HOME BUILDER CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*Act! Premium v24 Subscription is required and are Bundled with the Home Builder CRM Database in the Price Chart below
Home Builder CRM
Act! is a CRM platform that provides home building professionals with what you and your team need to run and grow your business.
HOME BUILDER CRM
Home Builder CRM is designed for new home construction companies. Our Home Builder Database for Act! is a customized Act! v24 database for the home building industry. It helps you take control of your business and stay on top of your sales process, expand your marketing efforts, improve customer service, and manage your prospects, home buyers, real estate agents and other business relationships.
Key Features: Options for Cloud, On-Premise or a Combo of Both | Microsoft Office Integration | Pipeline Management | Scheduling | Mobile App | Contact, Subs & Suppliers and Home Build Tracking
WHY YOU SHOULD BUY Home Builder CRM helps you grow your business by attracting new clients and getting more from existing relationships. And our simple, easy to use home builder 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 the Act! program and without the need or expense of a programmer.
HOME BUILDER CRM WITH ACT! PRODUCT FEATURES
(click on a TAB to see more details)
HOME BUILDER CRM TRACKS BUYERS AND BUSINESS CONTACTS
Keep important contact details on your Leads, Prospects, Home Buyers including their referral information and the key Buyer Request items in your Home Builder CRM database. You can also create records for inventory homes and available lots.
You will also have the standard Act! CRM Features of Notes, Histories, Activities and Calendaring, Document Attachments, Secondary Contacts, Contact Relationships and More!
HOME BUYER’S FAMILY INFORMATION
Keep track of Home Buyer’s or Business Associate’s Birthday and Family information.
HOME BUILD & SALES INFORMATION
Track Lot and Build information, Transaction Details and the Superintendent for the build site.
HOME BUILDER CRM TRACKS SUBCONTRACTORS & SUPPLIERS
Use the Companies in Act! to track subcontractor and supplier information including account number, terms, discounts, deposit and insurance status. You can enter their primary and secondary services and how long your company has been using their services.
Rich Contact Management
Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place – the Act! contact record.
Groups and Companies
Organize similar contacts into groups and companies to deliver targeted communications.
Calendar and Activity Tracking
Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments.
Sales Process
Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving.
Opportunities Tracking
Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.
Reports
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.
Dynamic Sales Pipeline Management
Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, and advanced filtering.
Insight Dashboards
See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards – a valuable active subscriber benefit!
Act! Companion
Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! Growth Suite subscription at no extra charge!
Act! Connect
Connect with hundreds of popular apps that extend the power and reach of Act! CRM – a valuable subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data.
Email Marketing Campaign Management
Optimize your customer lifecycle from initial engagement to retention and loyalty with email marketing outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns – all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.
Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed.
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Designer
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 1 year subscription to Act! Premium and the customized database for Home Builders.
HOME BUILDER DATABASE + ACT! SUBSCRIPTION BUNDLE OPTIONS
Select the Act! product that is right for you:
• Act! Premium Hosted – With the Act! Premium Hosted solution your database will be hosted by Remote Tech Group, Act!’s #1 Hosting Provider. You will have access via web browser and you can have an offline client (local windows install) that synchronizes with the hosted database for online and offline access.
• Act! Premium Self-Hosted – With the Act! Premium Self-Hosted (On-Premise) CRM solution you can host your own data on your network with your server(s) and/or computer(s).
Act! Premium with Hosting Bundle
HOSTED
- US$5501 Year
-
Price is Per User
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
Act! Premium Self-Hosting Bundle
SELF-HOSTED
- US$5501 Year
-
Price is Per User
INCLUDES:
- Act! Premium Windows Software
- Act! Premium Web Software
- Full Featured Act! CRM
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
HOME BUILDER DATABASE + ACT! BUNDLE COMPARISON CHART
SUBSCRIPTION FEATURES
CRM FEATURES
MARKETING FEATURES
SUPPORT FEATURES
SOME FINE PRINT…
Delivery
- Act! Premium Hosted Bundle Purchase – When we receive your order for the Act! Premium Hosted subscription bundle with the Vertical Database we will upload the Vertical Database to your Hosted account. Once the Vertical Database has been uploaded you will receive an email from sales@actplatinum.com that the database is ready for you to login.
- Act! Premium Self-Hosted Bundle Purchase – When you purchase the Act! Premium Self-Hosted subscription with the Vertical Database we will send you an email with links to download the Vertical Database and database restore instructions.
Features
All features in the Vertical Database are available for customers that purchase Act! Premium Hosted or Self-Hosted bundles.
New Subscription Customers Only
The Vertical Database is intended for New Act! Subscription Customers. For Existing Act! Customers please contact us for options and costs.
Data Import
Act! provides importing tools with their products for self-service. If you require assistance with your import we offer import services at an additional cost. Please contact us to discuss requirements and to receive an estimate.