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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 …
Continue reading
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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

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
June 20, 2018

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

Sabrina Marshall-Wojtewicz | TrustRadius Reviewer
Sabrina Marshall-Wojtewicz
Co-founder, Director
Bunker Labs (Non-Profit Organization Management, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Contactually has been our go-to CRM for our Austin Chapter and has helped us develop and maintain relationships with key stakeholders in the community who support our mission as well as veteran entrepreneurs we work with.
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.
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.
Contactually CRM (discontinued) Feature Ratings
Sales Force Automation (9)
71.11111111111111%
7.1
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Territory management
90%
9.0
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
60%
6.0
Quote & order management
N/A
N/A
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
80%
8.0
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
80%
8.0
Lead management
90%
9.0
Email marketing
70%
7.0
CRM Project Management (3)
23.333333333333336%
2.3
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
23.333333333333336%
2.3
Forecasting
N/A
N/A
Pipeline visualization
70%
7.0
Customizable reports
N/A
N/A
Customization (4)
70%
7.0
Custom fields
70%
7.0
Custom objects
70%
7.0
Scripting environment
70%
7.0
API for custom integration
70%
7.0
Security (2)
75%
7.5
Role-based user permissions
60%
6.0
Single sign-on capability
90%
9.0
Social CRM (2)
80%
8.0
Social data
90%
9.0
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
45%
4.5
Marketing automation
90%
9.0
Compensation management
N/A
N/A
Platform (1)
60%
6.0
Mobile access
60%
6.0
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.
Other Software Used
June 14, 2017

Actually kinda Contactually

Verified User
Engineer in Information Technology
Non-Profit Organization Management Company, 501-1000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
It is a good (I must say decent) tool used to gather contact information and maintain it in one place. It is being used by a limited few departments I would say. I wouldn't go as far as calling contact storage a "business problem" but it does help ease up our process of record maintenance.
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.
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.
Contactually CRM (discontinued) Feature Ratings
Sales Force Automation (9)
61.11111111111111%
6.1
Customer data management / contact management
60%
6.0
Workflow management
60%
6.0
Territory management
60%
6.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
50%
5.0
Quote & order management
60%
6.0
Interaction tracking
50%
5.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (3)
43.33333333333333%
4.3
Case management
60%
6.0
Call center management
70%
7.0
Help desk management
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
50%
5.0
Email marketing
50%
5.0
CRM Project Management (3)
60%
6.0
Task management
60%
6.0
Billing and invoicing management
50%
5.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
70%
7.0
Pipeline visualization
60%
6.0
Customizable reports
70%
7.0
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
35%
3.5
Role-based user permissions
70%
7.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
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.
Other Software Used
Mobile Interface Availability and Impressions
Yes
Usability
7
Easy to use, does not require a strong technical background at all.
November 04, 2016

Be Accountable with Contactually

Leilani Chin | TrustRadius Reviewer
Leilani Chin
Real Estate Agent
Sawyer Smith Residential Brokerage (Real Estate, 1-10 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
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.
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.
Contactually CRM (discontinued) Feature Ratings
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
Return on Investment
  • The cost is fairly low, so it's worth a shot.
  • It keeps us on our toes.
  • We feel much more organized and confident.
Alternatives Considered
  • Boomtown, Konversion and Top Producter
It seemed to have everything that I wanted and wasn't too expensive.
Other Software Used
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