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Contactually Reviews
Reviews summary
Overall rating
4.3
101
5
4
3
2
1
57
25
11
3
5
Pros
AR
Anonymous Reviewer
GF
Gordon F.
Ben K.
Cons
AR
Anonymous Reviewer
Nathan B.
NJ
Nivin J.
101 reviews
Recommended
Ryan W.
Verified reviewer
Marketing and Advertising, 1-10 employees
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If you sell anything (one way or another, we all do), you need a smart way to stay in touch and engage with all your customers and prospects. I've never seen anything like Contactually before. It's lean, fast, logical, easy, inexpensive, and seems to have every CRM tool you could ask for. With Contactually, you will boost your efficiency and effectiveness immediately. In each contact page, you...
No pros were added to this review
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Amy O.
Verified reviewer
Executive Office, 1-10 employees
Used weekly for 6-12 months
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Overall, I like Contactually. It is one of the easier and more eye-pleasing platforms that is out there for CRM and campaign management.
I like that Contactually is farely easy to learn to input your clients/contacts into the database. I also really like the feature that allows you to flag your contacts, and based on those flags, can send automated messages. This can help streamline tasks like on-boarding and keeping track of the process flow.
Finding features can be kind of a challenge.
Anonymous Reviewer
Verified reviewer
Used weekly for 1-2 years
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This software does a great job of staying on top of your client relations and reminding you to keep in touch with them. I really like the bucket system for the contacts.
I think the software needed a better way to filter tasks. It felt like if they accumulated too fast for me, then I never got to the end of my task list.
Anonymous Reviewer
Verified reviewer
Defense & Space,
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I have been a longtime user of Contactually. I am in enterprise financial software sales, deployments that run from 50k-2M. Contactually connects right into my email account (most of my business is done via email) so it knows when I have contacted customers/prospects, you can also log calls and meetings we well. I create "Buckets" in Contactually, which are similar to a tags, and set a reminder time...
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Joel B.
Verified reviewer
Management Consulting, 1-10 employees
Used weekly for 2+ years
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Easy to use, very visual, continue to innovate new features
has moved to be more focused on real estate professionals, but still usable by others
Gordon F.
E-Learning, 1-10 employees
Used other for 1-2 years
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Remember to follow up with your contacts... smart!
Great for managing contacts, follow up, etc., easily and in a 'game-ified' way. Fun and easy to use, and provides useful reminders, etc.
price isn't a strong value for those who already have systems in place for contact management and follow-up.
Anonymous Reviewer
Verified reviewer
Law Practice,
Used monthly for 2+ years
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Easily and automatically tracks who I have contacted, when I have done so, and when I need to reach out to them again. For busy professionals seeking to develop and maintain relationships, this is critical, as it allows you to keep yourself fresh in mind for top referrers and clients.
The interface could be a bit laggy on Safari. As with many cloud-based platforms, I recommend you use the Chrome browser if on a Mac.
Tina H.
Verified reviewer
Construction, self-employed
Used weekly for less than 6 months
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It was difficult to followup and stay engaged with all the new leads and prospects I have, it was a daunting task that I could not keep up with. Contactually takes every lead from multiple sources and emails and puts them into one place, where I can track all interactions and engagement, and it allows me to use templates for emails so that I can generate automated email programs to ensure I remain engaged. With automated reminders and tasks I can ensure that no lead is ever forgotten.
The ability for it to link to multiple email accounts, because as a real estate agent I use muiltiple accounts. I also love the overall robustness of the programs, the templates, and the training videos are super informative.
At this point nothing. I was literally blown away by the features this program provides.
Damian R.
Used daily for less than 6 months
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Increased productivity and follow up with customers who would have normally fell by the wayside.
Follow up reminders. Buckets and categorization. Cross-platform integration. Customer support is very user friendly.
The outdated phone app that constantly crashes. The syncing needs to be refreshed more often (or instantly) so that it recognizes when a message is sent.
Ashley P.
Used daily for less than 6 months
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The reminders on who I haven't spoken too in a while, easy way to export excel spread sheets, buckets, and templates that can do scale mail.
I can't see my sent folder for previous emails easy, so when I want to send more of the same email to new clients I have to go into my old email and copy and paste it. I could also be doing it wrong.
Anonymous Reviewer
Verified reviewer
Real Estate, 51-200 employees
Used weekly for 6-12 months
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The thing I like most about Contactually is being able to have one place to store all your clients/friends/families and being able to edit and keep track of them!
The least thing that I liked about Contactually was trying to link it up to your address book from iphone.
Alison M.
Used daily for less than 6 months
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Easy to use and it stores every bit of information you need to keep track of your client data in one system.
There were reports of the software actually mixing up customer data so I'm afraid this might happen. I hope they update the software continually so this doesn't happen.
John B.
Verified reviewer
1-10 employees
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I've been using Contactually for well more than a year. There is no contact automation tool available with this kind of power or ease of use at any where near this price point. They've made the UI slick and intuitive. It integrates with my Google Apps and SalesForce CRM and they've managed to do all that without a lot of technical glitches or issues. Contactually helps me move people through the pipeline and keeps important clients and leads from falling through the cracks.
Fast, intuitive design, easy to use, powerful features, price
could be more robust in allowing me to track a person through various social media
Anonymous Reviewer
Verified reviewer
Real Estate, 1,001-5,000 employees
Used daily for 1-2 years
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Had a lot of promise, did like automated follow ups and scale mail capabilities
Now owned by a brokerage. Hello? why is this good for any agents not working for that brokerage now?
Doug S.
Verified reviewer
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I think Contactually is an incredible tool to help me organize my contacts and communicate them - intentionally and regularly. I used to scramble to do this and was always reaction. Now I can be proactive and initiate contact. They make it easy! And I've really appreciated the support and help. When I'm stuck, they jump in with ideas, contact and responses. I'm not only impressed - I recommend it to everyone. I'm able to have different frequencies of contact with different types of people. I'm able to set up automatic programs to communicate. I'm able to save email templates that save me a ton of time. I'm able to care for people like I want to do.
No pros were added to this review
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Gerardo M.
Transportation/Trucking/Railroad, 1-10 employees
Used daily for less than 6 months
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Keep track of projects an people.
Helps me keep track of projects and people. The project feature is really helpfull since you can add one or more people to it.
Had some issues with contacts. It now seems ok but I still always double check. Good help from customer service.
Nathan B.
Verified reviewer
Real Estate, 1,001-5,000 employees
Used daily for 1-2 years
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Poor customer service with a great platform.
Great CRM, lots of good features at first.
Hidden fees and some ridiculous idea that some of the features you pay extra for can expire.
Anonymous Reviewer
Verified reviewer
Marketing and Advertising, 51-200 employees
Used weekly for 6-12 months
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Not a bad CRM depending on your use case. Doesn't quite offer all of the features that the bigger names do, but it works for smaller-scale marketing.
Lacks some functionality, but overall is a decent CRM if it meets your needs.
Nicole B.
Verified reviewer
Real Estate, 1,001-5,000 employees
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I have used Contactually since soon after it launched. I have found it to be one of the most user friendly systems I've used in over a decade. It is very "plug and play" with a low barrier to hitting the ground running. The buckets are a terrific way of effectively segmenting your database and tags are a great method to further group by project. It has been a wonderful tool both in my business as well as my non profit work as well. The iPhone app is terrific- to keep those connections and relationships on the go- truly appreciate the daily digest as well.
Easy to use. Great mobile app. Inexpensive.
No cons were added to this review
Husam J.
Verified reviewer
Nonprofit Organization Management, 11-50 employees
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I have been looking for the best platform that integrates with my business tools, simple and easy to use, but with all the important features that I would need in a contact management and CRM for business. Contactually was the solution. Absolutely the best in class and I would highly recommend it for any business.
- Contact management system and CRM - Two way integration and sync with Google contacts - Smart follow up process - Template ready to use for follow ups - Intelligent reminders - Excellent pipeline management
Hmmm... None!
manny g.
Financial Services, 1,001-5,000 employees
Used daily for less than 6 months
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Takes info directly from your email history or phone making for less data entry and less likely to forget to add someone
Not as customizable as I would like. It would be great if users could change fields to meet personal needs
Chelsey Z.
Used daily for less than 6 months
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I like that I no longer have to keep up with my follow ups and contacts. Everything is so wonderfully automatic.
Takes a bit to plug everything into but once all your contacts and programs are set up it is incredible!
Patrick D.
Verified reviewer
Marketing and Advertising,
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I am a big time networking freak. I meet people everyday and I wanted a way to keep up with all the folks I meet. I wanted something that connects, Linkedin, Facebook, Twitter and email on a daily basis. In comes Contactually and 10 minutes later I have a systematic way to stay connected to all of them. I ask for 25 follow-ups a day and in just a few minutes a day, I touch them. Thank you Contactually.
Ease of use to keep up with contacts.
People on Facebook and Twitter are not the most responsive but Linkedin Rocks!
Joshua J.
Verified reviewer
Marketing and Advertising, 51-200 employees
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Contactually is absolutely awesome. From personalized marketing automation, email tracking, relationship management, and tracking and collaborating on deals as a team, it does it all. It's been a huge help in organizing our whole sales processes to increase consistency and efficiency, especially as we scale our business development team.
Customized rules and programs for different types of contacts. Team collaboration Email tracking for opens/clicks Integrated chrome plugin for gmail
None
James L.
Verified reviewer
Marketing and Advertising, 1-10 employees
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I've tried a lot of CRM systems, and most of them take way too much time to customize and set up in a way that's actually useful for you. Contactually is the only one that I feel reflects the way I actually network and keep in touch with people. I like the focus on push reminders (who I should be following up with each day), buckets (based on how I know these people), introductions, and group emailing. It's simple to use and I've recommended it to multiple people too. There's even an awesome mobile app!
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