--- 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: '2026-08-09' 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. 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. ### 2. 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. ### 3. 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! ### 4. 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. ### 5. 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 ### 6. 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. ### 7. 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. ## 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?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+15%3A12%3A51+-0500&secure%5Bsession_id%5D=3a2b1c31-b26e-495d-a0bd-f6e2875897c2&secure%5Btoken%5D=4c4d6223b51e0ab5c6d6f4667a13b435b9720f60b9c1c4e934710591cc612fb3&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 - Workflow Management - Template Management - Appointment Management - Client Management - Campaign Management - Commission Management - Calendar Management **Agentic AI - Real Estate CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Proactive Assistance - Natural Language Interaction - Decision Making **Additional Functionality** - Reporting/Analytics - Interaction Tracking - Access Controls/Permissions - Real-Time Data - Segmentation - Data Import/Export - Alerts/Notifications - Lead Qualification - Mobile Access - Customer Database - Contact Database - Lead Distribution - Lead Capture - Property Database - AI Copilot - Reminders - For Real Estate - Client/Property Matching - Email Templates - Drag & Drop - Data Synchronization - Lead Nurturing - Generative AI - API - Referral Tracking - Customizable Fields - Email Tracking - Activity Tracking - Omnichannel Outreach ## 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) - [Cloze](https://www.g2.com/products/cloze/reviews) - 3.9/5.0 (39 reviews)