Ankur Patel, Author at The Contactually Blog | For Relationship-Based Businesses
Introducing Team Tools — Drive your team’s success

Introducing Team Tools — Drive your team’s success

Optimize the way you manage Even the best real estate teams run into growing pains. When working with other agents, it becomes more difficult to coordinate as a single unit. Miscommunications and a lack of transparency create a disjointed process that affects everyone from team members to their valuable clients and prospects. Streamline your workload and close more revenue Contactually’s new team tools are designed to help minimize the admin work and maximize closings. Admins and team leads can finally manage their teams without getting in their agents’ way. Automatically distribute valuable leads across the team, then track conversions from start to finish without having to constantly ask your agents for updates. Ensure everyone on the team is following up with and nurturing their leads. Gain insight into areas for improvement and increase overall close rates. ”With the addition of Contactually, agent productivity has increased 40%.” – David Conderman Learn more about Contactually for teams… The tools for greater success Increase the follow through by routing leads. Gone are the days of throwing money at Zillow leads only to later discover that no one followed up with them. Now, you can simply route new leads to agents round-robin or set up a manual distribution method to ensure leads are assigned so they can be nurtured to close. Empower agents by assigning specific tasks and delegating responsibilities. Ensure that time-sensitive items are prioritized and communication is consistent. Have a high-value lead? Assign it to your top performer and keep track of progress until their transaction is closed. Share winning content and drive more business Create, manage and share the content...
In case you missed it — Contactually’s new feature recap

In case you missed it — Contactually’s new feature recap

You may have been busy with family and friends. You could be last minute holiday shopping. Maybe you’re getting ready to close out 2016. Whatever the reason, if you missed the updates coming out of Contactually — here’s your chance to catch up. Everything you need to know so you can fully leverage Contactually’s new features to help you achieve all of your 2017 goals. Handwritten Cards We all know communication is key. But when you’re competing for time against a barrage of digital messages and full inboxes, how do you ensure your message stands out? Introducing Contactually’s newest way to connect with your relationships — sending cards. Finally, a way to make your contacts feel special, without the time and hassle. Send a beautiful handwritten card to your recipient with a few simple clicks. It’s not too late to get your cards in for the holidays. Be sure to send a handwritten card through Contactually by December 17th if you want it to arrive on time. Email Template Analytics Email templates make it easier to personalize your message in less time. Use them to combat writer’s block, and compose the perfect message catered for the right moment. Imagine knowing exactly which of your templates perform the best. With email template analytics, discover what’s working and what isn’t and start sending better emails to your network. Have a Program you’re piecing together for your automated marketing campaign? Now you’ll know exactly which template to use to make the largest impact. ScaleMail Tracking ScaleMail is one of Contactually’s most powerful features. But admittedly, it lacked one key piece…tracking. You take...
Introducing Contactually’s newest way to connect with your relationships — sending cards

Introducing Contactually’s newest way to connect with your relationships — sending cards

Digital communication…breakdown In the digital world, communication is key. Texts, emails, and phone calls are accessible from anywhere in the world. There’s really no excuse to overlook an opportunity to connect with your prospects, clients, and leads. Having all those open channels of communication can come with a risk, and they often devalue the message you’re sending. When you’re competing with a barrage of digital communications from friends, family, and advertisers it’s difficult to break through the noise. Stand out from the average agent So what’s the secret to making your message stand out? Keep it simple. Not only the content, but the way you send it. Contactually is proud to introduce the ability to send handwritten cards directly to your network. Tear down the digital barrier and show your prospects, leads, and clients how valued they are by sending a handwritten card. The personal approach guaranteed to win you more business Sending handwritten cards takes extra time and effort, but the investment is guaranteed to generate you more real estate leads. With Contactually’s send cards feature you’ll have the best of both worlds: take the time out of sending handwritten cards and maintain your powerful, heartfelt message. I love sending handwritten cards, especially around the holidays. It lets my clients know that I truly care, instead of the typical newsletter they’re used to. – Mary A. SC, Realtor Sending handwritten cards When your clients or leads have notable dates coming up, share a special message with just a few simple clicks. Whether a birthday, anniversary, ‘thank you’ or anything in between, choose from a variety of designs to match the tone of the occasion. Tips for sending cards When...
Introducing Contactually Slack & Facebook Messenger Integrations: from Contactually Labs

Introducing Contactually Slack & Facebook Messenger Integrations: from Contactually Labs

The world of chat Our business, like yours, is built on relationships. The trust and rapport you build up with clients over the long-term help build your real estate business. And similar to personal relationships — whether you’ve realized it or not – you’ve come to trust the technology that surrounds you. How often do you speak with Siri? A simple voice command and you have your answers within seconds. Or what about driving directions? Simply input location and you’re guided by voice, turn-by-turn. The shift towards friendlier, more personable tech is empowering agents and brokers alike to create even more growth in their business. New integrations and chatbots have been helping agents and brokerages become more productive overall. With the ability to quickly log and automate activity, agents are feeling less of the burden of administrative work lingering over their heads and cluttering up their days. “I’m typically on the go in my daily routine, so I try to do as much as I can to make the most out of my time. I usually use Google or Alexa voice commands to make sure I schedule appointments in the moment, or else I may forget.” – Brandon Doyle, RE/MAX Results Although some new technology is novel and exciting, at the end of the day, it may not solve any problems for you. If anything, it’s just another thing you’ve got cluttering up your phone, computer, or brain! There have been no shortage of attempts to revolutionize the industry — some like Tay, which has its own flaws and bugs to work through. In such a growing space that...
UPDATES: Contactually’s New Features Recap

UPDATES: Contactually’s New Features Recap

If you’ve been living under a rock Your time is of the essence — we get it. Whether you’re in a crunch, busy with work, family, the holidays you might have missed some of our new features. We’re excited to announce we’ve got a bunch of new updates to help streamline the way you work, and make your overall Contactually experience that much better. New features recap ahead… Streamlining your process Bulk interactions Remember the open house you held on 123 Sesame Street where 6 of your prospects just so happened to stop by? You had a great conversation with them outlining their next steps in the process, but when you went to update that you spoke with them, you found yourself diving DEEP into their individual Contactually profiles to update your interactions one-by-one-by-one. The messy process you’ve worked around and grown accustomed to is over! The addition of bulk interactions allow you to select multiple contacts and update an interaction at scale. Quickly jot down the details of your interaction to streamline the process and then add it to several of your contacts with a few simple clicks. This is also an easy way to update single interactions! Save yourself a step and try it directly from your Contacts tab. Linking Contacts It’s not news that working with thousands of contacts in your database is complex. When you have many parties associated with a transaction, ensure that you’re connecting everyone. Link your contacts together to remain organized and aware of the key decision makers. Whether you’re working with a couple to purchase their first home, college friends to find their ideal rental, or anything in between,...