CRMs are incredibly useful tools that, when utilized properly, can be a tremendous asset to an individual, a team, or a company. The problem is that CRMs don’t properly reflect how we work. We interact with them through clunky web applications, and endless forms. We have to remember to feed your CRM more data, otherwise it’s rendered useless.
In comes Contactually, which brings simple, easy-to-use business tools where you need them. Acting as a personal assistant, Contactually synchronizes with your email accounts and contacts, tracking how you met them, reminding you to follow up, and more. No software or plugins are required.
It is extremely easy to set up, and integrates with existing CRM software like Salesforce, Highrise, and SugarCRM. You can also sync your Linkedin contacts with Contactually. They pull in all your relationships and merge it with your email contacts, so you can see not just who you are connected to, but how well you know them, and when last you talked to them.
From the Contactually dashboard, you can now also do much more than follow up with a contact – you can schedule when to speak to them or record when you contacted them. You can also keep a task list with dates to be reminded to do those tasks.
When you set up Contactually, you have the option of choosing when to receive your daily email reminders of who to follow up with. This is extremely convenient, because even if you don’t log into the Contactually dashboard, you are kept up to date as to what your next steps should be.
Your contacts on Contactually can be searched via name, alphabetically displayed, displayed according to importance, or displayed according to your last contact with them. In addition, you can categorize your contacts. In a similar way to the circles in Google Plus, you can drag and drop your contacts into various buckets, making it so much easier to follow up.
What I really like about Contactually is their excellent customer support. Not only do they make it really simple to get started, but they keep you updated on new developments and ways to use Contactually. There is also live support available from your dashboard.
Contactually has also recently become available for teams, giving you the ability to share contacts, collaborate on follow-ups, and ensure that all the external relationships for you and your company are strong. Staying on top of what your team needs to do helps you make sure you never miss an opportunity.
Claim your first month free to test out their fantastic service by visiting them for instant access. I can really recommend it.