What is Contactually, and what does it do?

Last Updated: Sep 02, 2016 03:12PM EDT

Contactually provides you with the tools you need to turn your relationships into an advantage for your business. Here's an overview of the features available:

Dashboard - The Dashboard combines today's recommended follow-ups, upcoming events from your calendar, and tasks you need to complete. Check your dashboard each day, and in just a few minutes you'll stay on top of all your commitments and never miss another opportunity to engage your key contacts. It's where everything comes together!

Contacts - The collective view of all your key contacts. Filter your contacts to quickly find the people you need to get in touch with, send an email to multiple contacts at once, use email templates to get started with pre-written content, import your contacts into Contactually and never lose information ever again. 

Buckets - Buckets are an easier way to organize and prioritize your contacts. Use our default buckets or create your own for the major groups of people you want to keep track of.

Insights - Shows you how effective your use of Contactually is. Track your reach, the people who have responded to your emails, the frequency of your follow-ups, going back up to 90 days. It's Contactually's reporting tool for the data-driven individual or team. 

Programs - Programs are a customized sequence of actions -- automatically sending emails with templates, creating tasks, adding contacts to buckets, and much more. Program steps can execute automatically or require your approval, so you have total control.

Pipelines - Pipelines help you keep track of all your open opportunities. Start with our default pipelines, or customize them to mirror your sales process. Share them with your team so everyone has line-of-sight into all your potential revenue.

You may also visit our Training site to know more about Contactually.
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