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Contactually provides a SaaS-based intelligent customer relationship management platform, specifically designed to empower real estate agents and brokerages. The system focuses on converting business contacts into meaningful relationships through streamlined communication, primarily via email. This platform facilitates personal engagement at scale, integrating a comprehensive view of interactions and communication history to enhance user productivity and effectiveness in client outreach.
The company was founded in 2011 by Zvi Band, Tony Cappaert, and Jeff Carbonella. Their founding insight stemmed from the recognition that maintaining personal, impactful business relationships was crucial for professionals, yet existing tools often fell short in facilitating this at scale. The founders aimed to bridge this gap, developing a solution that enabled users to nurture their networks more efficiently and meaningfully.
Contactually serves professionals who rely heavily on their personal networks, predominantly real estate agents and brokerages seeking to optimize client interactions. The platform’s vision centers on enabling its users to cultivate stronger client relationships, which in turn drives increased leads, referrals, and overall business growth. It continues to champion the principle that personalized engagement is paramount for sustained success in relationship-driven industries.
Contactually has raised $17.7M across 6 funding rounds.
Contactually has raised $17.7M in total across 6 funding rounds.
Contactually is a CRM originally built for real estate professionals to automate and prioritize relationship follow‑ups; it was founded as an independent SaaS company (2011) and later acquired and integrated into Compass’s platform, after which its standalone product was phased out while its technology and team were absorbed into Compass[2][3].
High‑Level Overview
Origin Story
Core Differentiators
Role in the Broader Tech Landscape
Quick Take & Future Outlook
Quick take: Contactually demonstrated the value of *relationship‑first CRM* for customer‑facing professionals; its acquisition by Compass validated that vertical CRMs are strategic assets for platforms that sell to agents, and its product patterns continue to influence how agent tools prioritize automated, personalized follow‑ups[2][3][1].
Contactually has raised $17.7M in total across 6 funding rounds.
Contactually's investors include Square 1 Bank, Grotech Ventures, Jeff Hinck, Revolution, Dylan Taylor, Tom Ferry, Bull City Venture Partners, Correlation Ventures, Middleland Capital, Point Nine Capital, 500 Startups, Gil Penchina.
Contactually has raised $17.7M across 6 funding rounds. Most recently, it raised $3.0M Debt in June 2016.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Jun 9, 2016 | $3.0M Debt | Square 1 Bank | |
| Nov 1, 2015 | $11.0M Series A | Grotech Ventures, Jeff Hinck | Revolution, Dylan Taylor, Tom Ferry, Bull City Venture Partners, Correlation Ventures, Middleland Capital, Point Nine Capital |
| Nov 4, 2014 | $2.0M Seed Extension | 500 Startups, Gil Penchina, Boston Seed Capital, Crystal Tech, Middlebridge Partners, Middleland Capital, Point Nine Capital | |
| Mar 6, 2013 | $1.0M Seed | Boston Seed Capital, Pawel Chudzinski | 500 Startups |
| May 16, 2012 | $500K Other Equity | Christopher Grey, Jawed Karim, 500 Startups | |
| Jan 5, 2012 | $160K Other Equity | David A. Steinberg, Sean Glass |