I like how I can separate all of my contacts in to buckets and follow up appropriately Review collected by and hosted on G2.com.

I was very disappointed when the facebook integration stopped. I am contacted often via facebook and this program allowed me to keep all of their contact info and conversations in one place. I also think I pay alot compared to other services. Review collected by and hosted on G2.com.

I loved the idea of the bucket system. I tried to make it work for years. Review collected by and hosted on G2.com.

The main aspect, the buckets! I wasn't able to easily categorize my clients in mass. Something that simply should have been possible. Review collected by and hosted on G2.com.

I've tried almost every CRM out there, really. Contactually was the only one that really stood out as a true time saver. It has paid for itself several times over with bringing me work that otherwise would have been lost. The ability to create logical buckets of contacts and keep track of them but user defined timing. Having all of my email conversations, phone call dates and times, texts, and notes all in once place is really handy. I don't have to keep remembering the last time I called or what I said in an email, it's all there. Keeping track of my clients social media comments within their profile is very interesting and one aspect I'll be taking more advantage of soon. Email templates are a huge time saver. Having the ability to email directly within Contactually to clients by bucket is a bonus. In short, there are so many wow features of this program that are either implemented better than most other CRMs, or there are features not available anywhere else that makes it almost a no brainer. Contactually is also highly recommended by Michael Port, the author of one of the best business books available, Book Yourself Solid. Review collected by and hosted on G2.com.

The ability to go from the details page of one contact to the next is not possible. One has to go back into the bucket of contacts to go to the next contact. If you're on say page page 20 and you go out of the details page back into the contacts list, you're taken right back to page 1. Hugely time consuming if you want to view details in many contacts.

All fields are not searchable, especially if you create a custom field.

Custom fields only show up when you're in the edit mode of each contact.

Contact list columns are not customizable, nor can you reorder the contacts by any column.

Some Contact list client location fields randomly chooses city and do not appear in the edit client details area to be edited.

Contact list does not have the ability to show more than 50 clients at once.

When selecting all of the clients on one page of the Contact list you have to click on the first one, scroll to the bottom and shift click the last one to select them all. Should have a button at the top to select all at once.

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I love that I can go back my entire Gmail history and get in touch with everyone I have ever emailed. Review collected by and hosted on G2.com.

I would like a more advanced pipeline tool. Review collected by and hosted on G2.com.

Siimple. Intuitive. Tells you what you need to do when you need to do it. Review collected by and hosted on G2.com.

Honestly don't know. Have not stumbled on anything yet. Review collected by and hosted on G2.com.

The system is lightweight, unlike many of the CRMs I've tested. It helps me stay much more productive and helps automate a lot of things (ie reminding me to touch base with prospects/clients, tracks my pipeline, etc) in my business. There's definitely a positive ROI -- whether you consider the amount of time saved through it or amount of business gained through it's features. It's reminded me to reach out to cold prospects from ages ago that have been actively searching for services we offer, and has helped close a lot of business that way. Review collected by and hosted on G2.com.

I cannot think of anything I don't like about it. Review collected by and hosted on G2.com.

Email Templates, Buckets, Tags, and Integrations Review collected by and hosted on G2.com.

None really. Adding multiple tags used to be faster. I am going to contact support to find out a faster way to do this. Review collected by and hosted on G2.com.

Super easy to use! I like that it is not overwhelming and is intuitive in its operations. Review collected by and hosted on G2.com.

It can sometimes get a little glitchy. Also, I would like to be able to enter mailers for a block of users. Review collected by and hosted on G2.com.

The ability to organise contacts into groups then automatically be prompted to get in touch on a regular basis. The ability to template replies and follow-ups save a lot of time and help to systemise processes and communications across the business. The integration with Gmail so all emails are accessible against each contact is super helpful. The automatic synchronisation with lists in MailChimp is a brilliant feature. Review collected by and hosted on G2.com.

Inviting other users and sharing contacts and permissions appears to have been added as an after thought. It seems to take quite a lot of time to share each bucket with other users and when you enable sharing you have to update your own permissions too which seems odd if you're the owner of the bucket. The mobile app is slow and not very useful. Review collected by and hosted on G2.com.

Over the years I've accumulated a huge number of personal and professional contacts. Instead of treating all your contacts like email marketing leads, Contactually encourages you to sort them into categories you create with an innovative and actually kind of fun 'bucket game' then encourages you to maintain contact with important groups.

I used to manage email in its own client and communication related tasks as a separate list but no I've switched all communication type tasks to Contactually's built in task manager. Review collected by and hosted on G2.com.

I initially didn't understand the differecent between programs and pipelines but the support team helped me figure out my best use cases. Review collected by and hosted on G2.com.