VIDEO: Contactually CRM Demo

Contactually CRM is a real estate CRM for brokers and agents that manages and segments contacts from email, voicemail messages, lead forms, phone calls, and text messages. Real estate brokers and agents should consider Contactually CRM when looking for a new CRM system. But, if you want to speed up your CRM comparison process, we can help. Use our product selection tool to get a free short list of the best CRM software for your business's needs. Click the link in the description to get started.

Contactually CRM users can sign in with an existing Google or Office 365 account, import their business contacts directly, and find contacts from email, phone, and text messages. You can segment contacts into buckets to organize them by active and inactive clients, referrals, and custom segments. Set up cadences within Contactually for outreach and automate those cadences to keep up to date with contacts without direct oversight. Agents can also set reminders to stay connected with high-value clients.

Contactually automatically logs all contact records in a single interface, so agents and brokers spend less time on administrative tasks. Contactually CRM has just under 60 native integrations to import contacts and messages, connect to lead forms, and send email newsletters. The software also connects to VoIP tools and real estate apps that will pull all your most valuable information into the CRM. Within Contactually, users can customize email templates to meet a client's specific needs or your firm's personalized approach.

Personalization tools reduce your manual tasks and make clients feel special, and automated messages follow up with the right touch points. These include initial outreach, following important events, or at custom intervals in your process. Contactually CRM provides real estate professionals with many benefits. Let's look at a few of them. View all of the firm's ongoing deals, recent contacts, upcoming important dates, and customer information in a single interface.

Contacts and deals along our pipeline are visualized on cards that you can drag and drop across your board. A high-level view of your pipeline helps individual agents and the whole team stay on top of deals and reduces the risk of team members dropping an important message, meeting, or contract. Understanding how each of your agents perform towards the team's goals can be difficult, but Contactually shows how each agent manages their workload. By viewing the entire team and drilling down into individual reps, you can identify low performers, coach them on successful tactics, and improve your overall revenue stream.

You can also build out automated processes that each team member can use to take care of highly manual tasks, so they can spend their time closing deals instead of pushing paper. No CRM is perfect. While Contactually CRM has lots of great features for real estate teams, the tool focuses almost entirely on efficient and timely contact management. While it does integrate with several other tools, you're not going to get social media, e-signature, or lead scoring capabilities directly in the tool, and you may need to use a third-party integration tool like Zapier to set up some automations.

Additionally, Contactually CRM does not offer a desktop app for Mac or Windows. This is a browser-based application. However, you can download mobile apps for Android and iOS to stay in contact. Not sure if Contactually CRM is right for your real estate team? Use our product selection tool to request a free list of CRM software recommendations. Click the button on the left to get started.

This transcript was generated automatically from the video's captions and may contain errors.