Contactually is always thinking about your relationships… even when you aren’t.

Contactually gives you everything you need to easily organize the most important people in your network, and keep you from falling out of touch over time. Watch the video.

First, Contactually creates a master, centralized contacts list for you by connecting your email, and other business applications. Then, it works with you to organize your most valuable relationships into Contactually’s Buckets, and create customized reminders that alert you when too much time has passed between interactions.

By responding to your reminders a few times a week, you’ll soon discover new opportunities from people you already know. Sounds easy, right? With Contactually, it is.

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“I’ve already seen our agents having success with Contactually…”

Hud Bixler Director of Technology - Zephyr March 19, 2016

How to Use Contactually

Step #1 - Connect Your Accounts

Sync your business email account and Contactually will automatically start building your personal relationship-based CRM. Even external applications like MailChimp and Zapier are easy to integrate, so all of your relationships and communications are in one place.

Step #2 - Categorize and Prioritize

Segment your high value business relationships into “Buckets” and set the frequency you want to stay in touch. For example, you need to keep in touch with your “leads” more often than your “referrals”. Just set the reminder time for your “leads bucket” and let Contactually take care of the rest.

Step #3 - Follow up and Stay Connected

Now Contactually will automatically start generating your follow up list right from the Dashboard. In minutes a day accomplish your daily to-do’s and you’ll start building the authentic relationships that generate your business more referrals.

Build the long-lasting relationships that generate more repeat and referral business.

Try sending a follow up, and discover just how easy it is to stay connected and top of mind with your high value contacts.

“My business is people, and I finally feel in control of it. Without an organizational system and a strategic plan, you’ve got nothing. Contactually is my everything.”

Jacquelyn Leahy, Realtor & Contactually customer

Everything you need to master the fine art of following up.

Powerful tools enable you to build authentic personalized, high quality interactions — that develop genuine relationships and drive more repeat & referral business.

Some of these features include :

  • ScaleMail, the perfect way to contact small groups who deserve your attention.
  • Email Templates, pre-written messages for any and all occasions.
  • Programs, a powerful Professional Plan feature which lets you customize and automate a sequence of actions.
  • Pipelines, another Professional Plan feature which helps you track the status and value of the business that’s tied to your relationships

Try Contactually free.

See Contactually for yourself, and start turning relationships into results.

Try Contactually No credit card required.