HOME BUILDER 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 Home Builder CRM Database in the Price Chart below
Home Builder CRM
Act! is a CRM platform that provides home builders with what you and your team need to stay organized. Most importantly to run and grow your home building business.
WHY HOME BUILDER CRM?
Home Builder CRM is specifically designed for new home construction companies. Our Home Builder Database for Act! is a custom database for the new Act! v24 and therefore the home building industry. So take control of your business by using Act! and above all effectively manage your clients and trades. As well as stay on top of your builds and sales. Over all Home Builder CRM enables you to provide first rate service for your buyers and owners.
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 FOR ACT!
Home Builder CRM helps you stay on top of your relationships and thus grow your business. By having features for attracting new buyers and even getting more from existing relationships. First of all is our simple and easy to use home builder database. In addition it is a great way to build and manage your customer 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 amongst users. Each Agent 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 HOME BUILDER 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 Home Builders.
PRODUCT FEATURES FOR THE HOME BUILDER CRM POWERED BY ACT!
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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
span style=”font-size: medium;”>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.
HOME BUILDER 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).
Act! CRM Classic Expert Bundle
CLOUD
- US$5401 Year
-
Price is Per User
INCLUDES:
- Act! Cloud Only Access
- Full Featured Act! CRM
- Act! Email Marketing
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
Act! Premium with Hosting Bundle
HOSTED
- US$5401 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$5401 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
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 Home Builder Database to your account. Once the Home Builder 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 Home Builder Database we will then upload the Home Builder Database to your Hosted account. Once the Home Builder 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 Home Builder 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 Home Builder 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 Home Builder 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 Home Builder 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.