Contactually

Communication Reminders

It's always a good idea to stay in touch with prospects. By regularly checking in, estate agents help to maintain relationships, build rapport and get a picture of what stage a particular person is at in the buying cycle. Keeping track of all that with spreadsheets is dull and time-consuming, not to mention inefficient. But Contractually removes all of that administrative overhead natively in the software.

The CRM tool automatically sends reminders to an agent's dashboard, showing who has not replied, who needs following up, the date of last contact and important information related to the subject matter of the communication. CRM for real estate tends to lack this high level of integration, but Contactually doesn't. If you want to pause updates from a particular client for any reason, you can hit snooze, and the program will automatically stop sending you reminders. And if you do decide to go ahead with further communication, then you can choose from a range of follow-up options.

Custom Templates And Automated Personal Messages

Real estate CRM is at its most helpful when it provides agents with the tools that they need to generate bespoke marketing content. Most agents are digital marketing gurus or content creators, and so don't have the time, let alone the skills, to create new and exciting communications for their customers.

The good news is that Contactually takes care of all of this for them. The platform includes email templates that agents can use to create value every time they want to talk to a customer. All the agent has to do is create the text, and then the program will adjust it, tailoring it to every recipient.

There's also automation features. Agents can tell Contractually when they want to send an email, allowing them to create email content whenever they like and then send it at the optimal time of day.

Better Team Performance

Real estate agencies need tools that not only help to improve the customer experience and productivity, but that can also offer insights into why some team members perform better than others. Contactually gives system managers, and administrators access to the performance metrics of each team members. Managers can then use the real estate CRM software to better coach team members who might be falling behind. It also allows them to leverage information from high-performing team members and offer bonuses and incentives.

Better Organization

It can be a challenge for estate agents to organize all of their customer relationship operations without the help of real estate CRM. But with Contactually, it's much more manageable. Every contact gets a profile, and the app is no more difficult to use than a regular app for Apple or Android.

Like many CRM systems, Contactually is a product that operates in the cloud. Agents can access their Contactually login from any location, including while they're viewing properties with clients. Contactually login allows agents to see who they spoke to recently, who needs contacting in the future, and which relationships are their current priority.

Contactually: Is It Feature Rich?

Contactually is a great platform for real estate agents looking to improve the way that they manage their contacts. It offers all of the essential services that the agency needs but it doesn't provide as many features as some of its more expensive competitors.

For instance, many CRM providers offer tools that allow estate agents to manage all of their documents. Often estate agents need to link specific documents to particular parties, such as surveyor reports or title deeds. Without these documents held in a central location, there's a risk that they might become misplaced or lost. CRM tools should ideally allow agents to send and receive digital documents or scan documents, and then associate them with a particular customer.

Likewise, social media is becoming increasingly important to estate agents, and some leading companies now offer social media integration. Contactually, however, does not, so you can't pull leads directly from your Facebook pages into the CRM system. It all has to be done manually.

Added Features

If you're willing to pay more for Contactually, you can get a host of additional features. By paying for the top-tier Concierge monthly package, you get help developing and maintaining your communication strategy, executing outreach, bulk messaging, and integrating lead sources.

In conclusion, therefore, Contactually offers estate agents a range of benefits, allowing them to manage their contacts better. It's a relatively inexpensive solution but may not provide some of the features that agents need. Whether the software can add value to your organization depends on how you do your marketing — those who use traditional forms of communication stand to benefit the most.