User:Kiwi0wl/sandbox
USA | |
Number of employees | 50+[1] |
|---|---|
| Website | contactually |
Contactually is a
Contactually converts your contacts to relationships through email. The system identifies when you email a new lead, shows what you already know about the lead, and asks specific questions to learn more: how did you meet, how important is he, what are the next steps. The system then parses your response and automatically pushes all rich data to your CRM.
History
In early 2011, co-founders Zvi Band, Tony Cappaert, and Jeff Carbonella met through the DC startup community ProudlyMadeInDC. Wanting to simplify CRM for the user, they built an MVP version of the product that summer. Within a few months, they were admitted into 500 Startups and officially incorporated as Contactually, Inc.
Features
The Dashboard
The Contactually dashboard displays recommended follow-ups, today’s calendar events, and any upcoming tasks in a single place. This feature allows users to reach out to key contacts, review previous interactions, and note any offline interactions (meetings, calls, etc.).
Buckets
Buckets are an easier system for contact management that allow users to organize, track, and interact with key relationships. Buckets further provide users the ability to set custom reminder timers for different contact groups, or attach unique integrations and automated programs to those groups.
ScaleMail
ScaleMail is a tool that allows users to contact small groups who require more attention. You can include a variety of pre-set or custom mail-merge-style tokens to personalize your email, or manually customize what any single recipient receives.
Programs
Programs allow users to set off a customized sequence of actions — from sending template-based follow-ups, to following on social networks, to creating tasks. Users can either automatically run programs for certain buckets, or manually authorize steps from the dashboard before they trigger.
Content Libraries
Content libraries allow users to browse pre-configured email templates, buckets, programs, and pipelines. Once something is added, users can edit the email template with custom fields.
Pipelines
Pipelines simply and effectively track the current status of your business relationships. Use pipelines to identify any potential deals and know their stage in the sales process. Quickly visualize sales pipelines, and trace potential deals to the influencers and decision-makers they depend on.
Integrations
Unlike other CRMs, Contactually doesn’t need to migrate user data. Instead, it connects to your
Insights
Contactually’s insights screen uses a visual interface to see the size, health, and composition of your network, and gives companies visibility into your team members' networks.
Assignments
Contactually allows users to assign contacts and tasks to team members, thereby reducing duplicative effort and helping team members take ownership.
Business
Contactually announced in 2013 a $1 million
References
- ^ "Our Team".
- ^ "Why is Salesforce so expensive?". Retrieved 2016-06-30.
- ^ Perez, Sarah. "Email CRM Contactually Raises $1 Million Seed Round, Kicks Off API Launch With Do.com Integration". TechCrunch. Retrieved 2016-07-01.
- ^ "Contactually | CrunchBase". www.crunchbase.com. Retrieved 2016-07-01.