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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

Excellent software for contact tracking and nurturing

Barbara Carneiro | TrustRadius Reviewer
Barbara Carneiro
Score 9 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Ability to remain top of mind with clients, leads and partners (and even family!) leading to more conversions.
  • Ability to merge mail and send a personalized email to many at the same time (without an unsubscribe button).
  • Easy to use, allowing me to save a lot of time keeping track of partnerships and leads.
Read Barbara Carneiro's full review
June 20, 2018

Contactually is a great starter CRM with developing intermediate and advanced features

Sabrina Marshall-Wojtewicz | TrustRadius Reviewer
Sabrina Marshall-Wojtewicz
Score 9 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • 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 Sabrina Marshall-Wojtewicz's full review
June 14, 2017

Actually kinda Contactually

Anonymous | TrustRadius Reviewer
Verified User
Score 7 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Positive impact is the fact that it eased up a lot of our manual processes.
  • Wasn't clunky and was easy to use, didn't require training.
Read this authenticated review
July 08, 2014

Looks great, but keep looking

Anonymous | TrustRadius Reviewer
Verified User
Score 2 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Waste of time spent as it took some use to figure out that it really wasn't delivering what I wanted.
Read this authenticated review

Contactually, by Compass Scorecard Summary

Likelihood to Recommend (15)
9.0
Likelihood to Renew (1)
1.0
Usability (1)
7.0

Feature Scorecard Summary

Sales Force Automation
8.8
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
Customer Service & Support
9.1
Case management (4)
9.7
Call center management (3)
8.0
Help desk management (3)
9.7
Marketing Automation
9.7
Lead management (4)
9.8
Email marketing (4)
9.5
CRM Project Management
6.3
Task management (3)
7.0
Billing and invoicing management (1)
5
Reporting (1)
7
CRM Reporting & Analytics
7.0
Forecasting (1)
7
Pipeline visualization (3)
7.0
Customizable reports (1)
7
Customization
7.0
Custom fields (2)
7.0
Custom objects (1)
7
Scripting environment (2)
7.0
API for custom integration (1)
7
Security
7.5
Single sign-on capability (2)
9.0
Role-based user permissions (2)
6.0
Social CRM
8.4
Social data (2)
9.9
Social engagement (2)
7.0
Integrations with 3rd-party Software
9.9
Marketing automation (3)
9.9
Platform
9.4
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).
Categories:  Customer Relationship Management (CRM)

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