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About Contactually CRM

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.

Still not convinced Contactually CRM is right for you? Use our CRM Software product selection tool to browse additional solutions and get a custom recommendation. Have questions? Call, click, or email to get a free consultation from one of our unbiased Technology Advisors.

Alternatives to Contactually CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.


1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

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