Commercial Real Estate CRM $45 per/month

CONTACT MANAGEMENT

COMMERCIAL REAL ESTATE CRM TRACK CONTACTS – OWNERS, BUYERS, SELLERS, TENANTS AND MORE
More than a commercial real estate contact manager software.  Keep the important details on your Buyers, Sellers, Owners, Tenants, Investors and Brokers.  As well as the contact information for anyone else you do business with.  In other words CRM commercial real estate software is a central place to keep you and your team organized.

You will also have all the standard Act CRM Features.  Namely Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, as well as Contact Relationships and More! 

In addition the program has powerful search features.  So you will be able to find any data and in any place within the database.

PROPERTY REQUIREMENTS

TRACK PROPERTY REQUIREMENTS AND PERFORM PROPERTY SEARCHES
Keep the Commercial Property needs for your Contacts and also for your Companies thus making for easy reference.  In addition by performing searches will then use these details for sourcing Deals and Leases.

PROPERTY INVENTORY

PROPERTY TRACKING
Opportunities in Act CRM are used to keep information on your property inventory, deals and leases. Track property details including the property profile as well as related contacts and companies.  Keep the all important key dates and current status. In addition enter your commission and CRE CRM will figure out any split amounts for the transaction.

Specifically keep the details for each property such as the Square Footage, Year Built and Condition for the Building. Also track even more items such as the Land, Parking, Industrial as well as the Property Management Company details.

In the same way as Contact records you will also be able to create Notes, Histories, Activities as well as attach Documents to your Properties.

DEAL MANAGEMENT

TRACK YOUR PROPERTY DEALS
With the best CRM software for Commercial Real Estate stay on top of your Deals and the necessary actions to keep them progressing.  From prospecting to close and every stage in between.  Stay organized by keeping the numbers up to date and the parties involved.  In addition the all important Deal dates and as well as the current stage.

LEASE TRACKING

KEEP THE DETAILS FOR YOUR LEASES
Stay on top of your Leases before, during and after the signings. Track your Leases even when you currently represent the Owner, Tenant or both.  Also important are keeping the details such as the lease terms and the lease parties.

SALES PIPELINE

PIPELINE DASHBOARDS TO TRACK YOUR DEALS AND/OR LEASES
With CRM for Commercial Real Estate brokers you see a visual depiction of your Deal and Lease opportunities organized by sales stage with the actionable Sales Pipeline. Drag-and-drop tiles to progress deals through stages.

In addition drill down for more detail and work on a specific transaction. Thus you manage every stage of your deals and leases.  Finally complete the stages of the process to keep opportunities moving to close. Use as is or customize for your sales process.

ACTIVITIES AND CALENDARS

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE

One of the key features of Act CRM is its ability to schedule and help you manage your day. Track and prioritize meetings, calls, property tours, lease dates and deal activities associated with your contacts and thus stay productive.  In addition relate your tasks to one or multiple contacts, properties, companies and/or groups.  Also set alerts to keep you on top of your scheduled items.

EMAIL INTEGRATION

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
Email integration lets you capture your emails to and from your contacts.  In fact this all happens by using your email as normal.  Likewise there is no need in having to bcc yourself to record the emails.

By using Outlook after sending or receiving an email Act immediately keeps the details in the history of the contact record.  Even if the emails are deleted or moved from your email program.

In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as  inbound and outbound emails.

GROUPS AND COMPANIES

GROUPS AND LISTS ORGANIZE YOUR CONTACTS

You can create Groups as a way of categorizing, organizing and managing your contacts.  The contacts within a group could have a specific association, such as an industry, region, property, or a random association.  You also can define rules to add members to the Group. In addition Marketing Automation uses Groups for targeting your communications.

COMPANIES AND ACCOUNTS ORGANIZE YOUR CONTACTS
Companies let you track contacts associated with a company and provides other benefits for managing the information. In addition you can view the associated contacts, activities, notes, opportunities, and histories in a comprehensive view all on the Company record.

MARKETING AUTOMATION

COMMERCIAL REAL ESTATE CRM INCLUDES BASIC MARKETING AUTOMATION
Another email service is not needed because Act software has it built in.  In addition eliminate the process of exporting lists and importing results. Even better is that the Basic plan with email campaigns is also part of your Act Premium subscription.

This feature helps with initial engagement then to retention and finally but most importantly build loyalty with your contacts.  Optimize your message and outreach in each step with email marketing.  Above all let people know when you have a new listing!

Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor

DASHBOARDS AND REPORTS

CONFIGURABLE INSIGHT DASHBOARDS

See dynamic as well as visual snapshots of real-time metrics that cover productivity and performance.  Also sales pipeline health and win/loss analysis. In addition to other information contained in your database with interactive, graphical dashboards.

REPORTS & EXPORT TO EXCEL

Stay in the know with 50+ preconfigured reports.  Also create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email. 

In addition Act List Views have an Export to Excel feature.  In fact this is where produce an Excel spreadsheet with the click of a button.

COMPANION MOBILE APP

ACT! COMPANION MOBILE APP

In addition stay connected to key Act details and add info from wherever you are with Act Companion.  This native mobile CRM app is designed for iPhone, iPad, and Android.  Act Companion is also included in your Act Premium subscription and at no extra charge.

CONNECT LINK API

ACT! CONNECT LINK

Connect Act software with thousands of sought after and popular apps.  Immediately extend the power and reach of Act CRM with the also included Act Connect Link that uses Act’s API.

First start with a few simple steps, then watch as Act Connect moves info between Act CRM and the apps of your choice. To illustrate let Act Connect do the heavy lifting all while you enjoy the benefits of enriched data.

Check out the apps that connect to Act!:  https://zapier.com/apps/act-premium/integrations

ACT! VIDEO TRAINING

ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act! Video Training Libraries are a great overview of the Act platform.  Above all it is a good way to learn general features and use. In addition every video is typically less than 5 minutes to keep them short and to the point.

The training videos are a convenient way to learn. In fact videos are accessible and available to your employees. Specifically anytime, anywhere, and on any device.