Real Estate CRM | Act! CRM Authorized Partner
Looking for CRM Software for Real Estate? Our CRM for Real Estate empowers agents with tracking leads, referrals, Buyers, Sellers, property transactions and has email marketing. CRM designed for residential real estate professionals that helps you grow your business and manage your client and partner relationships.
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Real Estate CRM

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 Real Estate CRM Database in the Price Chart below

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

WHY REAL ESTATE CRM?

Real Estate CRM is specifically designed for real estate agents. Our Real Estate Database for Act! is a custom database for the new Act! v24 and therefore the home real estate industry.  So take control of your business by using Act! and above all effectively manage your customer data and interactions. In addition track property sales and purchases. Over all Real Estate CRM enables you to provide first rate service for your clients and prospects.

 

Key Features: Cloud, On-Premise or a Combo of Both | Microsoft Office Integration | Scheduling | Buyers, Sellers and Transactions Tracking | Pipeline Management | Mobile App

WHY YOU SHOULD BUY REAL ESTATE FOR ACT!

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 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 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 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 Real Estate.

PRODUCT FEATURES FOR THE REAL ESTATE CRM POWERED BY ACT!

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CONTACT MANAGEMENT
Real Estate Agent CRM Contact Management

REAL ESTATE CRM TRACKS BUYERS, SELLERS AND OTHER BUSINESS CONTACTS 
Keep important contact details on your Buyers, Sellers, Owners, Investors and Agents.  As well as anyone else you do business with.  In other words a central place to keep you and your team organized.

Also track referral information and know your best lead sources.  Keep the key Buyer Request items thus making for easy reference and use for property searches.

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 client and more.  In fact you will be able to find any data and in any place within the database.

PERSONAL PROFILE
Real Estate Agent CRM Contact Management Personal Profile

PERSONAL INFO
Track your Client’s spouse and family information.  For instance names and birthdays.  As well as add a photo to their profile.

PROPERTY FLYERS
Real Estate Agent CRM Property Profile Flyer

PROPERTY FLYER
With Real Estate CRM you can add pictures, property description and features.  Then create an editable property flyer with Microsoft Word for a Property Listing.

SALES PIPELINE
Real Estate Agent CRM Sales Pipeline

PIPELINE DASHBOARDS TO TRACK YOUR LISTINGS, PURCHASES AND LEASES
See a visual depiction of your Property Listing and Purchase opportunities by sales stage with the Sales Pipeline. Drag-and-drop opportunity 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 sales, purchases and leases.  Finally complete the stages of the process to keep opportunities moving to close.

PROPERTY TRANSACTION DETAILS
Real Estate Agent CRM Property Transaction Details

PROPERTY TRANSACTIONS
With Real Estate CRM you use the Opportunities in Act! to track your properties.  Track property details, key dates and status. In addition enter your commission % and Act! will figure out the commission $ amount.  Act! will also calculate the price per square foot for you. Above all stay on top of your deals at every stage of your sales pipeline.

MULTIPLE OFFERS
Real Estate Agent CRM Track Multiple Offers

PROPERTY TRANSACTION TRACKING MULTIPLE OFFERS
Use the Offers Tab to track an offer or multiple offers.  For instance the dates, amounts and status. Specifically note the Key Points in order to determine the strength of each offer.

LEASE MANAGEMENT
Real Estate Agent CRM Lease Management

LEASING OPPORTUNITIES
With Real Estate CRM keep track of your properties that then turn into leasing opportunities.  In addition include the lease terms, amounts and details.

EXPENSE TRACKING
Real Estate Agent CRM Expense Tracking

REAL ESTATE CRM TRACKS EXPENSES FOR EACH PROPERTY TRANSACTION
Track each and every expense for your listings or real estate activities.   Act! will take the amounts and create the total for you.

ACTIVITIES AND CALENDARS
Act! CRM Scheduling Activities with Calendar and Task List Views

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 other activities associated with your contacts to 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
Real Estate Agent 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.  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
Act! CRM Data Segmentation with Groups Lists Companies and Accounts

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 a city, region, 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.

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
Real Estate Agent CRM Includes Marketing Automation

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
Real Estate Agent CRM 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/loss analysis, and more 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 popular apps that extend the power and reach of Act! with the also included Act! Connect Link that uses Act!’s API. Get started with a few simple steps, then watch as Act! Connect moves info between Act! CRM and the apps of your choice. In sum let Act! Connect do the heavy lifting, all while you enjoy the benefits of enriched customer data.

 

For example link Real Estate for Act! and Zillow:  https://zapier.com/apps/zillow/integrations/act-premium

Also another example is to link Act! and RealScout:   https://zapier.com/apps/realscout/integrations/act-premium

Or if you are using a tool such as Realeflow: https://zapier.com/apps/realeflow/integrations/act-premium

Proudly Serving Customers at these firms and many more!

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).

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 Real Estate Database to your account. Once the 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 Real Estate Database we will then upload the Real Estate Database to your Hosted account.  Once the  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 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 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 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 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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