Home Builder CRM

CONTACT MANAGEMENT

HOME BUILDER CRM TRACKS BUYERS AND BUSINESS CONTACTS
Keep important contact details on your Leads, Prospects, Home Buyers and Owners.  In addition track their referral information so you know your best sources.  Store the key Buyer Request items so you are able to meet their needs. You can also create records for inventory homes and available lots.

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.  Quickly find a trade or buyer and more.  In addition search on endless criteria and find exactly what you’re looking for. In fact you will be able to find any data and in any place within the database.

PERSONAL PROFILE

PERSONAL PROFILE AND FAMILY INFORMATION
Keep track of Home Buyer’s or Business Associate’s Birthday and Family information.

HOME BUILDS

HOME BUILD & SALES INFORMATION
Track Lot and Build information.  As well as the Transaction Details and the Superintendent for the build site.

SUBS AND SUPPLIERS

TRACK SUBCONTRACTORS & SUPPLIERS
Use the Companies in Act! to track subcontractor and supplier information.  In addition any account numbers, terms, discounts, deposit and insurance status. You can also enter their primary and secondary services.  As well as how long your company has been using their services.

SALES PIPELINE

DYNAMIC SALES PIPELINE DASHBOARD

See a visual depiction of your Home Build opportunities arranged by sales stage with the Sales Pipeline. Drag-and-drop opportunity tiles to progress deals through stages. In addition drill into any opportunity for more detail and work on a specific transaction. Thus you manage every stage of your sales.  Finally complete the stages of the process to keep home sales moving to close.

ACTIVITIES AND CALENDARS

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, showings and other activities associated with your contacts and thus stay productive. In additiona relate your tasks to one or multiple contacts, transactions, 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.  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 LISTS

GROUPS AND LISTS ORGANIZE YOUR CONTACTS

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

MARKETING AUTOMATION

Email Marketing Campaign Management
Another email service wont be needed 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. For instance welcome a new home owner as well as thank them for choosing your company.  And most of all let people know when you have a new home development!

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

DASHBOARDS AND REPORTS

CONFIGURABLE INSIGHT DASHBOARDS

See dynamic as well as visual snapshots of real-time metrics covering sales productivity and performance.  Also sales pipeline health and win or 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. Act! List Views have an Export to Excel feature where you can 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 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! 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.

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! programs.  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.