Contactually by Compass Reviews & Product Details

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

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

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 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.

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.

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.

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.

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.

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. Review collected by and hosted on G2.com.

I think for a personal user such as myself, there should be a more basic entry level price point. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It can get overwhelming at first but it's worth it! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It's still using yet another software. I wish there was more integration with ticketing systems and their API. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

At times I am confused by the differences in plans. Review collected by and hosted on G2.com.

They really manage contacts extremely well, very comprehensive approach. Review collected by and hosted on G2.com.

Not as easy to integrate outside programs, this is a big limitation. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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I love that I can go back my entire Gmail history and get in touch with everyone I have ever emailed. Review collected by and hosted on G2.com.

I would like a more advanced pipeline tool. Review collected by and hosted on G2.com.

Siimple. Intuitive. Tells you what you need to do when you need to do it. Review collected by and hosted on G2.com.

Honestly don't know. Have not stumbled on anything yet. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I cannot think of anything I don't like about it. Review collected by and hosted on G2.com.

Email Templates, Buckets, Tags, and Integrations Review collected by and hosted on G2.com.

None really. Adding multiple tags used to be faster. I am going to contact support to find out a faster way to do this. Review collected by and hosted on G2.com.

Super easy to use! I like that it is not overwhelming and is intuitive in its operations. Review collected by and hosted on G2.com.

It can sometimes get a little glitchy. Also, I would like to be able to enter mailers for a block of users. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.