Contactually plays the role of your basic customer relationship management (CRM) system.
However, the emphasis on relationship is what stands at the heart of its design.
This is the special ingredient. It integrates with your email, and is able to recognize which contacts you should follow-up with next, so that you don’t let any connection go uncultivated. It will do this automatically, based on when you last talked with each person.
However, you can also set up “buckets”. This will help you sort each contact into an appropriate category - such as Potential Clients, Current Clients and Past Clients. Then you can set up an email “template” for each specific bucket, as well as a “program” that specifies when you should follow-up.
This is designed to automate the entire process from start to finish, reminding you what to do and when, so that you can spend your time more efficiently elsewhere.
“Maximize your ROI.”
This is spelled out in big letters on their homepage, so it’s no secret what the aim here is. They just happen to do it in a nice and easy, user-friendly way, especially when compared to other, clunkier CRM tools.
Also, customer relationship management isn’t the most exciting of tasks, so one of the nice features of Contactually is the way in which they “gameify” the experience. At the top right, they give you a grade. The more you do, the higher a grade you’ll receive. Everyone wants to see that nice, big A+, so it gives you an added incentive to take care of your clients.
They offer a free 30-day trial for anyone who signs up, and they have a pretty cool “Contactually Training” site that holds your hand and takes you through everything as well, in case you get confused and need help right off the bat.
If you’re registered with RESAAS, then you can double your free trial to 60 days, too.