--- 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: '2026-07-12' 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. Best Real Estate CRM That I have used!! **Rating:** 5.0/5.0 stars **Reviewed by:** Drake M. | Real Estate Agent, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** I love how contactually will tell me how long its been since Ive talked to each contact, and I can put clients into buckets. The bucket game is actually a really effective way to 'clean up' your contact list quickly. I currently use the buckets of "past clients" "current clients" "mortgage Lenders" "future clients" Its Great! **What do you dislike about Contactually by Compass?** It could look a notch more "modern" or appealing to the eye. but it does exactly what you need it to do. I wish you could make contacts pictures a bit bigger, its a very small picture space for each client. **Recommendations to others considering Contactually by Compass:** Give it a try! You will love being able to classify your clients into buckets, it really helps my buisness. **What problems is Contactually by Compass solving and how is that benefiting you?** I am realizing how many people were really falling through the cracks before! I am now a lot more organized after just a few short months of using contactually. ### 2. Contactually is perfect! **Rating:** 5.0/5.0 stars **Reviewed by:** Aliyah D. | CEO / Lead Photographer, Photography, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** I love that they make it so user friendly for a business minded person. As someone who left Infusionsoft because there were too many moving parts to keep track of, I absolutely love the flexibility of Contactually and the power it brings. The Scalemail makes it easy for me to customize emails and the buckets allow me to keep track of all my different contacts and is perfect the visual people. **What do you dislike about Contactually by Compass?** I haven't found anything that I dislike about contactually. It's been great so far! **Recommendations to others considering Contactually by Compass:** Just do it! **What problems is Contactually by Compass solving and how is that benefiting you?** Staying in touch with people in a personal way and keeping track of my pipeline. Love it! ### 3. The only tool I use on a daily basis **Rating:** 5.0/5.0 stars **Reviewed by:** Sergi M. | Elevator Pitch Coaching, Government Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2015 **What do you like best about Contactually by Compass?** It helps me automate mesages (emails) so that my followup is consistent. It also allow me to import thousands of contacts at once, tag and find them later on. **What do you dislike about Contactually by Compass?** Difficult to tell...the only thing is the customer service. It take 24 hours or more to get back with a solution. **Recommendations to others considering Contactually by Compass:** You have nothing to lose with the 30 day trial. I have been paying for Contactually for almost 2 years now, and it's the best investment in software/technology so far. **What problems is Contactually by Compass solving and how is that benefiting you?** I can automate and customize the followup process with 1 click. ### 4. Great CRM for the relationship champion **Rating:** 5.0/5.0 stars **Reviewed by:** Miriam C. | Principal, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** The bucket structure which helps to stay on top of all important relationships. Also like the playful elements with the bucket game. **What do you dislike about Contactually by Compass?** Search functionalities are not good enough yet. I would like to be able to search any data field and create reports of the people who introduced me to whom, what events brought the most deals etc. Sometimes, the email integration has a small snafu, but the support team is always available and able to fix that quickly. **Recommendations to others considering Contactually by Compass:** If you're used to traditional CRM system and want to push out cold emails to your huge database, Contactually might miss some features you need. Their system is not geared toward the sales person, who always wants to shove their products down the throat of thousands of contacts. They focus on the relationship sale and provide all functionality you need to build a really strong network. We're a huge fan of their system and their customer support! **What problems is Contactually by Compass solving and how is that benefiting you?** We needed a system which matches our sales approach of a relationship based sale. We are now able to drive 90% of our business through referrals and stay top of mind with our network to get introduced when they have a prospect for us ### 5. I definitely recommend Contactually **Rating:** 5.0/5.0 stars **Reviewed by:** Karin C. | Property Management, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** I have tried Top Producer and some free ones, but this to me is the best, it tracks text messages, phone calls, emails even if I haven't added them as a contact, gives me reminders every morning to follow up, Has pre-loaded templates to help me send messages, they are connected to bomb bomb so i can send out video emails. Every now and then there is a glitch, but as soon as you contact customer service, they respond right away and help with the issue. The best part it is very easy to use. It even captures your new leads and help you follow up with them. There's a link for a 30-day free trial below that will also get you $10 off your first paid month. http://www.contactually.com/i/oyweuacg **What do you dislike about Contactually by Compass?** I really don't have anything negative to say, only if they would be able to help manage duplicate entries. **Recommendations to others considering Contactually by Compass:** There's a link for a 30-day free trial below that will also get you $10 off your first paid month. http://www.contactually.com/i/oyweuacg **What problems is Contactually by Compass solving and how is that benefiting you?** Helps me stay in touch with past clients and helps me stay accountable when I am not using the program. Gives rating so i can get back on track. ### 6. Love the automation and ease of capturing who I am connecting with. **Rating:** 5.0/5.0 stars **Reviewed by:** Lesli N. | Owner, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** That is connects with my Android to capture phone calls and other communications. Before I would forget to record new contacts or log that I talked with a customer. Contactually does all this for me and I don't have to do a thing. Having it connect with my smartphone was the best feature added yet. Now all my calls are logged! It is almost like having a personal assistant following me around recording everything I do. Love it! **What do you dislike about Contactually by Compass?** It is hard for me to use the email feature on the site vs Outlook. I do use the plugin, but doesn't have the same functionality using templates. I would like to use the funnels a little more, but haven't had time to play with that feature too much yet. I need to work on our business processes a little more before I automate them. My problem, not Contactually! **Recommendations to others considering Contactually by Compass:** If you are not regularly connecting with your customers you are losing business. Each time I send a group email, I get several responding requesting work because they have been "thinking about contacting me, but just haven't." Usually the work needing done has nothing to do with my email content. It just puts me forefront in their mind with an easy way to hit reply. **What problems is Contactually by Compass solving and how is that benefiting you?** I use the system for reminders to follow up and mass communications to specified groups. I also really like the email templates and the ability to build new ones quickly. Saves a ton of time with communications. ### 7. This is the CRM that I have been looking for, for years... **Rating:** 4.5/5.0 stars **Reviewed by:** Michael "MD3" D. | Director of Development, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** What I love is that takes all of the contact information from multiple sources such as Social Media sites and combines them to be one person or contact. This seems simple, but I don't know of another CRM program that does that. Once a contact updates their profile in Linkedin.com or Facebook.com, it is updated in my database. **What do you dislike about Contactually by Compass?** I don't like the fact that when I send out a bulk message using their ScaleMail feature, it does not let me know who actually opened or looked at my message for me to know what works in my internet marketing and what does not. If I send an individual message, their system does let me know that information. **Recommendations to others considering Contactually by Compass:** Watch ALL of the How To Videos that are available first before you dive in so that you can setup a game plan and know how you are going to benefit from this CRM over what you have been trying to do. **What problems is Contactually by Compass solving and how is that benefiting you?** I have over 3,300 personal and professional contacts that I have personally made over the decades thus they are not Cold contacts and I want to engage these people for various reasons throughout the year based on what Bucket I put them in. This system is so organized and thus the right contact get the right message and hears from me rather easily. In my business, I want and need to stay on people's radar and this CRM allows me to do that with limited effort. ### 8. I was new to using a CRM. Contactually has been the perfect tool for managing my follow ups. **Rating:** 4.0/5.0 stars **Reviewed by:** Arvell C. | Founder and CEO, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** I like the buckets with their follow up time frame. And like the Gmail plugin that allows me to bucket everyone I am emailing to make sure they are in the right place. **What do you dislike about Contactually by Compass?** When viewing a list of contacts in a bucket... having a way to mouseover and seeing notes would be good Or maybe the issue is my knowledge -- having a quicker way to monitor next steps with a prospect. Or, if contacts were default assigned to certain email addresses. By default it emails from the last one used... so I've mistakenly emailed people from the wrong email address. Likewise, I'll likely want to remove hundreds of contacts that are associated with one particular business or email address. **Recommendations to others considering Contactually by Compass:** It's great to me as a starter CRM. It focuses on nurturing relationships, as compared to a myriad of other features and options. Thus it makes the main thing the main thing. **What problems is Contactually by Compass solving and how is that benefiting you?** My job is channel sales or marketing or recruitment. But I also use CT for personal business as well. ### 9. I love Contactually -- it's the best CRM on the market for me. **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen C. | Corporate Counsel, Oil & Energy, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** Bucketing. With almost 10,000 contact files on Linkedin, Facebook, Google, iPhone, Outlook, and business cards, I was looking for years for a good CRM solution that would allow me to synchronize, de-dupe, and ORGANIZE my contacts. I loved the bucket game (I really, really want it to be back on the App again) because it allowed me to organize all my contacts in seconds, minutes, days -- and it was fun and convenient too. **What do you dislike about Contactually by Compass?** I wish the Bucket Game were on the App. It's so convenient to play in 60-second intervals, which makes it especially good to do on a smartphone. I would play the Bucket Game once or twice a day if it were on the App. I wish the de-dupe program were a little smarter because I still have a lot of duplicates that need to be merged, but aren't flagged. When I'm on the contacts page, if I check multiple "buckets," the system assumes I want to see any contacts that are bucketed in one or more of the checked buckets. I wish checking the buckets was more like an "AND" operator instead of an "OR." **Recommendations to others considering Contactually by Compass:** Give it 30 days and use it substantially -- bucket, bucket, bucket, and get organized. If you don't like it, you can export all your contacts, and those buckets/tags will be saved in the spreadsheet, making it less of a waste. **What problems is Contactually by Compass solving and how is that benefiting you?** It is far easier for me to reach out to large numbers of contacts in meaningful, individualized ways -- whether it's checking in with them, inviting them to events, asking them to participate in giving campaigns, or anything else. My contacts are so much better organized, so I can find people more easily when I need to. ### 10. Contactually keeps me front of mind with my key contacts - every day! **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | CEO.Founder & Business Coach. Building Teams That Deliver Results, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2014 **What do you like best about Contactually by Compass?** I have been using Contactually for about a year and it is a key part of my marketing. It enables me to keep in touch with the people I need to stay in contact with on a consistent basis. I love the way you can "bucket" your contacts and then set an appropriate frequency to stay in touch with them. I also love that I can keep content I come across in the system and then share it strategically. Contactually ROI for my business is simply beyond belief! **What do you dislike about Contactually by Compass?** Nothing. Very happy with the product - and its simplicity is perfectly fine for me. **Recommendations to others considering Contactually by Compass:** Just go for it!! **What problems is Contactually by Compass solving and how is that benefiting you?** I have got new business as a result of using Contactually ### 11. Wonderful time saver and very intuitive! **Rating:** 4.5/5.0 stars **Reviewed by:** Jason C. L. | Director, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2015 **What do you like best about Contactually by Compass?** I love the automated/templated way do to introductions. I do tons of email introductions and this has been a huge time saver! **What do you dislike about Contactually by Compass?** I wish the introductions feature was available on the iPhone app! The ability to do introductions from my phone as I leave a meeting would be amazing. **What problems is Contactually by Compass solving and how is that benefiting you?** I have not completely leveraged the whole power of this tool, but the ability to bucket & tag contacts for future use is very helpful in segmenting my business. ### 12. time to get organised **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** Easy to use simple tried 3 others before I found Contactually it's the best to keep up with your customers and prospects nothing falls through the cracks and you don't have to have a Pilots licence to use it, customer service is great friendly and professional if you need a simple CRM that has all the bells and whistles Contacually is for you **What do you dislike about Contactually by Compass?** works great on iPad not so good on IPhone **Recommendations to others considering Contactually by Compass:** If you want something simple easy to set up and use this is the one Contactually is consistently up grading and adding new features a must if your pushing yourself **What problems is Contactually by Compass solving and how is that benefiting you?** staying in touch with my customers and prospects it is great for never missing out ### 13. So Simple! **Rating:** 5.0/5.0 stars **Reviewed by:** Sidney B. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2016 **What do you like best about Contactually by Compass?** This is a very simple system that is exciting because of the feature that automatically records communications via email and now Mail Chimp (I just switched to Mail Chimp from Constant Contact) I perhaps, do not use all features but it works great for me. **What do you dislike about Contactually by Compass?** Unable to rearrange Buckets into a more workable order **Recommendations to others considering Contactually by Compass:** Give it a try **What problems is Contactually by Compass solving and how is that benefiting you?** It made keeping in touch with our clients so much easier with the bucket system. ### 14. Excellent Robust CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Briddick W. | Real Estate Broker, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** Having contactually has been instrumental in my success as a real estate agent. Creating buckets allows me to organize my database and systematically follow up with them based on the parameters I create. The other thing I love most about contactually is that is integrates well with other 3rd party programs such as Mailchimp, Bombbomb and zillow. I live and breathe in this CRM. **What do you dislike about Contactually by Compass?** There is still room for improvement. I wish it was able to send text messages. Some tasks could be more automated **Recommendations to others considering Contactually by Compass:** Try it for at least 2 months before deciding if it's right for you **What problems is Contactually by Compass solving and how is that benefiting you?** Keeping track of everyone I've spoken to and following up with them ### 15. Best way to stay organized, top of mind with clients and on top of leads! **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon D. | REALTOR, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2015 **What do you like best about Contactually by Compass?** When you first use contractually you'll be able to import all of your contacts from multiple sources, from there you create what are called buckets and can sort your contacts. It is very nice to be able to pull in information from all of your databases and have it one place. **What do you dislike about Contactually by Compass?** My only regret is that I didn't start using it earlier, sorting contacts can be daunting but in the long run it will pay dividends. **Recommendations to others considering Contactually by Compass:** Check out the webinars that are offered, they will provide valuable insight to how you can best use contactually **What problems is Contactually by Compass solving and how is that benefiting you?** We wanted a way to keep all of our clients, leads, and other contacts sorted. With contractually we're able to stay top of mind with our sphere of influence which is 70+% of our business and stay on top of the leads in our funnel. As a team we have complete transparency with the process of following up and moving deals through the pipeline. Every member is up to date on all files in real time and we're all able to work together towards a common goal without having to ask each other where we're at. It is just there, and we can see it. By following up with contacts on a daily basis, we've seen a significant increase in referral business that we may not have gotten had we not followed up. It has also helped us substantially with time management and organization ### 16. Looks great, but bugs cripple it **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2015 **What do you like best about Contactually by Compass?** The UI is beautiful and very forward thinking. I was very impressed by how they organize Buckets, Programs, etc. The method of moving deals and companies around was very intuitive and flexible for how we organized our organization. **What do you dislike about Contactually by Compass?** CONTACTS DO NOT WORK. Period. 1. When you look up a contact, it will show that they are missing. You go to create them, then it says the contact already exists so all the information you just typed in was for nothing. 2. When you go to sort Contacts by Buckets, it shows that you have 0 contacts for that Bucket. When you go through the Bucket interface, it shows you have 100s. 3. The Contact notes section does not support any formatting, so you can't do bullets, indentions. If you copy from another document, it does not transfer formatting so your notes become a huge blob of text. 4. When trying to send mass email through the Scale Mail, the interface routinely locks up and won't let you send more than 50, even though the limit is 300 per day. It took me a week to send a mass email that should have only taken 2 days. Buttons also often disappear and make you refresh the page to come back. **Recommendations to others considering Contactually by Compass:** If you see bugs during your trial phase, they will be compounded during the real phase. **What problems is Contactually by Compass solving and how is that benefiting you?** The platform was supposed to help with running our marketing team but the bugs, especially since they were with Contacts, made the platform worthless. ### 17. Totally on top of things! **Rating:** 5.0/5.0 stars **Reviewed by:** Dave K. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2015 **What do you like best about Contactually by Compass?** What I love about Contactually is that it allowed me to focus on my database - which is quite extensive - as a key resource for developing my business. Having over 6500 contacts may seem like an asset, but until I effectively incorporated Contactually, it was a huge "black hole" of names, **What do you dislike about Contactually by Compass?** Nothing that I dislike! It works beautifully for me! I have only been a realtor for about a year, but I tried several other systems. this one was the best by far! **Recommendations to others considering Contactually by Compass:** You've got nothing to lose but lost leads, frustration and whell-spinning! The ease of use is key. There is virtually NO learning curve! They "hold your hand" throughout the process and make sure that you are ontrack. It's truly a "custom" system. PLUS - it's completely mobile, which is another feature that I find to be indispensible. On your smartphome, your tablet, your laptop AND the office - you are only a couple of clicks away from your clients. **What problems is Contactually by Compass solving and how is that benefiting you?** Staying in touch in a timely and efficient manner. Our business is all about contact - virtual and personal. Contactually allows me to be very specific with each and every contact without the process appearing to be "canned." My productivity is dramatically improved! When we begin in this business, we are often "spinning our wheels' - going about our business in a very haphazard fashion.Contactually allows me to prioritize my business in a smooth, consistant manner that I find ideal. ### 18. Contactually is the awesomest!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** The time savings I get each month is amazing. I feel that I get over 160 hours of time back each month. **What do you dislike about Contactually by Compass?** Nothing. The only thing that I can say is that not connecting to LinkedIn anymore is a bit of a pain, but that was something LinkedIn did, not Contactually. **Recommendations to others considering Contactually by Compass:** I gain over 160 hours of productivity each month from using Contactually. You can too. **What problems is Contactually by Compass solving and how is that benefiting you?** The biggest thing that Contactually does for me is build stronger relationships with my contacts. In addition, with email templates and the program functionality allow me to create a killer follow up process with connections. ### 19. Wonderful sales and relationship-focused small business CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Mario R. K. | President, Computer Games, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2015 **What do you like best about Contactually by Compass?** Love the templated emails and the novel idea of bucketing contacts primarily by frequency of desire to stay in contact. Full integration with all contact means - email (various accounts), calendar meetings and calls, social media - all means that you truly are collecting all your interactions with a customer, prospect, client, partner, editor, advisor in one place and not only get reminded that you haven't reached out in a while (or are starting to lose contact), but can quickly catch up on all your prior interactions. **What do you dislike about Contactually by Compass?** Some bugs in performance that can take a while to get resolved or responses to customer support inquiries. I know they are working on this, as they previous focus was rolling out features quickly, and now they are catching up with the support portion. **Recommendations to others considering Contactually by Compass:** Try it out. If you're not using any single CRM system now, especially. It is quite powerful and integrates nicely with Zapier, Mailchimp and others. **What problems is Contactually by Compass solving and how is that benefiting you?** Contactually allows me to track my various conversations across numerous clients, focuses and types of contacts, and lets me quickly catch back up and see where we left off. It gives me my one bucket to go to, to see that. I also like the pipeline and email template capabilities, where I can set up mini-campaigns and somewhat automate my outreach on an ongoing and event-driven basis. ### 20. I appreciate this product! **Rating:** 4.0/5.0 stars **Reviewed by:** Cathie J. | Associate Agent, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2015 **What do you like best about Contactually by Compass?** What I like best about Contactually is the built-in system for organizing my clients and contacts!! **What do you dislike about Contactually by Compass?** It seems like some of the processes to set up a program could be simplified. **Recommendations to others considering Contactually by Compass:** I'd like to see programs easier to set up rather than having so many steps. I know as I use it more then I'll be able to offer more constructive suggestions if I have any! **What problems is Contactually by Compass solving and how is that benefiting you?** Real Estate ### 21. Software That Makes Building Better -- and Profitable -- Relationships Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel G T. | Self-Help Copywriter, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2015 **What do you like best about Contactually by Compass?** Somewhere I recently read that no matter what changes come from advances in technology, one thing will never be upgraded: people. People will always have the same desires, fears, drives and passions that they do now. Contactually puts other people back in the centre. In the past, I've been task-oriented, but impatient with people. The Dashboard in Contactually turns building relationships into a set of tasks -- something I can tackle with glee! **What do you dislike about Contactually by Compass?** I don't like the way Contactually turns the signature in a message into gibberish when you send it through LinkedIn. Also, I'm sure some messages I send through Contactually end up in people's spam folders. **Recommendations to others considering Contactually by Compass:** If you're in any type of business that's built on relationships, you'll find that Contactually gives you an easier way to strengthen -- and profit from -- those relationships. **What problems is Contactually by Compass solving and how is that benefiting you?** For 21 years I've worked as a professional writer and I've built up a huge database of contacts. Now I have an easy way to stay in touch with those people. When they ask what I'm up to, it gives me an opportunity to explain that I'm a B2B web copywriter -- some want to talk to me about work on the spot. With others, staying in touch keeps me fresh in their mind so that when they're looking for someone with my skills, they refer that person to me. ### 22. love contactually **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** really love contactually. it's been instrumental for outreach and engagement. enjoy the buckets feature, scalemail, and it's generally easy to tag and segment my lists. **What do you dislike about Contactually by Compass?** i am excited to see how the platform grows / evolves, as there are still a few idiosyncrasies that need to be worked out (like selecting more than 50 scalemail emails...it should be allowed and then just schedule out the email over the next X amount of days to fulfill the email, in my opinion). And the insights feature is lacking - it's a bit confusing to see how well i'm doing as the only person using the platform (perhaps it was built for teams). otherwise, great product. **What problems is Contactually by Compass solving and how is that benefiting you?** outreach is key - it's helped me connect with hundreds of media outlets very easily. ### 23. Best CRM Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew A. | Co-Founder I CEO I Fast, Accurate, Compliant Background Checks, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2015 **What do you like best about Contactually by Compass?** Extremely intuitive. Love the drip email marketing functionality in "Programs." Buckets make it easy to track relationships. The dashboard keeps me on top of all my contacts. Very user-friendly. **What do you dislike about Contactually by Compass?** There is nothing to dislike. It's a great tool. **What problems is Contactually by Compass solving and how is that benefiting you?** I use Contactually as my primary CRM tool in a marketing/sales role. ### 24. I rely on Contactually to build my real estate business database and keep in touch with my clients. **Rating:** 5.0/5.0 stars **Reviewed by:** David D. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** I like the way Contactually creates new links to a contact based upon the information it has--from a phone number and email address, you can get Facebook and LinkedIn information, for example. **What do you dislike about Contactually by Compass?** Implement elements that you create, such as buckets and email templates, are listed in the order they were created. Would much rather have this order be controllable, or at the least alphabetical. **Recommendations to others considering Contactually by Compass:** Implement the free trial and start small--don't let the process of bucketing a large database bog you down. **What problems is Contactually by Compass solving and how is that benefiting you?** Contactually enables me to keep in touch with my real estate prospects and clients in an organized and trackable way. It makes sending out a weekly e-newsletter very simple, and helps me not let prospects fall through the cracks. ### 25. One of The Best **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew T. | Chief Brand Storyteller, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** I've tried a lot of software like this, and Contactually stands out ahead of the crowd. It focusses on relationships, which is all there is to say, really! **What do you dislike about Contactually by Compass?** Not much, but if I had to choose it would be based around the insights. It would be good to have a better idea of how many emails I've sent, who opened, percentages, etc. This would help in my overall monthly breakdown **What problems is Contactually by Compass solving and how is that benefiting you?** I'm an author who has a lot of people to keep up with. This tool helps a great deal ### 26. A great system that has kept me from letting leads fall through the cracks! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** I love that it updates information about my contacts automatically when my contacts update their profiles. I also really like the reminder system - one of the things I've struggled with in the past is realizing how long it has been since I've contacted a past client or potential lead. This highlights it front and center. I also love that I can assign different contact time periods to buckets. **What do you dislike about Contactually by Compass?** I don't like that you can't mass email people AND track opens of those mass emailings. To track opens and link clicks, you have to do it one by one. I also don't like that the ability to add custom fields is a little limited compared to other CRMs and you can only really search tags, not the custom fields. **Recommendations to others considering Contactually by Compass:** If you're looking for something to make sure that you're staying in touch regularly, then you should definitely consider Contactually. But if you need something with customizable and searchable fields, other products might work better for you. **What problems is Contactually by Compass solving and how is that benefiting you?** It helps me to stay in touch with potential leads more regularly. In the past, I would let 3 or 4 MONTHS pass and not be in touch with some contacts. Now, it's rare that I'm out of touch for more than 1 month. It ensures that I am doing something everyday to generate leads and maintain relationships. ### 27. Contactually is a terrific relationship manager **Rating:** 5.0/5.0 stars **Reviewed by:** Rob M. | Director of Strategic Planning, Business Development and Initiatives, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** Contactually's ease of use, automatic importing of emails and contacts, as well as social media integration give it powers that few relationship management tools have. Tracking your contacts and conversations inside of the tool makes it easy to stay on top of your contacts and appointments. One-touch mass emails that are personalized to the recipient-which increases open and response rate. **What do you dislike about Contactually by Compass?** There are minor issues with browser refreshes sometimes not catching changes and additions. Sometimes a second refresh is needed. Every so often it will lose connection with the social media integration and a re-connection needs to be made. **Recommendations to others considering Contactually by Compass:** Try out the 30-day trial at www.mycontactually.com and see if it is a good solution for you and your business. Integrate the use into your workflow every day. **What problems is Contactually by Compass solving and how is that benefiting you?** Client and customer contact, relationship-building while keeping in touch effectively. Check it out at www.MyContactually.com ### 28. Integration with Outlook 2013, Exchange, does not work well. Outlook freezes daily. **Rating:** 1.5/5.0 stars **Reviewed by:** Tobin S. | Realtor, MRP®, MilRES®, SRES®, e-Pro®, ASP®, GREEN™, REAC and MPA, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2015 **What do you like best about Contactually by Compass?** The Buckets. Although the new version wants to take away the visual look of who is in each Bucket. Contactually is taking away the reason I use Contactually. **What do you dislike about Contactually by Compass?** I am 60 years old and this is the first time I have ever written a negative review on anything online. Integration with Outlook Exchange 2013 does not work well. For the last few days I have been receiving an error code "error returned to server, 505". This error goes away when I remove Contactually interface with Outlook. Also, Contactually interface with Outlook really slows Outlook down. I have have submitted numerous trouble tickets with Contactually about the Outlook interface problems. No resolution. **Recommendations to others considering Contactually by Compass:** Look at the competition. **What problems is Contactually by Compass solving and how is that benefiting you?** I am a Realtor and have a lot of contacts. Contactually helps me organize my contacts. ### 29. Big fan of Contactually **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2015 **What do you like best about Contactually by Compass?** It's a great way to know who you need to be in touch with, organize your contacts, be useful to your contacts and make the most out of them too! **What do you dislike about Contactually by Compass?** I would like to be able to somehow share some of my buckets with other members of my team so they can see my contacts but not read my emails or have access to my emails. Maybe it is possible but I haven't worked it out yet! **What problems is Contactually by Compass solving and how is that benefiting you?** There are too many bonuses to write here! If you have a business that relies on relationships then Contactually is key. ### 30. The easiest way to stay in touch and turn your database into dollars! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy W. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** The simplicity of the program allows myself and my team to easily categorize contacts. The dashboard is easy to glance at and it gives daily homework to complete. I am always trying to get my dashboard cleared, but it's impossible. Contactually is always pushing me to stay in touch more often with my clients. It's a GREAT problem to have. I used to use excel and now I am working smarter with this smart database called Contactually...it's actually good! **What do you dislike about Contactually by Compass?** If I had to pick something that i dislike, there are a few bugs that are being worked on that I come across from time to time. Customer service is great at fixing them. **Recommendations to others considering Contactually by Compass:** Keep using it as much as possible, your wallet will thank you. **What problems is Contactually by Compass solving and how is that benefiting you?** staying organized and keeping me on task ### 31. Contactually is money **Rating:** 5.0/5.0 stars **Reviewed by:** Vicki M. | Realtor, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2015 **What do you like best about Contactually by Compass?** I like the features! All of them. Integration with Gmail is the best feature. Buckets keep me organized. There's a grading system that let's me know how I'm doing on follow up - I'm competitive so I like seeing the A+. I like the social connectivity; it saves me time. I'm quickly able to see whether or not I'm connected and, if not, connect right there and then. **What do you dislike about Contactually by Compass?** I can't think of anything. There are features I'd like to see but nothing that I specifically dislike. **Recommendations to others considering Contactually by Compass:** Be patient with getting organized. It's a robust program. **What problems is Contactually by Compass solving and how is that benefiting you?** Keeps all my contacts and communication with them in one place. Reminds me when to reach out again - keeping relationships fresh. The gmail and mail chimp connections save me from having to look for past conversations or see if they're on the newsletter list. ### 32. Simple to use for simple contact management. Would not use as my only CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Christine H. | President, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** Aesthetically pleasing, easy to use. Not too expensive **What do you dislike about Contactually by Compass?** I wish I could access both of my accounts together. **Recommendations to others considering Contactually by Compass:** It is an easy system to start with to dump a bunch of contacts. The systems to create process, not so much. **What problems is Contactually by Compass solving and how is that benefiting you?** Better contact with subsets of contacts ### 33. Worst customer service **Rating:** 0.0/5.0 stars **Reviewed by:** Alicja W. | Real Estate Salesperson & Marketing at ONY Team at The Corcoran Group, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2015 **What do you like best about Contactually by Compass?** This is a great CRM but they also have a lot of technical problems. AW **What do you dislike about Contactually by Compass?** This is a great CRM but they also have a lot of technical problems. And when there is a problem in your database and try to contact someone at support, you get some folks with "foreign" names email you back repeating your questions and not taking care of the problem.. I work at the largest brokerage firm in Manhattan, and my colleagues had similar issues with them. When there is a problem, by the time find someone with brain to help you and fix the problem, you lost the business and can't use the database. AW **What problems is Contactually by Compass solving and how is that benefiting you?** Problems overshadow benefits. ### 34. The hustler's secret weapon **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** Contactually lets me scale my personal communications like crazy. I'm an entrepreneur with two companies so I wear a lot of hats: business development lead, customer service rep, outbound marketer, talent recruiter, etc. Contactually is the only tool I've found that lets me move at lightning pace at all those things. **What do you dislike about Contactually by Compass?** Team function is really limited. I've been campaigning for them to let us share email templates and programs (automated sequences of actions/emails) across users within the same organization. Still hasn't happened. **Recommendations to others considering Contactually by Compass:** Give it a try for a little while. The learning curve isn't too steep. **What problems is Contactually by Compass solving and how is that benefiting you?** We've reeled in new leads with the tool both in sales and talent. ### 35. Highly recommend Contactually **Rating:** 5.0/5.0 stars **Reviewed by:** Aileen O. | President, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2015 **What do you like best about Contactually by Compass?** Very easy to use. Gives you exactly what you need to sort your contacts and keep in touch. **What do you dislike about Contactually by Compass?** Third party programs are locking them out for some reason. **What problems is Contactually by Compass solving and how is that benefiting you?** Solving keeping in touch with a large client base. ### 36. Great solution, but could be better.. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2015 **What do you like best about Contactually by Compass?** The personalization of lists/buckets and reminder periods as well as the daily email list of contacts. **What do you dislike about Contactually by Compass?** Loss of LinkedIn connection is a huge drawback of the data integration without manual input of information. The contact screen formatting can be challenging as well. Mobile app on the phone is not great. **Recommendations to others considering Contactually by Compass:** Check integrated solutions, they are slow to add additional automated user options. **What problems is Contactually by Compass solving and how is that benefiting you?** Managing relationships so I do not loose business opportunities I am currently working and following up consistently and timely. I have been able to get rid of all of my sticky notes from my desk. ### 37. Great team, great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2015 **What do you like best about Contactually by Compass?** That it does what it says it will do, help you follow up more efficiently. All you have to do is log in and use it. **What do you dislike about Contactually by Compass?** Having any project management extras. I rather it stay simple and clean. **Recommendations to others considering Contactually by Compass:** It's a must use for follow up, not CRM but making sure you take the action to stay on top of relationships. **What problems is Contactually by Compass solving and how is that benefiting you?** Follow up, assessing network. ### 38. Indispensable Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2015 **What do you like best about Contactually by Compass?** I quickly found contactually an indispensable tool for managing how I keep in touch with my contacts. I hope my competition doesn't discover it! **What do you dislike about Contactually by Compass?** I would like more time understanding the programs and pipelines. It isn't as intuitive as I would like. **What problems is Contactually by Compass solving and how is that benefiting you?** Keeping in touch is vital to success in business. Contactually does it very well. ### 39. Love it! Has Helped me grow my business! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** The ability to know when I need to make contact with someone. Top of mind is crucial in the business marketplace and it has helped me stay on top of my contacts. **What do you dislike about Contactually by Compass?** No longer having the LinkedIn option as we did before. I liked having the picture inserted. **Recommendations to others considering Contactually by Compass:** Populated the cell/phone fields. I have several labels and it would come handy to have these populated. **What problems is Contactually by Compass solving and how is that benefiting you?** I offer marketing services to business owners who don't have time to plan their marketing. I help them stay on top of their marketing. ### 40. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Philip R. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** The integration with email is seamless. The program monitors all social interaction, and once in the correct categories, reminds you of when to contact people. **What do you dislike about Contactually by Compass?** None other than it does not track your calls on the Apple iOS, but that is not Contactually's problem, it is an Apple issue. **What problems is Contactually by Compass solving and how is that benefiting you?** This program helps me and my real estate business stay in front of my clients and potential clients minds. ### 41. Way better CRMs Out there.. Don't bother wasting your money.. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2015 **What do you like best about Contactually by Compass?** The buckets... but they immediately changed the format after I signed up.. **What do you dislike about Contactually by Compass?** Very little to know programs.. The trial version is the highest options available. The failed to tell you that you have to pay more for their highest version of program.. Not worth it.. **Recommendations to others considering Contactually by Compass:** The need to stick to and sell to what they originally offered. I felt taken. **What problems is Contactually by Compass solving and how is that benefiting you?** You can import contact from you phone.. Customer service send you links that supposes to help you but there are generally link you can get by searching google. You simply cant... If you have Macbook Pro, you pretty much can do anything with importing contact from it either. ### 42. Nothing short of outstanding. Exceeded all my expectations and my expectations were high. **Rating:** 5.0/5.0 stars **Reviewed by:** Les D. | Creator of the Vital Few Methodology, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2015 **What do you like best about Contactually by Compass?** I love the way relationships are segmented with buckets and that each bucket can have it's own program and agenda **What do you dislike about Contactually by Compass?** Some of the navigation items, especially email templates and share content could be much easier to access **Recommendations to others considering Contactually by Compass:** Jump in headfirst and realize that you can't break it. If something looks like you can click it then by all means click it. That is the best way to get comfortable quickly **What problems is Contactually by Compass solving and how is that benefiting you?** The most obvious is the ease with which consistent action can be taken. Consistency is the name of the relationship development game ### 43. Fits like a glove **Rating:** 4.5/5.0 stars **Reviewed by:** Rolf S. | Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2014 **What do you like best about Contactually by Compass?** Contactually has a great combination of functions that help me with our business. It is based around our contacts, reminds me, if someone starts to fall through the cracks and has some lightweight CRM-features. I really like the seamless integration of email accounts, calendars and the syncing with linkedin, facebook and twitter. The email templates and programmes make it super easy to follow-up with people. Also really nice are the tons of integrations of other services. We use the connection to Mailchimp a lot. **What do you dislike about Contactually by Compass?** I think they are still developing the service at a great pace. This leads to some bugs and imperfections that can be annoying. The team functions are slowly evolving. I am eagerly waiting for - team templates - team programs **Recommendations to others considering Contactually by Compass:** I strongly recommend contactually:-) Why? Contactually has become our central hub for contact management and sales. We have invested a lot of work in tagging all our contacts and fitting the product to our needs. I therefore hope that a lot of people use Contactually so that they have the funds to further evolve the tool:-) **What problems is Contactually by Compass solving and how is that benefiting you?** The contact frequency with our main contacts has significantly improved. Transparency within the team got a lot better, since I can see, who had the last interactions with a contact and what it was about. Scale Mail and personalized templates have increased the number of contact opportunities. ### 44. Best CRM for small business. **Rating:** 4.0/5.0 stars **Reviewed by:** Dan D. | Medical Director, Harrison Urgent Care Clinics, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** The bucket system combined with the dashboard is intuitive and helps me get stuff done, **What do you dislike about Contactually by Compass?** we no longer have the link to LinkedIn and Facebook. **Recommendations to others considering Contactually by Compass:** You'll know what you need to do to move your business forward on a daily basis. **What problems is Contactually by Compass solving and how is that benefiting you?** increasing bookings ### 45. Best Keep in Touch System ever **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel J. | Creator & Host, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** The very best thing about Contactually is that is acts as my follow up brain. I don't have to waste resources to remember anything to keep in touch, it does all that for me. **What do you dislike about Contactually by Compass?** By now, there is nothing that I actually dislike about Contactually. **What problems is Contactually by Compass solving and how is that benefiting you?** I help entrepreneurs and impact investors connect. My business is all about relationships and that's what Contactually is about as well. ### 46. Fantastic Program! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Contactually by Compass?** So easy to use. Love the daily reminders to make sure I am always staying in contact with my database. **What do you dislike about Contactually by Compass?** The app got rid of the bucket feature. BRING THIS BACK! **What problems is Contactually by Compass solving and how is that benefiting you?** Staying on contact with my database has increased my referral base and increased my business. ### 47. Mixed feelings but great potential **Rating:** 3.5/5.0 stars **Reviewed by:** Greg G. | REALTOR, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** The buckets and the organization are the best features. The ability to remind yourself to follow up by setting reminders is great. **What do you dislike about Contactually by Compass?** Terrible bugs and shotty connections to other mediums. The customer service is awful and I still have resolutions waiting that even Zvi said he would follow up on but doesn't. Incredibly unimpressed with the back end of Contactually. **Recommendations to others considering Contactually by Compass:** Bucket loosely and then start narrowing down as you work more in the program. **What problems is Contactually by Compass solving and how is that benefiting you?** Networking more. ### 48. Contactually CRM simple to use and keep using. **Rating:** 5.0/5.0 stars **Reviewed by:** Linda R. | REALTOR, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** Ease of Use. Enjoy the Bucket game in placing your contacts in the right category quickly. **What do you dislike about Contactually by Compass?** Email Templates do not display content until you actually open them up individually. **Recommendations to others considering Contactually by Compass:** Great product for the person who is too busy to continually try to learn new systems when a simple to use but sophisticated system such as contactually already exists. **What problems is Contactually by Compass solving and how is that benefiting you?** Keeping in touch with past clients or prospects. Keep more in contact with everyone. ### 49. Helps me keep people from slipping through the cracks **Rating:** 5.0/5.0 stars **Reviewed by:** Eric C. | Instructor/Faculty Member, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** I like the fact that once people are set up in the right bucket and I've got the notifications configured the platform is like a "string on my finger" to help me keep tabs on my important contacts. There have been way too many instances in the past when I have forgot to follow-up with someone important and end up kicking myself. Now, I simply categorize and work my contacts in Contactually and let the system do it's work. No more excuses! **What do you dislike about Contactually by Compass?** There have been some sync issues related to notes and some other information from Google Apps. On a positive note, the support folks at Contactually keep me informed of the process. I also wish the Android app was better. I used to have it installed, but seemed very clunky and consumed resources. It would be good to monitor calls and text messages, but with it bogging down my phone, I un-installed it. **Recommendations to others considering Contactually by Compass:** I suggest starting with only a couple of "buckets" at first and starting slow. I made the mistake of adding all of my groups as buckets at the beginning and was overwhelmed. Just have a few to start and then add people as you go along. Over the course of a couple of months the system will become what you want and it will be a much more manageable process. **What problems is Contactually by Compass solving and how is that benefiting you?** As stated above, there have been too many times where someone that I've met and put into my address book had simply fallen off my radar. While having a "lot of connections" is a good thing, the reality is that without a good way of keeping tabs on how often you're keeping in touch it's hard to really be an effective networker. With Contactually it gives me the ability to segment my list and keep in touch more often with those that matter most. ### 50. Contactually ROCKS **Rating:** 5.0/5.0 stars **Reviewed by:** Kim and Brian B. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** AMAZING product. Helps me keep my pipeline full. **What do you dislike about Contactually by Compass?** Unable to integrate with multiple phones -- desk phone, cell phone, etc. **What problems is Contactually by Compass solving and how is that benefiting you?** Keeping people in the pipeline. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+00%3A23%3A34+-0500&secure%5Bsession_id%5D=26942393-da35-4ea8-962d-9e11baca4ace&secure%5Btoken%5D=e554e35db1e3d8725e3240fc338b93027aea2014b194abc66a18993bb194d582&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)