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Features

Integrates With

  • Facebook
  • MailChimp
  • Pipedrive
  • Slack
  • Zapier
  • Zillow
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About Contactually CRM

Contactually is a relationship-based CRM which helps companies build authentic, long-lasting connections that grow their business. The tool helps businesses discover the right person, then develop authentic personalized communication that keeps your business top-of-mind. Login daily and engage your high value contacts to generate more repeat and referral business.

Key features include:

Buckets: Categorize, and prioritize all of your relationships using Contactually’s “Buckets”. Set follow up reminders at different intervals for different types of contacts and develop the cadence you’d like to connect. Have contacts closer to the end of your pipeline? Connect with them more often and grow your relationship beyond the initial transaction.

Email Templates: Pre-written messages for any and all occasions. Email Templates allow you to make personal, authentic connections with less effort and time.

ScaleMail: The perfect way for contacting small groups who deserve more attention than sending a newsletter. Select the people you want to contact and easily personalize the message before sending.

Programs: Customize and automate a sequence of actions. Create reminders, send template emails or even re-organize your contacts in ways you normally work. Build your own step-by-step processes that communicates the way you do.

Pipelines: Track the status and value of the business that’s tied to your relationships. They’re a great way to stay on top of your business development efforts as they happen, and take the action needed to move them along.

Still not convinced Contactually CRM is right for you? Use our CRM Software product selection tool to browse additional solutions and get a custom recommendation. Have questions? Call, click, or email to get a free consultation from one of our unbiased Technology Advisors.

(Last updated on 11/30/2016)

Screenshots


contactually_email-templatescontactually_bucketscontactually_programscontactually_contacts

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Screenshots


contactually_email-templatescontactually_bucketscontactually_programscontactually_contacts

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