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    Contactually

    CRM

    • Email
      sdr@contactually.com
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    Product Description

    Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you.

    Contactually is a SaaS-based intelligent customer relationship management (CRM) platform for real estate professionals and their teams that helps users develop and strengthen authentic, long-lasting relationships. The heart of Contactually is centralizing contacts and automatically documenting the relationship touchpoints. With a layer of intelligence over everything, and the ability to fit into your brokerage’s tech stack, Contactually scales actionable follow-up plans and automates relationship workflows, leaving agents free to do what they do best — build the kind of personal relationships that grow the business.

    Key Features
    • CRM
    • CRM, Sales, Marketing
    • CRM, Data Science, SaaS
    Additional Features
    • Alerts/Notifications
    • Analytics/ROI Tracking
    • Auto-Responders
    • Calendar Management
    • Campaign Management
    • CAN SPAM Compliance
    • Cataloging/Categorization
    • Contact Database
    • Contact Management
    • Data Import/Export
    • Drip Campaigns
    • Dynamic Content
    • Email Marketing
    • Email Response Control
    • Employee Referral Management
    Social Networks
    • Facebook
    • Twitter
    • Instagram
    Product Category
    • CRM
    Video
    Product Details
    • Pricing
      Accelerator: $99 monthly per user; when billed annually Concierge: $399 monthly per user; when billed annually Professional: $59 monthly per user; when billed annually
    • Markets
      United States
    Company Contact
    • Email
      sdr@contactually.com
    Videos

    On this webinar, we reviewed Contactually Programs, which is a sequenced campaign of emails and tasks. We also discussed how to use them and overall best practices.
    Let's Talk Automation: The dos and don'ts of Contactually programs
    On this webinar, we go over new updates to the Chrome Extension for Gmail, specifically templates and email tracking, and go over how to use the Chrome Extension and some best practices we have learned from users just like you!
    UPDATE - Contactually's updates to the Chrome Extension for Gmail
    When JR found out about Contactually, he jumped right in and is on his way to becoming a top performer.

On this webinar, we will be chatting with JR Suppa, a new agent who leveraged Contactually to exceed his goals during his first year in real estate.
    How a new Realtor CRUSHED his first year using Contactually
    On this webinar, we go over how to get more repeat and referral business from past clients. Whether you are in Real Estate, Consulting, or any other professional service, past clients represent a goldmine when it comes to helping grow your business
    After The Close: How to DOUBLE your repeat and referral business
    On this webinar, we talked again with Travis Stauffer, who manages a real estate team that has done $1 billion in sales! He gives us insight into how his team maximizes Contactually to sell efficiently. [Part II of '2x Growth and Peace of Mind Webinar']

Specifically, we talk more about the advanced processes that he put into place to help the Jody Clegg Team take their business to another level, highlighting custom fields, email templates, and programs.
    2x Growth and Peace of Mind: how a top LA team wins with Contactually (Part II)
    You have spent YEARS building great relationships with your network, but how do you actually ASK for the referrals? It's time to turn those relationships into results. On this webinar, we walk you through proven strategies for HOW to ASK for referrals.
    How to ASK for Referrals: Proven Strategies That Work
    You have a ton of contacts and it may seem overwhelming. You tried out Contactually and may be stuck. On this webinar, we went over how to make Contact Management actually FUN!

More specifically, we discussed: 

1) How to make contact management fun

2) How to get rid of your clutter and not be overwhelmed by your database

3) How to focus and unlock opportunities from your network

4) Best practices from users just like you
    How to make contact management fun with Contactually
    On this webinar, we went over over: 

1) How to ensure that all of your leads get into Contactually

2) A proven (4) Bucket system for managing leads

3) Templates & Programs to increase your overall conversion rate

4) Best practices from users just like you
    How to never let another lead slip through the cracks
    Leadership from Buyside, Contactually, and Reliance discuss how firms like LeadingRE, Sotheby's, and BHHS Fox & Roach and others are taking a Best of Breed approach when it comes to their technology offerings and how our new partnership can deliver the best websites, CRM, and lead generation solutions on the market today.
    Better Together: Buyside, Contatually, and Reliance

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