Contactually Reviews
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103 Reviews for UK Users
- Industry: Marketing & Advertising
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Review Source
Overall rating
Best App I have ever used!
Reviewed on 29/07/2014
I am a big time networking freak. I meet people everyday and I wanted a way to keep up with all...
I am a big time networking freak. I meet people everyday and I wanted a way to keep up with all the folks I meet. I wanted something that connects, Linkedin, Facebook, Twitter and email on a daily basis. In comes Contactually and 10 minutes later I have a systematic way to stay connected to all of them. I ask for 25 follow-ups a day and in just a few minutes a day, I touch them. Thank you Contactually.
Pros
Ease of use to keep up with contacts.
Cons
People on Facebook and Twitter are not the most responsive but Linkedin Rocks!
- Industry: Publishing
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
A full-fledged email marketing software
Reviewed on 10/10/2021
I used Contacually for a while on behalf of my clients. The experience was seamless. I didn't...
I used Contacually for a while on behalf of my clients. The experience was seamless. I didn't encounter any major setbacks.
Pros
I like the UX of the software It's modern, and the work on its web app is seamless.
Cons
The software although it comes with a plenty of features, it lacks batch processing, calendar synchronization and call recording.
Reasons for Choosing Contactually
Clients demandSwitched From
Pipedrive- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Used to be my favorite CRM but they are slow to innovate and add New Features
Reviewed on 09/08/2017
Pros
Really great CRM for computer novices. The dashboard is a great implementation of daily tasks & reminders. Many CRM's could learn something by looking at the Dashboard in Contactually. The Bucket Game is an easy way to classify your contacts into similar groups.
Cons
Failure to innovate. slow as molasses on a cold winter day to add features. Customers have been asking for a "Birthday Field" for 3+years and it's still not part of the Contacts data set. Numerous other feature requests never get implemented either. They say you "own" your data and it can be easily exported but that's just not true. The do have exports of your data but it is an incomplete set of data. If you create 50 custom email templates there is now way to export them or save them if you choose to use a different product. That isn't data portability. Also, had some issues with backups not being able to be restored.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1+ year
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing customer management software
Reviewed on 02/11/2017
Increased customer follow and retention.
Increased customer follow and retention.
Pros
The simplicity of the entire system is profound. It's an extremely easy to use platform with a robust list of features to keep track of your relationships. Their concept of buckets is great and the email marketing automation is great.
Cons
When I used this software, it was largely geared towards the real estate world. It is easy to customize however, there are some features that other CRMs do a little bit better from the customer management perspective. When I stopped using the software, email automation that was created prior continued to go out for almost a year after I had left the company and cancelled my account with them. It is an expensive piece of software, but if it helps you land one more deal - it's well worth the money.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
After trying many CRM's I found this to be the most user friendly.
Reviewed on 21/06/2018
I can keep track of all my clients and stay connected in a way I wasn't able to previously.
I can keep track of all my clients and stay connected in a way I wasn't able to previously.
Pros
Ease of use and the bucket system make this the go to CRM for realtors. I love that it can read my emails and recognize when I have a new contact or knows when there are double contacts. I am in my 9th year of real estate and wish I had found this sooner.
Cons
I think I may need to upgrade to an automatic drip campaign version as it's tricky to figure out what to keep emailing contacts about.
- Industry: Professional Training & Coaching
- Company size: Self Employed
- Used Weekly for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
Better options on the market now than three years ago
Reviewed on 28/07/2020
I have a love hate relationship with them. But, since there are more CRM's available on the market,...
I have a love hate relationship with them. But, since there are more CRM's available on the market, I'm moving my database to something way less expensive and will create more of the emails for me.
Pros
I bought this four years ago when fewer small CRM's were available on the market. They are somewhat easy to set up since the database is populated by everyone in your Gmail suite. You choose how to label each person if you want them in the CRM. The instructions leave a bit to be desired but overall it's pretty intuitive.
Cons
They have changed a few things, how Bombbomb interfaces is the biggest negative. It's too complicated to describe here but I've been in contact with both support desks and neither seem interested in changing it.
Too bad, it's about 100% more difficult to create BB's video's in an email that is part of a program.
- Industry: Real Estate
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Contactually review
Reviewed on 08/03/2019
For the right person, this is a great CMS.
For the right person, this is a great CMS.
Pros
I really like how easy it was to add different contacts to your "buckets". In fact, you could even play it as a game to make it easier to sort your contacts.
Cons
It didn't have a robust enough functionality for my business. I think if you are looking for a CMS that keeps your database in order, Contactually is a good choice. If you require more than just database management and email drip campaigns, you may be disappointed.
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- Value for Money
- Ease of Use
- Customer Support
Easy to understand client followup and business development without the admin headache.
Reviewed on 13/02/2018
Pros
I love that it takes the thinking out of a CRM so i can do the work. With templates, action sets, and recommended behaviors / tasks based on activities, I can know that I'm following industry-leading activities.
Cons
I personally am NOT at the point were I can justify this cost each month. I certainly need to get my sales to a point that would justify spending this on a CRM. I also didn't like that I could only try it for a 14 day period. While this is enough to see the functions of a software, its NOT long enough to feel traction in your business, which is the ultimate selling benefit of a software program.
- Industry: Oil & Energy
- Company size: 10,000+ Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
An average web-based customer relationship management suite.
Reviewed on 05/08/2018
Pros
The application helps people to control and manage their contacts activities. 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. The application has a good user interface and a very dedicated support service center. They do have a decent bucket system and email templates and even includes email automation. It has all the features that you require for implementing CRM for a small business. Easy to send the template emails and schedule.
Cons
They have some glitches, that sometimes you end up losing your unsaved and even saved work. It has some issue with merging, where they merge unwanted data that leads to duplication of work. This product is very much overpriced and you will find a lot of applications with the same features on the market that are priced way lesser than contractually. It eats up a lot of your time. The application lacks in advanced features, you would find that none of your requests about features will be implemented.
- Industry: Human Resources
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Good tool, not GDPR compliant
Reviewed on 10/07/2018
Pros
Like working with Contactually. Has all the features you need as a small or medium-sized business owner. Flexible, easy set-up.
Cons
The tool is not GDPR compliant, and it seems they will not do anything about that. That is the reason why I stopped using it this year. Pitty...
- Industry: Real Estate
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Have a very love/hate relationship
Reviewed on 09/02/2023
Pros
I find everything super useful. Contacts are well organized, you can import them and sort them. Action plans are great!
Cons
Search function is not perfect. Emails marketing has a daily limit. When exporting data, excel file has hundreds of columns which makes it very complicated.
- Industry: Real Estate
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
- Customer Support
Use to organize my sphere of influence for my business.
Reviewed on 09/05/2018
Pros
I like that you can organize your contacts easily as well as upload brand new contacts and put notes down for that contact so I can remember exactly who they are.
Cons
I don't like that it took me awhile to learn my way around the software and how to get everything organized, but after a while of using it I got the hang of it.
- Industry: Banking
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Contactually - Great for Business Brokers and M&A Intermediaries
Reviewed on 01/07/2019
Pros
Very intuitive software that adds a lot of value to our M&A practice.
Cons
Its price, quite expensive compared to other CRM offerings
- Industry: Defense & Space
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Overall rating
Contactually - Helps me close more business.
Reviewed on 30/07/2014
I have been a longtime user of Contactually. I am in enterprise financial software sales, deployment...
I have been a longtime user of Contactually. I am in enterprise financial software sales, deployments that run from 50k-2M. Contactually connects right into my email account (most of my business is done via email) so it knows when I have contacted customers/prospects, you can also log calls and meetings we well. I create "Buckets" in Contactually, which are similar to a tags, and set a reminder time frame to ensure that I keep in touch with contacts within the bucket. I don't think there is a limit on the number of buckets, but I keep it simple and have 5 buckets (15, 30, 45, 60, 180 day followups). When I log into Contactually I am presented with a dashboard which tells me its time to follow up with contacts. No need to create a task like in most CRMs. Nurturing existing leads, keeping in contact with past leads, and staying in contact with your customers with Contactually has helped me close more business.
- Used Weekly for 1+ year
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Overall rating
- Ease of Use
Great CRM for a great price
Reviewed on 01/08/2018
Pros
This software does a great job of staying on top of your client relations and reminding you to keep in touch with them. I really like the bucket system for the contacts.
Cons
I think the software needed a better way to filter tasks. It felt like if they accumulated too fast for me, then I never got to the end of my task list.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Best CRM, Worst Customer Service
Reviewed on 23/10/2018
Pros
It's ease of use, overall visual appearance and it's excellent features for client follow up and maintenance.
Cons
Customer service always quick on chat but unresolved issues go, well, unresolved, for weeks. Zero follow up after multiple emails on 3 different occasions. Most tech platforms I use for real estate have issues resolved within minutes. Contactually takes weeks and multiple attempts to reach/resolve. I really hope no one has this experience but notice that others have as well after reading reviews. Too bad I like it so much or I'd go elsewhere. Good for you Contactually.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Contactually is great
Reviewed on 04/10/2019
Pros
User Friendly and makes it easy to learn and share.
Cons
The price is what I thought was not at its best and should be partnered with Keller Williams so more users know of it.
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- Ease of Use
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Changed. My. Life.
Reviewed on 12/04/2012
Yes, yes, yes! This has helped me strengthen both business and personal relationships and I've...
Yes, yes, yes! This has helped me strengthen both business and personal relationships and I've already gotten several new consulting gigs because I followed up with someone. Contactually literally paid for itself in just a few months.
Pros
It really does live up to the promise of "a personal assistant for your inbox." Contactually checks your email to figure out the most important people in your life, and then reminds you to follow up with them. And it's super easy to use -- I barely had to do anything to get started. Perfect example of how it's helped me: Yesterday, I was thinking it had been a long time since I talked with a friend who could probably help me drum up business. And then today Contactually reminded me to get in touch with that friend, because it had been 6 months since we'd talked. Amazing!
Cons
No cons! Unless you count that I have no free time now because Contactually has made me so network-y and efficient that I'm constantly at lunches and happy hours because I'm following up with all the leads and contacts that really matter.
- Industry: Real Estate
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Finally a CRM that does what you need it to do!
Reviewed on 20/07/2017
Pros
The bucketing system is as simple as it is genius. The developers are working hard behind the scenes to improve the product and the results show.
Cons
I'm currently on the basic plan and would like to see "some" of the professional features implemented into the entry level plan.
- Used Weekly for 2+ years
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- Value for Money
- Ease of Use
- Customer Support
Extremely helpful software for beginning fundraisers.
Reviewed on 19/03/2018
Pros
This software, overall, has good functionality. I love being able to keep track of a wide variety of groups and communication strategies using Pipelines and Buckets.
Cons
Differing functionality (and even look) depending on whether I am using it on the computer, iPhone, or iPad. I don't have the capability to do some of the contact editing I would like to be able to do on the go. Also, Contactually is not as intuitive as I would like it to be.
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great contact management app.
Reviewed on 09/01/2018
To be in touch w/ contacts on a regular basis.
To be in touch w/ contacts on a regular basis.
Pros
Reminders to contact people and organize them in buckets. Also it counts emails as interactions and updates itself.
Cons
Projects. It will tell me to contact every person in the project which is anoying. Instead the could work with a reminder for the project as a whole or if there were subtasks it could work as well.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Changes the Relational Management Side of Business
Reviewed on 07/12/2016
Our company loved Contactually so much that we integrated it into one of our main tools offered to...
Our company loved Contactually so much that we integrated it into one of our main tools offered to our real estate agents. We are an "Enterprise" company with Contactually. When we launched, we had our own dedicated coach who held our hand through the 6 week adoption time. He did webinars, called to check in, and still (a year later) checks in regularly.
Pros
It integrates with Google accounts - if you did nothing more than use the integration, you'd be miles ahead of your competition.
Cons
It's a little glitchy here and there, but the support team is quick to look into those issues for us.
- Industry: Real Estate
- Company size: 2–10 Employees
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Overall rating
Great for Real Estate
Reviewed on 06/08/2014
This program is great for helping me stay on my customers and potential client's minds. It...
This program is great for helping me stay on my customers and potential client's minds. It seamless integrates and monitors all my facebook interaction as well as email history, and reminds me when I have not contacted someone I identified as important to reach out and contact.
- Industry: Law Practice
- Used Monthly for 2+ years
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Overall rating
- Ease of Use
Great tool for the forgetful
Reviewed on 05/04/2018
Pros
Easily and automatically tracks who I have contacted, when I have done so, and when I need to reach out to them again. For busy professionals seeking to develop and maintain relationships, this is critical, as it allows you to keep yourself fresh in mind for top referrers and clients.
Cons
The interface could be a bit laggy on Safari. As with many cloud-based platforms, I recommend you use the Chrome browser if on a Mac.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used for 6-12 months
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- Ease of Use
- Likelihood to recommend 0.0 /10
Terrible Experience
Reviewed on 08/03/2019
Pros
Product had some limited application for our business.
Cons
Had a terrible experience. Signed up for a year contract and spoke to the salesperson who started us about moving over to another CRM and asked to be sure not to renew. Was surprised to see a bill at the start of the next year and was told that person left the company and that there was no way to refund this amount. Very frustrating.
