Be Accountable with Contactually
November 04, 2016

Be Accountable with Contactually

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

Overall Satisfaction with Contactually

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.
  • 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.
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, by Compass Feature Ratings

Customer data management / contact management
7
Workflow management
5
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
5
Case management
7
Call center management
7
Help desk management
7
Lead management
7
Email marketing
7
Task management
5
Reporting
Not Rated
Pipeline visualization
4
Customizable reports
Not Rated
Custom fields
7
Custom objects
Not Rated
Scripting environment
7
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
7
Social data
Not Rated
Social engagement
5
Marketing automation
7
Compensation management
Not Rated
Mobile access
6