CRM for Real Estate – Grow Your Residential Real Estate Business

CRM for Real EstateCRM for Real Estate

Customer Relationship Management (CRM) is at the heart of what it takes to be successful in the real estate industry.
Whether you’re developing new prospects, maintaining relationships, managing multiple listings, following up with buyers and sellers or just trying to keep all your appointments straight, growing your business is easier with CRM.

Common office software products serve extremely important purposes but are not meant to be utilized as a Customer Relationship Management (CRM) system.  Using Outlook or Excel spreadsheets to manage your Residential Real Estate business is not only an inefficient way of building those important contact relationships but you are also losing out on potential opportunities.  Using a spreadsheet (or even worse – a shared spreadsheet) makes it difficult to know what updates were made, when they were made and who made them leading to errors, loss of information and gaps in providing a comprehensive picture of your business’ contacts, listings and closings.

CRM is specifically designed to be a central hub of critical business information and capture every interaction between you and your team with your contacts and transactions.  By implementing a CRM system agents, brokers and staff can easily share information to track and manage business contacts and focus on closings – improving relationships and the bottom line.

So how can you improve your relationships with CRM?  Details are important and with a CRM for Residential Real Estate you can capture anything that is essential to your business. Details such as contact and property information, leads, activities, emails, notes, transactions, documents and so much more.  Clients want to feel important and just think of the experience your contact will receive when they call into your office and you or your team member is able to quickly access their information that has their latest interaction whether it be an email received or an offer submitted.

In your competitive industry don’t let stuff fall through the cracks – CRM for Real Estate helps you stay on top of your calendar and improve your follow-up.  Track and prioritize meetings and activities associated with your contacts and transactions to stay productive. Benefit from alerts that keep you up to speed and on top of your commitments.

Be more organized by having your CRM link your contacts with their property transactions – whether they own the property or multiple properties, or are purchasing a property or multiple properties.  Keeping an inventory of properties and contacts will allow you to quickly find owners or sellers and match them to potential buyers or investors – all within the organized information contained in your CRM database.

Keeping a database full of referral partners, clients, investors and leads with the ability to match buyers and sellers means creating more opportunities.  More opportunities lead to improving your pipeline and closing more business. Your Residential Real Estate CRM will help you manage every stage of your sales process from leads to searches to offers to closings, completing activities in each stage to keep transactions moving. CRM dashboards give you a graphical view of your pipeline with summary totals and drill down feature to be able to work with a specific transaction. Forecast, analyze performance and track your progress within the CRM to improve your closings.

Just listed a new property? Then you will want to notify your potential buyers, leads and/or business partners and the easiest way is to send an email campaign announcing the new property for sale.  Your Residential Real Estate CRM system needs to have an integrated emarketing service so you can look up the appropriate contacts and send out the email notification – without having to export and import lists between another marketing system.

Improve your business with a CRM system that works for you – Act! CRM is a perfect fit for your Residential Real Estate business because it’s flexible. Unlike other CRM solutions, you have the freedom to tailor Act! to your specific needs whether it be in the cloud, on your local computer or both.

Act! CRM is an award winning solution that helps businesses build lasting relationships, fuel business growth, and make informed decisions. Built on top of Act! our Real Estate Agents database has been designed for the Residential Real Estate industry. By selecting Act! with our Real Estate database you will have a CRM for Real Estate system that can be implemented quickly AND you will the ability to customize the database further for your unique business needs.

CRM for Real Estate, for more information on Act! for Residential Real Estate can be found at:   http://actplatinum.com/Real_Estate_CRM.html

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What is the difference between Act! CRM Premium Products?

Act! CRM software has a Premium Edition that has 3 product types; Act! Premium Subscription, Act! Premium Perpetual and Act! Premium Cloud. So what is the difference between the Act! CRM Premium software products?

Essentially nothing… when it comes to the Act Premium CRM software. Premium is Premium is Premium – Window, Web and Web Mobile. On-premise, cloud or both – whichever is best for your organization. When comparing the Premium options it comes down to costs and deployment of the software.

Compare Act! Premium Subscription and Act! Premium Perpetual

First of all Act! Premium Subscription vs Act! Premium Perpetual is the exact same software with the ability to deploy and access via Windows (desktops, laptops, tablets), Web (IE, Chrome) and Web Mobile (iPads, mobile device browsers). The difference in the two products is whether you want to subscribe to the licensing or subscribe with walk away rights (the ability to continue to use the software after the susbscription service has lapsed).

If you choose the Act! Premium Subscription product you have the option of paying monthly, annually or every 2 years. An active subscription includes the software use, Act! Technical Support and Act! software updates during the term. The cost will be less over time with a 2 year subscription compared to an annual or monthly subscription. With subscription you renew at the end of your term (don’t worry, you will be sent reminders for the upcoming renewal) for another term and continue to use your software. If you fail to renew your subscription your software will stop working. Having an expired subscription does not mean you will lose your database or files and you can easily activate the software again by renewing your subscription to continue the software use.

If you choose the Act! Premium Perpetual product it comes with the 1st year of Subscription included with the purchase. At the end of your subscription term you will have the option to renew for another term. If you choose to not renew a permanent license (walk away rights) will be issued by Act! for your current version and you will be able to continue to use the software. Keep in mind that once the subscription expires you will no longer be entitled to Act! Technical Support or software updates. If you have let your subscription expire and decide that you want the subscription services you will have to repurchase the Perpetual product to maintain the walk away rights.

Compare Act! Premium Subscription/Perpetual and Act! Premium Cloud

Selecting either the Premium Subscription or the Premium Perpetual product you will get the exact same Act! CRM Premium software. Act! Premium allows you to configure a deployment solution based on your organization’s needs. You have the ability to deploy via Windows on a local network or laptops with remote databases synchronizing to the central database. You also have the ability to deploy via Web and Web Mobile by including a web server and users will have real time access to the central database through their browser or mobile browser. Your organization can deploy Act! in a mixed environment (Windows and web) to support a varying set of user needs – including connected, disconnected, and offline access.

But what if you don’t have the IT infrastructure or personnel to support the deployment of the Act CRM Premium software product? That is where Act! Premium Cloud comes in. Act! offers an annual subscription for their cloud service where they will host your central database and provide the Web and Web Mobile access for your users. You can also have an offline client (a remote database that is installed on a Windows machine), one offline client per cloud subscription, that synchronizes with the central database being hosted with Act!. An active Act! Premium Cloud subscription includes the central database hosting service, software use, Act! Technical Support and Act! software updates during the term.

NEW: ACT! PREMIUM PLUS TIER
Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique businesses processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more. Act! Premium Plus is available for both as an Act! Hosted or a Self-Hosted solution with a higher user cost for the additional functionality.

You can purchase the Act Premium Subscription and Perpetual products as well as Act! Premium Cloud Subscription with current discounts and promotions from our ACT CRM eStore at www.actplatinum.com. If you have any additional questions please send us a Contact Us form.

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Act! Pro vs. Act! Premium – Things to Know Before You Buy Act! CRM

Act! Pro vs. Act! Premium vs. Act! Premium Plus

Act! CRM has 3 products; Act! Pro, Act! Premium and Act! Premium Plus. We are always asked by potential customers which product is right for their business.

Act! has previously published the below image to outline the general product differences, but we want to provide more information to compare and contrast the products and features for Act’s latest version.
Buy Act! Pro or Act! Premium at www.actplatinum.com

Comparing Act! Pro vs Act! Premium in order to assist in selecting the right product for your business, below are 10 things to know before you buy:

1. The number of active users is a determining factor, the Pro product has a limitation of 10 active users in a database. This means if you have more than 10 users you will need the Premium product. If you purchase the Pro product and need to add the 11th user or more you will need to purchase Premium licenses for the existing Pro licenses. Therefore, if your business is growing it would make sense to purchase the Premium product over the Pro at the on-set.

2. The Pro product has Windows only licensing, Premium has dual licensing for both Windows & Web (including Web Mobile) access that can be hosted by Act! or self-hosted.  Act! Premium allows you to do your own web hosting (without the monthly fees of other competing products) where you can deploy the web product with database access through your intranet or internet. With Act! Premium Mobile you can travel light and stay connected by accessing your Act! Premium contact, calendar and opportunity details from your iPhone®, iPad® or Android™ device.

3. The Premium product has Field Level Security that allows you to limit the access to certain Contact, Opportunity, Group and Company fields by users and teams. You can grant full access to those that need to update the field information, read only to those that need to see the information but cannot change the data, or no access to a field which means they cannot see the field within the database or reports. This is a valuable feature if your business works with social security numbers, credit card information or other sensitive data.

4. The Premium product has Record Level Security that allows you to limit the access to Contact, Opportunity, Group and Company records by users and teams. This is a powerful feature if you want your salespeople to see only their records, sales managers being able to see the records for their direct reports, by territories or if you want to divide the records by different departments or job responsibilities.

5. Both the Pro and Premium products have the database synchronization feature in which you can create remote databases that synchronize to your master database for disconnected/offline data access. The Pro Product only allows Application Synchronization which means that when a remote synchronizes to the master the Act! program needs to be open and logged into master database – this is not ideal if the master database is hosted on a server or an unattended machine. The Premium product comes with Synchronization Services (network and internet) which allow the synchronization to occur without the Act! program being open, the service runs on a host machine/server and listens for the synchronization connection.

6. The Dashboard is available in both products but the Pro version has a limitation of being only able to view the current user activity and opportunity information, filtering for a different user or multiple users is not an option. With the Premium product you can create Dashboard with multi-user, team, territory, region, and/or department views.

7. With the Premium product network users have an additional feature of being able to include other users and resources in their activity scheduling and checking on their availability. This is a helpful feature if your business has meetings or calls with your customers or prospects that involves more than one of your users of Act!.

8. The Act! Premium product has the Web API platform that allows users to connect Act! to other business productivity tools to increase productivity and streamline aspects of your business. The Web API platform provides users with the ability to develop new applications and is only available to Act! Premium deployments with an Active Premium Subscription. With the Web API you can take advantage of some cool features:

  • Act! Companion – a native mobile app designed for iPhone®, iPad®, and Android™
  • Act! Insight – interactive, graphical dashboards where you can see dynamic, visual snapshots of real-time metrics
  • Ask Act!™ With Amazon Alexa – interact with Act! through simple, verbal requests
  • Act! Connect – simple integrations with hundreds of popular business apps
  • Act! Premium Contact Link – streamline your workflow between Act! and Outlook®

9. Act! Premium Subscription includes Act! Software Updates and Act! Technical Support for your subscription term. Act! Pro does not include software updates or Act! Technical Support, Pro customers have the ability of purchasing software upgrades with any new release and there is a 30 Day Act! Tech Support Package available for $40 per license on your account.

Act Premium Perpetual License Purchases includes the 1st year of Act! Software Updates and Act! Technical Support. After the 1st year Premium Perpetual customers will have the option to renew their Premium Subscription service to always have the latest release of Act! Premium software and Act! Technical Support.

10. Act! Premium Plus Subscription includes the Custom Tables feature, this allows you to create additional tables in your database to capture information that is unique to your business.  Act! Premium Subscribers can easily upgrade to an Act! Premium Plus Subscription.  This feature is not available in Act! Pro.

Compare Act! CRM Products

Act! Pro Act! Premium Act! Premium
Plus
CRM features & benefits
Contact management
Groups & companies
Activity tracking & alerts
Act! emarketing
(unlimited sends to 200 contacts per month)
Sales process automation
Opportunity tracking
Reports
Unlimited customizations
Act! Insight
Act! Companion mobile app
Act! Premium Mobile
Act! Connect
Act! Connect
Integration with Office, Outlook®, & more
Ask Act!™ with Amazon Alexa
Act! Premium Contact Link
eCommerce Connections
Act! API
Team sharing
Advanced security
Instant online access
w/ Cloud w/ Cloud
Automatic nightly backups & recovery
w/ Cloud w/ Cloud
Secure Cloud hosting
4GB storage w/ Cloud 4GB storage w/ Cloud
Private Cloud hosting
20GB storage w/ private Cloud
Custom Tables Manager

Learn more
Industry Template Library

Learn more

Act! Pro vs. Act! Premium vs. Act! Premium Plus – You can purchase the latest Act! CRM Software products with current discounts and promotions from our Act! CRM eStore at www.actplatinum.com and if you have any additional questions please send us a Contact Us form.

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Act! CRM Cloud, Premium and Pro now have Vertical Solutions

Act! CRM Cloud, Premium and Pro Products – Now Have Vertical Solutions

Platinum CRM Consulting, a leading Vertical Solutions developer, is introducing their verticals for Act! CRM’s v20 suite of products

SCOTTSDALE, Ariz., February 14, 2018 – Platinum CRM Consulting, an Act! CRM Diamond Preferred Partner, has vertical solution products available for the following industries: Commercial Real Estate, Residential Real Estate, Finance, Insurance and Mortgage. These industry-specific solutions, were created for Act! CRM’s latest v20 suite of products and provide added functionality that captures key data and increase the value of Act! CRM.

Act! has been a pioneer in the CRM space and is the proven, trusted choice of entrepreneurs, small and mid-sized businesses and sales groups for over 30 years. Businesses have the freedom to tailor Act! to fit their unique needs with a vendor-hosted Cloud or self-hosted Premium or Pro products. Whether your business needs a cloud solution, a pc solution or a combination of online, offline and mobile access – Act! offers all at an affordable price point.

The vertical solutions, now available at www.actplatinum.com, are specifically designed for the latest versions of Act! CRM Cloud, Premium and Pro. These vertical solutions are a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.

“Our vertical solutions for Act! CRM are affordable. For around a dollar a day, per user, you can have an Act! Premium subscription with a vertical solution,” says Debora Boyle, President of Platinum CRM Consulting. “And for less than 2 dollars a day, per user you can have Act! Cloud hosting with a vertical solution.”

Act CRM Vertical Solutions from actplatinum.com

Act! logo and brand name are trademarks of Swiftpage ACT! LLC, or its affiliated entities.

Media Contact:
April Leeland
Phone: 877-228-7528
Email: media@actplatinum.com

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Your Act Premium Subscription Benefits

Your Act Premium Subscription Benefits

Your Act Premium Subscription Benefits

Thank you for being an active Act CRM subscriber. We appreciate your business and want you to know what is included with your Act Premium Subscription or Act Premium Cloud Subscription. With your subscription there are plenty of opportunities at your fingertips for you to get the most from Act! CRM and below is an outline to help you use your benefits.

Act! Technical Support
Your Act! subscription comes with Act! Technical Support – consult with knowledgeable support advisors ready to help quickly resolve technical issues. Phone support 866-873-2006 and live chat are offered 8:30 a.m. to 8:30 p.m. ET Monday through Friday. Please reference your company’s Act! Customer Account Number when contacting support. You can also find answers in Act!’s self-service KnowlegeBase, visit at http://kb.act.com to find solutions to common problems.

Unlimited Access to Training Resources
You have access to Act!’s extensive library of online training resources, including 100+ training videos. Training videos cover both Windows and Web features and applicable whether you are self-hosted or using Act!’s hosted cloud service. The training library link for the Windows product training is at http://training-act.com/act/act-lib-prem and Web product training is at http://training-act.com/act/act-lib-cloud

Stay Connected with the Tools & Popular Apps
Act! has a Web API platform, allowing for connections to business productivity tools to help you extend the power and reach of Act!, streamlining efficiency. Active subscribers will have exclusive access to Act!’s library of third party integrations for ecommerce, social media, sales & marketing, and much more. Your subscription also includes the enhanced premium features of Act! Companion mobile app, Act! Insight for real-time metrics and the Ask Act! Amazon Alexa voice integration. Visit the Connect Library at http://training-act.com/act/act-lib-con for more information on using connections for your business.

Integrated Act! Emarketing
A basic Act! emarketing account is included with your subscription at no extra cost. Easily design and send impactful email campaigns, intelligently analyze results, and automate key follow-up actions. With integrated Act! emarketing, you’ll have the tools you need to reach new prospects, stay connected with your customers, and prioritize new opportunities. Learn more about using Act! Emarketing at http://training-act.com/act/act-lib-aem

Software Upgrades
Software updates and upgrades with new features and compatibility are included with your subscription. Act! Premium subscriptions – for both on-premises and Cloud deployments- automatically entitle you to the latest Act! version and platform updates, new services and integrations, and continuous improvements based on customer feedback. Product announcements can be found at Act!’s “What’s New” page https://www.act.com/products/whats-new and Act! product downloads, hot fixes, updates and documentation are found at the Act! Download Center https://www.act.com/resources/downloads

As one of our customers we will be sending a renewal invoice approximately 30 days prior to your subscription renewal date. If you are not currently an Platinum CRM Consulting customer, we can help manage your Act Premium Subscription or Act Premium Cloud Subscription account and we provide our customers with discounted pricing on their Act! subscription products.

Your subscription benefits cover the nuts and bolts for your Act! product with support, training, features and upgrades. For personalized assistance, training, add-on products, customizations or consulting to ensure Act! works best for your business we are here to help, please Contact Us for an estimate on additional services.

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