Geoff
USA 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. . .
Nathan Binkley
USI used to love this program 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.
Alexa Rosario
USI love Contactually overall 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.
Lynette
USVery 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.
Juhmad M. Hollis
USI 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.