--- title: Contactually by Compass Reviews meta_title: 'Contactually by Compass Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 125 reviews by the users' company size, role or industry to find out how Contactually by Compass works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 125 scale: '5' date_modified: '2026-06-21' parent_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # Contactually by Compass Reviews **Vendor:** Compass **Category:** [Real Estate CRM Software](https://www.g2.com/categories/real-estate-crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 125 ## About Contactually by Compass 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. ## Contactually by Compass Reviews ### 1. I am a realtor who DOES NOT RECOMMEND this. **Rating:** 0.0/5.0 stars **Reviewed by:** Julie K. | Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2021 **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. **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. **Recommendations to others considering Contactually by Compass:** See remarks above. Choose another CRM. **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 consistend "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. ### 2. One of the best softwares on the market, contactually **Rating:** 5.0/5.0 stars **Reviewed by:** Dayana P. | Senior Manager, Channel Marketing, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2019 **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. **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. **What problems is Contactually by Compass solving and how is that benefiting you?** I found Contactually how I updated my business's ATS. This is the perfect complement, it is linked to Google's email, so anything you do on one system is shown on the other. ### 3. Well rounded CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2019 **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. **What do you dislike about Contactually by Compass?** Very time intensive to set up. Training difficult for agents. **What problems is Contactually by Compass solving and how is that benefiting you?** Not missing out on leads by forgetting to follow up. ### 4. Used to be awesome! Now, we've got some hidden fees/surprises **Rating:** 0.0/5.0 stars **Reviewed by:** Nathan B. | Broker, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2018 **What do you like best about Contactually by Compass?** Great database CRM system. Then they stated baking in some hidden fees. Waiting for them to correct this oversight, email me anytime to discuss: nathan@nathanbinkley.com **What do you dislike about Contactually by Compass?** The started doing dumb stuff with accounts **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:). **What problems is Contactually by Compass solving and how is that benefiting you?** Lots ### 5. Powerful CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Joel B. | Business & Leadership Consultant, Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2018 **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. **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. **Recommendations to others considering Contactually by Compass:** Definitely can improve the way you work with your customers, as well as understand your sales pipeline. **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. ### 6. My Review **Rating:** 2.5/5.0 stars **Reviewed by:** Anna H. | Hacker, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2018 **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 categorizes. 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, incase t=you need to check out someone of interest and know more about they activities. **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. **What problems is Contactually by Compass solving and how is that benefiting you?** Its intelligent in finding extra info on my contacts through their email to know more about them, would definitely recommend to anyone doing commercial real estate or any other field as well. ### 7. Amazing open treated **Rating:** 5.0/5.0 stars **Reviewed by:** Clinton W. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2018 **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. **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. **Recommendations to others considering Contactually by Compass:** Open rates are off the charts here **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. ### 8. User friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2019 **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. **What do you dislike about Contactually by Compass?** Having to upgrade to have other features but that maybe with all other programs. **What problems is Contactually by Compass solving and how is that benefiting you?** Follow-ups reminders keep me updated on who I need to get in contact with that day. ### 9. Disappointing. Promising but disappointing. **Rating:** 0.0/5.0 stars **Reviewed by:** Isabelle B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2018 **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 wasnt looking to make friends **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 exoerienced 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 **What problems is Contactually by Compass solving and how is that benefiting you?** None. I left The platform today ### 10. Inconsistent quality but the price is right **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2018 **What do you like best about Contactually by Compass?** Price + ability to send mass emails. Reminders to follow up with contacts! **What do you dislike about Contactually by Compass?** Inconsistent quality. Lots of bugs. At least something new goes wrong every other week. **Recommendations to others considering Contactually by Compass:** Not my first choice, but not my last choice either. **What problems is Contactually by Compass solving and how is that benefiting you?** Keeping our contacts organized in one place. We get reminders on when to follow up with certain people! ### 11. Good product, but needs to be more streamlined **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2019 **What do you like best about Contactually by Compass?** Having the ability to pre-schedule campaign drips that I can customize. **What do you dislike about Contactually by Compass?** Format is updated too often and the changes often make the program less user-friendly. **What problems is Contactually by Compass solving and how is that benefiting you?** I'm a client relations manager for a large real estate company and this helps us stay organized and connected with our clients. ### 12. Best CRM I’ve used **Rating:** 4.0/5.0 stars **Reviewed by:** Jenni R. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2018 **What do you like best about Contactually by Compass?** This is the only product I’ve used that is user friendly and keeps me top of mind **What do you dislike about Contactually by Compass?** Constant reminders and drip campaigns. The ability for me to help my staff stay on top of their own business. **What problems is Contactually by Compass solving and how is that benefiting you?** Not letting cold or warm leads slip trough the cracks ### 13. Long time user, but I've fallen out of love **Rating:** 3.5/5.0 stars **Reviewed by:** Gabriel F. | Real Estate Agent, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2018 **What do you like best about Contactually by Compass?** I like that it keeps all my contacts together. It is helpful at being the main source for my contacts. It does a decent job of syncing them to google. **What do you dislike about Contactually by Compass?** The cost is high. It doesnt work as well as I would like with social media and it focuses way too much on email. So yesterday. A better CRM will use Facebook messenger and other social medias as a way to contact people. It also does not really encourage you to use snail mail. **Recommendations to others considering Contactually by Compass:** for a CRM to be effective. you must dive in. no going half way. all in or nothing. **What problems is Contactually by Compass solving and how is that benefiting you?** As a realtor, my sphere is huge. Being able to stay in contact with them is a must! It makes me a better friend. ### 14. One of the best CRMs out there **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2019 **What do you like best about Contactually by Compass?** The interface is very user friendly and the tutorials make it easy for first-timers. **What do you dislike about Contactually by Compass?** Haven't found anything to dislike as of yet! **What problems is Contactually by Compass solving and how is that benefiting you?** Maintaining client relationships and chasing down new leads. ### 15. SOOOO MANY BUGS!!!!!! **Rating:** 0.0/5.0 stars **Reviewed by:** Ed N. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2018 **What do you like best about Contactually by Compass?** Not much to be honest and had to end our subscription. **What do you dislike about Contactually by Compass?** So many bugs. Ok to start, contacts don't sync to IPHONE. They say it does in the app but when you really ask, it is a one-way PULL. No push, so by definition, not a SYNC. My calendar does not sync with google calendar. It did once, but no calendar updates. Contacts are placed in Buckets, which are like filters, but when a contact moves out of a bucket, there is a history left on the contact that makes the contact show up in multiple buckets. So filtering contact via stages only kind of works. Oh, and sharing of contacts does not seem to work well between team members. We had many problems with this. Also, had issues with email signature scraping. Emails with multiple signatures really confused the program. I think they are using the full contact API, which works great, but not here. Also, contact duplicates were everywhere. and seem to ignore dupliate names and just look at email addresses. Emails from teams really confuse the email signature system. **Recommendations to others considering Contactually by Compass:** Look a program with better support and integration with products. **What problems is Contactually by Compass solving and how is that benefiting you?** Contactually created more than it solved ### 16. It is a great way of communicating with clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2018 **What do you like best about Contactually by Compass?** You can follow up with clients directly through the app and will log it for you **What do you dislike about Contactually by Compass?** There is nothing that I dislike about the software **What problems is Contactually by Compass solving and how is that benefiting you?** You will not forget to call someone or follow up because it reminds you on your main page ### 17. Can't imagine life without it **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2018 **What do you like best about Contactually by Compass?** There is so much about contactually that rocks. First off, it scans your social media and email to automatically add and update contacts. Then you can put contacts in buckets and do all kinds of cool stuff--like send a personalized email to a whole bucket. I also get tons of mileage out of the pipeline and program feature that lets you automate tons of work flow. Finally, being able to schedule emails is great. **What do you dislike about Contactually by Compass?** I wish the IOS app had more functionality. **Recommendations to others considering Contactually by Compass:** Really great CRM product with a wonderful on boarding process **What problems is Contactually by Compass solving and how is that benefiting you?** CRM ### 18. It's rare I like something so much! **Rating:** 5.0/5.0 stars **Reviewed by:** Monica R. | Realtor®, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2017 **What do you like best about Contactually by Compass?** I can't decide between the grading system (gamifys my contacts and grades me based on how good I've been about staying in touch with people) or the ScaleMail feature. Scale mail let's me send a "mass email" but I can add a custom touch to each and ever single one. So let's say I added 50 people I met at a networking event... I can email them all the same email, each personalize with their name, and then add in a custom message at the top. And I can track if they open/click on a link. And I can schedule it to go out whenever I want so they don't know I stayed up until 3am working. It's amazing. **What do you dislike about Contactually by Compass?** It's lacking in some organizational features such as organizing email templates and such. Also, wish it integrated with "Send Out Cards". **Recommendations to others considering Contactually by Compass:** There's a free trial. Test it out and see if it works for you. **What problems is Contactually by Compass solving and how is that benefiting you?** They say the best CRM is the one you use and the thing is, no CRM has ever motivated me to use it consistency besides this one. It's visually impressive and gamifys my daily actions. I also use it to manage my pipelines of clients and the same with current clients. ### 19. OK experience **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2018 **What do you like best about Contactually by Compass?** It did basic functionality of what we needed. Easy to use. Enterprise level. **What do you dislike about Contactually by Compass?** It was not necessarily real estate specific so some items needed/wished for were not there. **What problems is Contactually by Compass solving and how is that benefiting you?** Used for company CRM for all agents ### 20. Contactually saves you time and makes you money! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2018 **What do you like best about Contactually by Compass?** I love how easy it is to manipulate the data in my contacts to filter through and find someone I haven’t been in touch with for a while and reach out! **What do you dislike about Contactually by Compass?** Sometimes the software can be glitchy, but I know that they are constantly updating and revising it so there is always a new feature. **Recommendations to others considering Contactually by Compass:** Start small. Don’t get overwhelmed. Use it for organizing contacts first and then grow into the more robust features. Take advantage of customer support - they are great. **What problems is Contactually by Compass solving and how is that benefiting you?** Organizing my database of clients and intelligently staying top of mind at regular intervals ### 21. Great intelligent CRM - easy setup **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2017 **What do you like best about Contactually by Compass?** The automatic email sync from multiple accounts makes it easy to keep new contacts in your database. They have lots of integrations too. **What do you dislike about Contactually by Compass?** The Pipelines and Programs features could be more robust. Simple branching logic could make their automated marketing programs better. **Recommendations to others considering Contactually by Compass:** Very simple CRM to pickup and implement. **What problems is Contactually by Compass solving and how is that benefiting you?** Relationship marketing and selling from an authentic business relationship. Keeping my network top of mind and not loosing anyone in the cracks. ### 22. Easy to use and good customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2018 **What do you like best about Contactually by Compass?** It’s easy to use, I love that it links your emails and can tell when you last talked to a contact **What do you dislike about Contactually by Compass?** It wasn’t possible to unlink my personal email **What problems is Contactually by Compass solving and how is that benefiting you?** It helped me stay in more frequent contact with leads ### 23. CRM & Email Marketing in One. But not perfect. **Rating:** 3.5/5.0 stars **Reviewed by:** Richard E. | VP Client Development, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2017 **What do you like best about Contactually by Compass?** Please note that I was a Salesforce user before Contactually. SF is really just a database in my view. Unless you integrate a whole bunch of other stuff, it is not useful or easy to use. Contactually, by comparison, is super easy to use and helps automate common daily sales tasks. We trailed AgileCRM, ZoHo, InfusionSoft, Nimble and several others before settling on Contactually. 1) It consolidates all emails and calendar appointments from Outlook into Contactually. This means I can send emails from either Outlook or Contactually and they will show up in contact history. Any appointments from Outlook also show up in contact timeline history. 2) Good mobile app that allows me to dial my contacts then pops up a note-taking window to keep my history current. I can create tasks, send email using templates and more, all from my phone! 3) It allows me to create email templates and then create programs to automate the sending of drip campaigns. It can track, opens, clicks and replies to those emails. 4) The interface is easy to use and very intuitive. I didn't need a bunch of training to get up and running and producing value. 5) It is very reasonably priced for the functionality it provides. **What do you dislike about Contactually by Compass?** It's not perfect but its really pretty good for the price and is giving us value. Will it survive long-term? I think that depends on how their development team and how much they improve the product. Longer term we want better marketing automation, more role based control over access to records and better reporting but price to value is high for us as a startup. 1) The email marketing automation (called programs) are weak. They can kick off a campaign and send multiple emails but there aren't granular controls over actions in the program. For example, if a user clicks a link in an email I should be able to set a series of specific actions as a result (such as creating a specific "call" task or setting a specific "tag" in the contact record). "Programs" in Contactually do not allow for this level of granularity and that is a miss from a marketing automation perspective. But typically you have to pay a lot more and spend a ton of time "learning" and integrating CRM solutions that do give you this. AgileCRM was much better at this but also had some real software glitches that were hampering our everyday work. 2) It has several "close" to really good features that ultimately miss. For example, the pipeline interface/deal tracking section is very easy to use but has virtually no reporting. You can see all sent "emails" (across all contacts) but have no way of searching/filtering those based on particular campaigns or status (opens/clicks/replies for example) **Recommendations to others considering Contactually by Compass:** For us this was about time to market, value and price. It isn't perfect but we get so much value out of seeing all the consolidated history information and the simple email marketing automation that it so far has been worth it. Will it survive long term? I think that depends on the development team at Contactually. They need to make the marketing automation more robust and need to support much greater volumes of daily email in the future. For anything over 300 emails per sales person, you really need to add an external service such as MailChimp or MadMimi. **What problems is Contactually by Compass solving and how is that benefiting you?** It allows us to keep track of all our activity around our customers and prospects. I can finally see a really great history of all emails, meetings, tasks and notes in a very intuitive interface. It is easy to set follow up tasks and stay on top of my critical customers. The ability to see when an email was opened, clicked or replied to is very powerful. The marketing automation programs, while not perfect, allow us to cover a lot more ground very quickly with our prospects as compared to must creating endless follow up tasks. I can send 6 emails spaced out over time for every new prospect and wind in several follow up call reminders into the mix. This is very powerful. ### 24. Great CRM for real estate professionals. **Rating:** 4.0/5.0 stars **Reviewed by:** Michael S. | Broker, ABR, Green, Realtor©, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2017 **What do you like best about Contactually by Compass?** The best feature is that the system, by default, reminds you to talk to people at specified rates. Clients, or possible clients will stop falling through the cracks. My current favorite feature is that is logs calls (with the option to make a note) via the phone app. This is very helpful when trying to make an extra couple calls while grabbing a coffee. **What do you dislike about Contactually by Compass?** So far, nothing. A little bit of a learning curve for getting things set up and running but the customer service teams has been very helpful with quick coaching calls. **What problems is Contactually by Compass solving and how is that benefiting you?** The main problem being solved is making contact with past clients and soft leads at the desired rate. Past clients improve referrals and soft leads become business next year, so both are very important. The program makes it very efficient to keep in touch with everyone and ensure people are not falling by th ewayside. ### 25. CRM on the cheap that works well **Rating:** 4.0/5.0 stars **Reviewed by:** Mary Ann M. | Founder Accounting Finance Executive Recruiter, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2017 **What do you like best about Contactually by Compass?** The entry price and ease of use. I've been looking for a CRM for years, and most are way too expensive for a soloprenuer. This one fit the bill and has worked well for me. You have to make the commitment to set it up with all your email templates first and then the programs. **What do you dislike about Contactually by Compass?** Too many choices in the email templates and it's hard to follow where they end up once you put them into play. This is a CRM for Real estate agents and my business is coaching and recruiting. So, the emails they have are not meant for me but you can edit them and get ideas. Wish there were a few more. **Recommendations to others considering Contactually by Compass:** Be sure you are using the email you want to be associated with the program after your trial. I used a different email and when I went live, lost all of my data until I contacted upper management. The sales person said it would not make a difference. **What problems is Contactually by Compass solving and how is that benefiting you?** Keeping in touch with clients and applicants I've interviewed over the years. ### 26. Contactually is nice, but not quite there yet.. **Rating:** 3.0/5.0 stars **Reviewed by:** Jason V. | Realtor, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** January 12, 2017 **What do you like best about Contactually by Compass?** I really love the user interface with Contactually. It's really easy to look at, it's not clunkity like some of the older crms I'm used to, and I love the bucket game. **What do you dislike about Contactually by Compass?** First and foremost, I hate the price and the payment options. 2nd, The customer service is lacks just that, customer service. And finally, I really wish they made more updates to the platform on a regular basis. **Recommendations to others considering Contactually by Compass:** I would definitely give it a try. Just because it didn't meet our needs, doesn't mean it will not meet the needs of other businesses **What problems is Contactually by Compass solving and how is that benefiting you?** One problem we definitely solved was we were able to sort through our contacts quite easily with the bucket game. ### 27. Outstanding! **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara C. | Senior Brand Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2016 **What do you like best about Contactually by Compass?** I love the bucket game! I won't spoil it for you, you'll have to try it by yourself. Ok, I can't resist! I've tried other apps in the past to stay in touch with my contacts but the worst part (and the most time consuming) was to get started. Classifying all data, defining who is who just takes forever. Contactually gamified it in a way that made it addictive. I was ready to go a lot faster and it didn't feel like I was just doing an endless boring task. I love the ability to send an email to a group (all the people in a specific bucket) and how easy they make it to merge contact information, merge contacts, etc. The interface is great and I use it often. Besides the price is very affordable for what you got. This is a must have app. Oh, and I don't use it just for business. I am now able to know it's been more than 7 days since I spoke to my mom. :) **What do you dislike about Contactually by Compass?** This is really a great app. I love everything about it. They've done an amazing job. **Recommendations to others considering Contactually by Compass:** Try it. You won't regret it. It's saved me so much time and effort. And I love to be on top of my business relationships so none falls through the cracks. **What problems is Contactually by Compass solving and how is that benefiting you?** Mostly staying in touch with leads and clients. I've closed more deals and nurtured my clients more than before. ### 28. Wish it Actually worked as advertised **Rating:** 0.5/5.0 stars **Reviewed by:** Rob C. | Real Estate, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2016 **What do you like best about Contactually by Compass?** Bucket concept. Visually appealing. The ways of staying on top of clients is excellent **What do you dislike about Contactually by Compass?** Does not work as advertised. i use Bomb Bomb for video emails in all of my sales and prospecting and chose Contactually initially to use that interface. it worked over a year ago, however, after MANY requests to fix the integration so I could send video from within the CRM, no fix.......crickets. Will be migrating off soon to a package which will utilize video email capability. not sure why this is such a low profile item due to the expanding market for video mail... **Recommendations to others considering Contactually by Compass:** make sure the functionality you need actually works and works consistently **What problems is Contactually by Compass solving and how is that benefiting you?** i like the ability to use drip email campaigns and have converted many clients due to this feature ### 29. Effective cloud service to mange your strategic network **Rating:** 4.5/5.0 stars **Reviewed by:** Tzvika B. | Product Manager, Internet, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Contactually by Compass?** Contactually is very good at the basics, keeping track of all your contacts and their details, sorting them to buckets. But it really shines in its method for making sure you follow up with the contacts, allowing you to set up strategies and rules, such as contacts from a certain bucket need to be contacted every 30 days, and keeping tabs of the audit log of all the past interactions. **What do you dislike about Contactually by Compass?** I think for a personal user such as myself, there should be a more basic entry level price point. **Recommendations to others considering Contactually by Compass:** Buy contactually to invest in your proactive networking. If you're just passive, then gmail and linkedin are sufficient. But you should be proactive! **What problems is Contactually by Compass solving and how is that benefiting you?** I'm solving my own personal strategic networking - staying connected with the contacts i've accumulated over my career and maintaining those relationships in good standing, so that when I have a project and need to outreach to them, they will be there for me. ### 30. Promising but ultimately not sticky **Rating:** 3.0/5.0 stars **Reviewed by:** Matt T. | Structured Finance, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2017 **What do you like best about Contactually by Compass?** Contactually allows you to put contacts into groups, and then set reminders for those groups based on the frequency you'd like to stay in contact. It also allows you to send out group emails to the buckets if you wish. **What do you dislike about Contactually by Compass?** Contact management isn't so easy. There is a lot of manual work that goes into setting everything up. **Recommendations to others considering Contactually by Compass:** Be prepared for a significant upfront investment of time to make this worthwhile. **What problems is Contactually by Compass solving and how is that benefiting you?** I am trying to find a solution that allows me to stay in touch with people in an organized way. This seems to have the functionality to allow this, but is a little too cumbersome to stay on top of. ### 31. Love the Buckets **Rating:** 5.0/5.0 stars **Reviewed by:** Donna G. | Realtor, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Contactually by Compass?** Abilty to group contacts, custimization of Buckets, Bucket game, daily reminders of who to contact, ability to store notes, screen format & merging of contacts. Makes email blasts a simple task. Too many things to mention. I have used other systems without success and am grateful First Team provides Contactually for all agents and employees. **What do you dislike about Contactually by Compass?** Unimpressive response to an ongoing technical issue that has not been resolved much to my dismay causing me to invest valuable money making time to retrieving my leads as they are NOT merging. This is a time-consuming process and it defeats one of the things I love most about Contactually which is the ability to keep all of my lead, prospect, and client data on one platform and to have the ability to keep all email correspondence in one place. Lack of follow-up and ongoing training. No field rep to assist hands-on. **Recommendations to others considering Contactually by Compass:** I give this product a 10 despite my current technical issues and have been utilising Contactually for several years with no concerns. I am confident the issue will be resolved it is simply a bit more challenging than I anticipated and in all probability is exacerbated by my lack of technical ability, **What problems is Contactually by Compass solving and how is that benefiting you?** Tracks my client contact so I don't have to. One stop storage of all contacts keeps me organised which saves valuable time. ### 32. This is a must if you need help tracking leads/potential leads **Rating:** 4.5/5.0 stars **Reviewed by:** Mara D. | Blog Owner and Book Reviewer, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2017 **What do you like best about Contactually by Compass?** I am a "list" person, I actually enjoy organizing my meetings, contacts, possible leads, etc. and I'm glad a client of mine introduced me to Contactually. I liked how I can easily categorize each contact I have into buckets, set up followups and pipelines. **What do you dislike about Contactually by Compass?** It can get overwhelming at first but it's worth it! **Recommendations to others considering Contactually by Compass:** Do not get overwhelmed with everything. It will all pay off in the end. **What problems is Contactually by Compass solving and how is that benefiting you?** Contactually makes it easier not to lose potential leads and make sure that you keep track of your communication with them. ### 33. Contactually is for me! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2017 **What do you like best about Contactually by Compass?** Love the ease of use, buckets and simple streamlined user interface. Also, love that they offer a mobile iPhone app too. **What do you dislike about Contactually by Compass?** Don't like the fact the constant reminders to reach out to contacts who already have a scheduled task item in the que. **What problems is Contactually by Compass solving and how is that benefiting you?** Enables me to organize my contacts into relevant buckets and reminds me to make frequent contact. ### 34. Go from zero to 60 with Contactually **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Contactually by Compass?** The ability to place people into the custom categories (buckets) that I create with the amount of time I want in between contacting them. Only I know how to run my business and I can customize the CRM in a way best suits me. The Gmail integration is perfect and enhances the product even more. The grading system and reminders will force you to remember to stay in touch with hundreds of people without forgetting why you are contacting them in the first place. Each client has different needs and all information is kept together in an easy to view interface. Many times I would have allowed a client to slip through the crack so to speak if Contactually did not remind me it was time to email, call, write, text or whatever and I can easily see what I did last time to mix it up. Then the mobile app will record all your texting and store it under that clients file within Contactually just like it does with the Gmail integration. The grading system has me always striving to keep an A at all times. Best of all it is very user friendly. **What do you dislike about Contactually by Compass?** I would like Contactually to actually make a copy of each email string and keep it on their server because after 90 days Gmail deletes all. I would also like Contactually to find other social media profiles in addition to Twitter of my clients. Possibly an integration with Spokeo or something like it where it can give me the missing information on any client. **Recommendations to others considering Contactually by Compass:** Absolutely one of the easiest programs to use to increase and manage your clients and contacts triple fold. I was amazed at my new found productivity levels without getting stressed out after its implementation. **What problems is Contactually by Compass solving and how is that benefiting you?** I have been able to triple my volume of relationships by using Contactually from my previous CRM. ### 35. Great relationships management system **Rating:** 4.5/5.0 stars **Reviewed by:** Chris R. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Contactually by Compass?** Contactually reminds me exactly when to follow up with the right people. I love how it tracks my conversations and builds a history of the relationship, then lets me track deals through pipelines or kick off automated sequences. **What do you dislike about Contactually by Compass?** For me, the only downside is the real estate focus. As a non-real estate professional, the integrations are a bit lacking. I'd love to see more integration with Zapier for other triggers and actions. **What problems is Contactually by Compass solving and how is that benefiting you?** I help small businesses organize their chaos and get things done. Contactually helps me to stay in touch with past clients, consistently follow up with prospects, and track everything in my pipeline so that I can forecast upcoming sales. ### 36. I am getting ready to DUMP contactually **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2017 **What do you like best about Contactually by Compass?** I have used this program for 2 years successfully. **What do you dislike about Contactually by Compass?** It no longer will export my contacts in csv or excel formats- the exports are a MESS.. I have been trying to get their attention for TWO WEEKS now and they are UNRESPONSIVE... **Recommendations to others considering Contactually by Compass:** no **What problems is Contactually by Compass solving and how is that benefiting you?** My business is halted cold. ### 37. Highly Innovative and Productive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Performing Arts | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Contactually by Compass?** Following up with contacts and usually required a decent amount of work including outlook, spreadsheets reminders and more. With Contactually I'm able to set up reminders for sales leads in a productive and innovative fashion. **What do you dislike about Contactually by Compass?** It's still using yet another software. I wish there was more integration with ticketing systems and their API. **What problems is Contactually by Compass solving and how is that benefiting you?** productivity on sales leads and making them seamless. ### 38. Too much time invested in Tech support and lack of support **Rating:** 0.0/5.0 stars **Reviewed by:** Gary P. | President, Technology Recruiter. Headhunter, Transportation/Trucking/Railroad, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2016 **What do you like best about Contactually by Compass?** The Concept - buckets great idea - if it only worked **What do you dislike about Contactually by Compass?** Tech support and customer service are terrible. Tech support "tickets" are not answered. issues are not fixed. and the on-line training is not comprehensive - therefor you need support to solve detailed situations. Now on-line tech support is pretty good, but try to solve a detailed problem with on-line tech support - plan to invest several hours of back and forth texting. I'm in my first month of premium membership and so far the cost of my time is not worth the cool concept. **Recommendations to others considering Contactually by Compass:** so far, I can't recommend this product to others **What problems is Contactually by Compass solving and how is that benefiting you?** trying to market to potential customers. ### 39. Great system for anyone whose relationships fuel their business ! **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole B. | President Board of Directors, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** I have used Contactually since soon after it launched. I have found it to be one of the most user friendly systems I've used in over a decade. It is very "plug and play" with a low barrier to hitting the ground running. The buckets are a terrific way of effectively segmenting your database and tags are a great method to further group by project. It has been a wonderful tool both in my business as well as my non profit work as well. The iPhone app is terrific- to keep those connections and relationships on the go- truly appreciate the daily digest as well. **What do you dislike about Contactually by Compass?** At times I am confused by the differences in plans. **Recommendations to others considering Contactually by Compass:** Try it out, you may find quickly that it is easier to use than you thought. **What problems is Contactually by Compass solving and how is that benefiting you?** Increasing the opportunities to generate additional referrals that may otherwise have fallen by the proverbial wayside. ### 40. Contaually Service **Rating:** 4.5/5.0 stars **Reviewed by:** Todd S. | PRESIDENT & CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2017 **What do you like best about Contactually by Compass?** They really manage contacts extremely well, very comprehensive approach. **What do you dislike about Contactually by Compass?** Not as easy to integrate outside programs, this is a big limitation. **Recommendations to others considering Contactually by Compass:** Very easy to setup, and ready to roll as fast as possible. **What problems is Contactually by Compass solving and how is that benefiting you?** Better focus with Clients and response times. ### 41. I am a contactually user **Rating:** 3.5/5.0 stars **Reviewed by:** Diane F. | Charmed Marketing Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Contactually by Compass?** I like how I can separate all of my contacts in to buckets and follow up appropriately **What do you dislike about Contactually by Compass?** I was very disappointed when the facebook integration stopped. I am contacted often via facebook and this program allowed me to keep all of their contact info and conversations in one place. I also think I pay alot compared to other services. **Recommendations to others considering Contactually by Compass:** It helps keep up with your contacts. **What problems is Contactually by Compass solving and how is that benefiting you?** I meet new potential customers daily and its a struggle to keep up with them all. This helps. ### 42. I wanted this to be perfect, but gliches and confusion made it a waste of money **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2016 **What do you like best about Contactually by Compass?** I loved the idea of the bucket system. I tried to make it work for years. **What do you dislike about Contactually by Compass?** The main aspect, the buckets! I wasn't able to easily categorize my clients in mass. Something that simply should have been possible. **Recommendations to others considering Contactually by Compass:** If you have a large data base, I would consider starting from scratch **What problems is Contactually by Compass solving and how is that benefiting you?** I'm trying to organize my various netwroks and then implement a system to stay in touch. ### 43. One of the best CRMs available **Rating:** 5.0/5.0 stars **Reviewed by:** Carsten A. | Owner, Photography, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2015 **What do you like best about Contactually by Compass?** I've tried almost every CRM out there, really. Contactually was the only one that really stood out as a true time saver. It has paid for itself several times over with bringing me work that otherwise would have been lost. The ability to create logical buckets of contacts and keep track of them but user defined timing. Having all of my email conversations, phone call dates and times, texts, and notes all in once place is really handy. I don't have to keep remembering the last time I called or what I said in an email, it's all there. Keeping track of my clients social media comments within their profile is very interesting and one aspect I'll be taking more advantage of soon. Email templates are a huge time saver. Having the ability to email directly within Contactually to clients by bucket is a bonus. In short, there are so many wow features of this program that are either implemented better than most other CRMs, or there are features not available anywhere else that makes it almost a no brainer. Contactually is also highly recommended by Michael Port, the author of one of the best business books available, Book Yourself Solid. **What do you dislike about Contactually by Compass?** The ability to go from the details page of one contact to the next is not possible. One has to go back into the bucket of contacts to go to the next contact. If you're on say page page 20 and you go out of the details page back into the contacts list, you're taken right back to page 1. Hugely time consuming if you want to view details in many contacts. All fields are not searchable, especially if you create a custom field. Custom fields only show up when you're in the edit mode of each contact. Contact list columns are not customizable, nor can you reorder the contacts by any column. Some Contact list client location fields randomly chooses city and do not appear in the edit client details area to be edited. Contact list does not have the ability to show more than 50 clients at once. When selecting all of the clients on one page of the Contact list you have to click on the first one, scroll to the bottom and shift click the last one to select them all. Should have a button at the top to select all at once. **Recommendations to others considering Contactually by Compass:** Once you have imported your contact lists and allow Contactually to scrape contacts from your email you have to take the time to put then into buckets. If you don't invest in the time to organize your contacts into usable and logical buckets of contact types then don't even bother getting this CRM. If you're serious though about organizing your contacts and devoting the time it takes to tweak things the way you want then this the best CRM system available for small business. I can't speak for any companies that require more than one person that needs a CRM as that is not my experience. If you're not sure, get the 30 day free trial and really test this out on a small sampling of your contacts. The automation and time savings are worth it. I purchased after less than 2 weeks with it. Contactually isn't perfect but it is certainly darn close. **What problems is Contactually by Compass solving and how is that benefiting you?** I finally have a way to gather all of my various email contacts and put them into one location. Keeping a record of what was said to each of them is automatic and a huge time saver. Without Contactually I would have had to go through all of my emails and record conversations, quotes, and other important client information manually. Contactually has paid for itself several times over in the first few months of using it. Quotes I've forgotten to follow up on, and past conversations with potential clients have turned into paying work due the way in which it displays reminders and allows you to search. ### 44. Contractually is essential for startups **Rating:** 5.0/5.0 stars **Reviewed by:** Justin C. | Founder & CEO, Online Media, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Contactually by Compass?** I love that I can go back my entire Gmail history and get in touch with everyone I have ever emailed. **What do you dislike about Contactually by Compass?** I would like a more advanced pipeline tool. **Recommendations to others considering Contactually by Compass:** Just do it.... it will maximize your business results. **What problems is Contactually by Compass solving and how is that benefiting you?** Sales development and marketing. ### 45. Contactually is the only CRM I actually enjoy using. **Rating:** 5.0/5.0 stars **Reviewed by:** Gary S. | BOTELLO & SENSER TEAM - REALTORS® Selling Beach Property®, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Contactually by Compass?** Siimple. Intuitive. Tells you what you need to do when you need to do it. **What do you dislike about Contactually by Compass?** Honestly don't know. Have not stumbled on anything yet. **Recommendations to others considering Contactually by Compass:** Just jump in. You'll be glad you did! **What problems is Contactually by Compass solving and how is that benefiting you?** Staying in touch and nurturing our leads. ### 46. I Love Contactually. **Rating:** 5.0/5.0 stars **Reviewed by:** Ron J. | Website Expert, Principal, Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2014 **What do you like best about Contactually by Compass?** The system is lightweight, unlike many of the CRMs I've tested. It helps me stay much more productive and helps automate a lot of things (ie reminding me to touch base with prospects/clients, tracks my pipeline, etc) in my business. There's definitely a positive ROI -- whether you consider the amount of time saved through it or amount of business gained through it's features. It's reminded me to reach out to cold prospects from ages ago that have been actively searching for services we offer, and has helped close a lot of business that way. **What do you dislike about Contactually by Compass?** I cannot think of anything I don't like about it. **Recommendations to others considering Contactually by Compass:** Absolutely try it if you are looking for a CRM that isn't very heavy / bogged down. **What problems is Contactually by Compass solving and how is that benefiting you?** Helping me keep in touch with my clients and prospects on a normal basis, as well as tracking my pipeline/active projects. ### 47. Really works well for the socially minded **Rating:** 5.0/5.0 stars **Reviewed by:** Greg M. | Real Estate Agent, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2015 **What do you like best about Contactually by Compass?** Email Templates, Buckets, Tags, and Integrations **What do you dislike about Contactually by Compass?** None really. Adding multiple tags used to be faster. I am going to contact support to find out a faster way to do this. **Recommendations to others considering Contactually by Compass:** Contactually: -Very competitively priced -The webinar training is awesome -Helps you collaborate with other users in your industry -The sales and service people are very creative and fun to work with -They are constantly thinking outside the box to provide us with really cool features -Gave me FREE templates to us for my business -No one else even came close to making contact classification (buckets) FUN and EASY -Integration with Chrome, Gmail, etc is awesome (ie: Instantly capture internet articles and info on the go and store to a specific bucket of contacts to send later) -You will not be disappointed **What problems is Contactually by Compass solving and how is that benefiting you?** I need to connect with a large # of prospective clients, prioritize them, and then store a lot of detailed information on each prospect. I have been able to use email templates to QUICKLY connect with hundreds of potential clients on a very personal level. I am excited about utilizing the scale mail and integration with mail chimp features. Contactually is enabling me to create a brand presence that outshines the competition.. ### 48. Finally . . . a really user-friendly CRM for Realtors **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie B. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** Super easy to use! I like that it is not overwhelming and is intuitive in its operations. **What do you dislike about Contactually by Compass?** It can sometimes get a little glitchy. Also, I would like to be able to enter mailers for a block of users. **Recommendations to others considering Contactually by Compass:** It takes quite a while to get all of your contacts bucketed after uploading all of your contacts. Set aside time to do this. **What problems is Contactually by Compass solving and how is that benefiting you?** As a Realtor, having a good CRM is vital. I know and have worked with a lot of people, and they form the core of my business. I must be top of mind when any of them consider buying or selling, so regular contact with my database forms the engine of my business. With Contactually, I know who to contact and it tracks how I reach out to them (even if through Social Media or my email). It also reminds me to add people who I have emailed or connected with on Social Media but who are not currently in the system. Contactually is leading edge but does not overwhelm me with complicated functionality. I'm sure I could be using more of its features but love what I currently use. I'm a big fan! ### 49. Easy way to stay in touch with customers, prospects and more **Rating:** 5.0/5.0 stars **Reviewed by:** Matt M. | Co-founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2015 **What do you like best about Contactually by Compass?** The ability to organise contacts into groups then automatically be prompted to get in touch on a regular basis. The ability to template replies and follow-ups save a lot of time and help to systemise processes and communications across the business. The integration with Gmail so all emails are accessible against each contact is super helpful. The automatic synchronisation with lists in MailChimp is a brilliant feature. **What do you dislike about Contactually by Compass?** Inviting other users and sharing contacts and permissions appears to have been added as an after thought. It seems to take quite a lot of time to share each bucket with other users and when you enable sharing you have to update your own permissions too which seems odd if you're the owner of the bucket. The mobile app is slow and not very useful. **Recommendations to others considering Contactually by Compass:** Great for small business owners who need to leverage their time. A caution if you have a lot of LinkedIn connections it can take an extremely long time to bucket them all and might be a waste of time if most of your connections are not of high quality. I chose not to connect LinkedIn for this reason as I have over 1500 connections, most of whom will not be worth bucketing. **What problems is Contactually by Compass solving and how is that benefiting you?** The ability to keep in touch with multiple stakeholder groups is of huge benefit to me. The integration with Gmail also saves a lot of time so I don't have to bcc emails into Contactually. ### 50. Contactually for Consultants A+ **Rating:** 5.0/5.0 stars **Reviewed by:** J. D. | Strategic Planning and Project Management Consultant, Biotechnology, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2015 **What do you like best about Contactually by Compass?** Over the years I've accumulated a huge number of personal and professional contacts. Instead of treating all your contacts like email marketing leads, Contactually encourages you to sort them into categories you create with an innovative and actually kind of fun 'bucket game' then encourages you to maintain contact with important groups. I used to manage email in its own client and communication related tasks as a separate list but no I've switched all communication type tasks to Contactually's built in task manager. **What do you dislike about Contactually by Compass?** I initially didn't understand the differecent between programs and pipelines but the support team helped me figure out my best use cases. **What problems is Contactually by Compass solving and how is that benefiting you?** Sorting my existing contacts and knowing where to add new ones has been immensely helpfull. My consulting pipeline is now completely full and I can tell potential new clients when and how I can help them without having to guess. ## Contactually by Compass Discussions - [What is Contactually, and what does it do?](https://www.g2.com/discussions/659-question1) - 1 comment, 1 upvote - [View Contactually by Compass pricing details and edition comparison](https://www.g2.com/products/contactually-by-compass/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+22%3A22%3A48+-0500&secure%5Bsession_id%5D=bc067f55-db7e-4be2-8d77-84d729307a76&secure%5Btoken%5D=3cf14236ec057736da5d48dffcb6bcc026a2bb99da49f406d240b944ee1eb08b&format=llm_user) ## Contactually by Compass Features **Client Management** - Lead Scoring - Contact Management - Lead Generation **Task Management** - Marketing Automation - Document Management - Third-Party Integration **Platform Features** - Contact & Account Management - Opportunity & Pipeline Management - Task / Activity Management - Listing Management - Email Marketing - Transaction Management - Lead Management - CMA Management - Forecasting & Reporting - Dashboards **Agentic AI - Real Estate CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Proactive Assistance - Natural Language Interaction - Decision Making ## Top Contactually by Compass Alternatives - [BoomTown](https://www.g2.com/products/boomtown/reviews) - 4.7/5.0 (564 reviews) - [Top Producer](https://www.g2.com/products/top-producer/reviews) - 3.1/5.0 (122 reviews) - [IXACT Contact Real Estate CRM](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews) - 4.5/5.0 (260 reviews)