Contactually

Contactually

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4.3/5 (97 opiniones)

Información general sobre Contactually

¿Qué es 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.

Información general sobre Contactually

Precio

A partir de
69,00 US$/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Contactually

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Australia, Canadá, Reino Unido, Estados Unidos
Idiomas admitidos
Inglés

Capturas de pantalla

Captura de pantalla de Contactually: Get follow-up reminders for important contacts that you've fallen out of touch with. Miss fewer opportunities.
Captura de pantalla de Contactually: Get follow-up reminders for important contacts that you've fallen out of touch with. Miss fewer opportunities. Captura de pantalla de Contactually: Connect your calendars to show in-person meetings and scheduled tasks. Captura de pantalla de Contactually: Work directly from gmail with our seamless integration. We also integrate with Outlook. Captura de pantalla de Contactually: Connect social media accounts to track conversations across multiple platforms. Captura de pantalla de Contactually: New contacts are automatically pulled from email for you to categorize or skip. Captura de pantalla de Contactually: All connected accounts automatically update with your conversations. No manual entry. Captura de pantalla de Contactually: Set timers on your buckets to remind you to follow up. Captura de pantalla de Contactually: Customizable and dynamic email templates make following up quick and easy. Captura de pantalla de Contactually: Pipelines allow you to track and visualize your deals. Captura de pantalla de Contactually: Programs ensure you're staying relevant and timely with your most important relationships.

Opiniones de Contactually

Opiniones de Contactually

Calificación general
4.3
/
5
Excelente
57

Muy bien
23

Normal
10

Pobre
3

Malo
4

Relación calidad-precio
3.7
Funciones
4.1
Facilidad de uso
4.3
Asistencia al cliente
4.1
82% Un ha recomendado esta aplicación
Linda W.

Contactually continues to improve and expand the value they bring to their Real Estate CRM

Contactually helps me keep on top of my contacts, relationships and follow ups. I love how user friendly and aesthetically pleasing and simple the website and app as well as the functionality are.


Traducir con Google
Jennifer H.

Mixed feelings

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.


Traducir con Google
Mary ann M.

Great value CRM

I found Contactually as I upgraded my business's ATS. This is the perfect compliment, it ties in with Google email so anything I do in one system, shows up in the other. I've been looking for years and this is the first one that appealed to me for the features and the price.


Traducir con Google
Jenniffer L.

Read THIS before using that

The software is very user friendly and stores everything you would ever want in one tidy place but it does not accurately store the data. It has deleted contacts, merged unrelated contacts and added incorrect info to contact profiles, rendering it more dangerous than helpful. I have used CRMs for decades and this was the best product I have ever used before it started corrupting all of the data in it.


Traducir con Google
William B.

Contactually Concierge Service

We are still relatively new to the service (just over one year). Caroline has made a major difference in making Contactually integrate with our other systems.


Traducir con Google
Linda W.
Sector: Propiedad inmobiliaria
Tamaño de la empresa: 13-50 empleados
Traducir a español

Contactually continues to improve and expand the value they bring to their Real Estate CRM

Software usado A diario durante Más de dos años
Revisado el 14/12/2018
Fuente de la reseña: Capterra

Contactually helps me keep on top of my contacts, relationships and follow ups. I love how user friendly and aesthetically pleasing and simple the website and app as well as the functionality are.

Puntos a favor

the real time linking with your email to show you emails to and from the client....and the newly added toolbar aspect whereby a right hand extension opens when you are in an email with a client or affiliated vendor

Puntos en contra

the follow up features/emails etc. were somewhat lacking...however, they have improved this aspect incredibly

Desglose por calificación

Relación calidad-precio
Facilidad de uso

Probabilidad de recomendación: 10.0/10

Jennifer H.
Sector: Propiedad inmobiliaria
Tamaño de la empresa: Trabajador autónomo
Traducir a español

Mixed feelings

Revisado el 17/12/2015
Fuente de la reseña: GetApp

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Mary ann M.
Sector: Contabilidad
Tamaño de la empresa: 2-10 empleados
Traducir a español

Great value CRM

Software usado A diario durante 6-12 meses
Revisado el 14/12/2016
Fuente de la reseña: GetApp

I found Contactually as I upgraded my business's ATS. This is the perfect compliment, it ties in with Google email so anything I do in one system, shows up in the other. I've been looking for years and this is the first one that appealed to me for the features and the price.

Puntos a favor

Ease of use, love the Contactually Chrome Addon that allows me to save articles for forwarding. I appears very personal when sending these to clients; the response rate was through the roof compared to regular emails.

Puntos en contra

I was disappointed by the 100% lack of follow through from the sales rep. Additionally, because I did the 30day trial using my old Gmail address, it is a mess to this day. Plus, for some reason, clients were duplicated and they still have not been able to fix it. So, use your account you'll be using from day one or do not do the trial.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Jenniffer L.
Sector: Propiedad inmobiliaria
Tamaño de la empresa: 13-50 empleados
Traducir a español

Read THIS before using that

Software usado A diario durante Más de dos años
Revisado el 15/7/2017
Fuente de la reseña: Capterra

The software is very user friendly and stores everything you would ever want in one tidy place but it does not accurately store the data. It has deleted contacts, merged unrelated contacts and added incorrect info to contact profiles, rendering it more dangerous than helpful. I have used CRMs for decades and this was the best product I have ever used before it started corrupting all of the data in it.

Puntos a favor

Contactually is super smooth and easy to use. It will store everything you need and do everything you would want a CRM to do and more. I tried thousands of products before moving to this one about 3 years ago. It is user friendly and pretty, but read the HUGE con below before choosing it.

Puntos en contra

While I think Contacually is the best CRM I have found to date and it will do everything you want, it has now mixed up all of my data. It has merged unrelated contact together, deleted contacts, added job titles and profiles to contact that don't belong to them. I am a HEAVY CRM user and now I can't trust the data I put into Contactually because the phone number I dial may or may not belong to the person Contactually has associated it with and may of my notes on interactions with people have just disappeared. BE VERY WARY of this product. I have lost decades of data on over 20,000 contacts because this software shuffled and deleted my data. With all of its flash and function, it did me far more harm than good because I will never be able to get the missing data back nor straighten out who is really who.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 0.0/10

William B.
Sector: Propiedad inmobiliaria
Tamaño de la empresa: 2-10 empleados
Traducir a español

Contactually Concierge Service

Software usado A diario durante Más de un año
Revisado el 30/10/2018
Fuente de la reseña: Capterra

We are still relatively new to the service (just over one year). Caroline has made a major difference in making Contactually integrate with our other systems.

Puntos a favor

Caroline Long is our representative. We were a client of Contactually when they offered their new Concierge Service. We signed up immediately as it was just what we needed. We were not fully using the tools within Contactually when Caroline was assigned to our account.

We are very happy with her work and would recommend her and this service for other Contactually accounts.

Puntos en contra

We need texting within Contactually. We can only cut and paste presently to record these interactions.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
7.9/10
Basado en 97 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Contactually

Precios de Contactually

A partir de
69,00 US$/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
3.7/5
Basado en 97 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Contactually

Funciones de Contactually

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Importación y exportación de datos
Integración de CRM
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4.1/5
Basado en 97 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Vídeos y tutoriales

Vídeos y tutoriales

Preguntas frecuentes sobre Contactually

Preguntas frecuentes sobre Contactually

He aquí algunas preguntas frecuentes sobre Contactually.

P. ¿Qué tipo de planes de precios ofrece Contactually?

Contactually ofrece los siguientes planes de precios:

A partir de: 69,00 US$/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Contactually?

No tenemos información sobre las características de Contactually

P. ¿Quiénes son los usuarios habituales de Contactually?

Los clientes habituales de Contactually son:

Empresas Grandes, Empresas medianas, Empresas pequeñas

P. ¿Qué idiomas admite Contactually?

Contactually admite los siguientes idiomas:

Inglés

P. ¿Qué tipo de planes de precios ofrece Contactually?

Contactually cuenta con los siguientes planes de precios:

Suscripción

P. ¿Contactually es compatible con dispositivos móviles?

Contactually admite los siguientes dispositivos:

Android, iPhone, iPad

P. ¿Con qué otras aplicaciones se integra Contactually?

Contactually se integra con las siguientes aplicaciones:

ActiveCampaign, Bitium, Clearlogin, Kixie, Mad Mimi, Mailjet, PieSync, Talkdesk, Wishpond, Zapier

P. ¿Qué tipo de asistencia ofrece Contactually?

Contactually ofrece las siguientes opciones de asistencia:

Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo