Contactually Vital Statistics:
Out of beta & started selling: 2012
Company name: Contactually, Inc.
What kind of sales is this for?: Not real estate specific – generic CRM
Support: 8:00 – 6:00 EST for phone, email and chat
Have you used this CRM? Rate it – but please be professional. Thanks!
Since Contactually is all about staying in touch with people, that’s what the dashboard focuses on. It works by being in-your-face which is exactly what most of us need. It’s all well and good to be able to search your database to find your hot prospects or past clients to touch them but it’s better if you don’t have to do that search. It’s better if they magically appear as a to-do list that day, complete with showing you how long it’s been since you last spoke with them. It even grades your efforts, or lack thereof. Get an A and watch good things happen!
Unique or Notable Features
Phone/Tablet – As all of the good CRMs are now doing, there is a separate mobile user interface (a way to view it that is different from the desktop view – easier to see and use) designed for your phone. You don’t have to be tied down to your desk to do your job!
Social Media – Contactually has a system to gather information to add to your contact better than anyone. If you’re a social media fiend and you don’t care about transaction management and the other features in real estate specific CRMs, this is a must see.
- Your LinkedIn contacts will be synchronized
- Facebook friends and conversations will be synchronized
- Your Twitter conversations will be synchronized
UPDATE – 7/2015 – Facebook and LinkedIn have restricted data access. See this post
Articles for Sharing – This is an extremely cool feature. You can be on a blog, Facebook, LinkedIn, Twitter, etc. and by using a shortcut on your browsers favorites bar, add the article on the page to Contactually’s content. You can then share with all your contacts or just with specific buckets of people. This is the perfect tool to make it extremely easy to do some very personalized marketing. There is no better kind of marketing and it’s normally harder to do so most agents don’t do it. Now you have no excuse!
Team Capabilities – Monitor your individual and team’s progress when it comes to contact management. See how many contacts each colleague is sharing and how many of them they’ve contacted this week. Contactually makes it easy for you to monitor your team performance and see which relationships in each bucket need immediate attention.
Email Reporting – Some interesting stuff here. You can track opens, clicks, and replies. Also, you can set it such that if someone does not reply to your email within “X” number of days, that you will be notified that there has been no response. Just another great tool to stop things from falling through the cracks!
Intro Maker – Another shiny little tool to save you some time. Say you want to give a client or a vendor someone’s contact information or anything else you want to share. When you open an email to send to someone you click on the Introduce button and you can share information between them quickly and easily.
How does Contactually stack up with other popular features?
Phone/Tablet: Covered in Unique or Notable Features
Lead capture: Contactually provides an email parser for email leads. Although they are not specific to real estate, they do provide the ability to automatically add leads from a number of popular real estate lead generation sites including Remax, Homes.com, Zillow, Trulia, Realtor.com, DiverseSolutions, IDX Broker, and Leads Today.
New lead display: There is no specific place that they are displayed. They can be automatically assigned to buckets as they come in.
Lead notification: In-app notification on lead capture settings page.
Team capabilities: Covered in Unique or Notable Features
Buyer home search: Contactually is not specific to real estate sales so there are no fields to store buyer information.
Internal email Software: No
Email stored with contact record: Yes
Blast email: No
Email campaign reporting: No
Capable of building email drip campaigns: Yes
Capable of building activity plans: Yes
Included template content: Despite it not being real estate specific, they told me they have so many real estate agents using it, that they added over 30 email templates for real estate
Social media: Covered in Unique and Notable Features
Call center: No
Lockbox manager: No
If you’re on the fence about it, don’t be bashful. I’ll be happy to take your phone call or do a live online screen sharing demo to show you some of the great features of this CRM. – Gary David Hall
Do a screen sharing session with me and see this product or any others in which you may be interested.
30 day free trial with no credit card required.
Contactually’s pricing ranges from annually/monthly $29.00/35.00 – $99.00/125.00/mo. depending upon the features you need. The Get a Free Trial button and the Order button take you to the same place. You start with a trial and if you like it you contact them and say sign me up.
You can cancel Contactually at any time. If you’re on a monthly plan, that will take into effect immediately, and you will not be charged for the following month period (e.g. if you’re still trialing and cancel, you won’t be charged at all). If you’re on an annual plan and past your 30 day moneyback gaurantee (if offered as part of your plan), you will not be charged the following year. We do not give prorated refunds.
This is a direct link to their site to a page created for me. No promo code is necessary to ensure any benefits provided here.
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