Contactually

Contactually

Transformer les relations en résultats

4.3/5 (76 avis)

Contactually - Présentation

Qu'offre Contactually ? Entre autres :

* Des rappels de suivi personnalisés pour s'assurer que les relations clés ne passent jamais entre les mailles du filet. Les rappels sont faciles à configurer et encore plus faciles d'accès à partir du tableau de bord Contact, de la messagerie électronique, du téléphone ou même d'un compte Google Agenda.

* Modèles d'e-mail sensibles au contexte pouvant insérer automatiquement des noms, des dates, des tâches précédentes ou à peu près n'importe quoi d'autre. Contactually comprend une vaste bibliothèque de modèles communs et il est facile de les personnaliser ou de créer vos propres à partir de zéro.

* Programmes automatisés capables d'effectuer toutes sortes d'actions, depuis l'envoi de suivis et la création de tâches, jusqu'à la classification de contacts et le suivi de personnes sur différents réseaux sociaux. Programs peut s'engager et prendre des mesures automatiquement ou être lancé sur des contacts individuels et nécessite une approbation avant d'agir, le choix vous appartient. Avec Programs, il est possible de gérer un réseau beaucoup plus large sans perdre la trace des personnes ou de perdre contact.

* Gestion des pipelines pour relier les différents contacts à des affaires et transactions spécifiques sur plusieurs niveaux et les suivre tout au long du processus de vente.

* Intégration facile avec des systèmes populaires tels que Zapier, MailChimp, MadMimi et bien plus encore ;
ainsi que les systèmes API propriétaires ouverts et les plug-ins pour Gmail et Outlook qui permettent d'utiliser Contact selon les souhaits

* Fonctionnalité d'équipe puissante pour la gestion de réseaux combinés. Affecter des leads et des clients à des utilisateurs spécifiques, partager des contacts et des groupes, tout en maintenant des connexions privées et des correspondances.

Prix

À partir de
69,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Appareils

Pour quelle entreprise ?

S
M
L

Disponible dans les pays suivants

Australie, Canada, Royaume-Uni, États-Unis

Langues

anglais

Contactually - Avis

Note globale
4.3/5
80% d'avis positifs
39
Excellent
22
Très bien
8
Moyen
3
Médiocre
4
Mauvais
Jennifer H.
Traduire avec Google Translate

Mixed feelings

Publié le 17/12/2015
Provenance de l'avis : 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.

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Veronica W.
Traduire avec Google Translate

Contactually does everything right!

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 20/12/2018
Provenance de l'avis : 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.

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.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

9.0/10
Mary ann M.
Traduire avec Google Translate

Great value CRM

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 14/12/2016
Provenance de l'avis : 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.

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Tzvika B.
Traduire avec Google Translate

Excellent CRM for Personal and Small Project Work

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 21/07/2017
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit

9.0/10
Utilisateur vérifié
Traduire avec Google Translate

Amazing customer management software

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 02/11/2017
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Contactually - Prix

À partir de
69,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Contactually - Fonctionnalités

  • API
  • Gestion des calendriers
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Rappels
  • Rapports et statistiques
  • Tableau de bord d'activités

  • Base de données de clients
  • Champs personnalisables
  • Données en temps réel
  • Importation et exportation de données
  • Intégration CRM
  • Intégration des médias sociaux
  • Paiements électroniques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités

Contactually - FAQ

Voici quelques-unes des questions fréquentes sur Contactually.

Q. Quels sont les types de licence disponibles pour Contactually ?

Types de licences disponibles pour Contactually :

À partir de: 69,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Contactually ?

Nous n'avons pas d'informations sur les fonctionnalités de Contactually.

Q. Qui utilise Contactually ?

Utilisateurs habituels du logiciel Contactually :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues Contactually est-il disponible ?

Langues dans lesquelles Contactually est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Contactually ?

Types de licences disponibles pour Contactually:

Abonnement

Q. Contactually prend-il en charge les appareils mobiles ?

Appareils pris en charge par Contactually :

Android, iPhone, iPad

Q. Avec quelles applications Contactually peut-il s'intégrer ?

Applications s'intégrant à Contactually :

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

Q. Quelles sont les ressources d'aide disponibles pour Contactually ?

Ressources d'aide disponibles pour Contactually :

FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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