Contactually Aggregated Reviews

Contactually.
I moved my business off Salesforce to this because of it’s simplicity.
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We switched to Contactually this year from Top Producer. It’s easy to use, setup and everyone on the team actually uses it. Tracks everything you need to and is very straightforward.
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Contactually (contactually.com) is a CRM that helps nurture contacts rather than send out as many emails as possible like other CRMs do. The initial organization will pay off and you’ll be more on top of your communications and network than ever before
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I’ve found Hubspot extremely helpful but only after learning the ins and outs of the software and the quirks. Although all CRMs need some setup time since they are connecting to your emails and social accounts, I belive that Contactually is the simpliest and most valued CRM
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The servers behind the CRM were powered by Contactually but the work we did as front-end developers was creating a better experience by learning from Contactually themselves (whom we acquired and now operate the CRM). A lot of Contactually front-end was legacy and wasn’t exactly the fit for Compass.
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Since you’ve got a large volume of clients and you’re looking for email automation, Contactually (EDIT: removed link to contactually, my bad) might be up your alley. I’ve tested them out a bit and the app seems pretty user-friendly, though there is a bit of set up if you want to get the most out of it. Contactually will set you back $39/month (paid annually).
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I was using Pipedrive for a bit, but think it was a little too basic. You can essentially do all the same things if you set your Evernote up in such a way. I just switched to Contactually’s starter plan for $69/mo. I like the “Buckets” they use where you can put clients in groups on a follow up schedule (ex. Every 7 days, every 30 days). You can even have these auto message. I’m just now setting up and figuring it all out, but like it. It also grades you on your follow up frequency. You can email and text directly from the app too for it to track everything.
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I use Contactually, with Boldleads as a funnel/drip email campaign
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Contactually is exceptional. Expensive, but no other app brings in your texts, calls, emails, and notes, AUTOMATICALLY into the contact record. Most apps have these features but you manually have to log instances/info as you interact with people. Plus, the buckets and programming features really streamline the process of contact management. Again, IMHO way overpriced for the market but definitely the best system available.
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xactcontact is a Canadian company. It’s very linear, and handles contacts , calendar etc… and most importantly It’s real estate specific… I use Contactually now and what I hate is that the software really doesn’t understand real estate… it’s fine and good enough, -my company offers it.
That said I miss xactcontact and am thinking about going back.
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$27/mo is definitely way better! Quick question: his contactually “killer feature” is that each bucket has reminders. so, e.g. he can get reminders 7 days for these 30 people, and reminders every 180 days for these other 15 people. Could wise agent do something like that as well?
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They say the best CRM is the one you use. I used four others before Contactually, and I think with Contactually, they got it right for Realtors. I’m 26 and love all of the features, so we may be different, but it’s important to use your CRM. Contactually makes it easy and fun, IMO.
It might be expensive, but if he uses it and loves the features, there isn’t much else that has it all baked in…with a great aesthetic/support/etc. It’s a very solid CRM.
Has he made a sale yet? If you’re trimming the fat, is there another place to start? At the end of the day, the cost has to be viable, but I’m just saying that the money saved may well outweigh the cost, if he’s actually using it and making money from it (plus, if he’s not tech-savvy, Contactually makes it very easy)
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Look at Liondesk . I switched because the price was reasonable (around $25 per month) It does not have all the bells and whistles that Contactually has, but what it has is worth it.
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I think what I liked the most about Contactually was how easy it was to just get started. Every time I set up a new CRM, it seems like I’m swimming in a pile of unorganized contacts (even though I organized them before importing them) and it’s time consuming to put all the contacts in the right places, categorically speaking, and then it takes even more time to create the follow up campaigns and customize them, then tell the system which automated campaigns should be assigned to each contact list, etc… But Contactually made it really easy, and even kinda fun. It may not have been as in depth as I wanted it when I started out, but I got it the way I wanted it relatively quickly, and it didn’t feel as much like work as a lot of other CRM setups.
As far as things that it’s missing, keep in mind that this was from when I used it 14 months ago, and they may have added features since then, but the main reason that I started pushing Follow Up Boss is because Contactually didn’t automate text messages. I think it would track texts as part of the notes and followups, but it didn’t send them for you or allow them to be automated as part of a campaign. I like having automated text messages be part of my drip campaigns, and Follow Up Boss delivers on that front. But there’s a HUGE price difference… maybe not enough to justify the budget if the ONLY reason is for the automated text messaging.
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