Contactually Overview

Contactually is a cloud-based Real Estate CRM software that enables businesses to drive personalized communication with their clients. It helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. It is used by agents and brokers to grow their business.

Contactually can create multiple buckets from their contact list and configure sales pipelines across multiple channels. Contactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients.

Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.

Cuspera Reviews

15 buyers and buying teams have used Cuspera to assess how well Contactually solved their CRM needs. Cuspera uses 1808 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using Contactually.

Other priorities:

  • Scale Best Practices
  • Grow Market Share
  • Improve ROI
  • Increase Sales & Revenue
  • Improve Consistency
  • Launch New Products
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Use Cases

Peers recommend Engagement Management , Communication Management , Contact List Management , as the business use cases that they have been most satisfied while using Contactually.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engagement Management with E-Mail

4.78/5

Read Reviews (152)

"...It can import contacts from an account already created and allows the user to make categories, merge accounts and automate actions for follow-up emails...." Peer review by Nivin J., System Engineer, Oil & Energy
engaging and following up

4.77/5

Read Reviews (145)

Communication Management with E-Mail and Phone Calls

4.36/5

Read Reviews (102)

"...I really like the ability to send template emails and schedule these...." Peer review by Geoff Whiteman
sending & publishing communications

4.46/5

Read Reviews (57)

tracking & monitoring communications

4.21/5

Read Reviews (43)

Contact List Management with E-Mail

4.43/5

Read Reviews (94)

"...The application helps people to control and manage their contacts activities...." Peer review by Nivin J., System Engineer, Oil & Energy
contacts history

4.46/5

Read Reviews (21)

tracking contacts

4.19/5

Read Reviews (6)

creating contact list

4.04/5

Read Reviews (2)

PEER EXPERIENCES
Engagement Management with E-Mail

4.78/5

Read Reviews (152)

"...It can import contacts from an account already created and allows the user to make categories, merge accounts and automate actions for follow-up emails...." Peer review by Nivin J., System Engineer, Oil & Energy
engaging and following up

4.78/5

Read Reviews (145)

Communication Management with E-Mail and Phone Calls

4.36/5

Read Reviews (102)

"...I really like the ability to send template emails and schedule these...." Peer review by Geoff Whiteman
sending & publishing communications

4.36/5

Read Reviews (57)

tracking & monitoring communications

4.36/5

Read Reviews (43)

Contact List Management with E-Mail

4.43/5

Read Reviews (94)

"...The application helps people to control and manage their contacts activities...." Peer review by Nivin J., System Engineer, Oil & Energy
contacts history

4.43/5

Read Reviews (21)

tracking contacts

4.43/5

Read Reviews (6)

creating contact list

4.43/5

Read Reviews (2)

38+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1808 insights from peers and experts to help you assess how these Contactually use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Todd Wanshura

Berkshire Hathaway

Contactually keeps me on track and motivated. It makes me accountable for contacting potential clients on a daily basis. The email templates are a big help and very user friendly. Testimonial By Todd Wanshura

Raq Qsar

CEO/Owner

BoutiqueRE

What our agents love about Contactually is it's ease of use, and that it integrates with all the systems we are already using. The Chrome extension has helped us streamline all our data and makes it easy for agents to sort contacts. Testimonial By Raq Qsar

Ryan Cook

ExpectFirstClass.com

The best way to stay in touch with your contacts without having to think about it. Just log in and contact the folks on the list... keep your relationships strong and your referral business up by staying top of mind. Testimonial By Ryan Cook
CUSTOMERS TESTIMONIALS

Todd Wanshura

Berkshire Hathaway

Contactually keeps me on track and motivated. It makes me accountable for contacting potential clients on a daily basis. The email templates are a big help and very user friendly. Testimonial By Todd Wanshura

Raq Qsar

CEO/Owner

BoutiqueRE

What our agents love about Contactually is it's ease of use, and that it integrates with all the systems we are already using. The Chrome extension has helped us streamline all our data and makes it easy for agents to sort contacts. Testimonial By Raq Qsar

Ryan Cook

ExpectFirstClass.com

The best way to stay in touch with your contacts without having to think about it. Just log in and contact the folks on the list... keep your relationships strong and your referral business up by staying top of mind. Testimonial By Ryan Cook

Popular Business Setting

for Contactually

Top Industries

  • Real Estate
  • Marketing and Advertising
  • Internet

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peers used Contactually to Acquire customers and Enhance customer relationships

Peer and Expert Opinion on Features

for Contactually

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

4.46/5

Read Reviews (89)
Personalization

4.33/5

Read Reviews (82)
Dashboard

4.68/5

Read Reviews (25)
Recording

4.08/5

Read Reviews (18)
Widgets

4.25/5

Read Reviews (8)
FEATURES RATINGS AND REVIEWS
Templates

4.46/5

Read Reviews (89)
Personalization

4.33/5

Read Reviews (82)
Dashboard

4.68/5

Read Reviews (25)
Recording

4.08/5

Read Reviews (18)
Widgets

4.25/5

Read Reviews (8)

IT and Other Capabilities

for Contactually

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.01/5

Read Reviews (80)
Data Import

3.17/5

Read Reviews (169)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.01/5

Read Reviews (80)
Data Import

3.17/5

Read Reviews (169)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.40/5

Read Reviews (42)
24/7 Support

3.70/5

Read Reviews (184)
Email Support

2.80/5

Read Reviews (38)
Chat Support

2.79/5

Read Reviews (11)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.40/5

Read Reviews (42)
24/7 Support

3.70/5

Read Reviews (184)
Email Support

2.80/5

Read Reviews (38)
Chat Support

2.79/5

Read Reviews (11)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.55/5

Read Reviews (8)
Analytics

4.63/5

Read Reviews (33)
Custom Reports

4.31/5

Read Reviews (165)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.55/5

Read Reviews (8)
Analytics

4.63/5

Read Reviews (33)
Custom Reports

4.31/5

Read Reviews (165)

Software Failure Risk Guidance

?

for Contactually

Overall Risk Meter

Low Medium High

Top Failure Risks for Contactually

Vendor Profile Details

Company Name

Compass

Company Website

https://www.compass.com/

HQ Location

90 Fifth Avenue, New York, NY 10011, US

Employees

251-500

Social

Financials

Series G