CRM for Real Estate – Grow Your Residential Real Estate Business

Real Estate CRM-CRM for Real Estate AgentsCRM 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:

Act! CRM Cloud, Act! CRM Self-Hosted and Act! 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, 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

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

Media Contact:
April Leeland
Phone: 877-228-7528

How to Import Act Database to an Act Vertical Database

Congratulations on the purchase of an Act Vertical Database customized for your industry. To get started if you have an existing Act database you will need to import it to the Act Vertical Database. Below are some guidelines to using the import Act database feature and the import must be performed using the Act for Windows program as the import Act database feature is not currently available in the cloud product.

Importing a single user database that hasn’t been customized is a relatively simple process, similar to importing a text file. Importing a multi-user database or if your existing database has been customized is a more complex process. Below are four scenarios with general guidelines for the import of your existing database (source database) to an Act Vertical Database (target or destination database).

OPTION 1: Single User With No Customizations – From the Act Vertical Database go to the File Menu and select Import, the Import Wizard displays. On the Specify Source dialog select Act! Database, click the Browse Button to select your existing database and enter your log on information. Import the Record Types (Company, Contact, Group, Opportunity) where you have created records and since your database has not been customized you will not need to map your fields – they will automatically map. For your Merge Options for each Record Type Replace with Source or Merge if existing match to clean up any duplicates and if there isn’t an existing match select Add. Be sure to select the checkboxes of Include attachments if you had attached files and Include others users public activities if you were scheduling activities. For more information, please review the knowledgebase article How To Import Contact Data From an Existing ACT! Database Into Another ACT! Database.

OPTION 2: Single User With Customizations – If your existing database has customized fields that are not in the Act Vertical Database you will need to create the fields in order to retain the data. For more information, please review the knowledgebase article How To Manage Fields in ACT!. Once you have added the fields to the Act Vertical Database, import your data by following the knowledgebase article in Option 1.

OPTION 3: Multi-User No Customizations – If you have a multi-user database you will want to move the users to retain Record Manager information to the Act Vertical Database. For more information, please review the knowledgebase article How to Import a Multi-User Database and Retain the Record Manager in ACT!.

OPTION 4: Multi-User With Customizations – First create the custom fields in the Act Vertical Database by following the knowledgebase article in Option 2. Next create the users in the Act Vertical Database by following the knowledgebase article in Option 3. Then import in your data to the Act Vertical Database.

For more tips and information to use the Import Act Database Feature see the knowledgebase article Best Practices for Import and Exporting Data from One ACT! Database to Another ACT! Database.

If you would rather have Platinum CRM Consulting take on the task of importing your Act database (or other data sources) for you please contact us for an estimate. We have been importing Act Databases for over 15 years and will bring over your existing database to your new Act Vertical Database.