I 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.

All 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.

A 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. . .

I have had non-stop issues and bad service after the fact. I have had non-stop issues with Contactually since starting. I've already invested HOURS of my time to excel document importing, creating templates, creating programs, etc. so it's hard to leave right away - but I'm looking at other options. The site is slow, especially on the contact page - and it's not an issue with my network connection. The history of what I've done is limited, such as viewing emails and where I've sent them. When I tried to email multiple buckets at once I experienced what I deem as a devastating issue where the email didn't send an attachment to about 150 of my most important referral-contacts. This may affect how they view me as a professional, and potentially negatively impact my business and my income. AND the issue happened while using Chrome, which is the browser I HAVE to use with Contactually. ALL this would be better if I could get service faster but instead I just get blanket emails saying that you "care" and "appreciate me" as a customer. If you care and appreciate me please call me when i'm having issues or allow me to speak with somebody IMMEDIATELY and get my issue fixed. Not just some random customer service agent in India who takes notes on behalf of somebody who can actually help and delays. I have zero problem with outsourced service but I need help FAST and I need questions answered. Your service is NOT worth anywhere close to the amount that I've paid and the time that I've spent.

I 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.