Contactually Reviews

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Comments: Contactually has been extremely helpful in letting me streamline my pipeline, keep in touch with old contacts/clients, and has definitely paid for itself 10x over. The features are lightweight but still substantial enough for me (I run a small web design agency with 10 people and handle the majority of our sales/marketing). Contactually is an absolute must for my business. I highly suggest testing it out.

Pros:

Lightweight, has mobile apps (iphone/android), allows for easy scheduling/tracking of emails, as well the ability to add users into 'programs' -- so you can nearly automate email campaigns to your clients/prospect list.

Cons:

The cost is $40/mo per user (the package I am on), but like I mentioned the system has MORE than paid for itself. There are occasional hiccups with the platform, however I am an alpha tester so I'm seeing things before they go live to most people.

Contactually does everything right!

Comments: Overall, this CRM lives up to its reputation. It isn't cheap but I've seen more expensive systems that actually suck. If you have it in the budget and also want a CRM that has vast capabilities and marketing -- this is your CRM.

Pros:

This system is very user friendly. I picked it up within only a few days. Customization is vast but made so its not overwhelming. It is designed so well and is so amazingly intuitive it is super easy to use and makes you like using the system. The template library is huge but structured very well so it's not daunting. The templates also feel more personal and not a cookie-cutter mass email. The Bucked game is fantastic for getting those who drag their feet about categorizing need clients. Overall, this software is the bees-knees!

Cons:

There are very few cons I found to the system. The largest one for my company is the reporting. It has basic reporting capabilities but we need a more robust reporting system to track all types of income from deals, especially the ability to see monthly revenue, total sale and the commission from this, lost $, etc... They are working on getting more reporting capabilities but doesn't help in the present. Another con-ish thing is a pro and a con. It syncs SUPER well with systems, especially with Gmail--- almost too well. We get so many mass-emails about other agent's open houses and it pulls all these people into the CRM. While it's handy, it can be frustrating at times. I wish there was a plug-in for multiple email platforms where you could choose email you want to link (or unlink) to the system. And finally, this one isn't really a big con for us but could be for those on a limited budget, the price isn't cheap; however, in my experience--- you get what you pay for. I'd say for us, Contactually is TOTALLY worth every penny.

Read THIS before using that

Comments: The software is very user friendly and stores everything you would ever want in one tidy place but it does not accurately store the data. It has deleted contacts, merged unrelated contacts and added incorrect info to contact profiles, rendering it more dangerous than helpful. I have used CRMs for decades and this was the best product I have ever used before it started corrupting all of the data in it.

Pros:

Contactually is super smooth and easy to use. It will store everything you need and do everything you would want a CRM to do and more. I tried thousands of products before moving to this one about 3 years ago. It is user friendly and pretty, but read the HUGE con below before choosing it.

Cons:

While I think Contacually is the best CRM I have found to date and it will do everything you want, it has now mixed up all of my data. It has merged unrelated contact together, deleted contacts, added job titles and profiles to contact that don't belong to them. I am a HEAVY CRM user and now I can't trust the data I put into Contactually because the phone number I dial may or may not belong to the person Contactually has associated it with and may of my notes on interactions with people have just disappeared. BE VERY WARY of this product. I have lost decades of data on over 20,000 contacts because this software shuffled and deleted my data. With all of its flash and function, it did me far more harm than good because I will never be able to get the missing data back nor straighten out who is really who.

Excellent CRM for Personal and Small Project Work

Comments: it helps me manage my personal strategic network and get ahead as a professional.

Pros:

Contractually does all the basic things right - managing contacts, tagging them, emailing, tracking interactions, integrating with other apps effortlessly. For me as someone who uses a personal CRM system for my own strategic network, it is exactly what i need.

Cons:

I use an iPhone, and the iOS app does not automatically sync my phone calls to contractually, so I need to add them manually. same for whatsapp. this is of course no fault of contactually but a limitation of ios and whatsapp being closed gardens and inaccessible. but that's the one thing that make my life harder as a user.

Amazing customer management software

Comments: Increased customer follow and retention.

Pros:

The simplicity of the entire system is profound. It's an extremely easy to use platform with a robust list of features to keep track of your relationships. Their concept of buckets is great and the email marketing automation is great.

Cons:

When I used this software, it was largely geared towards the real estate world. It is easy to customize however, there are some features that other CRMs do a little bit better from the customer management perspective. When I stopped using the software, email automation that was created prior continued to go out for almost a year after I had left the company and cancelled my account with them. It is an expensive piece of software, but if it helps you land one more deal - it's well worth the money.

Easy to understand client followup and business development without the admin headache.

Pros:

I love that it takes the thinking out of a CRM so i can do the work. With templates, action sets, and recommended behaviors / tasks based on activities, I can know that I'm following industry-leading activities.

Cons:

I personally am NOT at the point were I can justify this cost each month. I certainly need to get my sales to a point that would justify spending this on a CRM. I also didn't like that I could only try it for a 14 day period. While this is enough to see the functions of a software, its NOT long enough to feel traction in your business, which is the ultimate selling benefit of a software program.

Hidden fees

Comments: Poor customer service with a great platform.

Pros:

Great CRM, lots of good features at first.

Cons:

Hidden fees and some ridiculous idea that some of the features you pay extra for can expire.

Takes the leg work out of organizing contacts

Comments: After trying a bunch of other CRM products out there, I was frustrated. Salesforce was too heavy a solution for what I needed, and expensive. Products like SugarCRM and Zoho felt outdated and clunky. What I needed was something that would sync my contacts from multiple sources into one place and then keep them updated - and that's exactly what I found in Contactually. It's simple, lightweight and it works with a bunch of my contact sources (Google, Mailchimp, etc.), and now I don't need to worry about where any particular contact's info is. I get the added bonus of getting reminders for contacts I've fallen out of touch with. That's not what I was looking for when I started, but it's been surprisingly helpful in identifying people I need to get back in touch with.

Pros:

- Automatic import and update of contact info, no leg work required - Reminders to keep in touch with contacts I haven't talked to - Keeps a full history of my communication with the contact, across multiple platforms (email, twitter, Mailchimp...)

Cons:

Needs more integrations with third party software!

Contactually - Great for Business Brokers and M&A Intermediaries

Pros:

Very intuitive software that adds a lot of value to our M&A practice.

Cons:

Its price, quite expensive compared to other CRM offerings

Excellent way to manage your relations

Pros:

Operational CRM: how to manage your contacts based on their relative importance to you

Cons:

It was getting too much: felt I was driven by this tool.

Full of Glitches, Bugs and Flaws

Comments: We purchased the team version with high hopes, based on the previous reviews. Little did we know that this is an unfinished product. Too much to put in one review--suffice to say, this product is several Betas away from being close to ready. A total exercise in frustration if you have a large number of contacts. Several calls to support only showed the flaws are on the books and they are working on it. In the meantime, what a mess. I am going back to a CRM that has been tested thoroughly. The bucket system is a great idea--and the only part of the program I will praise highly. As for managing contacts-- it has been a disaster for us. I hate to be so negative, but as a long time user of Top Producer and Agent Office before that--this is not a good CRM for our team.

Pros:

Bucket system, decent email templates

Cons:

Import process, lack of features in contact management, does not refresh properly when making changes, freezes after too much use, only allows so much deleting and then stops working till later on--takes too long to get support

Unacceptable Pricing Changes.

Comments: Frustrating to have to focus my time on the phone with tech support instead of being able to just use the software at the price I signed up for.

Pros:

Very useful program, easy to use and feels more modern than most CRM's to date.

Cons:

My credit card expired after a year and a half of using this software. My "old plan" was no longer available and a price increase of 15% ($108 + Tax / Year) was now the "only available option" when I went to update my credit card within a week of receiving notice to update my credit card info.

Finally a CRM that does what you need it to do!

Pros:

The bucketing system is as simple as it is genius. The developers are working hard behind the scenes to improve the product and the results show.

Cons:

I'm currently on the basic plan and would like to see "some" of the professional features implemented into the entry level plan.

Changed. My. Life.

Comments: Yes, yes, yes! This has helped me strengthen both business and personal relationships and I've already gotten several new consulting gigs because I followed up with someone. Contactually literally paid for itself in just a few months.

Pros:

It really does live up to the promise of "a personal assistant for your inbox." Contactually checks your email to figure out the most important people in your life, and then reminds you to follow up with them. And it's super easy to use -- I barely had to do anything to get started. Perfect example of how it's helped me: Yesterday, I was thinking it had been a long time since I talked with a friend who could probably help me drum up business. And then today Contactually reminded me to get in touch with that friend, because it had been 6 months since we'd talked. Amazing!

Cons:

No cons! Unless you count that I have no free time now because Contactually has made me so network-y and efficient that I'm constantly at lunches and happy hours because I'm following up with all the leads and contacts that really matter.

Contactually is great

Pros:

User Friendly and makes it easy to learn and share.

Cons:

The price is what I thought was not at its best and should be partnered with Keller Williams so more users know of it.

The Team at Contactually always keep users in mind first.

Comments: Getting a sense of how I engage my network and realize where my relationship building efforts are bringing in more value.

Pros:

Efficient and friendly customer service, consistant through billing to tech support. They also focus on listening to feedback to address improvements and include customers when innovation their mobile apps.

Cons:

You better expect to be active in putting contacts in your buckets, ensure you set realistic follow up goals as well as ensure the input of data from various sources does not continuously upload the same contacts you already removed. (thus always having to remove contacts you already deleted to ensure unbucketed contacts do not become overwhelming.

Brandon Carroll has taken the impossible and made it a reality!

Pros:

The ability to round robin or import leads directly into my team members bucks is extremely nice. Also being able to see the analytics of how the team is performing is invaluable. We were able to build out a 14 year automated program that will bring us to the next level!

Cons:

As with any system it takes a little bit to get used to, and then just when you think you have it down pat you realize there are even more functions you can use. so I wouldn't really call that a con. Just like any system, nothing is perfect but Contactually fits our team needs amazingly well!

Just wasn't able to make it work...

Comments: I really wanted this to be the CRM for me. Just too high cost for the amount I was able to actually implement it successfully. Then with the mass batching of buckets being so difficult to solve the issue, i needed to move forward

Great CRM for a great price

Pros:

This software does a great job of staying on top of your client relations and reminding you to keep in touch with them. I really like the bucket system for the contacts.

Cons:

I think the software needed a better way to filter tasks. It felt like if they accumulated too fast for me, then I never got to the end of my task list.

Contactually is my CRM

Pros:

Easy to use, very visual, continue to innovate new features

Cons:

has moved to be more focused on real estate professionals, but still usable by others

I thought it was too pricy at first, but worth every penny!

Comments: Having a CRM that intelligently tells YOU what to do once set up, is incredible. It's already paid for itself in old connections and leads being recycled. I even use it to keep in touch with family and friends!

Pros:

- Extremely intuitive and quick to pick up - Great customer support via phone - Automation - Pipeline visual support (also linked to automation) - Game to sort contacts into buckets - Only take a few minutes a day to maintain

Terrible Experience

Pros:

Product had some limited application for our business.

Cons:

Had a terrible experience. Signed up for a year contract and spoke to the salesperson who started us about moving over to another CRM and asked to be sure not to renew. Was surprised to see a bill at the start of the next year and was told that person left the company and that there was no way to refund this amount. Very frustrating.

Solid, but couldn't commit

Comments: I have had a tumultuous relationship with Contactually. I first signed up a few years ago when the price point was around $20 for the starter package. I cancelled my subscription after about a year because I wasn't using it. Looking for another CRM solution, I ended up coming back to Contactually, but they raised their prices significantly. I begrudgingly signed on again and recently cancelled. It is a great product in theory, but you have to work hard to maintain it. I just don't have the discipline to be bucketing each person I interact with. It has tons of great features and if you can commit to it, good for you. It didn't work out for me.

Best Tool for Staying in Touch

Comments: I've been using Contactually for well more than a year. There is no contact automation tool available with this kind of power or ease of use at any where near this price point. They've made the UI slick and intuitive. It integrates with my Google Apps and SalesForce CRM and they've managed to do all that without a lot of technical glitches or issues. Contactually helps me move people through the pipeline and keeps important clients and leads from falling through the cracks.

Pros:

Fast, intuitive design, easy to use, powerful features, price

Cons:

could be more robust in allowing me to track a person through various social media

Not a bad CRM

Pros:

Not a bad CRM depending on your use case. Doesn't quite offer all of the features that the bigger names do, but it works for smaller-scale marketing.

Cons:

Lacks some functionality, but overall is a decent CRM if it meets your needs.