--- 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. Bucket your contacts into meaningful categories **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Furniture | Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** I can sort my contacts into whatever buckets I create and then quickly view my last communication them. It syncs my gmail contacts and automatically stores anyone I've emailed, so no more manual creation of contacts. When Im heading, into a territory I can quickly see my VIPs there and what we've talked about last. **What do you dislike about Contactually by Compass?** It used to sync with LinkedIn and I beleive that feature is going away. Also, I would like the ability to customize my dashboard. **Recommendations to others considering Contactually by Compass:** You will like it. **What problems is Contactually by Compass solving and how is that benefiting you?** Quick access to my VIP's. Fast email templates. Fast understanding of my last communication with them. ### 2. Contactually brought together my 1000's of disorganized names in to organized groups. **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Long Term Care Insurance Specialist, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** Grouping the contacts into "Buckets" and then having the "Buckets" feed directly into MailChimp. Auto updating of contact information directly from their emails. Integration in to Gmail was a must, this product has made a great difference in bringing together my email and contacts. **What do you dislike about Contactually by Compass?** Pipelines just did not click for me, could not get it to present info in a way that made sense to me. I have a Galaxy II phone and tried to use the mobile app, the power drain has consistently killed my phone. I have removed and tried re-installing several different times, but the mobile app has consistently drained the power. **Recommendations to others considering Contactually by Compass:** Start slow, don't try to do it all at once. If you are looking for Google integration, this is it. **What problems is Contactually by Compass solving and how is that benefiting you?** Keeping in contact with people that I have not contacted on a timely basis. Pulling my contacts into the various "Buckets" 'found' several hundred contacts that I had been neglecting. One of my MailChimp groups literally doubled in size when I started "bucketing" my contacts. ### 3. CRM with the features you need and none you don't **Rating:** 5.0/5.0 stars **Reviewed by:** James L. | Writer and Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** I've tried a lot of CRM systems, and most of them take way too much time to customize and set up in a way that's actually useful for you. Contactually is the only one that I feel reflects the way I actually network and keep in touch with people. I like the focus on push reminders (who I should be following up with each day), buckets (based on how I know these people), introductions, and group emailing. It's simple to use and I've recommended it to multiple people too. There's even an awesome mobile app! **What do you dislike about Contactually by Compass?** The grading is a little bit ambiguous, and I wish the gmail integration was a little smoother. **What problems is Contactually by Compass solving and how is that benefiting you?** Contactually helps me keep in touch with more people with less effort. There are so many different stakeholders that I need to keep in touch with, but Contactually helps me stay organized and make sure that I'm sending the right messages to the right people. ### 4. Take outreach to the next level **Rating:** 5.0/5.0 stars **Reviewed by:** Ilan P. | Producer, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** Email templates for repeated outreach make it easy to resend crucial information-no need to reinvent the wheel. **What do you dislike about Contactually by Compass?** Email templates are accessed via settings instead of front and center. **Recommendations to others considering Contactually by Compass:** Prove it works first-get your boss to pay **What problems is Contactually by Compass solving and how is that benefiting you?** Recruiting clients to events and hosting events. essentially I'm the hub and contractually makes my job easier ### 5. Switchover from SalesForce **Rating:** 5.0/5.0 stars **Reviewed by:** Lesli H. | Business Development, Graphic Design, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2014 **What do you like best about Contactually by Compass?** I like that I don't have to have an administrator license to set it up. I love that it integrates with FaceBook and LinkedIN and other email accounts. The Merge feature is simply the best keeping my contacts neat and tidy. I love that I can do on line chat with a rep when I get stuck. Also, the Office Hours are fabulous when I can attend them. My only suggestion there would be to offer some other time slots than the same time everyday. **What do you dislike about Contactually by Compass?** It doesn't work with Microsoft Outlook for MAC. I hope it get's resolved. The part I don't like is that LinkedIn can restrict some information based on security settings so it may say you are not connected on LinkedIn with the contact when infact you are. It would also be great if you could personalize the LinkedIn invite requests from Contactually, but that is not available. When setting up Tasks is doesn't list who the Task is for. So.. when you set a Task inside a Contact that says Call him on 8/10 about proposal.... the name of the contact does not show when the Task pops up. That has been confusing. **Recommendations to others considering Contactually by Compass:** Great for teams as well as independant Sales and Marketing individuals. **What problems is Contactually by Compass solving and how is that benefiting you?** I need to stay top of mind with prospects and schedule when I should follow up. It allows me to create the time frame myself through the Buckets system. ### 6. Great product that keeps getting better **Rating:** 5.0/5.0 stars **Reviewed by:** Jay P. | Founder, Computer Games, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2014 **What do you like best about Contactually by Compass?** Their system of reminding you to reach out to contacts you haven't spoken to in a while. That alone has lead to deals for my firm. **What do you dislike about Contactually by Compass?** At this time you can't pull up a company to see all the contacts there, you can only view per contact. It would be great to know when the last time I contacted someone at that company was versus just the individuals. **Recommendations to others considering Contactually by Compass:** Your usage will vary depending on your type of business and the size of your company for but this is something that easily becomes a simple CRM for many people. Especially independent contractors. **What problems is Contactually by Compass solving and how is that benefiting you?** Two primary problems: 1. Keeping up with existing contacts and staying current on what they are doing. 2. Their bucket and program system is a REALLY efficient way of reaching out to a large group of people in a timely and professional manner. I have signed new clients based on the reminders I get each morning and just a month ago we fully booked a trade show with meetings AND signed a new client before we even got there. That was all due to the ease of use in their Program system. ### 7. helping me stay in contact with potential clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about Contactually by Compass?** breaks tasks into smaller, daily activities. **What do you dislike about Contactually by Compass?** seems good. would like more features without having to pay more, of course. **Recommendations to others considering Contactually by Compass:** great for small businesses. **What problems is Contactually by Compass solving and how is that benefiting you?** having the time for marketing. this keeps things simple for me. ### 8. Contactually is an awesome, highly customizable CRM that makes building relationships fun and easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua J. | Vice President, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2014 **What do you like best about Contactually by Compass?** Contactually is absolutely awesome. From personalized marketing automation, email tracking, relationship management, and tracking and collaborating on deals as a team, it does it all. It's been a huge help in organizing our whole sales processes to increase consistency and efficiency, especially as we scale our business development team. **What do you dislike about Contactually by Compass?** I don't dislike anything yet. It's quick, and easy to use. **Recommendations to others considering Contactually by Compass:** Great product that is easily customizable what whatever relationships you need to build and improve. **What problems is Contactually by Compass solving and how is that benefiting you?** We were charged with the task of organizing our entire sales/business development team into one easy to use platform that allows us to work independently or collaborate on deals as well. We'd struggle with other CRM's that served more as "management" platforms, rather than relationship building platforms like contactually. It's been hugely beneficial in keeping everyone on task, and has actually helped us improve our forecasting models as well. ### 9. Contactually is the only thing between me and contact chaos **Rating:** 5.0/5.0 stars **Reviewed by:** D. Keith C. | Director of Product, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** I love the fact that I don't have to put in any of my own information. It reads my email and parses it out to gather information on my contacts. Then it goes a step further by retrieving all their social media profiles. It's really great all the way around. **What do you dislike about Contactually by Compass?** From a team perspective, I can't always tell what has and hasn't been shared with my team. From an individual user, I would like to be able to merge contacts that *I* know are the same. At present you can only merge ones that it things are the same. **Recommendations to others considering Contactually by Compass:** Make sure to connect *all* of your email accounts, social media accounts, and phone. Contactually isn't useful if you only have chunks of data and not the whole thing. **What problems is Contactually by Compass solving and how is that benefiting you?** It's the only way I remember to stay in contact with the people and projects I consider important. I have over 7k contacts and it would just be ridiculous to do without contactually. I recommended it to my new startup immediately and we've been using it since day one to stay organized. ### 10. Product has many great attributes and will be incredible with time **Rating:** 4.0/5.0 stars **Reviewed by:** Brent D. | Realtor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2014 **What do you like best about Contactually by Compass?** The fact that it scans signature lines and social sites for information to include in the contact record. The flexibility of the email system. **What do you dislike about Contactually by Compass?** Slow to fix issues. Customer Service is great from the front end but the programmers have an apathetic approach. **Recommendations to others considering Contactually by Compass:** Be patient... its kinda glitchy but they have committed to getting it worked out **What problems is Contactually by Compass solving and how is that benefiting you?** Collaboration on clients and the ability to semi-institute programs that facilitate a rounded team approach to the team ### 11. Best Contact Automation Tool ... Period. **Rating:** 5.0/5.0 stars **Reviewed by:** John B. | Wealth Coach & Financial Planner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2014 **What do you like best about Contactually by Compass?** I've been using Contactually for well more than a year. There is no contact automation tool available with this kind of power or ease of use at any where near this price point. They've made the UI slick and intuitive. It integrates with my Google Apps and SalesForce CRM and they've managed to do all that without a lot of technical glitches or issues. Contactually helps me move people through the pipeline and keeps important clients and leads from falling through the cracks. **What do you dislike about Contactually by Compass?** Nothing - It's an awesome tool. Fast and easy to use. **What problems is Contactually by Compass solving and how is that benefiting you?** Contactually keeps me from having prospects and leads slip through the cracks. ### 12. Simply the best contact management system combined with a smart CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Husam J. | Board Director, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** - Contact management system and CRM - Two way integration and sync with Google contacts - Smart follow up process - Template ready to use for follow ups - Intelligent reminders - Excellent pipeline management **What do you dislike about Contactually by Compass?** Hmmm... None! It is overall a great platform. **What problems is Contactually by Compass solving and how is that benefiting you?** I have been looking for the best platform that integrates with my business tools, simple and easy to use, but with all the important features that I would need in a contact management and CRM for business. Contactually was the solution. Absolutely the best in class and I would highly recommend it for any business. ### 13. The Best CRM Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Kamran M. | Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** The simplicity and the unification of the product with Outlook and Gmail! The versatility of the buckets and team features is also marvelous. **What do you dislike about Contactually by Compass?** Nothing! Really there is nothing I dont like! **What problems is Contactually by Compass solving and how is that benefiting you?** Growth in my company and closeness with my family and friends. It got me back in touch with extended family from Facebook. It is a excellent program! ### 14. Helps me keep my contacts and my head straight. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** October 31, 2014 **What do you like best about Contactually by Compass?** I love the email reminders and gamification to keep me using the service. Other CRMs fall to the waist side, because I never return to them. Contactually reminds me by sending connections I need to follow up with. The bucket and tagging systems are fantastic. **What do you dislike about Contactually by Compass?** The cost is a little too steep for an individual, but I still find it valuable. **What problems is Contactually by Compass solving and how is that benefiting you?** It's reminding me to follow up with warm leads, which saves me time. It recently helped me secure a new client, so it's worth it. ### 15. Puts the "Relationship" back into CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff W. | CEO & Founder, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** Easy connections on a large scale. Makes sure I don't forget my connections! **What do you dislike about Contactually by Compass?** Is sometimes flaky (but they usually fix it quickly) **Recommendations to others considering Contactually by Compass:** This is not your father's CRM. Get used to it bugging you and helping you keep up with whatever your goals are. **What problems is Contactually by Compass solving and how is that benefiting you?** Contactually helps me stay connected and build relationships on a scale I could not with other products. It helps me keep both the close and distant connections in touch so that I can find business opportunities when they come up. ### 16. Great easy to use CRM. It provides focus and clarity for sales in a easy to use package. **Rating:** 4.5/5.0 stars **Reviewed by:** Joe F. | President, Public Relations and Communications, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** The ability to get reminders, track follow up and create pipelines.. the mobile tool also quick and easy to use. **What do you dislike about Contactually by Compass?** It is a good tool. that has gotten better over time. I still need to learn some of the features, but that is not a fault of the program. **Recommendations to others considering Contactually by Compass:** If you are looking for a cost effective easy to use CRM for a small business look no further. **What problems is Contactually by Compass solving and how is that benefiting you?** The program is proactive it, reminds me to call people that I would not remember to call right away. ### 17. Mostly hits, a few misses **Rating:** 3.5/5.0 stars **Reviewed by:** Chris H. | Vice President, Mergers and Aquisitions, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2014 **What do you like best about Contactually by Compass?** The buckets approach is quite useful, as is the ability to share buckets with other team members. **What do you dislike about Contactually by Compass?** Integration with Skype is horrid. I call all over the world with Skype and I can't get the CRM to work properly. There have been some hits and misses, especially with browsers updating, but the core functionality just isn't there . **What problems is Contactually by Compass solving and how is that benefiting you?** Ability to easily follow up with contacts, via the Dashboard. ### 18. The only CRM anyone should use-really! Period. **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen G. S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** Contactually is the most thoughtful and purposeful CRM I have ever used. Every function enriches my success in contact management and retention. **What do you dislike about Contactually by Compass?** The Bucket Game is addicting! I should be working when I am playing... **Recommendations to others considering Contactually by Compass:** Contactually is the CRM to use. Period. **What problems is Contactually by Compass solving and how is that benefiting you?** Contacts are my lifeline, my backbone, my future as a realtor. Contactually keeps me in touch, focussed and on task and my contact base is growing effectively and in an organized manner. ### 19. Staying Connected **Rating:** 5.0/5.0 stars **Reviewed by:** Nadia B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2014 **What do you like best about Contactually by Compass?** As a blogger, I use Contactually to effectively keep in touch with my network and stay 'top-of-mind'. **What do you dislike about Contactually by Compass?** As an individual plan user, I would like to turn off the teams, programs, pipelines, and deals functions. **Recommendations to others considering Contactually by Compass:** Organize with tags rather than buckets. Reserve buckets for timeframes and when to follow-up with specific groups. **What problems is Contactually by Compass solving and how is that benefiting you?** Never forget to followup with my network. Easy to pull in social media profile info, share internet articles and take care of correspondence in bulk. Love the sync to contacts and the gmail plugin. ### 20. Awesome for helping me generate referrals and repeat business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Contactually by Compass?** I use Contactually for contact and relationship management, and sales pipeline and relationship development. Contactually is a slick Ruby on Rails app with an open API and direct built-in integration with key apps such as Mailchimp for email marketing and social networks such as LinkedIn and Twitter. Without question the best CRM I've ever tried. But it's really more than just a CRM, it's a general RM for managing relationships with customers, partners, investors, family, friends, etc. **What do you dislike about Contactually by Compass?** I wish that more folks made use of the product! **What problems is Contactually by Compass solving and how is that benefiting you?** See "What I do I like Best" ### 21. Contactually makes managing your contacts easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine C. | Associate, Law Practice, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** I like that I'm able to sort my contacts into buckets and then set specific rules for each bucket so that I can follow-up with different groups of people on different schedules. **What do you dislike about Contactually by Compass?** I don't dislike anything about Contactually **What problems is Contactually by Compass solving and how is that benefiting you?** I've been able to develop my professional network as well make sure that I'm staying in touch with friends and family. ### 22. Review of Contactually for use in Real Estate **Rating:** 4.5/5.0 stars **Reviewed by:** Raj Q. | Principal | Owner, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2014 **What do you like best about Contactually by Compass?** Easy set up & connectivity to social networks and google/gmail. **What do you dislike about Contactually by Compass?** No notifications. Mobile app not too friendly. **Recommendations to others considering Contactually by Compass:** A great way to get started with a "social" crm. **What problems is Contactually by Compass solving and how is that benefiting you?** Consistent follow up. Relationship building. ### 23. Can't live without it **Rating:** 5.0/5.0 stars **Reviewed by:** Justin L. | Grants Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2014 **What do you like best about Contactually by Compass?** I generally use Contactually every day to follow up and build relationships. I generally can't think of the most important people to reach out to each day, so Contactually tells me who those relationships are. I couldn't live without it. **What do you dislike about Contactually by Compass?** Nothing at all. They seem to improve the app frequently. **What problems is Contactually by Compass solving and how is that benefiting you?** Relationship building ### 24. Great. **Rating:** 5.0/5.0 stars **Reviewed by:** Iris S. | Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** I network a lot and am a connector of people. The introduction feature makes my life easy and makes introductions a quick pay it forward. **What do you dislike about Contactually by Compass?** Needs a better phone app. What more can I say. **What problems is Contactually by Compass solving and how is that benefiting you?** Too many to list. ### 25. Simplified nurturing! **Rating:** 4.5/5.0 stars **Reviewed by:** Bob D. | Managing Partner / President, Marketing and Advertising, Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2014 **What do you like best about Contactually by Compass?** Contactually makes it easy to stay in touch with all the relationships in your life. **What do you dislike about Contactually by Compass?** I'd prefer more flexibility with email templates. **What problems is Contactually by Compass solving and how is that benefiting you?** Simplified nurturing - saving time while doing a better job of staying in touch. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+14%3A15%3A11+-0500&secure%5Bsession_id%5D=4b0b3310-bd2a-4e48-abf1-c0a1cb92a20c&secure%5Btoken%5D=8e45c8a778242e381590ccb4eb336fec072f1b059ca919b5a4485d6c12eeae6b&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)