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. . .
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.
Jo
GBNot easy to navigate Not easy to navigate. It's very frustrating to be sending out emails and have to go back to the very beginning after sending the limit of 50. Why can't it be made to go back where we left off?
Morgan
ZALately my drafts were not saving … Lately my drafts were not saving loosing work, also the template feature was not popping down for a composed message.
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.