The automatic email sync from multiple accounts makes it easy to keep new contacts in your database. They have lots of integrations too. Review collected by and hosted on G2.com.

The Pipelines and Programs features could be more robust. Simple branching logic could make their automated marketing programs better. Review collected by and hosted on G2.com.

It’s easy to use, I love that it links your emails and can tell when you last talked to a contact Review collected by and hosted on G2.com.

It wasn’t possible to unlink my personal email Review collected by and hosted on G2.com.

Please note that I was a Salesforce user before Contactually. SF is really just a database in my view. Unless you integrate a whole bunch of other stuff, it is not useful or easy to use. Contactually, by comparison, is super easy to use and helps automate common daily sales tasks. We trailed AgileCRM, ZoHo, InfusionSoft, Nimble and several others before settling on Contactually.

1) It consolidates all emails and calendar appointments from Outlook into Contactually. This means I can send emails from either Outlook or Contactually and they will show up in contact history. Any appointments from Outlook also show up in contact timeline history.

2) Good mobile app that allows me to dial my contacts then pops up a note-taking window to keep my history current. I can create tasks, send email using templates and more, all from my phone!

3) It allows me to create email templates and then create programs to automate the sending of drip campaigns. It can track, opens, clicks and replies to those emails.

4) The interface is easy to use and very intuitive. I didn't need a bunch of training to get up and running and producing value.

5) It is very reasonably priced for the functionality it provides. Review collected by and hosted on G2.com.

It's not perfect but its really pretty good for the price and is giving us value. Will it survive long-term? I think that depends on how their development team and how much they improve the product. Longer term we want better marketing automation, more role based control over access to records and better reporting but price to value is high for us as a startup.

1) The email marketing automation (called programs) are weak. They can kick off a campaign and send multiple emails but there aren't granular controls over actions in the program. For example, if a user clicks a link in an email I should be able to set a series of specific actions as a result (such as creating a specific "call" task or setting a specific "tag" in the contact record). "Programs" in Contactually do not allow for this level of granularity and that is a miss from a marketing automation perspective. But typically you have to pay a lot more and spend a ton of time "learning" and integrating CRM solutions that do give you this. AgileCRM was much better at this but also had some real software glitches that were hampering our everyday work.

2) It has several "close" to really good features that ultimately miss. For example, the pipeline interface/deal tracking section is very easy to use but has virtually no reporting. You can see all sent "emails" (across all contacts) but have no way of searching/filtering those based on particular campaigns or status (opens/clicks/replies for example) Review collected by and hosted on G2.com.

The best feature is that the system, by default, reminds you to talk to people at specified rates. Clients, or possible clients will stop falling through the cracks. My current favorite feature is that is logs calls (with the option to make a note) via the phone app. This is very helpful when trying to make an extra couple calls while grabbing a coffee. Review collected by and hosted on G2.com.

So far, nothing. A little bit of a learning curve for getting things set up and running but the customer service teams has been very helpful with quick coaching calls. Review collected by and hosted on G2.com.

The entry price and ease of use. I've been looking for a CRM for years, and most are way too expensive for a soloprenuer. This one fit the bill and has worked well for me. You have to make the commitment to set it up with all your email templates first and then the programs. Review collected by and hosted on G2.com.

Too many choices in the email templates and it's hard to follow where they end up once you put them into play. This is a CRM for Real estate agents and my business is coaching and recruiting. So, the emails they have are not meant for me but you can edit them and get ideas. Wish there were a few more. Review collected by and hosted on G2.com.

I really love the user interface with Contactually. It's really easy to look at, it's not clunkity like some of the older crms I'm used to, and I love the bucket game. Review collected by and hosted on G2.com.

First and foremost, I hate the price and the payment options. 2nd, The customer service is lacks just that, customer service. And finally, I really wish they made more updates to the platform on a regular basis. Review collected by and hosted on G2.com.

I love the bucket game! I won't spoil it for you, you'll have to try it by yourself. Ok, I can't resist! I've tried other apps in the past to stay in touch with my contacts but the worst part (and the most time consuming) was to get started. Classifying all data, defining who is who just takes forever. Contactually gamified it in a way that made it addictive. I was ready to go a lot faster and it didn't feel like I was just doing an endless boring task.

I love the ability to send an email to a group (all the people in a specific bucket) and how easy they make it to merge contact information, merge contacts, etc.

The interface is great and I use it often. Besides the price is very affordable for what you got. This is a must have app.

Oh, and I don't use it just for business. I am now able to know it's been more than 7 days since I spoke to my mom. :) Review collected by and hosted on G2.com.

This is really a great app. I love everything about it. They've done an amazing job. Review collected by and hosted on G2.com.

Bucket concept. Visually appealing. The ways of staying on top of clients is excellent Review collected by and hosted on G2.com.

Does not work as advertised. i use Bomb Bomb for video emails in all of my sales and prospecting and chose Contactually initially to use that interface. it worked over a year ago, however, after MANY requests to fix the integration so I could send video from within the CRM, no fix.......crickets. Will be migrating off soon to a package which will utilize video email capability. not sure why this is such a low profile item due to the expanding market for video mail... Review collected by and hosted on G2.com.

Contactually is very good at the basics, keeping track of all your contacts and their details, sorting them to buckets. But it really shines in its method for making sure you follow up with the contacts, allowing you to set up strategies and rules, such as contacts from a certain bucket need to be contacted every 30 days, and keeping tabs of the audit log of all the past interactions. Review collected by and hosted on G2.com.

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

Contactually allows you to put contacts into groups, and then set reminders for those groups based on the frequency you'd like to stay in contact. It also allows you to send out group emails to the buckets if you wish. Review collected by and hosted on G2.com.

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