Sobre Contactually

¿Qué obtienes con Contactually? Qué tal esto:

* Recordatorios de seguimiento personalizados para garantizar que las relaciones clave nunca se salgan de la raya. Los recordatorios son fáciles de configurar y acceder a ellos es aún más fácil desde el panel de control de Contactually, desde tu correo electrónico, tu teléfono o incluso una cuenta de Google Calendar.

* Plantillas de correo electrónico que se ajustan al contexto y que pueden insertar automáticamente nombres, fechas, trabajos anteriores o cualquier otra cosa. Contactually incluye una gran biblioteca de plantillas comunes y es fácil personalizarlas o crear tus plantillas desde cero.

* Programas automatizados que pueden realizar todo tipo de acciones, desde el envío de seguimientos y la creación de tareas hasta la clasificación de contactos y el seguimiento de personas en diferentes redes sociales. Los programas pueden actuar y tomar medidas de manera automática o bien pueden ejecutarse en contactos individuales y requerir aprobación antes de actuar: tú decides. Con los programas, puedes administrar una red mucho más grande sin perder la pista de las personas ni perder contacto.

* Gestión de canal para vincular tus diferentes contactos a acuerdos y transacciones específicos de varias etapas y hacer el seguimiento de ellos a lo largo del proceso de ventas.

* Integración sencilla con sistemas populares como Zapier, MailChimp, MadMimi y mucho, mucho más, además de la API abierta para conexiones personalizadas con tus propios sistemas.
Aplicaciones nativas para dispositivos móviles, además de complementos para Gmail y Outlook que te permiten usar Contactually de la manera que quieras.

* Potente funcionalidad de equipo para administrar redes combinadas. Asigna clientes potenciales y clientes existentes a usuarios específicos, comparte contactos y grupos, manteniendo conexiones y correspondencia privadas.

Precios desde:

US$ 69,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Contactually

Clientes habituales

  • Trabajadores autónomos
  • Empresas pequeñas (2-50)
  • Empresas medianas (51-500)
  • Empresas grandes (500 o más)

Implementación

  • Basado en la nube
  • Entorno local

Disponible en los países siguientes

Australia, Canadá, Reino Unido, Estados Unidos

Idiomas admitidos

inglés

Precios desde:

US$ 69,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Contactually

Imágenes

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Vídeo de Contactually
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Funciones

Funcionalidades totales de Contactually: 63

  • API
  • Acceso móvil
  • Acciones activadas por evento
  • Alertas y notificaciones
  • Automatización de marketing
  • Autorrespondedores
  • Base de datos de contactos
  • Biblioteca de imágenes
  • Búsqueda/filtro
  • Campañas de goteo
  • Campos personalizables
  • Catalogación/Categorización
  • Compromiso de clientes potenciales
  • Conformidad CAN SPAM
  • Contactos compartidos
  • Contenido dinámico
  • Control de respuestas por correo electrónico
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Distribución de clientes potenciales
  • Distribución de correo electrónico
  • Enrutamiento
  • Generación de clientes potenciales
  • Gestión de calendarios
  • Gestión de campañas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de contenidos
  • Gestión de correo electrónico
  • Gestión de flujos de trabajo
  • Gestión de listas
  • Gestión de modelos
  • Gestión de referencias de los empleados
  • Gestión de relaciones
  • Gestión de tareas
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Gestión del territorio
  • Implementación basada en web
  • Importación y exportación de datos
  • Informes del pipeline
  • Integraciones de terceros
  • Marketing por correo electrónico
  • Modelos personalizables
  • Métricas de rendimiento
  • Panel de actividades
  • Planificación de campañas
  • Plantillas de correo electrónico
  • Portal de autoservicio
  • Priorización
  • Programación de citas
  • Programación de tareas
  • Recordatorios
  • Segmentación
  • Segmentación de clientes
  • Segmentación de clientes potenciales
  • Seguimiento de interacciones
  • Seguimiento de la participación
  • Seguimiento de recomendaciones
  • Seguimiento del ROI
  • Sincronización de datos
  • Supervisión
  • Tareas del equipo

Alternativas

GetResponse

4,2
#1 alternativa a Contactually
Herramienta de marketing online que ayuda a los propietarios de negocios a crear listas de correo basadas en permisos,...

IXACT Contact

4,4
#2 alternativa a Contactually
IXACT Contact es un CRM inmobiliario basado en web que ayuda a los agentes inmobiliarios a mantenerse organizados y...

Pipedrive

4,5
#3 alternativa a Contactually
Pipedrive es una herramienta de gestión de canales y CRM para equipos de ventas de tamaño pequeño y mediano que ayuda a...

AWeber

4,4
#4 alternativa a Contactually
Convierte las oportunidades pasivas en clientes leales con las herramientas de automatización y marketing por correo...

Opiniones

Calificación general

4,3 /5
(102)
Relación calidad-precio
3,6/5
Funciones
4,0/5
Facilidad de uso
4,2/5
Asistencia al cliente
4,0/5

¿Ya tienes Contactually?

¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.

Mostrando 5 opiniones de 102
Jennifer
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: Trabajador autónomo
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Mixed feelings

Revisado el 17/12/2015

I have been using, or should I say paying, for Contactually for the past year. I was looking for a...

I have been using, or should I say paying, for Contactually for the past year. I was looking for a CRM that would keep my contacts organized and in one place, and one which would help me follow-up with leads and prospects. Initially, Contactually seemed like the CRM for me. I loved the Outlook plug-in and the social intergrations. However, things started to go sideways quickly. Some of my contacts started syncing incorrectly with Facebook contacts--merging completely different people into one. Contacts that I deleted (repeatedly) were re-appearing with outdated info. Support was quick to respond, but they couldn't provide an answer, or a solution. They blamed Facebook and essentially said there was nothing more that they could do. I eventually had to un-link my Facebook account. About three weeks later, they contacted me to say that they had discovered a bug and that it should be fixed. Some time after that, they discontinued integration with Facebook.
The next issue I had was the Outlook plug-in started malfunctioning. I would get error messages when sending email. Again, Support was quick to respond, however they couldn't locate the source of the problem.
To be honest, I've never explored the marketing aspects of Contactually--the ability to set up automated email programs etc. I think I knew I wouldn't stick with the system long-term so I didn't bother to set anything up. I've been searching for another (cheaper) CRM for the past month.

Puntos a favor

I love the clean interface. Support was always very responsive, if somewhat limited in their ability to provide answers. As far as relationship management, the system does a good job of prompting you to contact people you haven't interacted with in a while. It also gives you a letter grade every week to let you know how you're doing, which is fun and motivating. There are lots of free webinars offered on how to use Contactually and how to improve your business. The Outlook plug-in is great (when it works). I have colleagues who love and swear by Contactually.

Puntos en contra

For me, the cost is too much for a system that I am not using to its full potential. In the process of trying to find another CRM, I've encountered plenty alternatives at less than 1/3 the cost. The inability of Support to identify and solve problems I had with the system is also a con. The only Social integrations are Twitter and Linked In, so the benefits of those to me are slim. The bottom line is that I would probably stick with Contactually if the price was right--and for me that means no more than $10/month.

Veronica
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 9.0 /10

Contactually does everything right!

Revisado el 20/12/2018

Overall, this CRM lives up to its reputation. It isn't cheap but I've seen more expensive systems...

Overall, this CRM lives up to its reputation. It isn't cheap but I've seen more expensive systems that actually suck. If you have it in the budget and also want a CRM that has vast capabilities and marketing -- this is your CRM.

Puntos a favor

This system is very user friendly. I picked it up within only a few days. Customization is vast but made so its not overwhelming. It is designed so well and is so amazingly intuitive it is super easy to use and makes you like using the system. The template library is huge but structured very well so it's not daunting. The templates also feel more personal and not a cookie-cutter mass email. The Bucked game is fantastic for getting those who drag their feet about categorizing need clients. Overall, this software is the bees-knees!

Puntos en contra

There are very few cons I found to the system. The largest one for my company is the reporting. It has basic reporting capabilities but we need a more robust reporting system to track all types of income from deals, especially the ability to see monthly revenue, total sale and the commission from this, lost $, etc... They are working on getting more reporting capabilities but doesn't help in the present.

Another con-ish thing is a pro and a con. It syncs SUPER well with systems, especially with Gmail--- almost too well. We get so many mass-emails about other agent's open houses and it pulls all these people into the CRM. While it's handy, it can be frustrating at times. I wish there was a plug-in for multiple email platforms where you could choose email you want to link (or unlink) to the system.

And finally, this one isn't really a big con for us but could be for those on a limited budget, the price isn't cheap; however, in my experience--- you get what you pay for. I'd say for us, Contactually is TOTALLY worth every penny.

Usuario verificado
Calificación general
  • Sector: Edición
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

A full-fledged email marketing software

Revisado el 10/10/2021

I used Contacually for a while on behalf of my clients. The experience was seamless. I didn't...

I used Contacually for a while on behalf of my clients. The experience was seamless. I didn't encounter any major setbacks.

Puntos a favor

I like the UX of the software It's modern, and the work on its web app is seamless.

Puntos en contra

The software although it comes with a plenty of features, it lacks batch processing, calendar synchronization and call recording.

Alternativas consideradas

GetResponse y AWeber

Razones para elegir Contactually

Clients demand

Software anterior

Pipedrive
Julie
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

Realtor with a team have used for 5+ years and regret ever setting it up.

Revisado el 30/9/2021

It is a huge mistake to get this program. At least in the past the support could actually help and...

It is a huge mistake to get this program. At least in the past the support could actually help and not treat us so poorly. Now Compass owns and are creating a totally different product and don't care about the old Contactually clients.

Puntos a favor

I am a realtor with a team of agents. And I REGRET terribly ever using Contactually. Setting up a CRM is a pain so that is why I have kept using for many years. So I am very experienced with the product.

The main reason we got it was so everyone on the team could see what other team members interactions were with the client. It's not worth getting even for that now.

Puntos en contra

There are so many downsides. One being - using tags, another reason we got it - is so finicky that you can easily create another one by mistake. Another issue is that even if it is the fault of Contactually program, and you can even more easily delete them instantly with no ability to get them back. There is no back button. Once you make ANY change for ANYTHING, it is GONE PERMANENTLY, even if it was a very innocent mistake. Totally messes with the database. Bizarre and unprofessional.

Another BIG issue is that when you put a bucket of clients together and you want to work on one client then go to the next on the list, YOU CANNOT. You have to go back to the Contacts page with the full client list, even if the bucket of clients is many pages, and it takes you to the beginning of the list. So then you have to remember which client was next, then you might have to go to another page 3 or 5 or 8. Then you can't just press an arrow or scroll to next person. It is INCREDIBLY FRUSTRATING.

Another problem is that the old address etc. shows up first in the clients contact info, so the new info is at the bottom of the client and doesn't show up as primary.

Another problem is that there is no consistent "cell" or mobile template.

Another is that the app has only half the functions of the desktop, so using on phone or finding info about the client is almost impossible on a tablet or phone.

Another is printing labels - forget it.

Another is doesn't work well with MACBOOK

Tzvika
Calificación general
  • Sector: Capital riesgo y capital privado
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 9.0 /10

Excellent CRM for Personal and Small Project Work

Revisado el 21/7/2017

it helps me manage my personal strategic network and get ahead as a professional.

it helps me manage my personal strategic network and get ahead as a professional.

Puntos a favor

Contractually does all the basic things right - managing contacts, tagging them, emailing, tracking interactions, integrating with other apps effortlessly. For me as someone who uses a personal CRM system for my own strategic network, it is exactly what i need.

Puntos en contra

I use an iPhone, and the iOS app does not automatically sync my phone calls to contractually, so I need to add them manually. same for whatsapp. this is of course no fault of contactually but a limitation of ios and whatsapp being closed gardens and inaccessible. but that's the one thing that make my life harder as a user.

Mostrando 5 opiniones de 102 Todas las opiniones

Preguntas frecuentes sobre Contactually

He aquí algunas preguntas frecuentes sobre Contactually.

Contactually ofrece los siguientes planes de precios:

  • A partir de: US$ 69,00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Contactually son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Contactually admite los siguientes idiomas:

inglés

Contactually admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

Contactually se integra con las siguientes aplicaciones:

Bookafy, Constant Contact, Eventbrite, FullContact, Gmail, Google Calendar, Google Contacts, Google Forms, Gravity Forms, HubSpot CRM, Insightly, Jotform, Keap, LinkedIn for Business, Mad Mimi, Mailchimp, MailerLite, Meta for Business, Microsoft Outlook, Realvolve, ScheduleOnce, Twitter, Typeform, Wufoo, Zapier

Contactually ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Asistencia 24/7, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Contactually.