Introduction
Hello and welcome to our latest article on Contactually for Real Estate CRM. If you’re a real estate professional looking for a comprehensive and efficient solution to manage your communication with clients and prospects, you’re in the right place. In this article, we’ll dive deep into the features and benefits of Contactually and how it can revolutionize the way you interact with your contacts. Let’s get started!
Effective communication is essential in the real estate industry, and Contactually is a powerful tool that offers just the right mix of automation and personalization for high-quality interactions. Whether you’re an agent, broker, or team leader, Contactually can help you organize, prioritize, and personalize your messages, ensuring no lead falls through the cracks. Let’s explore the software in more detail to understand how it can help elevate your game.
First, we’ll talk about what Contactually is and how it works. Then, we’ll delve into its features, advantages, and disadvantages. Finally, we’ll wrap up with some FAQs and a call-to-action that will inspire you to try Contactually for your real estate CRM needs.
What is Contactually?
Contactually is a cloud-based CRM software designed to help real estate professionals stay on top of their communication with clients and prospects. Its key features include contact management, email automation, lead nurturing, and pipeline tracking. With Contactually, you can segment your contacts, automate follow-up messages, set reminders, and track your progress, all from one centralized platform.
The software integrates with various real estate tools, including Zillow, Realtor.com, and Mailchimp, and offers robust reporting and analytics to help you measure your success. Moreover, its intuitive user interface and customizable templates make it easy for users of all levels to get started and make the most of its features.
Features of Contactually
Contact Management
Contactually’s contact management is one of its most powerful features, allowing you to create custom fields, tags, and segments to keep your contacts organized and relevant. You can import contacts from various sources, including Gmail, Outlook, and CSV files, and merge duplicates to avoid confusion. Moreover, you can add notes, tasks, and reminders to each contact’s profile, ensuring you always have the right information at hand.
Email Automation
Contactually’s email automation is another standout feature that can save you time and effort while maintaining a personalized touch. You can create custom email templates and drip campaigns, schedule messages for specific dates and times, and automate follow-ups based on your contact’s behavior. Additionally, you can track your email opens, clicks, and responses, allowing you to measure your engagement and adjust your strategy as needed.
Lead Nurturing
Contactually’s lead nurturing features are designed to help you build relationships with your contacts and move them through the sales funnel. You can set up lead buckets based on your contacts’ engagement level and set automated actions to keep them engaged, such as sending relevant content or scheduling follow-up calls. Additionally, you can assign leads to team members or external partners, ensuring everyone is on the same page.
Pipeline Tracking
Contactually’s pipeline tracking features allow you to visualize your sales process and track your progress at every stage. You can create custom pipelines and stages, set goals and metrics, and track your performance over time. Moreover, you can create reports and dashboards to get a clear picture of your sales funnel and identify areas for improvement.
Advantages and Disadvantages of Contactually
Advantages
Streamlined Communication
Contactually’s all-in-one platform ensures you never miss a beat in your communication with clients and prospects. With its contact management, email automation, and pipeline tracking features, you can stay organized, efficient, and personal in all your interactions.
Easy Integration
Contactually integrates with various real estate tools, including Zillow and Realtor.com, making it easy to import leads and automate your follow-up. Moreover, it’s compatible with Gmail, Outlook, and other email clients, ensuring you can use it with your existing workflows.
Customizable Templates
Contactually offers customizable email templates and drip campaigns, allowing you to personalize your messages while saving time and effort. Additionally, you can create custom fields and tags to segment your contacts and create targeted campaigns.
Intuitive UI
Contactually’s user interface is intuitive and user-friendly, making it easy for users of all levels to get started and use its features to their full potential. Moreover, its customizable dashboard and reporting allow you to track and measure your success at a glance.
Disadvantages
Price
Contactually’s price can be a bit steep for individual users or small teams, with plans starting at $89/month. Moreover, some of its advanced features, such as custom integrations, require additional fees.
Learning Curve
Contactually can have a bit of a learning curve, especially if you’re new to CRM software. However, its training materials and customer support can help you get up to speed quickly.
Table
| Feature | Description |
|---|---|
| Contact Management | Create custom fields, tags, and segments to organize your contacts |
| Email Automation | Create custom email templates and drip campaigns, schedule messages, and automate follow-ups |
| Lead Nurturing | Set up lead buckets, assign leads to team members, and track engagement level |
| Pipeline Tracking | Create custom pipelines and stages, set goals and metrics, and track performance over time |
| Integrations | Compatible with various real estate tools, including Zillow, Realtor.com, and Mailchimp |
| Reporting | Create custom reports and dashboards to track engagement, progress, and ROI |
| Pricing | Plans start at $89/month, with some advanced features requiring additional fees |
FAQs
What makes Contactually different from other CRMs?
Contactually offers a unique blend of automation and personalization that can help real estate professionals maintain high-quality communication with their contacts. Its customizable templates, lead nurturing, and pipeline tracking features set it apart from other CRMs on the market.
Can I import contacts from other sources?
Yes, Contactually allows you to import contacts from various sources, including Gmail, Outlook, and CSV files. You can also merge duplicates to avoid confusion and keep your database clean.
Does Contactually offer training and support?
Yes, Contactually offers various training materials, including webinars, tutorials, and a comprehensive knowledge base. Moreover, its customer support team is available via chat, email, and phone to help you with any issues or questions.
Can I customize my email templates?
Yes, Contactually offers customizable email templates that allow you to personalize your messages while saving time and effort. You can add custom fields, images, and links to create professional and engaging campaigns.
How does Contactually handle follow-ups?
Contactually’s email automation features allow you to schedule automated follow-ups based on your contact’s behavior. You can set triggers for opens, clicks, and responses, ensuring you always stay top-of-mind without being too pushy.
Can I track my progress with Contactually?
Yes, Contactually’s pipeline tracking features allow you to track your progress at every stage of the sales process. You can create custom pipelines and stages, set goals and metrics, and measure your performance over time.
Can I integrate Contactually with other real estate tools?
Yes, Contactually integrates with various real estate tools, including Zillow, Realtor.com, and Mailchimp. Moreover, you can use its API to create custom integrations and automation workflows.
What are the pricing plans for Contactually?
Contactually offers various pricing plans, starting at $89/month for individual users and $119/month for teams. Its advanced plans, such as Professional and Accelerator, offer additional features and customizations.
Does Contactually offer a free trial?
Yes, Contactually offers a 14-day free trial that allows you to test its features and benefits before committing to a plan. Moreover, you can cancel your subscription at any time without penalty.
Can I use Contactually on my mobile device?
Yes, Contactually offers a mobile app for iOS and Android devices, allowing you to stay connected and productive on the go. The app offers most of the features and functionalities of the desktop version, ensuring you never miss a beat.
Does Contactually offer any security features?
Yes, Contactually takes data security seriously and offers various features to protect your information, including two-factor authentication, SSL encryption, and data backups. Moreover, its servers are hosted on Amazon Web Services, ensuring maximum uptime and reliability.
Can I export my data from Contactually?
Yes, Contactually allows you to export your data in several formats, including CSV and Excel. You can export your contacts, emails, and reports, ensuring you always have a backup and can transfer your data to other CRMs if needed.
Can I cancel my subscription at any time?
Yes, Contactually offers a no-strings-attached policy that allows you to cancel your subscription at any time without penalty. Moreover, it offers a 30-day money-back guarantee for new users, ensuring you can try its features risk-free.
What are the system requirements for Contactually?
Contactually is a web-based software that requires an internet connection and a modern browser, such as Google Chrome, Firefox, or Safari. Moreover, it’s compatible with most operating systems, including Windows, Mac OS X, and Linux.
Conclusion
And there you have it – everything you need to know about Contactually for Real Estate CRM. We hope this article has helped you understand the software’s features, advantages, and disadvantages, and how it can help you streamline your communication with clients and prospects. Whether you’re a seasoned agent or just starting, Contactually can help you stay organized, efficient, and personal in all your interactions, improving your chances of success.
We encourage you to try Contactually for yourself and experience its benefits firsthand. With a 14-day free trial and no-strings-attached policy, you have nothing to lose and everything to gain. Sign up today and take your real estate CRM to the next level!
Closing/Disclaimer
In conclusion, we would like to emphasize that the information presented in this article is accurate at the time of publication and based on our own research and experience. However, we cannot guarantee its completeness or suitability for your specific needs, and we recommend that you do your own research and consult with professionals before making any financial or business decisions.
Moreover, we would like to disclose that we may receive compensation from Contactually or its affiliates if you click on any of the links or sign up for any of its services through our website. However, we assure you that our reviews and opinions are unbiased and based solely on our own assessment of the software’s features and benefits.