Commercial Real Estate CRM | Act! CRM Authorized Partner
Commercial Real Estate CRM for Act! Software for CRE brokers and teams to track Owners, Buyers, Sellers, Tenants, Properties, Sales & Leases.
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Commercial Real Estate CRM

COMMERCIAL REAL ESTATE CRM IS A CUSTOMIZED VERTICAL SOLUTION POWERED BY ACT!*

*Act! Premium v24 Subscription or Act! CRM Classic Expert Subscription is required and are Bundled with the Commercial Real Estate CRM Database in the Price Chart below

Act! is a CRM software platform that provides commercial real estate brokers with what you and your team need to stay organized.  Most importantly to run and grow your CRE business.

WHY COMMERCIAL REAL ESTATE CRM?

Commercial Real Estate CRM is specifically designed for commercial real estate pros. Our Commercial Real Estate Database for Act! is a custom database for the new Act! v24 and therefore the commercial real estate industry.  So take control of your business by using Act! and above all effectively manage your client relationships, properties, as well as deals and leases.  Over all Commercial Real Estate CRM enables you to provide first rate service for your clients and prospects.

 

Key Features: Options for Cloud, On-Premise or a Combo of Both | Mobile App | Microsoft Office Integration | Pipeline Management | Scheduling | Contact, Company & Property Tracking

WHY YOU SHOULD BUY COMMERCIAL REAL ESTATE FOR ACT!

Commercial Real Estate CRM helps you stay on top of your relationships and thus grow your business. By having features for attracting new clients and even getting more from existing relationships.  First of all is our simple and easy to use commercial real estate database.  In addition it is a great way to build and manage your client base.  However without having to pay a high cost or similarly monthly fees for unused features.

 

On the whole this vertical solution is a great start and a right fit. For instance by keeping industry information but also having processes tailored for your needs. As well as more customizations can be made using the Act! program and moreover without the need or expense of a programmer.

 

Don’t worry about building your team or your company because adding users is easy.  In addition information can be shared or limited between users.  Each Broker or team could be limited to accessing only their records. Or share all or some records across the company.  Finally a CRM system that is flexible and at a lower cost than the competition.

WHAT YOU WILL GET WITH THE COMMERCIAL REAL ESTATE FOR ACT!

Act! is more powerful and effective than e-mail and spreadsheet solutions. But Act! is easier to use and quicker to get up and running.  Also it is less costly as well as less complex than other Customer Relationship Management (CRM) solutions. Purchase your bundle now and get a 1 year subscription to Act! and the custom database for Commercial Real Estate.

PRODUCT FEATURES FOR THE COMMERCIAL REAL ESTATE CRM POWERED BY ACT!

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CONTACT MANAGEMENT

Commercial Real Estate CRM Contact Details

COMMERCIAL REAL ESTATE CRM TRACK CONTACTS – OWNERS, BUYERS, SELLERS, TENANTS AND MORE
Keep the important details on your Buyers, Sellers, Owners, Tenants, Investors and Brokers.  As well as anyone else you do business with.  In other words 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

Commercial Real Estate CRM 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

Commercial Real Estate CRM Property Records

PROPERTY TRACKING
Opportunities in Act! 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 Act! 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 Documents for your Opportunities.

DEAL MANAGEMENT

Commercial Real Estate CRM Deal Management

TRACK YOUR PROPERTY DEALS
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

Commercial Real Estate CRM 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

Commercial Real Estate CRM Sales Pipeline

PIPELINE DASHBOARDS TO TRACK YOUR DEALS AND/OR LEASES
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.

ACTIVITIES AND CALENDARS

CRM Calendar and Tasks

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE

One of the key features of Act! 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

CRM 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

CRM 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 Marketing Automation

COMMERCIAL REAL ESTATE CRM INCLUDES BASIC MARKETING AUTOMATION
You won’t need another email service because Act! has it built in.  In addition eliminate the process of exporting lists or importing results. Even better is that the Basic plan is also part of your Act! 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.  Most of 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

Commercial Real Estate 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 or 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.  This is where you also produce an Excel spreadsheet with the click of a button.

COMPANION MOBILE APP

Act! Companion Mobile App

ACT! COMPANION MOBILE APP

In addition stay connected to key Act! details 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! subscription and at no extra charge.

CONNECT LINK API

Act! CRM Premium Act! Connect Link API

ACT! CONNECT LINK

Connect with hundreds of sought after apps.  Immediately extend the power and reach of Act! 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.

Proudly Serving Customers at these firms and many more!

COMMERCIAL REAL ESTATE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS

Select the Act! product that is right for you:

 

CRM Classic Expert- The Act! CRM Classic Expert is a Cloud-based product and where your database will be hosted by Act!.  In addition you will have access via web browser and it includes more marketing automation features.

 

Premium Hosted – With the Act! Premium Hosted bundle your database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider.  You will have access via web browser and you can also have an offline client (local windows install).  This remote syncs with the hosted database for online and offline access.

 

Premium Self-Hosted – In contrast to the other options, with the Act! Premium Self-Hosted (On-Premise) CRM product you are in control of your system.  Namely you host your own data on your network with your server(s) and/or computer(s).

CRM Classic Expert Bundle
  • CLOUD

  • US$5401 Year
  • Cloud Bundle Price is Per User

     

    CLOUD INCLUDES:

    • Act! Cloud Only Access
    • Full Featured Act! CRM
    • Act! Email Marketing
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Premium with Hosting Bundle
  • HOSTED

  • US$5401 Year
  • Hosted Bundle Price is Per User

     

    PREMIUM HOSTED INCLUDES:

    • Hosting w/#1 Act! Hosting Company
    • Cloud with Windows Sync Access
    • Full Featured Act! CRM
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Premium Self-Hosting Bundle
  • SELF-HOSTED

  • US$5401 Year
  • Self-Hosted Bundle Price is Per User

     

    PREMIUM SELF-HOSTED INCLUDES:

    • Act! Premium Windows Software
    • Act! Premium Web Software
    • Full Featured Act! CRM
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

SOME FINE PRINT…

After Purchase Product Delivery

Cloud Act! CRM Classic Expert Bundle Purchase – After you purchase the Act! CRM Classic subscription we will be notified by Act!. Please send an email to sales@actplatinum.com with your account details and let us know to upload the Commercial Real Estate Database to your account. Once the Commercial Real Estate Database database is active on your account we will then send you an email letting you know it is ready for use.

 

Act! Premium Hosted Bundle Purchase – After submitting your order for the Act! Premium Hosted subscription bundle with the Commercial Real Estate Database we will then upload the Commercial Real Estate Database to your Hosted account.  Once the Commercial Real Estate Database has been uploaded you will then receive an email from sales@actplatinum.com that the database is ready for you to login.

 

Act! Premium Self-Hosted Bundle Purchase – Once we get your order for the Act! Premium Self-Hosted subscription with the Commercial Real Estate Database we will then have Act! issue your license.  After this has been issued we will send you an email with links to download the Commercial Real Estate Database and database restore instructions.

Act! CRM Features

Some of Act!’s products may limit the CRM features for instance using Outlook.  However all features in the Commercial Real Estate Database are available for customers that purchase specifically the Act! CRM Classic Expert, Act! Premium Hosted or Act! Premium Self-Hosted bundles.

New Act! Subscription Customers Only

The Commercial Real Estate Database bundles are specifically for New Act! Subscription Customers.  But if you are an existing Act! Customer please contact us for options and costs.

Data Import or Data to Migrate

Although Act! provides basic import tools within their products these are for self-service.  But if you need help with your import or have data to migrate let us know.  In addition to providing guidance we also offer data services for an added cost.  So please contact us to discuss your project and to then receive an estimate.

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