4.5 / 5 64 reviews

Who Uses This Software?

Our target audience is anyone who needs to better manage their contacts, but who don't want the bulk of a traditional CRM, including SMB owners, realtors, financial advisors, and team managers.

Average Ratings

64 reviews
  • 4.5 / 5
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service
  • 4 / 5
  • 3.5 / 5
    Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • Contactually
  • Founded 2011

About This Software

Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice.

With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you wh

  • A/B Testing
  • Account Alerts
  • Activity Management
  • Activity Tracking
  • Affiliate Marketing
  • Analytics / ROI Tracking
  • Appointment Management
  • Asset Management
  • Auto-Responders
  • Behavior Driven Rules
  • Bounce Tracking
  • Buyer Management
  • CAN SPAM Compliance
  • Calendar Management
  • Call Center Management
  • Call Logging
  • Campaign Management
  • Campaign Segmentation
  • Cataloging / Categorization
  • Channel Management
  • Click-Through Tracking
  • Client / Property Matching
  • Client Database
  • Client Tracking
  • Commission Management
  • Contact Database
  • Contact History
  • Contact Import/Export
  • Contact Management
  • Contract Management
  • Customer Pipeline
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Survey Creation
  • Customizable CTAs
  • Dashboard
  • Discount Management
  • Document Management
  • Drip Campaigns
  • Dynamic Content
  • Electronic Signature
  • Email Marketing
  • Email Response Control
  • Employee Referral Management
  • Event Triggered Email
  • Expense Tracking
  • FAQ
  • Feedback Management
  • Flyer / Catalog Printing
  • Forecasting
  • Group Management
  • Household Tracking
  • Image Library
  • Influence Tracking
  • Interaction Tracking
  • Knowledge Management
  • Landing Pages / Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Listing Management
  • Live Chat
  • Loyalty Program
  • Mailing Frequency Limits
  • Mailing List Management
  • Marketing Automation
  • Marketing Calendar
  • Marketing Management
  • Multi-Variate Testing
  • Multivariate Testing
  • Newsletter Management
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Property Alerts
  • Property Database
  • Prospecting Tools
  • Quote Management
  • Quotes / Proposals
  • Referral Partner List
  • Referral Tracking
  • Relationship Tracking
  • Request Escalation
  • Reward Distribution
  • Routing
  • Sales Approval
  • Sales Forecasting
  • Sales Intelligence
  • Sales Management
  • Sales Pipeline Management
  • Scheduling
  • Search
  • Search / Filter
  • Search Marketing
  • Self Service Portal
  • Shared Contacts
  • Social Marketing
  • Source Tracking
  • Spam Check
  • Subscribe / Unsubscribe
  • Subscription Services
  • Survey Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Time Management
  • Unsubscribe Database
  • WYSIWYG Email Editor
  • Warranty Tracking
  • Website Management
  • Website Visitor Tracking
  • Workflow Management
  • XML / RSS

Contactually Latest Reviews

Automatically translated. Show original review

Mixed feelings

4 / 5
Ease of Use
4 / 5
Customer Support
2 / 5
Value for Money

Comments: I have been using, or should I say paying, for Contactually for the past year. I was looking for a CRM that would keep my contacts organized and in one place, and one which would help me follow-up with leads and prospects. Initially, Contactually seemed like the CRM for me. I loved the Outlook plug-in and the social intergrations. However, things started to go sideways quickly. Some of my contacts started syncing incorrectly with Facebook contacts--merging completely different people into one. Contacts that I deleted (repeatedly) were re-appearing with outdated info. Support was quick to respond, but they couldn't provide an answer, or a solution. They blamed Facebook and essentially said there was nothing more that they could do. I eventually had to un-link my Facebook account. About three weeks later, they contacted me to say that they had discovered a bug and that it should be fixed. Some time after that, they discontinued integration with Facebook.
The next issue I had was the Outlook plug-in started malfunctioning. I would get error messages when sending email. Again, Support was quick to respond, however they couldn't locate the source of the problem.
To be honest, I've never explored the marketing aspects of Contactually--the ability to set up automated email programs etc. I think I knew I wouldn't stick with the system long-term so I didn't bother to set anything up. I've been searching for another (cheaper) CRM for the past month.

Pros: I love the clean interface. Support was always very responsive, if somewhat limited in their ability to provide answers. As far as relationship management, the system does a good job of prompting you to contact people you haven't interacted with in a while. It also gives you a letter grade every week to let you know how you're doing, which is fun and motivating. There are lots of free webinars offered on how to use Contactually and how to improve your business. The Outlook plug-in is great (when it works). I have colleagues who love and swear by Contactually.

Cons: For me, the cost is too much for a system that I am not using to its full potential. In the process of trying to find another CRM, I've encountered plenty alternatives at less than 1/3 the cost. The inability of Support to identify and solve problems I had with the system is also a con. The only Social integrations are Twitter and Linked In, so the benefits of those to me are slim. The bottom line is that I would probably stick with Contactually if the price was right--and for me that means no more than $10/month.

Automatically translated. Show original review

Read THIS before using that

5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

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.