How email CRM platform Contactually helps small business networking

Email CRM platform Contactually claims to be a “nimble” tool for managing & tracking all your small business networking & relationship building activity in the age of social media.

As a small business, it’s hard to justify the need or price tag of a full-fledged CRM with all the bells & whistles.

Contactually keeps things pretty simple with a single dashboard that shows you daily follow-up reminders & actions to be taken, so that you know exactly which contacts need to be hit up schmoozed at any given time.

contactuallyIt’s an airtight system that makes sure none of your contacts slip through the cracks & become just some guy you met or used to know.

As a matter of fact, the tool provides updates on your relationship building progress, with weekly stats & grading so that you can tell at a glance how things stand.

The key part of the platform is the ability to use email templates to put your email marketing on steroids. The ScaleMail feature lets you send personalized messages to hundreds of your contacts using auto-populating dynamic fields in email templates.

However, it’s not about sending a flood of mass emails to all your contacts in the name of staying in touch.

The templates have dynamic fields which automatically populate messages with each recipient’s personalized data to ensure that your emails make you an angler with a hook, rather than a fishing boat trawling the waters with a net.

There’s plenty of other such tools to help you provide things of value in your communications with your contacts.

There’s an in-browser article sharing tool which helps you share curated Content with your network. An intro maker tool helps you introduce 2 people in your network to each other, & saves the descriptions used so that they can be used again in future.

A “Program” feature lets you set up a schedule of actions to be taken with a contact or group. These may be actions (as in emails) sent over a period of time either by reminding you about it on the set dates, or by setting it to send automatically as & when required.

A Piplelines tool gives you a visual snapshot of where your deals stand, from open to close, with each contact or lead.

The kicker, of course, is that even though Contactually is an email CRM platform, it integrates all your contacts across all channels. You can plug in your email accounts, social media accounts & smartphone, allowing Contactually to create a centralized database of all your contacts.

You can use the dashboard or Contactually app to see what they’re doing on social media, & start following them on social networks where you don’t currently follow them.

Contactually has separate plans & pricing schemes for individuals & teams. You can try it free for 30 days, & then choose the individual user plan at $19.99/month, small business networking plan at $39.99/month or the enterprise plan at $99.99/month.

There’s also a completely free plan that gives you a functional email CRM platform with basic features, but limits the number of email accounts & weekly follow-ups.

The Washington, D.C.,USA-based Contactually was founded in July 2011 by Jeff Carbonella, Tony Cappaert, & Zvi Band. Band is the company’s CEO, while Carbonella is the CTO. Contactually has received funding from Boston Seed Capital, early stage VC Point Nine Capital, & early stage seed fund & incubator program 500 Startups.

Comments are closed.