Contactually by Compass Reviews & Product Details

Contactually by Compass Overview

What is 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 Details
Languages Supported
English
Product Description

Contactually by Compass 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.

How do you position yourself against your competitors?

Contactually helps users and managers uncover opportunities they would typically miss. With Contactually’s exclusive, proactive system, sales and business professionals are provided daily tasks to accomplish in order to better develop their relationships and grow their network. Contactually is not only a CRM tool, but mixes Marketing and Sales Automation into its unique build like none other. Thanks to Contactually, thousands of savvy business professionals have grown their network and dollars year after year, by leveraging the system’s ability to take full advantage of every opportunity.


Seller Details
Seller
Compass
Company Website
Year Founded
2012
HQ Location
New York, Ny
Twitter
@Compass
16,917 Twitter followers
LinkedIn® Page
www.linkedin.com
16,789 employees on LinkedIn®
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Contactually by Compass Reviews

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AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Not missing out on leads by forgetting to follow up. Review collected by and hosted on G2.com.

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Open Discussions in Contactually by Compass
Hacker
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Open Discussions in Contactually by Compass
UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

Not my first choice, but not my last choice either. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping our contacts organized in one place. We get reminders on when to follow up with certain people! Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

I'm a client relations manager for a large real estate company and this helps us stay organized and connected with our clients. Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Used for company CRM for all agents Review collected by and hosted on G2.com.

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Realtor
Real Estate
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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 Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

One problem we definitely solved was we were able to sort through our contacts quite easily with the bucket game. Review collected by and hosted on G2.com.

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Structured Finance
Real Estate
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Contact management isn't so easy. There is a lot of manual work that goes into setting everything up. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Be prepared for a significant upfront investment of time to make this worthwhile. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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