Contactually, by Compass Reviews

15 Ratings
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Score 9.0 out of 100

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Reviews (1-5 of 5)

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November 30, 2018
Barbara Carneiro | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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Likelihood to Recommend

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.
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June 20, 2018
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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Likelihood to Recommend

As an introductory CRM, where you are collecting and building your list and relationships. I like to more simplistic usability than something like Salesforce. Pipelines and programs are great next step features but I feel like you need some dedicated marketing support to utilize/implement those features well.
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November 04, 2016
Leilani Chin | TrustRadius Reviewer
Score 7 out of 10
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Verified User
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Likelihood to Recommend

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.
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June 14, 2017
Anonymous | TrustRadius Reviewer
Score 7 out of 10
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Likelihood to Recommend

It's a CRM and is a must for companies to maintain high-value contact relationships and to be able to better manage records and essentially drive sales growth.
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July 08, 2014
Anonymous | TrustRadius Reviewer
Score 2 out of 10
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Verified User
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Likelihood to Recommend

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.
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Feature Scorecard Summary

Customer data management / contact management (4)
9.8
Workflow management (4)
9.6
Territory management (2)
8.9
Opportunity management (3)
9.4
Integration with email client (e.g., Outlook or Gmail) (4)
9.8
Contract management (2)
6.0
Quote & order management (1)
6
Interaction tracking (4)
9.8
Channel / partner relationship management (3)
9.8
Case management (4)
9.7
Call center management (3)
8.0
Help desk management (3)
9.7
Lead management (4)
9.8
Email marketing (4)
9.5
Task management (3)
7.0
Billing and invoicing management (1)
5
Reporting (1)
7
Forecasting (1)
7
Pipeline visualization (3)
7.0
Customizable reports (1)
7
Custom fields (2)
7.0
Custom objects (1)
7
Scripting environment (2)
7.0
API for custom integration (1)
7
Single sign-on capability (2)
9.0
Role-based user permissions (2)
6.0
Social data (2)
9.9
Social engagement (2)
7.0
Marketing automation (3)
9.9
Mobile access (4)
9.4

What is Contactually, by Compass?

Contactually is a CRM for real estate agents and brokerages, that automatically prompts users to take action with the most important people to prevent things from falling through the cracks. Contactually is now owned and supported by Compass (acquired 2019).

Contactually, by Compass Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Professional$69.00Per Month
Accelerator$119.00Per Month

Contactually, by Compass Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No