Contactually may be the right

Real Estate CRM for you if…

Although I feel it is my responsibility to counsel agents that they should be using their CRM to truly run many aspects of their business, including transaction management, that is simply not what everyone wants. Maybe you just don’t want something that involved. Many agents I speak with are just tired of following up too late with people, only to find that they have lost out on a potential listing or sale. If that’s your primary pain point and what you want is something to really keep you on top of your prospects and clients, Contactually may well be the tool you’ve been looking for. Contactually  helps you easily organize how and when you want to follow up with people. Then it becomes an in-your-face, “this is what you said you wanted to do now do it” kinda program. It then shows you exactly what you have and have not accomplished. If you want an intelligent automated accountability coach for sphere of influence prospecting and follow-up, you want to check this one out. 

Contactually is one of my favorites in the context of graphic design. It’s just clean and easy to look at. As I’ve said, it is not real estate specific so it doesn’t do anything along those lines. It’s forte is aggregating all of your contacts’ information from email accounts and social media and staying in touch with people.

You’ll like Contactually if you want a regular, systematic, smart, and easy approach to ensure consistent follow up with your prospects, clients, and sphere of influence. It stops people from falling through the cracks and if you use it correctly you should never hear the dreaded “sorry but we already listed with another agent” phone call. And it grades you! If you don’t keep up with your follow-ups, you have an ugly grade staring at you in a prominent part of the home page. It’s like having your parents giving you that nasty look and a… “Shame on you!” It works.

From Contactually: The secret to generating referrals in your network is being able to personally message your contacts at scale. This was our primary focus when we developed our new suite of features that we used to relaunch our platform, affectionately dubbed “Contactually 2.0,” which included content sharing, social personalization, email templates and introductions.  With just a few clicks, Contactually allows you to send introductions to anyone in your network, allowing you to deliver a thoughtful introduction message through your own email. You can now store relevant articles and links and share them within seconds repeatedly with your network. Last, users can create reusable email templates for their frequent business interactions. Thanks to the inclusion of dynamic fields, the templates will automatically populate key personal information such as name, job title and company, drastically reducing the time needed to follow up. All of these features are highly personalized, as they show that you’re in tune with the interests and passions of the people in your network and will help to greatly increase your message’s relevance. Sending personalized one to one messages very quickly at the right time is far more effective than blasting your database with one standardized piece of communication.