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Product Description
The heart of Contactually is centralizing contacts and automatically documenting the relationship touchpoints. With a layer of intelligence over everything, and the ability to fit into your brokerage’s tech stack, Contactually scales actionable follow-up plans and automates relationship workflows, leaving agents free to do what they do best — build the kind of personal relationships that grow the business.
https://www.youtube.com/watch?v=34KOmYzNLPA
Top 5 Reasons to Use Contactually
Get smarter about messaging with automated relationship-nurturing programs, shared templated content, and open, click, and response tracking
Bucket contacts by the kind of relationship you want to cultivate — new leads, current clients, past clients, sphere of influence, etc. — and set-up a personalized plan of action for each bucket
Prioritize the day’s efforts with a daily dashboard and to-do email to prompt engagement and identify relationships that need attention
Take advantage of growing AI features to optimize agent workflow — and their time. For example, our Best Time to Send identifies when to send an email to a specific contact to increase the likelihood of response, and allows the user to schedule it in advance
RETI Contactually Webinar/Video
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