In today’s internet driven world, there is new technology hitting the market every day. It is important to understand these tools and how you can effectively use them to grow your business. Whether you are a tech-savvy realtor trying to make new connections or a real estate company trying to manage relationships, CRM-like software is beneficial. Contactually a web-based CRM tool, has become the primary sales and outreach tools for businesses. It offers a simple solution to relationship management by allowing you to organize and prioritize your clients, referrals, and leads. Contactually, can structure your account using powerful features to assist in developing relationships and closing more deals! Below are a few reasons why Contactually is gaining popularity among real estate agents.
What Does it Do?
Contactually works as a virtual assistant for your email by discovering business opportunities in your inbox. The program connects your email to their system and analyzes your conversation history. First, it will prompt you of the most important contacts and provide steps to reengage with the contacts that you do not have regular activity with. This will prevent you from missing out on business opportunities with important clients due to poor relationship management. Every morning you will receive an email with the actions that you need to take with your clients in order of priority. It is important to note that Contactually does not read your emails, but processes your contacts with timestamps of sent, received emails, and information you have included in your account. Your interactions with Contactually appear in your dashboard where automatic follow-up recommendations, self-scheduled tasks, program step approval requests, and recurring events are stored. The dashboard keeps you organized and sets reminders of any follow up or event that are business related, decreasing the chances of missing an important opportunity and increasing your email marketing.
Fully customizable contacts: Each contact card can have its own instruction for communication including frequency and automatic templates.
Resource library: Save relevant articles and other web content to your dashboard, and access it quickly in emails to improve your relationship with clients by keeping them well informed.
Email templates and merge field: You can send a personalized email to up to 250 contacts at once.
Buckets: A smarter way to organize your contacts into groups. Can be shared among team members, or given specific programs and resources.
Programs: User-created tasks and groups of tasks, which can be automatically executed on a set schedule. This offers the most effective way to prioritize your tasks.
Pipelines: This feature allows you to connect contacts to specific pipelines and keep track of each stage for each client. Allows you to visualize and map your business process.
Scalemail: Quickly extend your outreach efforts, target and nurture your fading relationships by customizing each email to fit your client’s needs.
Insights: Allows you to see how everyone in your team is performing by instantly tracking key metrics including activity, relationships, response, and reach.
If you feel like you’re not seeing the ROI on the hours you are working than this program can help you create bigger opportunities by structuring your account to build and maintain relationships with your contacts. Contactually can assist you in nurturing your new real estate leads, focus on current prospects, and create new ones. The features included with this program will allow you to close deals quickly with the pre-made templates based on interactions. If you are having a difficult time staying organized and having regular activity with contacts, than Contactually can be a highly beneficial tool to grow and improve your business.
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