Mobile Full Width Tablet Small Desktop
  • Home
  • About
  • Product Reviews
  • Tech Talk Blog
  • Events
  • Our Team
  • Contact
  • My Account
  • About
  • Contact
  • Sign In
  • Home
  • Product Library
  • Tech Talk Blog
  • Our Team
  • Events

Organize your contacts with Contactually

Technology

Organize your contacts with Contactually

March 31, 2014

Looking for an easy way to manage your relationships? Try Contactually.

If you are a Realtor or lender that works by primarily by referral, Contactually is a great relationship marketing tool that is easy to use, and keeps your contacts from falling through the cracks. The key to Contactually is its ability to manage your contacts over a wide variety of platforms automatically.

Through Contactually, you can manage all of your contacts through your email accounts or MailChimp, social media sites like Facebook, LinkedIn and Twitter, CRM’s like SalesForce, and even your phone calls through the Contactually app. Here is what makes it so simple though, 95% of the communication is documented in Contactually automatically without having to do anything!

Another key feature that adds to the usability and simplicity of Contactually is its merge function that pulls your contacts from all of your different platforms and merges them together. For example, if you plug in your login credentials for Gmail, LinkedIn, and Facebook accounts as well as uploading an old .csv database, it will automatically pull in all of the contacts and give you the option to merge them together. Once you pull your contacts into Contactually, you can easily ‘Bucket’ or categorize your clients into pre-defined groups.

Once you have all of your contacts Bucketed, here’s where the magic happens. You assign a date range for each bucket, for example I have a Current Client Bucket and I want to contact everyone in that bucket at least once every 30 days. If I email, contact on social media, or call through the Contactually app, the clock is automatically reset on that contact. However, if I have not contacted someone within 30 days Contactually will create a list of people I need to contact that day. It is simple, proactive, and assures that you are staying in touch with every contact in your database.  Thus, no one falls through the cracks!

There is a 30 day free trial with Contactually so it is worth giving a try. If nothing else, use it to cleanup and merge your database, then export it out and plug it into whatever system you prefer for your business.  Check out all of the Contactually Academy for a series of videos showing you all of the features.

Jeff

Marketing Technology Director

Comments

Add Your Review
Cancel reply

Your email address will not be published. Required fields are marked *

*

*

Can we help you find something?

Product Reviews

Trackxi

If you’re a Real Estate agent, transaction coordinator, or brokerage...

Photo Perfect

Photo Perfect is an easy to use app that takes...

Video Perfect

Video Perfect is an easy to use, Virtual Open House...

WESTprotect 411

Fraud attempts have increased significantly and the risks have never...

dashCMA Logo

dashCMA

Support your pricing strategy in minutes, not hours. dashCMA equips...

Tech Talk Blog

Reviews

3 Proven Strategies for Realtors to Get More Google Business Page Reviews

In the competitive world of real estate, a strong online...

ChatGPT for Realtors

Maximizing Business and Productivity: How Realtors Can Leverage ChatGPT

In today’s fast-paced real estate market, staying ahead of the...

Optimize your Google Business Profile

How to Optimize Your Google Business Profile

In today’s digital age, having a strong online presence is...

Instagram Reels and Carousel Posts

Unlocking Instagram’s Potential: Reels, Carousel Posts, and How to Skyrocket Your Following

Social media has become an essential tool in marketing for...

Baby Boomers: Your Ticket to Real Estate Success in 2023

According to the latest 2023 NAR Home Buyers and Sellers...

MDA University

No posts found.

RSS Inman News Top Stories

  • Fed stays put but is prepared to hike rates one more time this year
  • Top-producing LGBTQ+ Real Estate Alliance members earned $8.53B
  • Demand for purchase loans picks up, but so do mortgage rates
  • Homebuilder confidence tanks as mortgage rates rise
  • Does size really matter? How to choose the right team for you

Featured Products

Trackxi

Photo Perfect

Video Perfect

WESTprotect 411

dashCMA

Spacio

Latest Courses

No posts found.

Latest Guides

3 Proven Strategies for Realtors to Get More Google Business Page Reviews

Maximizing Business and Productivity: How Realtors Can Leverage ChatGPT

How to Optimize Your Google Business Profile

Unlocking Instagram’s Potential: Reels, Carousel Posts, and How to Skyrocket Your Following

Baby Boomers: Your Ticket to Real Estate Success in 2023

Tech Up Your Real Estate Business with These Must-Have Tools

© 2023 Copyright My Real Estate Nerds.
MyHome, a Williston Financial Group Company™