Contactually is a customer relationship management (CRM) service intended for smaller businesses. In a world where even a small business or independent freelancer may have to manage thousands of separate customer, client or partner relationships, software like this can help turn the daunting task into something more achievable.
A simple tool for managing communications
At the heart of Contactually is a system that organises your email and other contacts into a set of categories called 'buckets.' Each bucket can have its own custom reminders for communication: for instance, contacts in the 'Active Prospects' bucket generate a reminder to contact them if you haven't communicated with them in 15 days. Each contact's entry provides key information so that you can personalise your messages, creating genuine conversations rather than formulaic business emails. You can even create automated processes that email unaddressed contacts and then move them into a new bucket. You can also use this service to track the progress and value of projects. Contactually integrates with other software, such as MailChimp or Constant Contact, that you may already be using to manage these relationships. Different levels of subscription offer different features to users.
CRM made simple
If you have a lot of contacts to manage and want to stay on top of them effectively, Contactually can be a very useful tool.