanced features
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
Contactually has been our go-to CRM for our Austin Chapter and has helped us develop and maintain relationships with key stakeholders in the community who support our mission as well as veteran entrepreneurs we work with.
Pros
- Contactually has provided detailed and fairly useful customization of profiles for us to collect data relevant to our community.
- The integrations are particularly helpful. It's easy to setup and executes.
- I like the Bucket game!
Cons
- Pairing fields is quite cumbersome when importing spreadsheets with a large amount of data.
- It's recently been made easier to edit individual contacts but I feel like the sidebar could still be directly editable without opening up a profile popup.
Likelihood to Recommend
As an introductory CRM, where you are collecting and building your list and relationships. I like to more simplistic usability than something like Salesforce. Pipelines and programs are great next step features but I feel like you need some dedicated marketing support to utilize/implement those features well.
SM
Sabrina Marshall-Wojtewicz
Co-founder, Director at Bunker Labs (11-50 employees)
Vetted Review
3 years of experience