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[User Interview] Creating Long-Term Connections with Real Estate Clients

In our latest customer spotlight, we chatted with Lee Goldstein, a local DC real estate agent, and avid Contactually user. Lee is currently a managing partner and associate broker at RLAH Real Estate. Lee has over 18 years of experience in the real estate industry and has been ranked consistently in the top 5% of real estate agents nationally. Lee builds his real estate business around being a local, neighborhood based, and customer service oriented agent.  Market expertise, the highest level of integrity, and unparalleled customer relationships have led him to become one of the most respected agents in the Washington, D.C. region.

Prior to becoming a Partner at Real Living At Home, Lee founded and managed his own successful brokerage firm, Northgate Realty. Lee is also extremely active in the real estate community. He earned the GRI (Graduate of the Realtor Institute) designation in 2004, an accolade reserved for those agents most dedicated to the real estate industry. He has also served on numerous committees at the Greater Capital Area Association of Realtors, including his appointment as Chairman of the Professional Standards Committee in 2016.

Read on for our latest Contactually user interview:

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How to: Follow Up After Attending a Conference

It’s been a week since Inman Connect – one of the top conferences for real estate technology. To no surprise, while there’s amazing content on stage, the main attraction is the conversations.

But the real work of a conference is after.

We know that the moment you land back home, you have four days of emails to catch up, family that hasn’t seen you, and day-to-day work that needs to be attended to. It takes a real strategy to ensure that your investment into attending the conference and taking dozens of meetings doesn’t go to waste. Here’s the strategy that I’ve implemented.

How to follow up after a conference:

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How To: Work Proactively on a Team While Working Remotely

Being a remote worker is not for everyone. It is simply not possible for everyone to work alone yet also be part of a team. This kind of work requires inner strength and concentration mixed with an open communicative style. It can often need multitasking skills, working on simultaneous projects or doing one task while talking to colleagues on other issues.

Work timeframes may become more flexible with long evenings or early starts, or working over the weekend. It is possible, however, to be a proactive team member, and indeed a more effective one, when not actually in the office or with the entire team each working from home.

Since our employees here at Contactually have the option for flexible hours and a few teams have remote members, we decided to tackle the often contentious topic of productively working from home or remotely!

Read on for how to work remotely & be proactive:

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Bring the Real You To What You Do with Susan RoAne

Susan RoAne believes that the real you is who people really want to know. We’re all tired of fakeness – the masks people put on to impress. What’s the alternative? Being yourself.

People are much more attracted to the real you – believe it or not – than they will EVER be attracted to a fake persona you use to impress them. Susan has great insights to share on this episode about networking, making genuine connections, the power of follow-up, and much more.

Be sure you take the time to listen.

Bring the #RealYou To What You Do with @SusanRoAne Click To Tweet

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5 Ways a Term Loan Will Unlock Your Next Big Growth Opportunity

The start of a new year is a great time to think about what you can do to expand your real estate business. Taking stock of where your business has been—and what you’d like to achieve over the next six to 12 months—is one part of the equation. The other involves finding the financial resources necessary to transform your goals into action.

Fortunately, a term loan may be just the solution you need when an opportunity for growth comes knocking. If you’re not familiar with what a term loan is or how it can help you widen your business horizons, don’t panic. Here’s everything you need to know.

What Is a Term Loan Anyway?

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Contactually Announcement: A New Partnership with

We’re very excited to announce the launch of our partnership with, a great step forward for Contactually as a whole in intelligence and real estate agent productivity. This partnership will generate a new Contactually product, powered by First, that will give real estate agents unseen, proactive knowledge about their network and will automatically provide recommendations to users when a contact is likely to list their home in the next six months.

A brand new way to use Contactually

The new partnership with First – a platform that uses Artificial Intelligence to pinpoint when homeowners are most likely to move – will help real estate agents better respond to and manage clients needs. “Our platform allows users to stay top-of-mind with their entire networks, resulting in more leads and referrals,” says Contactually co-Founder and CEO Zvi Band.

Agents want to ensure they are always building relationships with the right people, so being able to predict who is more likely to move is something we’ve always wanted to offer. With our powerful yet easy to use platform, users can automatically begin communicating with these contacts as soon as their moving intentions are predicted, keeping them many steps ahead of their competitors.

This is the first of many initiatives involving artificial intelligence and machine learning that will further add value to our customers moving forward in 2017 and beyond. This new product we’re rolling out with First will regularly assess a real estate agent’s contacts in Contactually using a market-leading AI and machine learning platform, and then predict when a client is most likely to move. The business or agent will be automatically notified, enabling rapid and personalized communications to best meet the client’s needs.

Bringing machine learning to the real estate industry

The real estate sector is a crowded one, with more than two million licensed real estate agents in the United States. In 2015, just over five million homes were sold, meaning that – on average – real estate agents were only able to sell three houses that year. This partnership will help users get ahead of competitors by keeping them ahead of their rivals.

“This is important because it helps agents to not lose opportunities within their network,” Band continues. “They lose opportunities because they are generally not in regular touch with their networks. This platform enables them to be made aware of opportunities, and respond proactively.”

Mike Schneider, the CEO of First, adds, “First and Contactually both believe real estate runs on relationships. It’s incredibly rare to find companies on the same mission with complementary products. We couldn’t be more excited to pair the best mover intelligence with the best relationally-focused CRM to help agents win more listings.”

To learn more…

Check out our page here and sign up to get the most up to date information on our new partnership.

Increase Your Email IQ

Editor’s Note: This article was originally published by RISMedia, you can view it here. 

Building relationships through email

At Contactually, we believe that the most successful businesses in the world are built upon personal, authentic relationships with clients and partners. Since 2013, we have helped tens of thousands of users do just that—strengthen and grow their professional relationships. We have helped users send more than 60 million emails to their contacts using our automated reminder system and market-proven templates, resulting in an average increase of 42 percent in the growth of their businesses.

Our users organize their contacts into “buckets,” groupings of people who will be contacted at a similar frequency or have common traits. Real estate professionals will often categorize their leads into hot, warm, and cold lead buckets, each requiring a different contact cadence.

While the short-term goals of each of these leads may differ, they share one important commonality. As a real estate professional, you want each and every lead to positively think of you and enthusiastically mention you when a friend or family member even hints at a real estate need. This begs the question: What can real estate professionals do to increase the likelihood of this happening within their network?

To help answer this question, we analyzed the performance of emails sent by real estate professionals. We took a sample of over 150,000 emails sent to contacts categorized by the Contactually user as either a “Hot Lead,” “Warm Lead,” or “Cold Lead,” and evaluated performance based on whether the email was opened, responded to, or simply ignored. We further evaluated important, actionable elements, such as day of week, as well as time of day sent.

Read on for more details on the best time to send an email…

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Networking Tips to Get the Most out of In-Person Meetings

Editor’s Note: This blog post was originally published on Ray Access’ blog. You can see it here. 

We believe in the power of networking. For local marketing, face-to-face networking has provided us with a local web of clients and partners. These connections serve several business purposes. They’ve:

  • Created professional relationships that we continually nurture
  • Effectively spread word-of-mouth brand awareness for us
  • Delivered projects and referrals that directly add to our bottom line
  • Provided opportunities for us to give back to the business community

In short, networking is a valuable tool for increasing your local business. We [Ray Access] think so highly of networking that we’ve written about it before:

But There’s More to Say…

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