Contactually

Pros: Operational CRM: how to manage your contacts based on their relative importance to you

Cons: It was getting too much: felt I was driven by this tool.

Overall: It is a huge mistake to get this program. At least in the past the support could actually help and not treat us so poorly. Now Compass owns and are creating a totally different product and don't care about the old Contactually clients.

Pros: I am a realtor with a team of agents. And I REGRET terribly ever using Contactually. Setting up a CRM is a pain so that is why I have kept using for many years. So I am very experienced with the product. The main reason we got it was so everyone on the team could see what other team members interactions were with the client. It's not worth getting even for that now.

Cons: There are so many downsides. One being - using tags, another reason we got it - is so finicky that you can easily create another one by mistake. Another issue is that even if it is the fault of Contactually program, and you can even more easily delete them instantly with no ability to get them back. There is no back button. Once you make ANY change for ANYTHING, it is GONE PERMANENTLY, even if it was a very innocent mistake. Totally messes with the database. Bizarre and unprofessional. Another BIG issue is that when you put a bucket of clients together and you want to work on one client then go to the next on the list, YOU CANNOT. You have to go back to the Contacts page with the full client list, even if the bucket of clients is many pages, and it takes you to the beginning of the list. So then you have to remember which client was next, then you might have to go to another page 3 or 5 or 8. Then you can't just press an arrow or scroll to next person. It is INCREDIBLY FRUSTRATING. Another problem is that the old address etc. shows up first in the clients contact info, so the new info is at the bottom of the client and doesn't show up as primary. Another problem is that there is no consistent "cell" or mobile template. Another is that the app has only half the functions of the desktop, so using on phone or finding info about the client is almost impossible on a tablet or phone. Another is printing labels - forget it. Another is doesn't work well with MACBOOK

Reasons for Switching to Contactually: Thought it would be easy to use. It is NOT user friendly. Hard to train.

Overall: Contactually helps me keep on top of my contacts, relationships and follow ups. I love how user friendly and aesthetically pleasing and simple the website and app as well as the functionality are.

Pros: the real time linking with your email to show you emails to and from the client....and the newly added toolbar aspect whereby a right hand extension opens when you are in an email with a client or affiliated vendor

Cons: the follow up features/emails etc. were somewhat lacking...however, they have improved this aspect incredibly