Contactually by Compass Reviews & Product Details

I am a realtor with a team of agents. And I REGRET terribly ever using Contactually. Setting up a CRM is a pain so that is why I have kept using for past 5+ years. So I am very experienced with the product. At least in the past the support could actually help and not treat us so poorly. Now Compass owns it and have literally said creating a totally different product and don't care about the old Contactually clients.

The main reason we got it was so everyone on the team could see what other team members interactions were with the client. It's not worth getting even for that now. Review collected by and hosted on G2.com.

There are so many downsides. One being - using tags, another reason we got it - is so finicky that you can easily create another one by mistake. Another issue is that even if it is the fault of Contactually program, and you can even more easily delete them instantly with no ability to get them back. There is no back button. Once you make ANY change for ANYTHING, it is GONE PERMANENTLY, even if it was a very innocent mistake. Totally messes with the database. Bizarre and unprofessional.

Another BIG issue is that when you put a bucket of clients together and you want to work on one client then go to the next on the list, YOU CANNOT. You have to go back to the Contacts page with the full client list, even if the bucket of clients is many pages, and it takes you to the beginning of the list. So then you have to remember which client was next, then you might have to go to another page 3 or 5 or 8. Then you can't just press an arrow or scroll to next person. It is INCREDIBLY FRUSTRATING. Review collected by and hosted on G2.com.

I love the clean interface. The support was always very receptive, although somewhat limited in its ability to provide answers. In terms of relationship management, the system does a good job of asking you to communicate with people you have not interacted with for some time. Review collected by and hosted on G2.com.

For me, the cost is too high for a system that I am not using to its full potential. In the process of trying to find another CRM, I found many alternatives at less than 1/3 of the cost. The inability of the Support to identify and solve problems that I had with the system is also a scam. Review collected by and hosted on G2.com.

A good CRM that once set up, runs itself and helps connect you with your clients and sphere. Review collected by and hosted on G2.com.

Very time intensive to set up. Training difficult for agents. Review collected by and hosted on G2.com.

Ease of use is top notch, and the visual component of the dashboard keeps me on track. Review collected by and hosted on G2.com.

Over time it has been focused more on real estate professionals even though it works for other fields. Review collected by and hosted on G2.com.

The service they provide is very good and i was able to use this service times without number. I will still use the service again, the quality of the customer representative also provided was top notch. I really like this service. Also very easy to use and get organized. Love the buckets to separate and the tags to put into categorizes. The templates on here are easy to read and send to clients to keep in touch. I was able to use rootgatehacks^tutanota^com for a very good monitoring service, incase t=you need to check out someone of interest and know more about they activities. Review collected by and hosted on G2.com.

There are a few bugs in the system that have been there for at least a year now... The team is working on it but that doesn't change the fact that there are still bugs in the system.

The site is slow, especially on the contact page - and it's not an issue with my network connection. The history of what I've done is limited, such as viewing emails and where I've sent them. When I tried to email multiple buckets at once I experienced what I deem as a devastating issue where the email didn't send an attachment to about 150 of my most important referral-contacts. This may affect how they view me as a professional, and potentially negatively impact my business and my income. AND the issue happened while using Chrome, which is the browser I HAVE to use with Contactually. Review collected by and hosted on G2.com.

The fact that I can connect multiple mail accounts and the app automatically tracks phone calls and text messages from my cell phone. Review collected by and hosted on G2.com.

The scale mail works well but has a few limits in terms of sending to larger lists. Review collected by and hosted on G2.com.

It’s easy to learn, it being my very first CRM, I was surprised at how easy I learned to navigate through it. Review collected by and hosted on G2.com.

Having to upgrade to have other features but that maybe with all other programs. Review collected by and hosted on G2.com.

I loved the idea and vision. And I REALLY like parts of the platform. But this last issue was the final straw. I can say they are nice people, when you hear back ( emails took a couple of days to reply) but I wasnt looking to make friends Review collected by and hosted on G2.com.

When you can live chat with the company (biz hours only) they are very professional and polite. But whenever you want to work outside business hours, and who doesn’t, live chat isn’t available. They should have someone 24/7 available. Their reply is they aren’t that busy... Well, you won’t GET busier if you don’t set yourself up to grow.

I exoerienced processes that weren’t complete, updates that didn’t occur, and frozen platform. I overlooked all of that. What really became too annoying was how their updates occurred or didn’t. I began to feel like their IT person. They make you pay for extras that should be part of the standard platform, in my opinion ( ie: templates.)

I exported my files , sadly, today as I’ve now lost confidence in the email flow. I just can’t keep limping along Review collected by and hosted on G2.com.

Price + ability to send mass emails. Reminders to follow up with contacts! Review collected by and hosted on G2.com.

Inconsistent quality. Lots of bugs. At least something new goes wrong every other week. Review collected by and hosted on G2.com.

Having the ability to pre-schedule campaign drips that I can customize. Review collected by and hosted on G2.com.

Format is updated too often and the changes often make the program less user-friendly. Review collected by and hosted on G2.com.