Contactually by Compass Reviews & Product Details

Contactually is a SaaS-based intelligent customer relationship management (CRM) platform for real estate professionals and their teams that helps users develop and strengthen authentic, long-lasting relationships. The heart of Contactually is centralizing contacts and automatically documenting the relationship touchpoints. With a layer of intelligence over everything, and the ability to fit into your brokerage’s tech stack, Contactually scales actionable follow-up plans and automates relationship workflows, leaving agents free to do what they do best — build the kind of personal relationships that grow the business. Get smarter about messaging with automated relationship-nurturing programs, shared templated content, and open, click, and response tracking Bucket contacts by the kind of relationship you want to cultivate — new leads, current clients, past clients, sphere of influence, etc. — and set-up a personalized plan of action for each bucket Prioritize the day’s efforts with a daily dashboard and to-do email to prompt engagement and identify relationships that need attention Take advantage of growing AI features to optimize agent workflow — and their time. For example, our Best Time to Send identifies when to send an email to a specific contact to increase the likelihood of response, and allows the user to schedule it in advance Distribute best practices at the brokerage or team level, with options to allow agents to individualize based on their own personal success Access broker-level administration and reporting to drive adoption, increase agent productivity, and identify opportunities for recruiting, as well as retention risks Contactually meets the needs of both brokers and agents, achieving higher-than-average adoption rates and contributing to recruitment, retention, and revenue growth throughout the brokerage. 75% of agents on brokerage accounts have logged in during the last 30 days, building stronger relationships and increased opportunities.

Seller

Compass

Discussions

Contactually by Compass Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Angélica M. Boiteux (Leading high-performance go-to-market teams to execute a thoughtful and authentic communication strategy.)

Pricing

Pricing provided by Contactually by Compass.

Professional

$69.00

Flat Rate Per Month

Accelerator

$119.00

Flat Rate Per Month

View More Pricing Information

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User Insights

Average based on 125 real user reviews.

Implementation Time

1 month

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

Per Month

Contactually by Compass Integrations

(20)

Integration information sourced from real user reviews.

Show More Integrations

Contactually by Compass Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Contactually by Compass, and what problem is it built to solve?

Contactually by Compass is a relationship-focused CRM for organizing contacts and keeping in touch with clients, prospects, and professional networks. Its central purpose is to make follow-up more consistent so important relationships and leads don’t slip through the cracks.

What languages does Contactually by Compass support?

Contactually by Compass supports one language: English.

What company sizes and industries is Contactually by Compass the best fit for?

Contactually by Compass is most strongly associated with smaller businesses and real estate users, with a notable presence in marketing and advertising as well. Positive users also come from mid-market and enterprise organizations.

Small businesses: The most prominent company-size segment among positive users.
Mid-market organizations: A visible segment, spanning businesses with 51–1,000 employees.
Enterprise organizations: Also represented, including companies with more than 1,000 employees.
Real estate: The leading industry segment.
Marketing and advertising: Another prominent industry segment.

How long does it take to implement Contactually by Compass across a team?

Implementation can be quick for teams with straightforward needs, though some take longer to get contacts organized and workflows in place. The reported timelines fall into these broad groupings:

Time to go live	Relative frequency
Less than one day	Most common
Less than one month	Also reported
1–3 months	Less common
Never	Reported in some cases

What customer support options does Contactually by Compass provide, and how do users find the overall support experience?

Contactually by Compass offers support through channels including email/help desk, phone, and chat, with 24/7 live-representative support. The experience is mixed: users value helpful coaching and responsive assistance, while others describe slow replies or issues that take too long to resolve.

What is the experience like for teams switching to Contactually by Compass from another tool?

Switching to Contactually by Compass has often meant moving from a more complicated or less suitable CRM to a simpler way to organize contacts and keep follow-ups on track. Comparisons include tools such as Salesforce, Infusionsoft, Top Producer, Boston Logic, and Nutshell; the appeal is clearer contact organization, reminders, and a more manageable daily workflow. The transition can still involve substantial setup, particularly when importing and sorting a large contact database.

What tools and platforms does Contactually by Compass integrate with, and how do these integrations help users get more value from the product?

Contactually by Compass offers 20 integrations. Users have named integrations across several areas:

Email and productivity: Gmail, Google Apps, Google Contacts, and Microsoft Outlook.
Marketing and automation: Mailchimp and Zapier.
CRM and sales: Salesforce and HubSpot.
Social platforms: LinkedIn, Facebook, and Twitter.
Real estate and video: Zillow and BombBomb.

In everyday use, these connections can bring contact and communication details together, support outreach, and reduce the need to move information manually between tools. Users also note that the reliability and usefulness of particular integrations can vary.

What features or capabilities could make Contactually by Compass even more useful?

Contactually by Compass could be more useful with stronger automation, clearer reporting, and smoother day-to-day workflows. The recurring improvement areas include:

More flexible automation: Add branching rules and more actions triggered by email engagement or other events.
More useful reporting and search: Make it easier to analyze campaigns, pipelines, and contact activity, and to search across custom fields.
Stronger mobile functionality: Bring more of the desktop experience to the mobile app and make it easier to manage contacts on the go.
Better team tools: Simplify sharing and permissions, and make templates and programs easier to share across a team.
Broader communication options: Improve connections with other platforms and expand support for channels such as texting and video email.

G2 reviews are authentic and verified.

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Julie K.

Sales Representative

Small-Business (50 or fewer emp.)

9/30/2021

"I am a realtor who DOES NOT RECOMMEND this."

0/5

What do you like best about Contactually by Compass?

I am a realtor with a team of agents. And I REGRET terribly ever using Contactually. Setting up a CRM is a pain so that is why I have kept using for past 5+ years. So I am very experienced with the product. At least in the past the support could actually help and not treat us so poorly. Now Compass owns it and have literally said creating a totally different product and don't care about the old Contactually clients. The main reason we got it was so everyone on the team could see what other team members interactions were with the client. It's not worth getting even for that now. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

There are so many downsides. One being - using tags, another reason we got it - is so finicky that you can easily create another one by mistake. Another issue is that even if it is the fault of Contactually program, and you can even more easily delete them instantly with no ability to get them back. There is no back button. Once you make ANY change for ANYTHING, it is GONE PERMANENTLY, even if it was a very innocent mistake. Totally messes with the database. Bizarre and unprofessional. Another BIG issue is that when you put a bucket of clients together and you want to work on one client then go to the next on the list, YOU CANNOT. You have to go back to the Contacts page with the full client list, even if the bucket of clients is many pages, and it takes you to the beginning of the list. So then you have to remember which client was next, then you might have to go to another page 3 or 5 or 8. Then you can't just press an arrow or scroll to next person. It is INCREDIBLY FRUSTRATING. Review collected by and hosted on G2.com.

Recommendations to others considering Contactually by Compass:

See remarks above. Choose another CRM. Review collected by and hosted on G2.com.

What problems is Contactually by Compass solving and how is that benefiting you?

It is a huge mistake to get this program. Another problem is that the old address etc. shows up first in the clients contact info, so the new info is at the bottom of the client and doesn't show up as primary. Another problem is that there is no consistent "cell" or mobile template. Another is that the app has only half the functions of the desktop, so using on phone or finding info about the client is almost impossible on a tablet or phone. Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

Dayana P.

Senior Manager, Channel Marketing

Enterprise (> 1000 emp.)

1/17/2019

"One of the best softwares on the market, contactually"

5/5

What do you like best about Contactually by Compass?

I love the clean interface. The support was always very receptive, although somewhat limited in its ability to provide answers. In terms of relationship management, the system does a good job of asking you to communicate with people you have not interacted with for some time. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

For me, the cost is too high for a system that I am not using to its full potential. In the process of trying to find another CRM, I found many alternatives at less than 1/3 of the cost. The inability of the Support to identify and solve problems that I had with the system is also a scam. Review collected by and hosted on G2.com.

Current UserValidated ReviewerIncentivizedSource: G2 invite

Verified User in Real Estate

Small-Business (50 or fewer emp.)

9/16/2019

"Well rounded CRM"

2.5/5

What do you like best about Contactually by Compass?

A good CRM that once set up, runs itself and helps connect you with your clients and sphere. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

Very time intensive to set up. Training difficult for agents. Review collected by and hosted on G2.com.

Validated ReviewerIncentivizedSource: G2 invite

Nathan B.

Broker

Real Estate

Enterprise (> 1000 emp.)

8/20/2018

"Used to be awesome! Now, we've got some hidden fees/surprises"

0/5

What do you like best about Contactually by Compass?

Great database CRM system. Then they started baking in some hidden fees. Waiting for them to correct this oversight, email me anytime to discuss: nathan@nathanbinkley.com Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

They started doing dumb stuff with accounts Review collected by and hosted on G2.com.

Recommendations to others considering Contactually by Compass:

Don't use it. They'll start nickel and diming you for credits. I purchased some credits for a great new program with hand written letters (had previously used Handywritten). Contactually thought it would be a great way to jack my account by allowing the credits to expire. Expire? Yep, you heard right...just like an old Avocado at Whole Foods, these credits can expire. How? I don't know. I guess the people writing the letters have avocados for hands. I asked Contactually to explain the policy and was basically told "that's how it is." Cool, sounds good, I'll do what I can to make sure other consumers pursue better options without expirations:). Review collected by and hosted on G2.com.

What problems is Contactually by Compass solving and how is that benefiting you?

Lots Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

Joel B.

Business & Leadership Consultant, Owner

Small-Business (50 or fewer emp.)

12/26/2018

"Powerful CRM"

4.5/5

What do you like best about Contactually by Compass?

Ease of use is top notch, and the visual component of the dashboard keeps me on track. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

Over time it has been focused more on real estate professionals even though it works for other fields. Review collected by and hosted on G2.com.

Recommendations to others considering Contactually by Compass:

Definitely can improve the way you work with your customers, as well as understand your sales pipeline. Review collected by and hosted on G2.com.

What problems is Contactually by Compass solving and how is that benefiting you?

Customer follow-up is easier, and I'm able to see who I need to renew communication with. Review collected by and hosted on G2.com.

Current UserValidated ReviewerIncentivizedSource: G2 invite

Anna H.

Hacker

Information Technology and Services

Small-Business (50 or fewer emp.)

8/14/2018

"My Review"

2.5/5

What do you like best about Contactually by Compass?

The service they provide is very good and I was able to use this service times without number. I will still use the service again, the quality of the customer representative also provided was top notch. I really like this service. Also very easy to use and get organized. Love the buckets to separate and the tags to put into categories. The templates on here are easy to read and send to clients to keep in touch. I was able to use rootgatehacks^tutanota^com for a very good monitoring service, in case you need to check out someone of interest and know more about their activities. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

There are a few bugs in the system that have been there for at least a year now... The team is working on it but that doesn't change the fact that there are still bugs in the system. The site is slow, especially on the contact page - and it's not an issue with my network connection. The history of what I've done is limited, such as viewing emails and where I've sent them. When I tried to email multiple buckets at once I experienced what I deem as a devastating issue where the email didn't send an attachment to about 150 of my most important referral-contacts. This may affect how they view me as a professional, and potentially negatively impact my business and my income. AND the issue happened while using Chrome, which is the browser I HAVE to use with Contactually. Review collected by and hosted on G2.com.

Validated ReviewerSource: Organic

Clinton W.

Founder

Small-Business (50 or fewer emp.)

10/29/2018

"Amazing open treated"

5/5

What do you like best about Contactually by Compass?

The fact that I can connect multiple mail accounts and the app automatically tracks phone calls and text messages from my cell phone. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

The scale mail works well but has a few limits in terms of sending to larger lists. Review collected by and hosted on G2.com.

Recommendations to others considering Contactually by Compass:

Open rates are off the charts here Review collected by and hosted on G2.com.

What problems is Contactually by Compass solving and how is that benefiting you?

this makes keeping in touch with my contacts and absolute breeze! I love how simple it makes keeping in touch with everyone that matters. Review collected by and hosted on G2.com.

Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

Verified User in Real Estate

Small-Business (50 or fewer emp.)

2/6/2019

"User friendly"

4.5/5

What do you like best about Contactually by Compass?

It’s easy to learn, it being my very first CRM, I was surprised at how easy I learned to navigate through it. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

Having to upgrade to have other features but that maybe with all other programs. Review collected by and hosted on G2.com.

Current UserValidated ReviewerIncentivizedSource: G2 invite

Isabelle B.

Small-Business (50 or fewer emp.)

7/3/2018

"Disappointing. Promising but disappointing."

0/5

What do you like best about Contactually by Compass?

I loved the idea and vision. And I REALLY like parts of the platform. But this last issue was the final straw. I can say they are nice people, when you hear back (emails took a couple of days to reply) but I wasn't looking to make friends. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

When you can live chat with the company (biz hours only) they are very professional and polite. But whenever you want to work outside business hours, and who doesn’t, live chat isn’t available. They should have someone 24/7 available. Their reply is they aren’t that busy... Well, you won’t GET busier if you don’t set yourself up to grow. I experienced processes that weren’t complete, updates that didn’t occur, and frozen platform. I overlooked all of that. What really became too annoying was how their updates occurred or didn’t. I began to feel like their IT person. They make you pay for extras that should be part of the standard platform, in my opinion (ie: templates.) I exported my files, sadly, today as I’ve now lost confidence in the email flow. I just can’t keep limping along. Review collected by and hosted on G2.com.