CR

Verified User in Real Estate

Small-Business (50 or fewer emp.)

6/24/2015

Business partner of the seller or seller's competitor, not included in G2 scores.

"Way better CRMs Out there.. Don't bother wasting your money.."

0/5

What do you like best about Contactually by Compass?

The buckets... but they immediately changed the format after I signed up.. Review collected by and hosted on G2.com.

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.. Review collected by and hosted on G2.com.

Recommendations to others considering Contactually by Compass:

The need to stick to and sell to what they originally offered. I felt taken. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

LD

Les D.

Creator of the Vital Few Methodology

Professional Training & Coaching

Small-Business (50 or fewer emp.)

2/18/2015

Business partner of the seller or seller's competitor, not included in G2 scores.

"Nothing short of outstanding. Exceeded all my expectations and my expectations were high."

5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

RS

Rolf S.

Owner

Information Technology and Services

Small-Business (50 or fewer emp.)

10/23/2014

"Fits like a glove"

4.5/5

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. Review collected by and hosted on G2.com.

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

Review collected by and hosted on G2.com.

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:-) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

DD

Dan D.

Medical Director, Harrison Urgent Care Clinics

Professional Training & Coaching

Small-Business (50 or fewer emp.)

5/28/2015

"Best CRM for small business. "

4/5

What do you like best about Contactually by Compass?

The bucket system combined with the dashboard is intuitive and helps me get stuff done, Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

we no longer have the link to LinkedIn and Facebook. Review collected by and hosted on G2.com.

DJ

Daniel J.

Creator & Host

Small-Business (50 or fewer emp.)

8/6/2014

"Best Keep in Touch System ever"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

By now, there is nothing that I actually dislike about Contactually. Review collected by and hosted on G2.com.

UR

Verified User in Real Estate

Small-Business (50 or fewer emp.)

10/12/2015

"Fantastic Program!"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

The app got rid of the bucket feature. BRING THIS BACK! Review collected by and hosted on G2.com.

GG

Greg G.

REALTOR

Real Estate

Small-Business (50 or fewer emp.)

5/28/2015

"Mixed feelings but great potential"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

LR

Linda R.

REALTOR

Real Estate

Small-Business (50 or fewer emp.)

5/28/2015

"Contactually CRM simple to use and keep using."

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

Email Templates do not display content until you actually open them up individually. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

EC

Eric C.

Instructor/Faculty Member

Higher Education

Small-Business (50 or fewer emp.)

8/6/2014

"Helps me keep people from slipping through the cracks"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

KB

Kim and Brian B.

Realtor

Real Estate

Small-Business (50 or fewer emp.)

5/28/2015

"Contactually ROCKS"

5/5

What do you like best about Contactually by Compass?

AMAZING product. Helps me keep my pipeline full. Review collected by and hosted on G2.com.

What do you dislike about Contactually by Compass?

Unable to integrate with multiple phones -- desk phone, cell phone, etc. Review collected by and hosted on G2.com.