Abilty to group contacts, custimization of Buckets, Bucket game, daily reminders of who to contact, ability to store notes, screen format & merging of contacts. Makes email blasts a simple task. Too many things to mention. I have used other systems without success and am grateful First Team provides Contactually for all agents and employees. Review collected by and hosted on G2.com.

Unimpressive response to an ongoing technical issue that has not been resolved much to my dismay causing me to invest valuable money making time to retrieving my leads as they are NOT merging. This is a time-consuming process and it defeats one of the things I love most about Contactually which is the ability to keep all of my lead, prospect, and client data on one platform and to have the ability to keep all email correspondence in one place.

Lack of follow-up and ongoing training. No field rep to assist hands-on. Review collected by and hosted on G2.com.

I am a "list" person, I actually enjoy organizing my meetings, contacts, possible leads, etc. and I'm glad a client of mine introduced me to Contactually. I liked how I can easily categorize each contact I have into buckets, set up followups and pipelines. Review collected by and hosted on G2.com.

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

Love the ease of use, buckets and simple streamlined user interface. Also, love that they offer a mobile iPhone app too. Review collected by and hosted on G2.com.

Don't like the fact the constant reminders to reach out to contacts who already have a scheduled task item in the que. Review collected by and hosted on G2.com.

The ability to place people into the custom categories (buckets) that I create with the amount of time I want in between contacting them. Only I know how to run my business and I can customize the CRM in a way best suits me. The Gmail integration is perfect and enhances the product even more. The grading system and reminders will force you to remember to stay in touch with hundreds of people without forgetting why you are contacting them in the first place. Each client has different needs and all information is kept together in an easy to view interface. Many times I would have allowed a client to slip through the crack so to speak if Contactually did not remind me it was time to email, call, write, text or whatever and I can easily see what I did last time to mix it up. Then the mobile app will record all your texting and store it under that clients file within Contactually just like it does with the Gmail integration. The grading system has me always striving to keep an A at all times. Best of all it is very user friendly. Review collected by and hosted on G2.com.

I would like Contactually to actually make a copy of each email string and keep it on their server because after 90 days Gmail deletes all. I would also like Contactually to find other social media profiles in addition to Twitter of my clients. Possibly an integration with Spokeo or something like it where it can give me the missing information on any client. Review collected by and hosted on G2.com.

Contactually reminds me exactly when to follow up with the right people. I love how it tracks my conversations and builds a history of the relationship, then lets me track deals through pipelines or kick off automated sequences. Review collected by and hosted on G2.com.

For me, the only downside is the real estate focus. As a non-real estate professional, the integrations are a bit lacking. I'd love to see more integration with Zapier for other triggers and actions. Review collected by and hosted on G2.com.

I have used this program for 2 years successfully. Review collected by and hosted on G2.com.

It no longer will export my contacts in csv or excel formats- the exports are a MESS.. I have been trying to get their attention for TWO WEEKS now and they are UNRESPONSIVE... Review collected by and hosted on G2.com.

Following up with contacts and usually required a decent amount of work including outlook, spreadsheets reminders and more. With Contactually I'm able to set up reminders for sales leads in a productive and innovative fashion. Review collected by and hosted on G2.com.

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

The Concept - buckets great idea - if it only worked Review collected by and hosted on G2.com.

Tech support and customer service are terrible. Tech support "tickets" are not answered. issues are not fixed. and the on-line training is not comprehensive - therefor you need support to solve detailed situations. Now on-line tech support is pretty good, but try to solve a detailed problem with on-line tech support - plan to invest several hours of back and forth texting. I'm in my first month of premium membership and so far the cost of my time is not worth the cool concept. Review collected by and hosted on G2.com.

I have used Contactually since soon after it launched. I have found it to be one of the most user friendly systems I've used in over a decade. It is very "plug and play" with a low barrier to hitting the ground running. The buckets are a terrific way of effectively segmenting your database and tags are a great method to further group by project. It has been a wonderful tool both in my business as well as my non profit work as well. The iPhone app is terrific- to keep those connections and relationships on the go- truly appreciate the daily digest as well. Review collected by and hosted on G2.com.

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

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

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