Intelligently prompts you to follow up with your important contacts so you stay top of mind and can generate more referral opportunities.
Tracks your weekly progress to see how many follow-ups you’ve completed and allows you to customize your own follow-up goals to drive your business forward.
Shows you who you’ve been in touch with most over the course of the week and how many times you’ve reached out. Shows you exactly who’s important to your business at that time.
Automatically updates missing or outdated information from your contacts’ email signatures and social media profiles.
Reconnect easily with your contact from anywhere, including your mail client or phone.
See all of your communications with your contacts from email, Facebook, Twitter, and LinkedIn in the same place.
Scours the web for all of your contacts’ social profiles and prompts you to connect with them.
Displays all social updates on your contacts’ profiles. Now you know what to say to increase your relevancy when you’re following up.
Categorize your contacts with our unique and customizable system of buckets.
Assign rules to each bucket so you know when you should follow up with those contacts.
Categorizing and organizing your contacts has never been this much fun. Play the Bucket Game to sort your contacts and give context to your relationships.
Easily share contacts and communication histories with your professional team.
Assign contacts to team members to promote true relationship owner.
We take the guesswork away from managing team contacts by showing you who last contacted that person, when it happened, and how many times they’ve been contacted in total.
Managers can effortlessly track their team’s performance, both on an individual basis and for the company as a whole.
Visual representations make it easy to see which team members and which team buckets need the most assistance.
Integrates with the CRM tools that are already a part of your and your company’s workflow. Eliminates the need for double data entry and allows you to spend valuable time cultivating your relationships.
Keep up with all of your personal and professional contacts with our social media integrations. Follow up with your top prospects on Facebook, Twitter and LinkedIn right from Contactually.
Access Contactually right where you work with our Outlook, Gmail, and mobile client.
