Contactually CRM (discontinued)

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Contactually CRM (discontinued)
Score 8.0 out of 10
N/A
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.
$69
per month
Pricing
Contactually CRM (discontinued)
Editions & Modules
Professional
$69.00
per month
Accelerator
$119.00
per month
Offerings
Pricing Offerings
Contactually CRM (discontinued)
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Contactually CRM (discontinued)
Considered Both Products
Contactually CRM (discontinued)
Chose Contactually CRM (discontinued)
It seemed to have everything that I wanted and wasn't too expensive.
Chose Contactually CRM (discontinued)
I dropped Contactually for other solutions.
Top Pros
Top Cons
Features
Contactually CRM (discontinued)
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Contactually CRM (discontinued)
8.8
4 Ratings
14% above category average
Customer data management / contact management9.84 Ratings
Workflow management9.64 Ratings
Territory management8.92 Ratings
Opportunity management9.43 Ratings
Integration with email client (e.g., Outlook or Gmail)9.94 Ratings
Contract management6.02 Ratings
Quote & order management6.01 Ratings
Interaction tracking9.84 Ratings
Channel / partner relationship management9.83 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Contactually CRM (discontinued)
9.1
4 Ratings
20% above category average
Case management9.74 Ratings
Call center management8.03 Ratings
Help desk management9.73 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Contactually CRM (discontinued)
9.7
4 Ratings
25% above category average
Lead management9.84 Ratings
Email marketing9.64 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Contactually CRM (discontinued)
6.3
3 Ratings
18% below category average
Task management7.03 Ratings
Billing and invoicing management5.01 Ratings
Reporting7.01 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Contactually CRM (discontinued)
7.0
3 Ratings
8% below category average
Forecasting7.01 Ratings
Pipeline visualization7.03 Ratings
Customizable reports7.01 Ratings
Customization
Comparison of Customization features of Product A and Product B
Contactually CRM (discontinued)
7.0
2 Ratings
8% below category average
Custom fields7.02 Ratings
Custom objects7.01 Ratings
Scripting environment7.02 Ratings
API for custom integration7.01 Ratings
Security
Comparison of Security features of Product A and Product B
Contactually CRM (discontinued)
7.5
3 Ratings
10% below category average
Single sign-on capability9.02 Ratings
Role-based user permissions6.02 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Contactually CRM (discontinued)
8.4
3 Ratings
15% above category average
Social data9.92 Ratings
Social engagement7.02 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Contactually CRM (discontinued)
9.9
3 Ratings
32% above category average
Marketing automation9.93 Ratings
Platform
Comparison of Platform features of Product A and Product B
Contactually CRM (discontinued)
9.4
4 Ratings
23% above category average
Mobile access9.44 Ratings
Best Alternatives
Contactually CRM (discontinued)
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternatives
User Ratings
Contactually CRM (discontinued)
Likelihood to Recommend
9.0
(5 ratings)
Likelihood to Renew
1.0
(1 ratings)
Usability
7.0
(1 ratings)
User Testimonials
Contactually CRM (discontinued)
Likelihood to Recommend
Discontinued Products
Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Read full review
Pros
Discontinued Products
  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Read full review
Cons
Discontinued Products
  • 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.
Read full review
Likelihood to Renew
Discontinued Products
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Read full review
Usability
Discontinued Products
Easy to use, does not require a strong technical background at all.
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Alternatives Considered
Discontinued Products
It seemed to have everything that I wanted and wasn't too expensive.
Read full review
Return on Investment
Discontinued Products
  • 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.
Read full review
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