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
Review Source

Pros and Cons

  • Sorting and classifying of contacts in buckets, to allow for specific follow up.
  • Merge mail, that allows me to mass email a group, but individually (without the "unsubscribe" button).
  • Connection with my email and phone for contact tracking.
  • Price. It has gone up over time.
Read Barbara Carneiro's full review
June 20, 2018
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Contactually has provided detailed and fairly useful customization of profiles for us to collect data relevant to our community.
  • The integrations are particularly helpful. It's easy to setup and executes.
  • I like the Bucket game!
  • Pairing fields is quite cumbersome when importing spreadsheets with a large amount of data.
  • It's recently been made easier to edit individual contacts but I feel like the sidebar could still be directly editable without opening up a profile popup.
Read Sabrina Marshall-Wojtewicz's full review
November 04, 2016
Leilani Chin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Leilani Chin's full review
June 14, 2017
Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
  • A little on the expensive end compared to its competitors.
  • Android app improvements needed.
Read this authenticated review
July 08, 2014
Anonymous | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read this authenticated review

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