As you may know, I’m working my way through trying out all the new smart contact managers. As someone who is considering a client services business (more on that soon!) the need to button up the data management side of my network and relationships is becoming ever more pressing.
Contactually immediately made me happy with two features I’ve been looking for and haven’t found elsewhere:
- pinging reminders based on groups (‘buckets’)
- drag-and-drop contacts to groups
I wish you could put someone into more than two buckets, although Michael immediately had this counterargument when I complained: It can be good to be forced to keep things simple. Still, I really enjoy the easy and flexible tagging system in the competitor product Connected. Something about their UI makes everything feel so organized and easy. Contactually does more, which is theoretically good, but it makes the dashboard there a lot more cluttered.
Another great Contactually feature is that they’re dealing head on with the problem that all these “intelligent” systems have: How to get the user to take the time to input enough data to make it work. Their solution: Make it a game. The system also pushes requests for data (asking you to bucket people) through email, and makes it pretty easy to input the requests from within your Inbox. Super smart.
Worth noting: Contactually is the first system that has suggested that I ping people who, it turns out, I really should ping. Not with 100% accuracy, but maybe 10-20 percent. Progress!
I’m going to use both for a while and see if a winner emerges.
Sara Grace is myGreenlight’s Program Director.