Contactually Review – A User-Friendly, and Surprisingly Fun CRM

Recently we wrote about the Best CRMs for Lawyers, covering different tools law firms can use to manage their contacts. Today, we’re taking a more in-depth look at Contactually, a different kind of CRM. Contactually is a CRM that can help law firms looking to stay in touch with clients and referrals.

At a basic level, CRMs function as a digital rolodex. They show you your contacts, their phone numbers, email addresses, birthdays, and any notes you have for them.

Individual CRMs have different strengths and weaknesses. Some are geared towards huge sales teams (e.g. Salesforce). Some are geared towards working with your mail client (e.g. Streak). And some CRMs are geared towards nurturing existing relationships. That’s where Contactually fits in.

Overview

Contactually exists to help you stay in touch with your contacts. Once you sign up, you import your address book and categorize each contact. By putting each contact into different categories (called “buckets”), you know how frequently you have to make contact with them. For example, you may want to get in touch with “former clients” every 180 days and “top referral sources” every 30 days. Then, every day, your dashboard screen tells you which people you have to get in touch with. And, every day you get an email listing your to-do’s.

Contactually has a fresh take on the CRM in that it effectively gamifies staying in touch with people. What? How can software make emailing people a game, you may ask? Well, your profile has a rating (A through F, just like back in school) based on how well you keep in touch with your contacts. The more current you are with your account, the better your rating. Though it might seem silly, it can be incredibly effective for the user. Also, because reaching out to contacts via Contactually is very easy, it makes outreach not so much of a chore.

In your dashboard you choose which due contact you want to email. At the contact’s screen you have an email composition screen (just like in Gmail or Outlook) with the ability to send email via the Contactually platform. If you are at a loss for words and don’t know what to say, Contactually has some form email templates you can use. Using these form emails, you could run through emailing 10-20 contacts in only a few minutes each day. Though you might be concerned that the emails aren’t particularly personal, their job is to start a dialogue first and foremost. And if it does, you’ve succeeded and can take it from there.

Andrew Cabasso
About the Author: Andrew Cabasso
Andrew Cabasso is a practicing attorney and VP of Web Services at Uptime Legal where he runs JurisPage, an Internet Marketing firm specializing in online presence solutions for law firms including website design, SEO, and search marketing. He has given many lectures and CLEs on website design and Internet marketing to legal professionals. He is the author of Search Engine Optimization for Lawyers and The Complete Guide to Attorney PPC. Follow Andrew on LinkedIn, Google+, or Twitter.

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