Pour qui ?

Le public cible comprend toute personne ayant besoin de mieux gérer ses contacts, mais qui ne veut pas s'encombrer d'un CRM traditionnel, y compris les dirigeants de PME, les agents immobiliers, les conseillers financiers et les chefs d'équipe.

Notes moyennes

94 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4.5 / 5
  • Service client 4 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 3.5 / 5

Informations sur le produit

  • À partir de 59,00 $US/mois
  • Version gratuite Non
  • Version d'essai gratuite Oui
  • Déploiement Cloud, SaaS, web
  • Formation Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Service de support permanent (réponse directe)
    En ligne

Informations sur l'éditeur

  • Contactually
  • http://www.contactually.com/
  • Fondé en 2011

En savoir plus sur Contactually

Les logiciels de Contactually permettent de rester en contact avec chaque partie de votre réseau. Vous devez simplement mettre vos meilleurs contacts dans des "seaux" et votre compte Contactually se chargera du reste. Vous n'aurez ainsi plus à vous préoccuper du suivi des vos contacts, du résultat des interactions antérieures ou la posture à adopter pour renouer avec vos contacts. Avec la mise en place de ce suivi régulier, vous constaterez bientôt moins de tensions et de négligences avec vos contacts et plus de chaleur et d'échanges dans vos relations.

Contactually - Fonctionnalités

  • Analyse du service client
  • Catalogage et catégorisation
  • Contrôle des réponses par e-mail
  • Gestion des connaissances
  • Messagerie instantanée
  • Mesure des performances
  • Portail libre-service
  • Recherche
  • Suivi du support client
  • Alertes sur les biens
  • Gestion des campagnes
  • Gestion des contacts
  • Gestion des leads
  • Mise en correspondance des clients et des biens
  • Segmentation
  • Suivi des interactions
  • Suivi des références
  • e-mail marketing
  • Bibliothèque d'images
  • Campagnes de drip marketing
  • Conformité CAN SPAM
  • Contenu dynamique
  • E-mail découlant d'un événement
  • E-mails optimisés pour format mobile
  • Enquêtes clients
  • Gestion de la liste de diffusion
  • Gestion des abonnés
  • Gestion des modèles
  • Pages de renvoi et formulaires web
  • Rapports et analyses
  • Répondeurs automatiques
  • Tests A/B
  • Éditeur d'e-mail WYSIWYG
  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing
  • Automatisation du marketing
  • Catalogue de produits
  • Devis et offres
  • Gestion de projets
  • Gestion des campagnes
  • Gestion des centres d'appel
  • Gestion des contacts
  • Gestion des documents
  • Gestion des enquêtes
  • Gestion des leads
  • Gestion des listes
  • Gestion du territoire
  • Lead scoring
  • Pages de renvoi et formulaires Web
  • Suivi des interactions
  • Suivi des références
  • Support client
  • e-mail marketing
  • Gestion de projets
  • Gestion des contrats
  • Gestion des devis
  • Gestion des ventes
  • Gestion du temps
  • Planification
  • Prévision
  • Suivi des clients
  • Affectations d'équipe
  • Alertes de compte
  • Gestion des leads
  • Gestion des ressources
  • Gestion du marketing
  • Gestion du territoire
  • Suivi de l'influence
  • Suivi des frais
  • Suivi des ménages
  • Suivi des relations
  • Carte de fidélité
  • Distribution de récompenses
  • Gestion des campagnes
  • Gestion des commentaires
  • Gestion des contacts
  • Gestion des leads
  • Gestion des références des employés
  • Liste des partenaires de référence
  • Marketing d'affiliation
  • Base de données de contacts
  • Contacts partagés
  • Gestion des leads
  • Gestion du pipeline de ventes
  • Importation et exportation de contacts
  • Outils de prospection
  • Recherche/Filtre
  • Segmentation
  • Suivi des interactions
  • Distribution de leads
  • Gestion des campagnes
  • Gestion des pipelines
  • Lead nurturing
  • Lead scoring
  • Outils de prospection
  • Saisie de leads
  • Segmentation de leads
  • Suivi des activités
  • Suivi des sources
  • CTA personnalisables
  • Campagnes de drip marketing
  • Contenu dynamique
  • Lead scoring
  • Marketing social
  • Pages de renvoi et formulaires web
  • Sales intelligence
  • Search marketing
  • Segmentation
  • Suivi des visiteurs de sites web
  • Suivi du ROI et de l'analytique
  • Tests A/B
  • Gestion de site web
  • Gestion des biens
  • Gestion des calendriers
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des documents
  • Gestion des leads
  • Gestion des listings
  • Mise en correspondance des clients et des biens
  • e-mail marketing

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Avis les plus utiles sur Contactually

Mixed feelings

Publié le 17/12/2015
Jennifer H.
Immobilier, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
Source : GetApp
4/5
Note globale
4 / 5
Facilité d'utilisation
Fonctionnalités
4 / 5
Support client
2 / 5
Rapport qualité-prix

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Contactually does everything right!

Publié le 20/12/2018
Veronica W.
Office/Business Manager
Immobilier, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
Source : SoftwareAdvice
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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!

Inconvénients: 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.

Great value CRM

Publié le 14/12/2016
Mary ann M.
Senior Recruiter
Comptabilité, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
Source : GetApp
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
2 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Excellent CRM for Personal and Small Project Work

Publié le 21/07/2017
Tzvika B.
Head of Platform
Capital risque et capital-investissement, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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

Avantages: 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.

Inconvénients: 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.

Amazing customer management software

Publié le 02/11/2017
Utilisateur vérifié
Project Manager / Director of Business Development
Logiciels, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Increased customer follow and retention.

Avantages: 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.

Inconvénients: 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.

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