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Contactually CRM (discontinued)

Score8 out of 10

15 Reviews and Ratings

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What is Contactually CRM (discontinued)?

Contactually was a CRM for real estate agents and brokerages, that automatically prompted users to take action with the most important people to prevent things from falling through the cracks. Contactually was acquired by Compass in 2019, and is no longer available.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Contactually CRM (discontinued) has to offer, as determined by TrustRadius' reviewers.
Based on 15 ratings of Contactually CRM (discontinued)'s features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 7.8

  • Interaction tracking

    Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

    Category average: 8

Areas for Improvement

  • Social engagement

    The software can facilitate and track engagement with customers via social channels.

    Category average: 6.9

  • Contract management

    Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

    Category average: 7.8

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8

Reviews

What users are saying about Contactually CRM (discontinued).
View all reviews

Excellent software for contact tracking and nurturing

Incentivized
Barbara CarneiroView profile
Disciple & Head Honcho in Marketing at Word Revolution (1-10 employees employees)

Pros

  • Sorting and classifying of contacts in buckets, to allow for specific follow up.
  • Merge mail, that allows me to mass email a group, but individually (without the "unsubscribe" button).
  • Connection with my email and phone for contact tracking.

Cons

  • Price. It has gone up over time.

Return on Investment

  • Ability to remain top of mind with clients, leads and partners (and even family!) leading to more conversions.
  • Ability to merge mail and send a personalized email to many at the same time (without an unsubscribe button).
  • Easy to use, allowing me to save a lot of time keeping track of partnerships and leads.

Contactually is a great starter CRM with developing intermediate and advanced features

Incentivized
Sabrina Marshall-WojtewiczView profile
Co-founder, Director at Bunker Labs (11-50 employees employees)

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.

Return on Investment

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.

Other Software Used

Airtable, Eventbrite, Canva

Be Accountable with Contactually

Incentivized
Leilani ChinView profile
Real Estate Agent in Sales at Sawyer Smith Residential Brokerage (1-10 employees employees)

Pros

  • Syncing to email
  • Design and interface
  • Support team

Cons

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.

Return on Investment

  • The cost is fairly low, so it's worth a shot.
  • It keeps us on our toes.
  • We feel much more organized and confident.

Alternatives Considered

Boomtown, Konversion and Top Producter

Other Software Used

GoDaddy, MailChimp

Looks great, but keep looking

Verified User
Consultant (1-10 employees employees)

Pros

  • Easy to use
  • Guided direction to clean up/manage contacts

Cons

  • Social tracking is really only through Twitter so though you can add LinkedIn, G+, and even AngelList social profiles, you don't get users' social posts from those
  • The feature that highlights opportunities to stay connected with "important" contacts COULD be incredible but it only reports to you when those users have birthdays or they tweet @ you. Rather worthless in that regard. Would be nice if Important contacts showed every time those people posted something on social media.
  • Becomes laborious when you have thousands of contacts and need to organize them and indicate their level of importance.
  • Time since last contacted only tracks email. You can't manually indicate that you've contacted them, it doesn't track your calendar to know if you had a meeting

Return on Investment

  • Waste of time spent as it took some use to figure out that it really wasn't delivering what I wanted.