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. . .
Dan
GBAll information on a single page All information on a single page! Unlike the traditional CRM systems, Contactually did a great job putting all notes, contact info and tasks on a single page. It not only saves time, but makes the process of organizing your prospects and clients that much easier.
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?
Gary
GBI have used many CRM programs in my … I have used many CRM programs in my real estate business, but have final found the Right one with Contractually. It keeps my business in front of me, helps me follow up in a timely manner and never lets a customer fall through the cracks. It is a perfect fit. Thank you Contractually.
Leslie Swindahl
GBI really like using Contactually it has … I really like using Contactually it has help me stay in touch with past and new clients and to get listings from past clients as well.