Contactually Ideas Forum

We welcome your feedback and are always trying to improve Contactually. If you have any specific ideas on how to make Contactually better, just suggest an idea or browse through the existing ones below and vote!

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  1. Have texting ability from the Desktop.

    When working on my laptop Id like to be able to text instead of switching to the mobile app.

    14 votes
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    • Add a Browser Extension for easy import of new LinkedIn Contacts

      I uploaded my LinkedIn contacts (which is great) but since then, when I make new contacts - this need to be added manually (as far as I can figure out). It would be great, once a new contact is maded, to be able to add the person to Contactually with a "one click" using a Browser extension.

      6 votes
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      • If one team member follows up remove from follow ups for the other team member

        It would be nice if a followup was removed from a shared bucket if any team member the bucket is shared with contacts that person.

        9 votes
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        • Allow users to send from email from an alternate email address not containing their name

          I tried to setup a few email addresses on my account to send from different departments within my company and all of them show my name in the email. I would like for you to offer a more custom way for someone to use the tool and not be forced to have their name with every email address.

          Example:

          I setup my main info vincent@mycompany.com and I want to have press@mycompany.com and support@mycompany.com I can add those emails, but every one of them to send will have my name attached to them which might work okay for "vincent@mycompany.com"…

          7 votes
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          • Let us choose the order of our custom fields

            When I am creating custom fields in my contact form it only list them by alphabetical order and that is an inconvenience to my data entry. I want to choose the order in which the fields appear.

            7 votes
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            • It would be nice if my "trash can" contacts wouldnt appear, very pointless. Thanks!

              Whats the point in having the contacts I dont need show up....?

              5 votes
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              • Tracking properties shown to a client

                Offer phone app option associated to a contact that will use GPS and pre-populate the current address of the property being shown so that the agent can capture, track and associate a property to a client in real-time by clicking one or two buttons on the mobile app. This will generate a "property shown" history so that the agent can remember all the properties they showed a particular client.

                4 votes
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                • Add a Search Function for Contact Addresses.

                  As a real estate agent in NYC, I'd like to be able to search through contact addresses. Here in NYC, there can be hundreds or thousands of people at a single building address, especially if the building or complex is large enough. Sometimes I can remember that a contact lives in a specific building, but not their name or apartment number. Being able to search through contacts' addresses would be a game changer for Contactually. Currently, I have to go back to my Outlook and search, and then I'm leaving Contactually's Website and it makes it very hard for me…

                  10 votes
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                  • Add Alerts for follow ups

                    Set up an alert system that can be connected to your phone or email that will alert you when a follow up is coming up, in case you were unable to log on to Contactually to see the follow ups on your Dashboard that day. It would be great to be able to choose how many days or hours in advance you would receive the alert your follow ups.

                    6 votes
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                    • Add Dropbox into file selector box for attaching files

                      This will save some clicks when attaching files from Dropbox

                      6 votes
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                      • Add Birthday Field with Auto Reminder

                        Please add a birthday field that generates an auto reminder in the dashboard! It seems a bit curious that this wasn't an original feature for a CRM designed to help create natural relationships with clients....

                        25 votes
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                          1 comment  ·  Admin →
                        • realtytrac

                          add the ability to integrate with Five Street so my realty trac leads can be autouploaded

                          4 votes
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                          • 1 vote
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                            • Remove all the emails that are bouncebacks

                              Since you have access to my Inbox, you should be able to remove dead or bouncing email addresses from the contact list that I have in Contactually -- I would love YOU to remove junk email addresses from my contacts list on the site.

                              1 vote
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                              • I would like to be able to approve all of my emails at once ... I changed the program but the rules do not chnage for existing contacts.

                                I would like to be able to approve all of my emails at once ... I changed the program but the rules do not chnage for existing contacts.

                                1 vote
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                                • Export Custom Fields

                                  It would BE GREAT if i can export just email address ... or export just mailing addresses. Its a real pain to have giant excel sheet that is a huge mess of information when i want to do a mailing, Especially with home address work address Other and More. This makes it hours to get a mailing list together

                                  3 votes
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                                  • Better deduping so that I don't send the same contacts multiple messages

                                    Add a checkbox where I can make sure Contactually won't allow me to accidentally email the same people on one day accidentally -- I believe there should be a really amazing block on sending people the same message or even different message on the same day. Sort of a bozo or idiot feature to make sure I don't abuse my list -- or, to disallow me to email anyone who I have emailed within the last hour, the last day the last week or the last month, etc.

                                    1 vote
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                                    • suggest that the the bucket name should be able to feature in an email template as a field

                                      i want to be able to include the name of the bucket in an email template so that the email can be customisable by more than just the contact details of the contact.

                                      3 votes
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                                      • Allow a cheap client login

                                        I woud like my clients to be able to login and just see shared buckets and pipelines and correspondence.. i don't want them to be able to send emails, receive follow ups etc... so it would be good if there was a 'contactually-lite' option that gave them this functionality and wasn't expensive... ie i just want them to monitor what i'm doing for them...

                                        3 votes
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                                        • Add a scheduling application

                                          Add a scheduling application solution that integrates with Google calendar like mixmax.com or canumeet.com

                                          1 vote
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