14-day free trial, no credit card required.
Professional: $59/month (billed annually) or $69/month (billed monthly).
Accelerator: $99/month (billed annually) or $119/month (billed monthly).
Concierge: $399/month (billed annually) or $599/month (billed monthly).
Contactually is a web-based customer relationship management suite that allows people to oversee and manage their communication activities through a well built, easy to use interface. The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers, or freelancers that need to bring their multiple clients under one solid communication platform.
The suite 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.
Contactually can play the decisive role of a virtual prompter reminding users of pending contacting activities, or that of a virtual assistant who can be instructed to follow a certain pipeline of actions using separate programs with custom steps. This way, users are relieved from the daily burden of having to review, schedule and perform standard communications.
The main purpose of Contactually is to offer advanced communication management features that relieve users from the usual wasted time that comes from the preparation and execution of routine communication tasks. It allows users to import their contacts to the system, categorize them into “buckets” and then set certain programs and pipelines which can be used to automate certain chain mails, or other activities.
The benefits of using Contactually are made evident in the time saved and through more efficient communication. Additionally because communication with contacts is consistent, the sense of professionalism is enhanced for the clients through the use of a clear and stable system. Moreover, the staggering of an established relationship is successfully avoided, while potential opportunities are better exploited.
Contactually can be used by many people of different occupations, roles and needs, but it is generally very effective when used by marketing departments of small to mid size companies, non-profit organizations and freelancers of all kinds.
These categories can greatly benefit from the software as it fully covers their special need to categorize collaborators, clients and contractors of different projects and companies, and then follow a certain automated actions list for that category.
The intuitive dashboard allows users to take a quick glance of their tasks, reminders, information about relationships, communication statistics and due dates. The general management grade stands at a prominent position here, and various suggestions are offered in order to improve it immediately.
All items on the dashboard are generated automatically from the user’s action scheduling which can use different follow up settings to get notified in certain time intervals and via various means such as email and phone. This way users basically never miss a due date and you can track your progress in an easier and more accurate way.
One of Contactually’s biggest time savers is the email templates feature that helps users build a variety of communication approaches. Using this feature, users can quickly send emails of effective content while at the same time remaining personal and dedicated to each recipient.
To create, delete and edit templates, users go into Settings/Email Templates and then click on the corresponding button. From there one can easily use the provided fields of data that can be later populated by the recipient’s information such as his/her name, phone number, company and last time of contact. Every time the “follow up” button is pressed while on Dashboard, users are provided with all available templates and by clicking them they add them to their message.
One of the things that make Contactually stand out when compared to similar applications is its ability to share articles. Users can quickly share interesting articles and media (video, images) with their contacts, based on their set interests and preferences. This way people will get positively engaged and relationships with contacts will be kept warm and active.
Using this feature is as simple as adding a special button in the browser. This button adds the article you’re reading to your Contactually Articles to Share when pressed. This is simply done through Settings/Articles Sharing from where users can drag the button to their bookmarks bar, or simply enter the article url and share it will all contacts, or accounts of certain buckets.
For contacting actions that happen in canonical and/or pre-set time intervals, there is the Programs tool that will free users from that burden. Programs are sets of actions that concern particular buckets or contacts, and can be executed either automatically or after the user’s approval.
With programs, users can automate time and resource hungry operations such as the execution of drip email marketing campaigns, the sending of connection requests to all contacts in all supported social media platforms, and the sending/receiving of follow-up reminders from and to important contacts.
While all the above are great tools to help users get things done in a much easier and more efficient way, the Pipelines screen is where it all adds up and ones work can be actually evaluated, the progress accurately estimated and the processes closely monitored. Through this visualization, users can feel sure that apart from the Contactually notifications, they can also check their Pipelines and get a complete picture of what is to be done, what is in the process and what is due.
While Pipelines can be used for monitoring purposes, they also constitute a powerful management tool. From the Pipelines screen, users can set task priorities, measure and take advantage of sale opportunities, share info with colleagues and collaborate towards the completion of team goals.
Integrating with as many online services as possible is of utmost importance for a platform that aims to bring all contacts together. Contactually integrates with Linkedin, Gmail, Facebook and Twitter, covering virtually any need for marketing and promotion activities in popular platforms.
To further enhance the interoperability and usability of the software, Contactually also integrates with the Mad Mimi marketing software, the Zapier integration platform and the Mail Chimp email solution that is quite popular among marketing departments.
Contactually comes in three different flavors that offer an increasingly richer set of features and abilities for their users. Starting from the (basic) Premium plan, it offers unlimited contacts, email support, conversation tracking and search & share team contacts at the price of 17.99$ per user per month. Going up to the small business plan, it adds phone support, templates, introductions, bulk messaging, real-time team dashboard and account management at the cost of 35.99$ per user per month.
The Enterprise plan which costs 99.99$ per user per month, adds custom reporting, audit logging and granular security to the available features list. You can skip all this and get started with the trial version that offers the abilities of the basic package for a period of 30 days which will be more than enough to estimate your needs and how Contactually can cover them.