August 18, 2012

Contactually – Stay In Touch With Customers

Developing strong relationships with clients and customers is one of the keys to survival for small businesses today, and yet many entrepreneurs fail when it comes to keeping in touch with people who they’ve done business with in the past. Contactually is an intuitive customer relationship management application that business owners can use to build stronger bonds with their most important clients.

Contactually was created with all small business owners in mind, however realtors, financial advisors, and creative freelancers will find the application especially useful. Get started with Contactually by importing contacts from the address books on your mobile phone, email account, and any social media accounts. Once your customers’ names, phone numbers, and addresses have been organized in the system, Contactually will begin analyzing your contact history to identify which customers haven’t been emailed in a while. Not only does Contactually track the last time you communicated with each customer, but the web-application also tracks the last time each customer was contacted by someone else on your team. By sharing information about your client communication history with colleagues, you can avoid doubling up on work and stepping on anyone’s toes.

Contactually also helps foster customer relationships by keeping your address book updated at all times. The application automatically scans the signatures of each customer or client’s recent emails to detect updated phone numbers, job titles, and addresses. Professionals who already use a different customer relationship management tool in the office can sync their Contactually accounts with a number of popular business applications, including Salesforce, Highrise, and SugarCRM.

Practical Uses:

  • Keep your customer contact lists up to date
  • Get reminders when it’s time to follow up with a particular client
  • Realtors can avoid losing touch with clients once their deals have closed
  • Find out when an important client has been contacted by a colleague at your firm

Insider Tips:

  • Contactually scans the web to find social networking profiles for each person in your database
  • Contactually works with any email client and most email servers
  • Users with the Contactually plugin can categorize clients within their inboxes
  • Contactually integrates with Salesforce, Highrise, and SugarCRM

What we liked:

  • Contactually sends its users daily emails that list who they should follow up
  • Contactually pulls public information from people’s social networking accounts into its users’ address books
  • The web-app automatically updates its users’ address books when a contact’s job title has changed
  • Teams can share their contact information to avoid doubling up on work

What we didn’t like:

  • People who use Outlook to check their email can only use Contactually if they use Outlook for an IMAP account


Company Info:

  • Launched: May 2012
  • Privately Held
  • Headquarters: Washington, DC
  • Founded by: Zvi Band, Tony Cappaert, and Jeff Carbonella
  • Web site:


  • Free 30-day trial
  • Prices start at $15 per month

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