Lynette
GBVery easy to use and get organized 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.
Mike
GBProbably one of the best CRM's out … 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.
Geoff
GBA PSA to all real estate brokers out… 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. . .
Becky Bond
GBI have absolutely loved using … 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.
Juhmad M. Hollis
GBI have only been using it for a few … 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.