A PSA to all real estate brokers out there who may be shopping for a new CRM. DO NOT USE CONTACTUALLY!
I signed up for Contactually last year and have been pretty happy with it since then. . . Until I noticed that I was missing some of the older notes for my clients. I reached out to Contactually and they explained that their system only allows the saving of 50 notes/contact. Uhh, WHAT?! And one email thread containing 10 responses counts as 10 "notes". So as I add new notes for clients I'm nurturing, my oldest (and arguably most important) notes about first contact, conversations, and initial interactions with clients will be automatically erased from the system. . . I'm paying $50+/month for this garbage!?
Compass is going to be thrilled when they find out they bought a CRM company with such a HUGE, fundamental flaw. . .
Review by Angelove Schmidtberg1 year ago
I used to love this program! Then, they started offered some other features for additional money (cool!). But if you didn't use the credits you purchased quickly (forcing you to buy more credits) they "expired." Right? Are we talking about a CRM or avocados? How would they expire? And OK, fine, let them expire I guess and refund the money back to the user, right? Wrong. Contactually is an F- from a customer service point of view as well. I'll be canceling my account out of principal and would advise that anyone considering this platform read all of the fine print before signing up.
Review by Beekie1 year ago
I have only been using it for a few weeks now, but it definitely lives up to the hype. It makes follow-up so seamless and shows you how to create lasting relationships with your database.
Review by Whilemina1 year ago
Great tool to keep in touch with your network and you are in control of the frequency. The daily reminder just forces you to stay on track.
Review by Sight1 year ago
I love Contactually overall. It's my favorite CRM and I find myself consistently coming back to it... It makes lead follow-up and maintaining relationships a breeze... HOWEVER...
There are a few bugs in the system that have been there for at least a year now... The team is working on it but that doesn't change the fact that there are still bugs in the system.
Review by Missguided Brash1 year ago
We are just beginning our journey with Contactually but so far I am impressed with the user friendly aspects of the site. Navigating has been far easier than a previous site we were using.
Review by Codysk Myrah1 year ago
Probably one of the best CRM's out there right now. Not complicated, very intuitive.
Just too expensive to expand to teams. Going to Hubspot. It's free.
Review by Shamira1 year ago
I have absolutely loved using Contactually. It is extremely useful for me to be able to type my conversations with my contacts as I have them. Then I can quickly reference back to those conversations right before my next contact with them. The birth dates and anniversaries are super handy for me to have so my clients see I am interested in them for more than just real estate deals. Thank you Contactually for making me look so good.
Review by SelectBlend Morgoun1 year ago
Contactually is my go-to CRM for my business and as a tool for my business coaching clients. Excellent functionality and ease-of-use that just keeps getting better!
Review by Mehicana2 years ago
Best at organizing, streamlining,and optimizing your contact/lead management process. Will definitely help me maximize my business opportunities and grow my business.
Review by Masumma Matthes2 years ago
We love Contactually as we can access it from any computer any where in the world! Great CMS! Highly recommend!
Review by Lesells2 years ago
I really like using Contactually it has help me stay in touch with past and new clients and to get listings from past clients as well.
Review by Niladri2 years ago
Lately my drafts were not saving loosing work, also the template feature was not popping down for a composed message.
Review by Dordred2 years ago
Excellent platform to keep in touch with your clients and contacts in general.
Review by Osaka2 years ago
1st tool to success for all agents! I ask that all agents under my brokerage use Contactually because it is the best at what it does. If it's a long term successful career in real estate you want then the first thing you should do is subscribe to and master Contactually.
Review by Rhiain2 years ago
Very easy to use and get organized. Love the buckets to separate and the tags to put into categorizes. The templates on here are easy to read and send to clients to keep in touch.
Review by Jephthe2 years ago
As a solo-entrepreneur, I have been seeking a CRM system that is easy and just right for me to keep up on leads. Contactually does that and more. I love it!
Review by Vinswa2 years ago
Love it. Simple. Clean. Affordable. It's just buggy!!!!!!
Review by Wildman2 years ago
I have had non-stop issues with Contactually since starting. I've already invested HOURS of my time to excel document importing, creating templates, creating programs, etc. so it's hard to leave right away - but I'm looking at other options.
The site is slow, especially on the contact page - and it's not an issue with my network connection. The history of what I've done is limited, such as viewing emails and where I've sent them. When I tried to email multiple buckets at once I experienced what I deem as a devastating issue where the email didn't send an attachment to about 150 of my most important referral-contacts. This may affect how they view me as a professional, and potentially negatively impact my business and my income. AND the issue happened while using Chrome, which is the browser I HAVE to use with Contactually.
ALL this would be better if I could get service faster but instead I just get blanket emails saying that you "care" and "appreciate me" as a customer. If you care and appreciate me please call me when i'm having issues or allow me to speak with somebody IMMEDIATELY and get my issue fixed. Not just some random customer service agent in India who takes notes on behalf of somebody who can actually help and delays. I have zero problem with outsourced service but I need help FAST and I need questions answered. Your service is NOT worth anywhere close to the amount that I've paid and the time that I've spent.
Review by Manudan2 years ago
it's very simple to use, the only things i don't like about it is that it doesn't automatically log phone calls and text messages outside of the contactually platform, which is a fairly big deal to me. otherwise it's great,
Review by Yazalde2 years ago
I've been using contactually for about a year now and a year ago I would have voted 5 stars. However, recently there has been some changes that have made the processes more tedious and not as easy as it was previously.
Review by Cdjgat2 years ago
Highly intuitive and easy to use. I would recommend to anyone looking to get organized and communicate effectively with their database. This program makes it easy and fun!
Review by Syrilyn2 years ago
Review by Jamillion2 years ago
All information on a single page! Unlike the traditional CRM systems, Contactually did a great job putting all notes, contact info and tasks on a single page. It not only saves time, but makes the process of organizing your prospects and clients that much easier.
Review by Capbread2 years ago
Very happy with using the database so far. Had been looking for a good contact management system for over 3 years now and the very first time I used Contactually I knew it was worth the wait and exactly what I was looking for.
I love the interface, the simplicity of it. Its intelligent in finding extra info on my contacts through their email to know more about them, would definitely recommend to anyone doing commercial real estate or any other field as well.