Contactually

Contactually

Convierte las relaciones en resultados.

4.3/5 (95 opiniones)

Información general 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.

Precio

A partir de
69,00 US$/mes
Opciones de precios
Prueba gratis
Suscripción
Relación calidad-precio

Dispositivos

Tamaño de la empresa

P
M
G

Disponible en los países siguientes

Australia, Canadá, Reino Unido, Estados Unidos

Idiomas admitidos

Inglés

Reseñas de Contactually

Calificación general
4.3/5
82% reseñas positivas
56
Excelente
22
Muy bien
10
Media
3
Mediocre
4
Horrible
Jennifer H.
Traducir con Google

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

Veronica W.
Traducir con Google

Contactually does everything right!

Software usado A diario durante 1-5 meses
Revisado el 20/12/2018
Fuente de la reseña: SoftwareAdvice

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.

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación

9.0/10
Mary ann M.
Traducir con Google

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
Tzvika B.
Traducir con Google

Excellent CRM for Personal and Small Project Work

Software usado A diario durante Más de dos años
Revisado el 21/7/2017
Fuente de la reseña: Capterra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso

Probabilidad de recomendación

9.0/10
Usuario verificado
Traducir con Google

Amazing customer management software

Software usado A diario durante Más de un año
Revisado el 2/11/2017
Fuente de la reseña: Capterra

Increased customer follow and retention.

Puntos a favor

The simplicity of the entire system is profound. It's an extremely easy to use platform with a robust list of features to keep track of your relationships. Their concept of buckets is great and the email marketing automation is great.

Puntos en contra

When I used this software, it was largely geared towards the real estate world. It is easy to customize however, there are some features that other CRMs do a little bit better from the customer management perspective. When I stopped using the software, email automation that was created prior continued to go out for almost a year after I had left the company and cancelled my account with them. It is an expensive piece of software, but if it helps you land one more deal - it's well worth the money.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10

Precios de Contactually

A partir de
69,00 US$/mes
Opciones de precios
Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Contactually

  • API
  • Creación de informes y estadísticas
  • Gestión de calendarios
  • Integración de correo electrónico
  • Integración de terceros
  • Integración móvil
  • Modelos personalizables
  • Notificaciones automáticas
  • Panel de actividades
  • Recordatorios automáticos

  • Base de datos de clientes
  • Campos personalizables
  • Creación de informes personalizables
  • Creación de marca personalizable
  • Datos en tiempo real
  • Importación y exportación de datos
  • Integración de CRM
  • Integración de redes sociales
  • Pagos electrónicos
  • Seguimiento de actividades

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