Excellent software for contact tracking and nurturing
Use Cases and Deployment Scope
Contactually is an amazing tool that allows me to stay in touch with different "buckets" of contacts, with specific reminders. There are way too many features I love about it, one being the Bucket Game, that gamifies sorting contacts into buckets, because who likes tagging contacts? Well, they made it fun!
They have amazing templates for outreach and nurturing and allow me to connect directly with my email, so if I contact someone from my email, Contactually knows it. If the contact responds, Contactually knows it, removing all sorts of manual reporting, which is fantastic! They even connect with your phone to track phone calls.
Overall, it is an amazing tool for ongoing nurturing of contacts, partners, leads, etc.
Pros
- 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.
Cons
- Price. It has gone up over time.
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.