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

Content that Keeps on Giving: How to Make the Most Out of Your Content Strategy

3 Buckets for Breaking Down Your Content In the world...

15 AI-powered tools for powering your marketing in 2023

Artificial intelligence (AI) has become a hot topic in recent...

Eliminate Instagran Spam Comments, Real Estate Marketing Tips

Why Spam Comments Hurt Your Instagram Strategy (and What to Do About Them)

Are spam comments ruining your Instagram experience? You’re not alone!...

What makes a compelling email (that actually gets opened)?

Do you ever wonder how to get more people to...

How often should I post to Instagram?

I want 18 Reels per week, 27 long-form videos every...

MDA University

Geotagging for SEO > A Guide to Optimizing Your Online Local Presence with Geotags & Keywords

RSS Inman News Top Stories

  • Bank turmoil could spark ‘modest’ recession in second half of year
  • Single millennial women’s homeownership rate tanked in 2022
  • Zillow now accounts for nearly half of all real estate web traffic: Analysis
  • Mansion tax could be ‘hardest hit since 2007,’ Josh Altman warns
  • Altman Brothers Team signs new contract with Douglas Elliman

Featured Products

Trackxi

Photo Perfect

Video Perfect

WESTprotect 411

dashCMA

Spacio

Latest Courses

Geotagging for SEO > A Guide to Optimizing Your Online Local Presence with Geotags & Keywords

Latest Guides

Content that Keeps on Giving: How to Make the Most Out of Your Content Strategy

15 AI-powered tools for powering your marketing in 2023

Why Spam Comments Hurt Your Instagram Strategy (and What to Do About Them)

What makes a compelling email (that actually gets opened)?

How often should I post to Instagram?

6 ways to get stronger results from your email marketing campaigns

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