Contactually by Compass Reviews & Product Details

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.

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

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 Review collected by and hosted on G2.com.

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

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.

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.

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. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Price + ability to send mass emails. Reminders to follow up with contacts! Review collected by and hosted on G2.com.

Inconsistent quality. Lots of bugs. At least something new goes wrong every other week. Review collected by and hosted on G2.com.

Having the ability to pre-schedule campaign drips that I can customize. Review collected by and hosted on G2.com.

Format is updated too often and the changes often make the program less user-friendly. Review collected by and hosted on G2.com.

This is the only product I’ve used that is user friendly and keeps me top of mind Review collected by and hosted on G2.com.

Constant reminders and drip campaigns. The ability for me to help my staff stay on top of their own business. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The interface is very user friendly and the tutorials make it easy for first-timers. Review collected by and hosted on G2.com.

Haven't found anything to dislike as of yet! Review collected by and hosted on G2.com.

Not much to be honest and had to end our subscription. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

You can follow up with clients directly through the app and will log it for you Review collected by and hosted on G2.com.

There is nothing that I dislike about the software Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wish the IOS app had more functionality. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It's lacking in some organizational features such as organizing email templates and such. Also, wish it integrated with "Send Out Cards". Review collected by and hosted on G2.com.

It did basic functionality of what we needed. Easy to use. Enterprise level. Review collected by and hosted on G2.com.

It was not necessarily real estate specific so some items needed/wished for were not there. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Sometimes the software can be glitchy, but I know that they are constantly updating and revising it so there is always a new feature. Review collected by and hosted on G2.com.

The automatic email sync from multiple accounts makes it easy to keep new contacts in your database. They have lots of integrations too. Review collected by and hosted on G2.com.

The Pipelines and Programs features could be more robust. Simple branching logic could make their automated marketing programs better. Review collected by and hosted on G2.com.

It’s easy to use, I love that it links your emails and can tell when you last talked to a contact Review collected by and hosted on G2.com.

It wasn’t possible to unlink my personal email Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. :) Review collected by and hosted on G2.com.

This is really a great app. I love everything about it. They've done an amazing job. Review collected by and hosted on G2.com.