Contactually provides web-based CRM and contact management software that helps to gain more results from your customer relationship. It features recommended follow-ups, calendar events, upcoming task reminders, previous interaction review, offline interaction notes, personal email newsletter, and more. The service is provided by Contactually Inc., a company founded in 2011 and based in Washington, DC.
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Contactually Review and Overview
If you are a real estate agent/broker and had been waiting for a solution to simplify the way you handle your contacts, look no further. Contactually is an effective and intelligent CRM tool specially designed for agents and helps you preserve and enhance your valuable relationships with your clients. Contactually helps you track your contacts and see that there are very few missed opportunities.
How does it work?
It is usually a strenuous task to sieve through your contacts list and to prioritize them according to needs. But using Contactually, you can bucket these contacts into new leads, existing customers, prospective customers and so on. Contactually also helps you to look at all your tasks for the day on a dashboard and make a plan for your day. Several AI-based features give you the added intelligence to optimize your workflow in the right way.
Intelligent insights and email scheduling
Through Contactually, you can know the best time to email your clients and contact them accordingly. It is also possible to schedule these interactions beforehand to ensure a win-win situation. At the administrative level, you can also watch where your agents’ efforts are going and what you can do to make the best of each interaction, through personalized interactions and thoughtful campaigns. So far, the users of Contactually have reported a 42% increase in their GCI in the first two years.
Company Name: Contactually, Inc
Company Address: 1005 7th St NW Suite 1, Washington, DC, USA
Founded in: 2011
- Connecting Email Accounts
- Follow-up Reminders
- Social Network Integration
- Bulk Messaging
- Multiple Applications Integration
- Email Templates Customization
- Sharing Team Contact
- Sharing Article & Content
- Scheduled Workflow
- Introduction Templates
- Custom Integration
- Managing & Execute Activities
- Categorizing & Organizing Contacts
- Targeting & Nurturing Relationships
- Mass Messaging
- Automated Business Process
- Adding Stages & Events
- Processes Customization
- Accessing Content Libraries
- Team Libraries
- Business Processes Visualization
- Tracking Prospects & Leads
- Relationship Health Insights
- Instant Activity Insights
- Assigning Contacts
- Mobile-friendly Web Application
- iOS & Android Application
- Tracking Sales
- Advanced Permissions
- Auditing Logs
- Custom Notifications
- The Dashboard
- Content Libraries
- Custom Fields
- Tasks Assignments
- Reports and Insights
- Insights Screen
- Third-party Integration
- Pipelines Tracking
- Collaborative Relationship Management
- Dashboard Reporting
- Organize Buckets
- Track Buckets
- Interact Buckets