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. . .
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.
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.
Juhmad M. Hollis
GBI 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.
Megan
GBI've been using contactually for about … I've been using contactually for about a year now and a year ago I would have voted 5 stars. However, recently there has been some changes that have made the processes more tedious and not as easy as it was previously.