Best CRM for selling and maintaining a friendly relationship with customers

What are the best aspects of this product?

I'm so thankful that this team came across the idea of bucketing and templated emails, it is the best way to stay in contact with clients whenever you need to do so. Its full integration imports contacts from literally everywhere, even from some old meetings, former calls, or social media. For the first time so far, I feel fully connected with clients, partners, customers, and prospects, and I also use it for internal communication with team members and advisors. All of my data is in one place, and I even get reminded to update it or to contact somebody I haven't contacted in a while. It is my eye on previous interactions, and I adore it for that!

What aspects are problematic or could work better?

Bugs are not that scary, but solving them can take time. They do have moments replying on inquiries, but once they do, they're absolutely helpful. I think that the reason behind it is that they're relatively new, and they needed time to roll out modern features. Let's hope they'll focus on better support now.

What specific problems in your company were solved by this product?

I have many clients, and Contactually helps me follow my conversations with them. I divide them and categorize them in types, thanks to which I understand the mistakes I make, and I manage to correct them on time. Contactually directs me: I always know where I left off, or which bucket I should deal with next. The templates are awesome, the same as the pipeline and the mini campaigns I organize.

Are you a current user of this product?

Yes