Contactually Reviews

Pros
the real time linking with your email to show you emails to and from the client....and the newly added toolbar aspect whereby a right hand extension opens when you are in an email with a client or affiliated vendor

Cons
the follow up features/emails etc. were somewhat lacking...however, they have improved this aspect incredibly

Rating breakdown

Likelihood to recommend: 10/10

Pros
I love the clean interface. Support was always very responsive, if somewhat limited in their ability to provide answers. As far as relationship management, the system does a good job of prompting you to contact people you haven't interacted with in a while. It also gives you a letter grade every week to let you know how you're doing, which is fun and motivating. There are lots of free webinars offered on how to use Contactually and how to improve your business. The Outlook plug-in is great (when it works). I have colleagues who love and swear by Contactually.

Cons
For me, the cost is too much for a system that I am not using to its full potential. In the process of trying to find another CRM, I've encountered plenty alternatives at less than 1/3 the cost. The inability of Support to identify and solve problems I had with the system is also a con. The only Social integrations are Twitter and Linked In, so the benefits of those to me are slim. The bottom line is that I would probably stick with Contactually if the price was right--and for me that means no more than $10/month.

Rating breakdown

Pros
Contactually is super smooth and easy to use. It will store everything you need and do everything you would want a CRM to do and more. I tried thousands of products before moving to this one about 3 years ago. It is user friendly and pretty, but read the HUGE con below before choosing it.

Cons
While I think Contacually is the best CRM I have found to date and it will do everything you want, it has now mixed up all of my data. It has merged unrelated contact together, deleted contacts, added job titles and profiles to contact that don't belong to them. I am a HEAVY CRM user and now I can't trust the data I put into Contactually because the phone number I dial may or may not belong to the person Contactually has associated it with and may of my notes on interactions with people have just disappeared. BE VERY WARY of this product. I have lost decades of data on over 20,000 contacts because this software shuffled and deleted my data. With all of its flash and function, it did me far more harm than good because I will never be able to get the missing data back nor straighten out who is really who.

Rating breakdown

Likelihood to recommend: 0/10

Pros
Ease of use, love the Contactually Chrome Addon that allows me to save articles for forwarding. I appears very personal when sending these to clients; the response rate was through the roof compared to regular emails.

Cons
I was disappointed by the 100% lack of follow through from the sales rep. Additionally, because I did the 30day trial using my old Gmail address, it is a mess to this day. Plus, for some reason, clients were duplicated and they still have not been able to fix it. So, use your account you'll be using from day one or do not do the trial.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Caroline Long is our representative. We were a client of Contactually when they offered their new Concierge Service. We signed up immediately as it was just what we needed. We were not fully using the tools within Contactually when Caroline was assigned to our account. We are very happy with her work and would recommend her and this service for other Contactually accounts.

Cons
We need texting within Contactually. We can only cut and paste presently to record these interactions.

Rating breakdown

Likelihood to recommend: 10/10

Pros
great services, awesome layout, easy to learn the basics

Cons
tasks functionality is lacking, very focused on messaging when I am very focused on over the phone - would like to see a faster way to update contacts.

Rating breakdown

Pros
Being able to sort contacts, create follow up rules, receive reminders and automated sync with email/phone

Cons
I wish Facebook still allowed data sync

Rating breakdown

Likelihood to recommend: 10/10

Pros
Really great software and CRM for social and relationship selling fields.

Cons
Was recently purchased by a Real Estate Company. Competing agents are now supporting (and funding) their competitor.

Rating breakdown

Likelihood to recommend: 2/10

Pros
User Friendly and makes it easy to learn and share.

Cons
The price is what I thought was not at its best and should be partnered with Keller Williams so more users know of it.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Automative features allow users to set it and forget it. Contactually is a smart system that helps our team not forget to follow up with potential leads.

Cons
Contactually has a very time intensive set up process that is complex (especially for novice CRM users).

Rating breakdown

Likelihood to recommend: 7/10

Pros
This system is very user friendly. I picked it up within only a few days. Customization is vast but made so its not overwhelming. It is designed so well and is so amazingly intuitive it is super easy to use and makes you like using the system. The template library is huge but structured very well so it's not daunting. The templates also feel more personal and not a cookie-cutter mass email. The Bucked game is fantastic for getting those who drag their feet about categorizing need clients. Overall, this software is the bees-knees!

Cons
There are very few cons I found to the system. The largest one for my company is the reporting. It has basic reporting capabilities but we need a more robust reporting system to track all types of income from deals, especially the ability to see monthly revenue, total sale and the commission from this, lost $, etc... They are working on getting more reporting capabilities but doesn't help in the present. Another con-ish thing is a pro and a con. It syncs SUPER well with systems, especially with Gmail--- almost too well. We get so many mass-emails about other agent's open houses and it pulls all these people into the CRM. While it's handy, it can be frustrating at times. I wish there was a plug-in for multiple email platforms where you could choose email you want to link (or unlink) to the system. And finally, this one isn't really a big con for us but could be for those on a limited budget, the price isn't cheap; however, in my experience--- you get what you pay for. I'd say for us, Contactually is TOTALLY worth every penny.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Contractually does all the basic things right - managing contacts, tagging them, emailing, tracking interactions, integrating with other apps effortlessly. For me as someone who uses a personal CRM system for my own strategic network, it is exactly what i need.

Cons
I use an iPhone, and the iOS app does not automatically sync my phone calls to contractually, so I need to add them manually. same for whatsapp. this is of course no fault of contactually but a limitation of ios and whatsapp being closed gardens and inaccessible. but that's the one thing that make my life harder as a user.

Rating breakdown

Likelihood to recommend: 9/10

Pros
The simplicity of the entire system is profound. It's an extremely easy to use platform with a robust list of features to keep track of your relationships. Their concept of buckets is great and the email marketing automation is great.

Cons
When I used this software, it was largely geared towards the real estate world. It is easy to customize however, there are some features that other CRMs do a little bit better from the customer management perspective. When I stopped using the software, email automation that was created prior continued to go out for almost a year after I had left the company and cancelled my account with them. It is an expensive piece of software, but if it helps you land one more deal - it's well worth the money.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Automation is great, really easy to use for individuals, dynamically monitors your inbox, so you don't need to "log" much.

Cons
Can be difficult to implement for larger sales teams.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Easy to use. Very user-friendly system for staying in touch with people. Good interface

Cons
They have almost completely stopped innovating and improving their product. Their customer service directly says they are no longer focused on general users and they are only focused on innovating for Compass. It's a real shame as the product was great, but it's really starting to fall behind the other CRMs for real estate agents.

Rating breakdown

Likelihood to recommend: 2/10

Pros
Automation Included

Cons
Sending limits are based on google settings. Could add DKIM to make it more robust.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Like working with Contactually. Has all the features you need as a small or medium-sized business owner. Flexible, easy set-up.

Cons
The tool is not GDPR compliant, and it seems they will not do anything about that. That is the reason why I stopped using it this year. Pitty...

Rating breakdown

Likelihood to recommend: 8/10

Pros
It's ease of use, overall visual appearance and it's excellent features for client follow up and maintenance.

Cons
Customer service always quick on chat but unresolved issues go, well, unresolved, for weeks. Zero follow up after multiple emails on 3 different occasions. Most tech platforms I use for real estate have issues resolved within minutes. Contactually takes weeks and multiple attempts to reach/resolve. I really hope no one has this experience but notice that others have as well after reading reviews. Too bad I like it so much or I'd go elsewhere. Good for you Contactually.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Somehow this software always seems to know who you need to contact next! Compared to digging through contacts on other CRMs, this is the most intelligent one I've found. When I open up my app, follow ups appear and they are extremely relevant to deals I'm trying to close currently.

Cons
I really don't have any complaints about Contactually. I like everything about it so far.

Rating breakdown

Likelihood to recommend: 10/10

Pros
After having my team try several other CRM tools, I'm thankful that we found Contactually. Onboarding was simple, the customer service team is very responsive, and it integrates seamlessly with our existing systems. Overall, it is a great value for the price and I wold highly recommend it to anyone running sales for a small team. A few of my favorite features that I can no longer live without are: 1. ScaleMail - allows us to send large, personalized batches of emails to potential clients 2. Pre-built lead nurture programs to help our team stay focused in our outreach efforts 3. Library of pre-written (and proven) email templates which provide GREAT inspiration

Cons
When we first began using Contactually we had one minor issue uploading contacts, but after notifying the team they quickly resolved the issue and uploading has since been a piece of cake!

Rating breakdown

Pros
Really great CRM for computer novices. The dashboard is a great implementation of daily tasks & reminders. Many CRM's could learn something by looking at the Dashboard in Contactually. The Bucket Game is an easy way to classify your contacts into similar groups.

Cons
Failure to innovate. slow as molasses on a cold winter day to add features. Customers have been asking for a "Birthday Field" for 3+years and it's still not part of the Contacts data set. Numerous other feature requests never get implemented either. They say you "own" your data and it can be easily exported but that's just not true. The do have exports of your data but it is an incomplete set of data. If you create 50 custom email templates there is now way to export them or save them if you choose to use a different product. That isn't data portability. Also, had some issues with backups not being able to be restored.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Ease of use and the bucket system make this the go to CRM for realtors. I love that it can read my emails and recognize when I have a new contact or knows when there are double contacts. I am in my 9th year of real estate and wish I had found this sooner.

Cons
I think I may need to upgrade to an automatic drip campaign version as it's tricky to figure out what to keep emailing contacts about.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I really like how easy it was to add different contacts to your "buckets". In fact, you could even play it as a game to make it easier to sort your contacts.

Cons
It didn't have a robust enough functionality for my business. I think if you are looking for a CMS that keeps your database in order, Contactually is a good choice. If you require more than just database management and email drip campaigns, you may be disappointed.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I love that it takes the thinking out of a CRM so i can do the work. With templates, action sets, and recommended behaviors / tasks based on activities, I can know that I'm following industry-leading activities.

Cons
I personally am NOT at the point were I can justify this cost each month. I certainly need to get my sales to a point that would justify spending this on a CRM. I also didn't like that I could only try it for a 14 day period. While this is enough to see the functions of a software, its NOT long enough to feel traction in your business, which is the ultimate selling benefit of a software program.

Rating breakdown

Pros
So much to say!!! I love that contactually will automatically update contacts. I really like the ability to send template emails and schedule these. I think the pipeline and program feature is invaluable. Finally organizing by buckets is great as was the onboarding process.

Cons
I price has gone up in recent years. I wish i could switch to the annual payment without losing the grandfathered in option. I also wish the app had more functionality especially access to the pipelines.

Rating breakdown