Contactually: The Perfect Small Business Social CRM

Posted on August 19, 2014

Logo-Contactually
It took me months of digging, but I finally found the perfect CRM tool: Contactually.

My Social CRM of choice

There are so many factors that went into my decision to use Contactually that I can't possibly write about all of it in a single blog post. As a small business owner, I have so many things to juggle. I have to not only worry about running my business, but also managing my existing contacts and updating my contacts as I meet new vendors, clients, and prospects.

Contactually: Power wrapped in a Beautiful UI

One of the most important factors in choosing my CRM tool was user interface. I don't just want something that is pretty to look at. I need to be able to have something that functions well and is easy to navigate; I need something that is intuitive and works with my workflow, not against it.

dribbble-contactually-dashboard_1x

Social CRM Dashboard

The dashboard is easy to use and the program is very quick. I’m not distracted by a bunch of icons that I don’t understand and I don’t have to spend time fiddling with a bunch of settings when I don’t need them.

contactually-dashboard-full

One of the most important features for me was the integration of Social Media with my contacts. I like to be able to see faces of who I am about to contact, and I like to be able to see their recent twitter feed so I have an ice breaker for the conversation.

I also really like how my email, contacts, calendar, and other features are always on the screen right by each other so that I can readily go between them as I need.

Where Contactually falls short

As much as I love the software, there are a few very obvious areas where it needs improvement. Here is my list of gripes and grievances. Hopefully the devs will take notice.

Bucket & Contact Navigation

  • I wish the software would add the ability to quickly navigate through contacts without have to go BACK to the main contact page. Simple next/previous arrows would do the trick.
  • If I do go back, I should NOT have to lose my search. Going back from a contact to the main contacts view will reset your search / filter parameters, forcing you to start over. It's a huge waste of time.

Contact View Customization

  • Why can't I customize what columns are visible in my Contacts view? And why can't I resize them?
  • Also, I should be able to add TAGS to a contact as easily as I add a bucket (right from the main contact view)

Pricing

The pricing is a bit steep at $40/m/user. It's not competitive at all. Especially not when you have a team of 5 people. The fee is overly expensive.

That's really it for now. I have other gripes, but those are my biggest.

Conclusion: Contactually is still the best SMB CRM on the market

Even with those items that absolutely drive me nuts, Contactually is a rock solid CRM that is very easy to learn, very easy to use, and is exactly what I have been looking for. Contactually does not overwhelm you with thousands of complex features that you will never use. The price tag is a bit steep at $40/m/user, but unfortunately it's not something that I can live without.

I recommend you at least try out the software. Click here to get your free 30 day trial.

 

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