Ankur Patel, Author at The Contactually Blog | For Relationship-Based Businesses - Page 2 of 3
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,...
Feature Update: Powerful Search With Custom Fields

Feature Update: Powerful Search With Custom Fields

As your network grows… Your real estate business is rapidly growing. You’re meeting new clients, gaining more referrals and generating new business like never before. With a growing book of business you’re more likely to overlook some of your most valuable connections. It becomes increasingly difficult to sift through your database to find just the right ones at the right moment. Contactually’s custom field search allows you to instantly filter through your database to find the right person or population. Quickly cover all areas of your growing database and ensure you don’t overlook anyone vital to your real estate business.   Easily identify important relationships Remember the Ravens fans you met at the 123 Sesame Street open house? They mentioned they’d be ready to purchase within the next month, but you can’t remember their name. Use the notes you took on their football preferences to find them within your contacts and help them buy their next home. It’s now easy to identify key relationships, then follow up in order to stay connected and grow your long-lasting connections. Add any custom field to the search facet and begin filtering immediately. Cover more ground faster searching through the specific custom fields that mean more to your business and the way you operate. Complex search made easy To narrow down your target audience, it sometimes takes a little more than a quick search. Couple as many parameters as you want in order to find the niche in your database that you’d like to message or update. From buckets and tags, to phone numbers and zip codes add more search criteria to quickly define your...
iPhone Update: Introducing Email and Text Templates

iPhone Update: Introducing Email and Text Templates

Editor’s Note: Already a Contactually user? You can download our new iOS app here. (Not a user yet? Don’t worry you can start your trial here and then download our iOS app to your device.) With 5 minutes to spare, every second counts Staying connected on-the-go is what most professionals strive for and ultimately struggle with. When you’re caught in meetings, back-to-back appointments, or just overloaded with work, finding time to connect with your high value relationships is the last thing on your mind. And when you actually find downtime, it becomes that much more urgent and difficult to engage in a genuine and authentic way. In those 5 dwindling minutes you have, what if you can’t articulate the right words to say? Imagine having the right message at your finger tips just a few clicks away. With our new iOS update you’ll have just that. All new access to email templates and text templates will help ensure you’re always sending the right message, even when you’re in a crunch. To make your daily interactions and tasks even easier, we’ve also added some intuitive features so you can continue to engage your network and grow your business on-the-go. Introducing email and text templates Whether you’re navigating your dashboard or on a contact’s profile, you can easily access all of your templates and preview the message before you send. A quick tap on either the email or text message icons will allow you to compose a genuine message all on your own, but if you find yourself with writer’s block — long press either the email or text icons to utilize...