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Contactually CRM (discontinued)

Contactually CRM (discontinued)

Overview

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…

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Recent Reviews

Looks great, but keep looking

2 out of 10
July 08, 2014
Looking for a solution to automate my contact management by keeping contacts up to date, tracking them via social, and providing basic …
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Pricing

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Professional

$69.00

Cloud
per month

Accelerator

$119.00

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Contactually CRM (discontinued)?

Contactually CRM (discontinued) Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

Reviewers rate Integration with email client (e.g., Outlook or Gmail) and Marketing automation highest, with a score of 9.9.

The most common users of Contactually CRM (discontinued) are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(16)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Leilani Chin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I work for a boutique real estate agency. My broker had a different CRM called Top Producer, but the interface was so dated and was not intuitive - so he never was motivated to use it. I researched a few different CRM systems and ended up choosing Contactually. It's interface is nice and it's easy to figure out by just clicking around. It allows us to track our contacts, leads and deals. Following up is key in our business and this system reminds you when and with who to follow up.
  • Syncing to email
  • Design and interface
  • Support team
  • 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.
It is well suited for any person that needs to track customers or potential customers. It probably wouldn't work for staff that do not deal with clients directly.
Sales Force Automation (4)
60%
6.0
Customer data management / contact management
70%
7.0
Workflow management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Interaction tracking
50%
5.0
Customer Service & Support (3)
70%
7.0
Case management
70%
7.0
Call center management
70%
7.0
Help desk management
70%
7.0
Marketing Automation (2)
70%
7.0
Lead management
70%
7.0
Email marketing
70%
7.0
CRM Project Management (2)
25%
2.5
Task management
50%
5.0
Reporting
N/A
N/A
CRM Reporting & Analytics (2)
20%
2.0
Pipeline visualization
40%
4.0
Customizable reports
N/A
N/A
Customization (4)
35%
3.5
Custom fields
70%
7.0
Custom objects
N/A
N/A
Scripting environment
70%
7.0
API for custom integration
N/A
N/A
Security (2)
35%
3.5
Role-based user permissions
N/A
N/A
Single sign-on capability
70%
7.0
Social CRM (2)
25%
2.5
Social data
N/A
N/A
Social engagement
50%
5.0
Integrations with 3rd-party Software (2)
35%
3.5
Marketing automation
70%
7.0
Compensation management
N/A
N/A
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • The cost is fairly low, so it's worth a shot.
  • It keeps us on our toes.
  • We feel much more organized and confident.
  • Boomtown, Konversion and Top Producter
It seemed to have everything that I wanted and wasn't too expensive.
Score 2 out of 10
Vetted Review
Verified User
Looking for a solution to automate my contact management by keeping contacts up to date, tracking them via social, and providing basic lead scoring.
  • Easy to use
  • Guided direction to clean up/manage contacts
  • 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
It is a fine option for someone looking for a basic social CRM. If you have lots of contacts, want sophisticated automation and/or scoring, or lots of integration with other enterprise solutions, keep looking.
  • Waste of time spent as it took some use to figure out that it really wasn't delivering what I wanted.
  • Nimble,Salesforce,Batchbook,Jive,Insightly,Zoho CRM
I dropped Contactually for other solutions.
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.
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