How Contactually works for your team

Increased visibility, shared relationships, total security. Start building your Contactually team today:

 

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How it works

VALUABLE INSIGHTS AND ANALYTICS FROM THE TEAM DASHBOARD

Monitor your individual and team’s progress when it comes to contact management. See how many contacts each colleague is sharing and how many of them they’ve contacted this week. We make it easy for you to monitor your team performance and see which relationships in each bucket need immediate attention.

SUMMARY OF YOUR TEAM’S ACTIVITY

See how many contacts your colleagues communicate with each day and how many action items they’ve completed.

SHARE CONTACTS WITH YOUR TEAM

With just the click of a button, you can share any of your contacts with all of your team members.

 

EVERYTHING ABOUT A CONTACT FROM ONE PLACE

Share buckets across your team. Seamlessly connect your personal buckets to your team buckets so that your most relevant contact records are always up-to-date.

ASSIGN CONTACTS TO TEAM MEMBERS

When you assign a contact to a colleague, only he or she will receive follow-up notifications for that contact, creating true contact ownership.

 

CREATE SHARED TEAM BUCKETS AND LINK YOUR PERSONAL ONES

Share buckets across your team. Seamlessly connect your personal buckets to your team buckets so that your most relevant contact records are always up-to-date.