Contactually is a web-based CRM tool that will help maximize your network ROI, get more referrals and gain more repeat business, says the website. I've been using the service for over a year and closed new clients from working with it. The secret is the Bucket Game, but let me share a brief description of what a CRM is before getting into that.
Customer relationship management (CRM) is an approach to managing a company's interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. - Wikipedia.
Contactually gives me the ability to add my contacts to different buckets (or groups). When I first started using it, I used the generic buckets it came with, but I recently updated this. Now I have specific buckets for specific groups of people, which makes keeping up with my networking much more efficient.
I created a bucket for close friends and family, so I am reminded to check in with them more often. I have a bucket for new coaching, speaking and consulting clients, leads and former clients. Each bucket is set up to remind me to follow up after a set number of days.
Contactually's Bucket Game TUTORIAL
Following up has never been easier, because Contactually tells me exactly who I should follow up with each day. The Bucket Game allows me to quickly add each contact to a certain bucket. Here is my brief Contactually Bucket Game video tutorial to show you exactly how this works.
Another feature of Contactually I love is the ability to tag my contacts. For example, my friend, John Morgan is a personal branding expert, so I tagged him with this. When someone in my network asks me for a personal branding person, I search my Contactually account for "personal branding" and anyone with that tag appears in the results. This is especially helpful for common tags of people I know, like "WordPress, accountant, iOS developer, keynote speaker, lawyer, etc."
Free 30 Day Trial
Managing my relationships has never been easier using Contactually. I'm just scratching the service, you can do a lot more with Contactually. You should give it a try. You can grab a free trial from this link. Full disclosure, I'm a partner, so I earn a small commission if you sign up, but I wouldn't recommend it if I didn't love it.
Let me know what you think of it. Please leave a comment.
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