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Contactually powers great relationships.
CRM for Professional Services
Zvi Band, CEO
zvi@contactually.com
Relationships power amazing
Initial Introduction Business Opportunity Business Opportunity Business OpportunityReferral Opportunity
For the 7.8M in professional services (real estate, legal, financial services),
referrals drive 85% of business - staying in touch is critical.
zvi@contactually.com
Initial Meeting
Follow
Up
Follow
Up
Share
Article
Make
Introduction
Business Opportunity Business OpportunityReferral Opportunity
Contactually helps stay engaged
• Active Contactually users report a 34% increase in the number of referrals they
receive annually
• Within 3 months of joining, Contactually users engage with 97% more people in their
network than before
zvi@contactually.com
We make it easy and engaging to stay in
zvi@contactually.com
And now provide insights for the team
zvi@contactually.com
$0.00
$1,000,000.00
$2,000,000.00
$3,000,000.00
$4,000,000.00
Launch
May ‘12
Seed Round
Feb ‘13
1st Enterprise
Account
July ‘14
Current ARR = $3.68M
% ARR from Enterprise
0 to16%
Growth over last 12 Months
Enterprise Net Churn
-2.5% MoM
Avg Net MRR Churn
Total Net Churn
3.1% MoM
Net MRR Churn
Capital Raised
$3.5M
Founded Oct. 2011
zvi@contactually.com
Primary Acquisition Channels

Content, SEO, Partners (95% non-paid)
We sell initially to individuals … and upsell into the Enterprise
CAC: $140 LTV: $1,247 ACV: $508
Average ACV: $80K
Customer Success +
Enterprise BD Engagement
zvi@contactually.com
We’re going after the gap in a growing
The CRM market is forecasted to swell to
$36.5B in the next two years.
Less than half of professional service
providers use a CRM.
Why? 

Existing CRMs are not built to drive
bottom-up adoption with end users
Fundamentally different model of CRM
needed (non transactional database)
Source: Forbes and Gartner
2013
$20.4B
2014
$23.2B
2017
$36.5B
zvi@contactually.com
We’ve raised $3.5M in capital,
here’s where we go next
• Data insight team to bring key
insights and reduce user
action
• Build in-demand feature set for
teams and enterprise
• Expansion of mobile team and
roadmap
Product Growth
• Expansion of enterprise sales
practice
• Capture more customers in
enterprise and SMB
• Develop additional markets in
professional services
zvi@contactually.com
Investors and Advisors
Christoph Janz
Point Nine Capital
Patrick Ewers
MindMavin
Ben Foster
SVP Product, $OPOWER
Gil Penchina
SaaS Syndicate
George Fischer
VP Global Sales, Verizon
Dr. H. Eslambolchi
CTO, AT&T
Zvi Band
CEO
Tony Cappaert
COO
Jeff Carbonella
CTO
acq. 2009
Founding Team
Add’l: 500 Startups, Boston Seed, Middleland Cap., Middlebridge Cap., 1776 Ventu
Dave Morin (Slow Ventures), Sean Glass (NYSE:ONE), Jawed Karim (YouTube),
Jonathan Abrams (Nuzzle), David Steinberg (SwapDrive)
zvi@contactually.com

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500’s Demo Day: Post-Seed >> Contactually

  • 1. Contactually powers great relationships. CRM for Professional Services Zvi Band, CEO zvi@contactually.com
  • 2. Relationships power amazing Initial Introduction Business Opportunity Business Opportunity Business OpportunityReferral Opportunity For the 7.8M in professional services (real estate, legal, financial services), referrals drive 85% of business - staying in touch is critical. zvi@contactually.com
  • 3. Initial Meeting Follow Up Follow Up Share Article Make Introduction Business Opportunity Business OpportunityReferral Opportunity Contactually helps stay engaged • Active Contactually users report a 34% increase in the number of referrals they receive annually • Within 3 months of joining, Contactually users engage with 97% more people in their network than before zvi@contactually.com
  • 4. We make it easy and engaging to stay in zvi@contactually.com
  • 5. And now provide insights for the team zvi@contactually.com
  • 6. $0.00 $1,000,000.00 $2,000,000.00 $3,000,000.00 $4,000,000.00 Launch May ‘12 Seed Round Feb ‘13 1st Enterprise Account July ‘14 Current ARR = $3.68M % ARR from Enterprise 0 to16% Growth over last 12 Months Enterprise Net Churn -2.5% MoM Avg Net MRR Churn Total Net Churn 3.1% MoM Net MRR Churn Capital Raised $3.5M Founded Oct. 2011 zvi@contactually.com
  • 7. Primary Acquisition Channels
 Content, SEO, Partners (95% non-paid) We sell initially to individuals … and upsell into the Enterprise CAC: $140 LTV: $1,247 ACV: $508 Average ACV: $80K Customer Success + Enterprise BD Engagement zvi@contactually.com
  • 8. We’re going after the gap in a growing The CRM market is forecasted to swell to $36.5B in the next two years. Less than half of professional service providers use a CRM. Why? 
 Existing CRMs are not built to drive bottom-up adoption with end users Fundamentally different model of CRM needed (non transactional database) Source: Forbes and Gartner 2013 $20.4B 2014 $23.2B 2017 $36.5B zvi@contactually.com
  • 9. We’ve raised $3.5M in capital, here’s where we go next • Data insight team to bring key insights and reduce user action • Build in-demand feature set for teams and enterprise • Expansion of mobile team and roadmap Product Growth • Expansion of enterprise sales practice • Capture more customers in enterprise and SMB • Develop additional markets in professional services zvi@contactually.com
  • 10. Investors and Advisors Christoph Janz Point Nine Capital Patrick Ewers MindMavin Ben Foster SVP Product, $OPOWER Gil Penchina SaaS Syndicate George Fischer VP Global Sales, Verizon Dr. H. Eslambolchi CTO, AT&T Zvi Band CEO Tony Cappaert COO Jeff Carbonella CTO acq. 2009 Founding Team Add’l: 500 Startups, Boston Seed, Middleland Cap., Middlebridge Cap., 1776 Ventu Dave Morin (Slow Ventures), Sean Glass (NYSE:ONE), Jawed Karim (YouTube), Jonathan Abrams (Nuzzle), David Steinberg (SwapDrive) zvi@contactually.com