One of the industry’s favorite CRMs has rolled out a new bot-centric feature so agents can better manage leads from outside the system.

  • Bots continue to infiltrate the real estate industry to assist in lead generation, customer service and contact management.
  • Contactually's bots merge with Facebook Messenger and Slack, and help agents follow up and keep track of leads.

Have suggestions for products that you’d like to see reviewed by our real estate technology expert? Email Craig Rowe.

One of the industry’s favorite CRMs has rolled out a new bot-centric feature so agents can better manage leads from outside the system.

Contactually’s new bot enhancements work with Facebook Messenger and Slack. The latter tool is the superior team communication platform, but the former offers the most common user interface. (Slack is not as popular in the real estate industry, but should be on the radar of team-focused offices.)

The bots function similarly on either platform.

The Contactually Bot appears on the Slack contact sidebar — you can chat with it as you would any other co-worker. Asking it for help will return a list of commands it can handle. The list will grow with time, I’m sure, given the CRM’s deep capability.


Users can request to “follow up” with leads (and be presented with the most pertinent contact) and write emails from within Slack or Messenger.

Other features include:

  • Adding notes
  • “Bucketing” contacts
  • A “who is” command — which is especially helpful, as it returns a tight summary of the person’s Contactually record, including notes, contact details and last communications.
  • Proactive bot reminders to follow-up or rate recent contacts as important.


The beauty of integration

The greater good here is the idea of efficiency — that software products are coming together to facilitate an array of essential business actions from a single interface.

Companies like Contactually, along with a quickly expanding list of other business solutions, are able to leverage the reach of third-party tools like Slack and Messenger without having to invest in their own delivery infrastructure.


These “mergers” are a fascinating development that progressive real estate agents should be excited about, especially when it comes to the potential demonstrated for reaching consumers.

Have a technology product you would like to discuss? Email Craig Rowe.

Show Comments Hide Comments


Sign up for Inman’s Morning Headlines
What you need to know to start your day with all the latest industry developments
By submitting your email address, you agree to receive marketing emails from Inman.
Thank you for subscribing to Morning Headlines.
Back to top
Only 3 days left to register for Inman Connect Las Vegas before prices go up! Don't miss the premier event for real estate pros.Register Now ×
Limited Time Offer: Get 1 year of Inman Select for $199SUBSCRIBE×
Log in
If you created your account with Google or Facebook
Don't have an account?
Forgot your password?
No Problem

Simply enter the email address you used to create your account and click "Reset Password". You will receive additional instructions via email.

Forgot your username? If so please contact customer support at (510) 658-9252

Password Reset Confirmation

Password Reset Instructions have been sent to

Subscribe to The Weekender
Get the week's leading headlines delivered straight to your inbox.
Top headlines from around the real estate industry. Breaking news as it happens.
15 stories covering tech, special reports, video and opinion.
Unique features from hacker profiles to portal watch and video interviews.
Unique features from hacker profiles to portal watch and video interviews.
It looks like you’re already a Select Member!
To subscribe to exclusive newsletters, visit your email preferences in the account settings.
Up-to-the-minute news and interviews in your inbox, ticket discounts for Inman events and more
1-Step CheckoutPay with a credit card
By continuing, you agree to Inman’s Terms of Use and Privacy Policy.

You will be charged . Your subscription will automatically renew for on . For more details on our payment terms and how to cancel, click here.

Interested in a group subscription?
Finish setting up your subscription