BUY CRM FOR REAL ESTATE AND MORTGAGE NOW
CRM for Real Estate and Mortgage is designed for both residential real estate and mortgage professionals. Our Real Estate and Mortgage Database for Act! is a customized Act! v21 CRM or Pro database for the real estate sales and lending industry. It helps you take control of both your real estate and mortgage business and effectively manage your client relationships.
WHY YOU SHOULD BUY CRM for Real Estate and Mortgage helps you grow your business by attracting new clients and getting more from existing relationships. And our simple, easy to use real estate and mortgage database is a great way to build and manage your client base, without having to pay a high cost or monthly fees for unused features. This vertical solution is 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.
Centralize Buyer, Seller, Borrower, Real Estate and Lending Transactions for Easy Organization
Keep contact information at your fingertips using a database and corresponding screens designed specifically for residential real estate and lending professionals.
Take advantage of standard Act! v21 features by recording notes and attaching critical documents - all tied to a Contact Record providing you with a comprehensive view. Associate contacts to one another by setting up contact relationships, so important players such as an outside realtor or title agent are tied to your buyer, seller or borrower, allowing you to quickly see all the contacts related to a client.
REAL ESTATE PLUS MORTGAGE PRODUCT FEATURES
BUYERS, SELLERS, BORROWERS AND CONTACTS
PROPERTY TRANSACTIONS AND/OR LOANS
TRACK EXPENSES FOR EACH PROPERTY TRANSACTION
In addition to
CRM for Real Estate and Mortgage Database for Act! CRM Cloud (an Act! Hosted Solution with Web, Mobile and Windows access), CRM for Real Estate and Mortgage Database for Act! CRM v21 (Self-Hosted Windows, Web and Web Mobile) or Act! Pro v21 (Self-Hosted) Windows Only are also available. CRM for Real Estate and Mortgage for Act! CRM Cloud (Act! Hosted) or Act! CRM v21 (Self-Hosted) is ideal for teams to share and assign activity, opportunity, and contact data between agents, brokers, assistants and other specialists who are working together. If you have larger workgroups or teams of Real Estate and Lending professionals and need the additional security features and functionality, an Act! CRM product is the choice for you. With Act! CRM Cloud, you get instant online access to Act! in a modern, secure Cloud environment - no IT needed, no hardware required, just an affordable subscription.
WHAT YOU WILL GET
Act! is more powerful and effective than e-mail and spreadsheet solutions, but
easier to use, quicker to get up and running, and less costly and complex
than other Customer Relationship Management (CRM) solutions.
Your purchase includes a download of the database structure and
setup instructions, Act! v21 subscriptions or licenses are bundled or sold separately.
CRM FOR REAL ESTATE AND MORTGAGE DATABASE + ACT! BUNDLE OPTIONSBelow are bundled options for the CRM for Real Estate and Mortgage Database with the latest Act! Cloud, CRM and Pro products. If you already have the latest version of an Act! product and want to purchase the database without a subscription or license you will find this option on our Online Store
ACT! GROWTH SUITE
ACT! GROWTH SUITE
|Additional User Cost||$420.00||$420.00||$420.00||$420.00||$300.00|
|Act! Subscription||1 Year||1 Year||1 Year||1 Year||N/A|
|Real Estate and Mortgage Database||YES||YES||YES||YES||YES|
|Includes 1 Year Act! Technical Support||YES||YES||YES||YES||NO|
|Includes 1 Year Act! Software Updates||YES||YES||YES||YES||NO|
|Includes Act! Product Training Library||YES||YES||YES||YES||YES|
|Cloud Hosting||Act! Hosted*||Self-Hosted||Act! Hosted*||Self-Hosted||N/A|
|Includes Act! Marketing Automation||YES
|Additional Cost||Additional Cost||N/A|
|CRM Features & Benefits||Act! Premium Cloud||Act! Premium||Act! Pro|
|Groups & companies||YES||YES||YES|
|Activity tracking & alerts||YES||YES||YES|
|Sales process automation||YES||YES||YES|
|Act! Companion mobile app||YES||YES|
|Act! Premium Mobile||YES||YES|
|Integration with Office, Outlook, & more||YES||YES||YES|
|Ask Act!™ with Amazon Alexa||YES||YES|
|Act! Premium Contact Link||YES||YES|
|Instant online access||Act! Hosted||Self-Hosted||N/A|
|Automatic nightly backups & recovery||YES|
|Private Cloud hosting||Available at Additional Cost w/20GB storage|
|Act! Marketing Automation||Available at Additional Cost||Available at Additional Cost|
|Act! Emarketing||Available at Additional Cost|
|Act! Custom Tables Add-on Learn more||Available at Additional Cost||Available at Additional Cost|
|Act! Custom Tables Add-on Industry Template Library Learn more||Available at Additional Cost||Available at Additional Cost|
READ MORE... ACT! CRM SUBSCRIPTIONS - COMPARING THE DIFFERENT OPTIONS
READ MORE... ACT! CRM vs ACT! PRO EDITIONS
GROWTH SUITE BUNDLES INCLUDE THE ACT! MARKETING AUTOMATION PROFESSIONAL PLAN - FEATURES:
Email Marketing with 10,000 Emails/Month - Send beautiful, responsive campaigns to your Act! contacts and groups. Dynamically merge fields into your campaigns from Act!.
Interactive Template Editor - Build responsive email campaigns using the interactive template editor. Get started with 25 sample templates, then customize imagery, colors, fonts, and more to fit your brand. Import photos from repositories like Dropbox or use one of over 500,000 free, high-quality stock photos via Unsplash, Pexels, and Pixabay.
Mobile & Desktop Preview - View desktop and mobile campaign previews to ensure your images, copy, and other campaign components render perfectly before you send.
Social Sharing - Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your social networks and expand your reach. Drive traffic to your social networks with social buttons in the footer of your campaigns.
Landing Pages & Lead Capture - Design effective lead capture forms on landing pages or embed forms on your website to grow your prospect database. New leads are automatically added to Act! once a form is completed.
Surveys - Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about your prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles.
Drip Marketing - Build multi-stage drip campaigns using the visual workflow designer to send a series of automated campaigns or communications to your prospects and customers. View email statistics and manage subscribers in each stage of your drip campaigns.
Visual Workflow Designer - Use the visual workflow designer, providing a graphical representation of your communication flow, to easily build multi-stage campaigns. Edit existing stages or add new ones from this intuitive workflow view.
Real-Time Campaign - View real-time campaign metrics, covering opens, clicks, and comparative stats per campaign or company-wide against a time range you apply to understand the success of your campaigns and improve your marketing strategy over time. Individual campaign results push to Act! contact records automatically for a detailed interaction history.
Marketing Calendar - Gather information about a prospect over time with short surveys that display questions based on what you already know about a lead to steadily build a rich prospect profile in Act!.
Deliverability & Compliance Tools - Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team that helps you manage your sender reputation, giving you outstanding delivery rates. Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs via the unsubscribe designer where you can customize your opt-out page, global suppression against email addresses or domains, and pre-campaign exclusion lists.
ALL BUNDLES (EXCEPT FOR PRO) INCLUDES STANDARD ACT! TECHNICAL SUPPORT
12x5 phone support - Consult with knowledgeable Act! Technical Support advisors ready to help quickly resolve technical issues related to Act!. Support advisors are available Monday - Friday from 8:30 a.m. - 8:30 p.m. EST.
Online support tickets - Submit your questions through Act! Support's convenient online support system.
Web chat - Work with knowledgeable Act! Technical Support advisors via online chat.
Support mobile app - Start a web-chat, browse thousands of Knowledgebase articles, call Act! Tech Support - or have Act! Tech Support call you - and much more from the technical support mobile app.
Self-service Getting Started resources - Get answers whenever you need them with access to dozens of helpful Getting Started resources, including step-by-step videos, feature tours, guides, and more.
Knowledgebase - Browse answers and articles across a variety of topics and categories.
Act! Community - Query our community of users and highly-trained Act! Certified Consultant.
Video training - Watch informative training videos to learn more about managing contacts, maximizing sales, integrating with Act!, and more.
Getting Started concierge call (CLOUD BUNDLE) - Enjoy concierge service from onboarding experts who help you get setup, log in, and start right away.
Getting Started concierge call for Marketing Automation (GROWTH SUITE BUNDLE) - Enjoy concierge service from Marketing Automation onboarding experts who help you get setup with Act! Marketing Automation.
Onboarding webinar for Marketing Automation (GROWTH SUITE BUNDLE) - Get the help you need to start using Act! Marketing Automation successfully via a live webinar where you can get your questions answered.