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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 …
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Pricing

View all pricing

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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Barbara Carneiro | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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.
Sales Force Automation (9)
66.66666666666667%
6.7
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (3)
66.66666666666667%
6.7
Case management
100%
10.0
Call center management
N/A
N/A
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
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)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
50%
5.0
Social data
100%
10.0
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
50%
5.0
Marketing automation
100%
10.0
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • 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.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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.
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
  • 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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.
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
  • 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.
Yes
Easy to use, does not require a strong technical background at all.
Leilani Chin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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.
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
  • The cost is fairly low, so it's worth a shot.
  • It keeps us on our toes.
  • We feel much more organized and confident.
  • Boomtown, Konversion and Top Producter
It seemed to have everything that I wanted and wasn't too expensive.
Score 2 out of 10
Vetted Review
Verified User
Looking for a solution to automate my contact management by keeping contacts up to date, tracking them via social, and providing basic lead scoring.
  • 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
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.
  • Waste of time spent as it took some use to figure out that it really wasn't delivering what I wanted.
  • Nimble,Salesforce,Batchbook,Jive,Insightly,Zoho CRM
I dropped Contactually for other solutions.
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
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