Contactually provides you with the tools you need to generate business from your network of relationships. Below is an overview of features.
Dashboard – The Dashboard shows recommended Follow-Ups, upcoming calendar events, and Tasks due. Check your Dashboard each day to follow up with critical networking contacts, leads, and clients.
Contacts – The Contacts tab centralizes contacts from your email and phone as well as contacts you've imported via spreadsheets. Use the Contacts tab to filter your contacts to quickly find the people you need to get in touch with and send an email to multiple contacts at once.
Buckets – Buckets organize your contacts and issue Follow-Up Reminders based on intervals you set. Use our default Buckets or create your own.
Content Library – The Content Library has hundreds of Email Templates, Programs, and Pipelines you can download and use.
Insights – Insights allows you to track how many people in your network you're communicating with and how many people engage with your emails.
Programs – Programs serve as workflows and email campaigns. Use Programs to automatically send emails or schedule a series of Follow-Ups and Tasks.
Pipelines – Pipelines keep track of opportunities. Pipeline stages can trigger campaigns and Follow-Up Reminders.
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