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.
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.
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?
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 D
GBContactually exceeds expectations. Very happy with using the database so far. Had been looking for a good contact management system for over 3 years now and the very first time I used Contactually I knew it was worth the wait and exactly what I was looking for. I love the interface, the simplicity of it. Its intelligent in finding extra info on my contacts through their email to know more about them, would definitely recommend to anyone doing commercial real estate or any other field as well.