Excellent software for contact tracking and nurturing
Barbara Carneiro | TrustRadius Reviewer
November 30, 2018

Excellent software for contact tracking and nurturing

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Contactually

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.
  • 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.
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.

Contactually, by Compass Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
Not Rated
Help desk management
10
Lead management
10
Email marketing
10
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
10
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
10