Contactually CRM Product Overview
Contactually is a relationship-based CRM which helps companies build authentic, long-lasting connections that grow their business. The tool helps businesses discover the right person, then develop authentic personalized communication that keeps your business top-of-mind. Login daily and engage your high value contacts to generate more repeat and referral business.
Key features include:
Buckets: Categorize, and prioritize all of your relationships using Contactually’s “Buckets”. Set follow up reminders at different intervals for different types of contacts and develop the cadence you’d like to connect. Have contacts closer to the end of your pipeline? Connect with them more often and grow your relationship beyond the initial transaction.
Email Templates: Pre-written messages for any and all occasions. Email Templates allow you to make personal, authentic connections with less effort and time.
ScaleMail: The perfect way for contacting small groups who deserve more attention than sending a newsletter. Select the people you want to contact and easily personalize the message before sending.
Programs: Customize and automate a sequence of actions. Create reminders, send template emails or even re-organize your contacts in ways you normally work. Build your own step-by-step processes that communicates the way you do.
Pipelines: Track the status and value of the business that’s tied to your relationships. They’re a great way to stay on top of your business development efforts as they happen, and take the action needed to move them along.
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What is Contactually?
Contactually offers a 30-day free trial with no credit card required. After the trial, you have the option to upgrade to a Basic, Professional, or Enterprise plan. The Basic plan ($35 per user per month, or $29 per user per month with an annual subscription) provides you with unlimited contacts, unlimited follow-up reminders, unlimited email account connections, social network integration, and 50 bulk messages per day. Upgrading to Professional ($59 per user per month, or $49 per user per month with an annual subscription) gives you all of those features plus smart templates, automated programs, introductions, pipelines, team collaboration and analytics, priority support, and 300 bulk messages per day. Finally, the Enterprise plan ($125 per user per month, or $99 per user per month with an annual subscription) gives you all the benefits of the professional plan, but your bulk message per day limit goes up to 1,000, and you get unlimited API calls.
How Contactually Works ?
- Manage and track all of your relationship building activity from your Contactually Dashboard.
- Use Contactually’s email templates to supercharge your email marketing. Efficiently engage your contacts with powerful messaging.
- Start a meaningful conversation by sharing valuable articles and content with your network.
- Influence your network and elevate your thought leadership with Contactually’s Intro Maker tool.
- Looking to personally interact with several contacts at once? Look no further than Contactually’s Scale Mail feature.
- Keep your mind at peace knowing that you’re regularly and meaningfully engaging your contacts with Contactually’s Programs feature.
- Visualize your deals and prioritize your efforts by showing which projects are in which stages of your pipeline.
- With Contactually, the days of manual data entry are long gone.