Contactually is a CRM tool designed for real estate professionals. Its main feature is to segment business contacts into buckets according to how frequent a salesperson needs to follow-up with a lead. We compiled Contactually user reviews from our website and around the web and determined that it has generally positive ratings. We also shared its available pricing options.
Want to know the top CRM software for small business? Read our Contactually alternatives guide.
Summary of User Reviews
What Contactually Does Well
Users who recommended Contactually said that they like its ease of use and interface. They also like features such as bucket game (contact segmentation), contact management, email management, and lead scoring system.
What Contactually Does Not Do Well
Users who gave Contactually negative reviews said that, despite liking the overall performance of the software, they wish that it was more affordable. More organization in terms of email templates, calendar, and pipelines were also cited as points for improvement.
Most Helpful Positive User Review
“The bucket game is by far my favorite feature. The ability to easily (and in a gamified way) apply people to buckets or lists is amazing. It helped me get going fast, because who wants to spend hours manually adding tags to each contact?
Contactually also helps me stay in touch with my contacts, based on the list (or bucket) they belong to. I love their suggested merge features as well, as it helped me clean up my list and finally being able to track when I use my own email to contact someone is exceptional.”
– Barbara Carneiro
Most Helpful Negative User Review
“The pricing is definitely steep, but if used properly, I believe you’ll get a great ROI regardless. The pipelines are definitely simplistic, and I wish it could read my calendar for interactions. Likewise, the types of interactions available to choose from are limited.”
– Say Gabriel
Contactually has three subscription options. When billed monthly, the Professional plan costs $69, the Accelerator plan costs $119, and the Concierge plan costs $599. The main difference between the plans is access to premium features such as lead nurturing, bulk messaging, outreach campaigns.
Check out the list below for some of Contactually’s features.
- Best-Time-To-Send-Email Intelligence: alerts users of the most ideal time to send emails in order to get a higher chance of positive feedback from leads.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Contact Management: lets users organize a directory of all their business contacts including their profile and contact information.
- Lead Assignment and Routing: allows managers to assign or re-assign a lead for a particular staff to manage.
- Deal Management Workflow: enables businesses to customize the program based on their sales workflow.
- Third-Party Integrations: lets users seamlessly integrate other apps they use such as marketing automation, file management, social media, among others.
Helpful CRM Software Resources
What is CRM Software? — In this guide we answer questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
How Realtors Use Contactually to Close More Deals — In this tutorial, we’ll give you step-by-step instructions on how to use your free trial of Contactually to quickly and easily set up a killer relationship marketing plan to help you get more referrals and close more deals.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
The Best Real Estate Software: Our Picks for 2018 — We put together this guide of the 29 best real estate software tools and apps on the market today to help you have a holistic approach on managing your real estate business.
Best Free CRM Software — Want to use a CRM but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Does Contactually offer a free trial?
Yes. Interested users can sign up for a free 14-day trial here.
Can brokerage firms use the program as well?
Yes. Contactually aims to cater to both real estate agents and brokerage firms.
What types of customer support does Contactually provide?
Contactually offers users support in terms of webinars, support center, training center, and resource center.
Contactually Overview Video
This video provides an overall background on how real-estate businesses can maximize Contactually’s full potential to improve their CRM tasks.
When choosing a CRM software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Contactually’s popular integrations: