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 FOR ACT!*

*Act! v23 Subscription is required and are Bundled with the Real Estate CRM Database in the Price Chart below

Act! is a CRM platform that provides real estate professionals with what you and your team need to run and grow your business.

REAL ESTATE CRM

Real Estate CRM is designed for residential real estate professionals. Our Real Estate Database for Act! is a customized Act! v23 database for the real estate industry.  It helps you take control of your real estate business and effectively manage your customer data and interactions, store and access business information, track property sales and purchases, and improve client services.

 

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 CRM helps you grow your business by attracting new clients and getting more from existing relationships.  And our simple, easy to use real estate 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 Act! and without the need or expense of a programmer.

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! CRM or Act! Premium and the customized database for Real Estate.

REAL ESTATE CRM WITH ACT! –> PRODUCT FEATURES

(click on a TAB to see more details)

Real Estate CRM Buyers, Sellers, and Contacts

REAL ESTATE CRM TRACKS BUYERS, SELLERS AND OTHER BUSINESS CONTACTS 
Keep important contact details on your Buyers & Sellers, referral information and the key Buyer Request items for property searches.

 

You will also have the standard Act! CRM Features of Notes, Histories, Activities/Calendaring, Document Attachments, Secondary Contacts, Contact Relationships and More!

Real Estate CRM Personal Profile

PERSONAL INFO
Real Estate CRM stores Buyer, Seller or Business Associate’s Birthday, Family information and a profile picture or business card image.

Residential Real Estate CRM Create a Property Flyer

PROPERTY FLYER
With Real Estate CRM you can add pictures, property description and features, then create an editable property flyer (requires compatible version of Microsoft Word) for your Property Listings.

Real Estate CRM Property Transactions

PROPERTY TRANSACTIONS
With Real Estate CRM you use the Opportunities in Act! to track property transaction information including property details, process dates and status. Enter your commission percentage and Act! will automatically calculate the commission $ amount for the transaction.  Act! will also calculate the price per square foot for you. Stay on top of your deals at every stage of your sales pipeline.

Real Estate CRM Property Transaction Offers

PROPERTY TRANSACTION OFFERS
With Real Estate CRM you use the Offers Tab to track property transaction offer information including dates, amounts and status. Note the Key Points determining the strength of each offer.

Real Estate CRM Property Leasing Transactions

LEASING OPPORTUNITIES
With Real Estate CRM keep track of your properties that turn into leasing opportunities, including lease terms, amounts and details.

Real Estate CRM Expense Tracking

REAL ESTATE CRM TRACKS EXPENSES FOR EACH PROPERTY TRANSACTION
Track your expenses for each transaction, Act! will automatically calculate the total for you.

Act! CRM Rich Contact Management
Act_CRM_Groups_and_Companies_Feature (1)
Act! CRM Calendar and Activities Tracking
Act_CRM_Sales_Process_Feature
Act_CRM_Opportunities_Tracking_Feature
Act_CRM_Reports_Feature

Real Estate CRM with 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.

Real Estate CRM Property Transactions Pipeline
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Act! Companion Mobile App
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Dynamic Property Transactions Pipeline Management

Manage your pipeline more effectively and intelligently with pipeline management tools that help you close transactions efficiently and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the Pipeline view featuring in-context KPIs, an interactive transaction funnel, an actionable 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! subscription at no extra charge!

Act! Connect

Connect with hundreds of popular apps that extend the power and reach of Act! Growth Suite – 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.

Real Estate Agent Email Marketing Templates

Real Estate CRM with Basic Marketing Automation
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 Editor

Proudly Serving Customers at these firms and many more!

REAL ESTATE DATABASE + ACT! SUBSCRIPTION BUNDLE OPTIONS

Select the Act! product that is right for you:

• Act! CRM Cloud – Act! CRM with Email Marketing on Act!’s Cloud platform at a great price.
• 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! CRM 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

REAL ESTATE DATABASE + ACT! BUNDLE COMPARISON CHART

SUBSCRIPTION FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! CRM Expert

Act! Premium

Act! Premium

Included Users

1

1

1

Year 2 Cost (Per User)*

$540

$540

$450

1 Year Hosting Service**

N/A

X

N/A

Available Access Methods

Cloud & Mobile

Cloud, Windows &  Mobile

Windows, Cloud &  Mobile

NOTES

*Based on current prices, subject to changed at Manufacturer's discretion.

**(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

CRM FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

X

X

X

Task & Activity Management

X

X

X

Calendar

X

X

X

Notes & History

X

X

X

Companies

X

X

X

Relationship Timeline

X

X

X

Secondary Contacts

X

X

X

In-Context Maps & Web Info

X

X

X

Call List & Hot Leads

X

w/Marketing Package

w/Marketing Package

Notifications & Alerts

X

X

X

Act! Companion Mobile App (1)

X

X

X

Welcome Page - Custom User Dashboard

X

X

X

Mail Merge

X

X

X

GROUPS & SEARCH

Search & Lookups

X

X

X

Groups & Filters

X

X

X

Dynamic Groups

X

X

X

Advanced Queries

X

X

X

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

X

X

X

Sales Process Management

X

X

X

Products & Pricing

X

X

X

Sales Pipeline Management View

X

X

X

Sales KPIs - Standard & Custom

X

X

X

Sales Opportunity Kanban Board

X

X

X

REPORTING & ANALYTICS

Reporting

X

X

X

Act! Insight -Dashboards & Analytics

X

X

X

INTEGRATIONS

Office - Export to Excel/Word

X

X

X

Outlook - Contacts/Calendar/Email

X

X

X

Google - Contacts/Calendar/Email

X

X

X

Act! Connect - Popular Apps Integration

X

X

X

ADMINISTRATION & CUSTOMIZATIONS

Preferences

X

X

X

User Management

X

X

X

Team Management

X

X

X

Layout Designer

X

X

X

Custom Fields

X

X

X

Custom Tables (billed annually)

$10/user/mo

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

X

X

X

API

X

X

X

Cloud Storage

6Gb

5Gb

N/A

Additional Cloud Storage (billed annually)

$5/mo (per 4Gb)

$10/mo (per 10Gb)

N/A

Private Cloud Option

Call for Details

N/A

N/A

NOTES:
(1) Act! Companion recommended for READ ONLY, additional options are available for more functionality.

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

MARKETING FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

Included eMARKETING Plan

EXPERT

BASIC

BASIC

Email Sends Per Month

25,000

2,500

2,500

Email Marketing

X

X

X

170+ Responsive Templates

X

X

X

Interactive Template Editor

X

X

X

Email Tracking & Metrics

X

X

X

Turnkey Campaigns

X

Packages C, D & E

Packages C, D & E

HTML Email Editor

X

Packages C, D & E

Packages C, D & E

Social Sharing

X

Packages C, D & E

Packages C, D & E

Landing Pages

X

Packages C, D & E

Packages C, D & E

Surveys

X

Packages C, D & E

Packages C, D & E

Drip Marketing

X

Limited (1)

Limited (1)

Visual Workflow Designer

X

Limited (1)

Limited (1)

Campaign Calendar

X

X

X

Deliverability & Compliance Tools

X

X

X

MARKETING AUTOMATION (Optional Packages)

Marketing Automation to CRM Workflow

Packages A & B

Packages D & E

Packages D & E

Response-driven Nurture Marketing

Packages A & B

Packages D & E

Packages D & E

Asset Tracking

Packages A & B

Packages D & E

Packages D & E

Advanced Lead Capture

Packages A & B

Packages D & E

Packages D & E

Lead Management & Scoring

Packages A & B

Packages D & E

Packages D & E

Event Marketing

Packages A & B

Packages D & E

Packages D & E

Website Activity Tracking

Packages A & B

Packages D & E

Packages D & E

Progresssive Profiling

Package B

Package E

Package E

A/B Testing

Package B

Package E

Package E

SERVICES & ADD-ONS (billed annually)

Per Additional 2500 Email Sends/mo

$10/mo

$15/mo (2)

$15/mo (2)

Additional Domain (per Domain)

$50/mo

$50/mo

$50/mo

SMS : Phone Number + 500 Sends/Mo

$6.25/mo

N/A

N/A

SMS : Per Additional 500 Sends/Mo

$5/mo

N/A

N/A

*NOTES

 (1) Limited to emails as only available activity type

 (2) Maximum total of 10,000 Email sends per month (Included + Paid)

(Package A) $1,188/year per Account

(Package B) $1,788/year per Account

(Package C) Act! Marketing Automation Select with 25,000 Emails/month at $948/year per Account

(Package D) Act! Marketing Automation Complete with 50,000 Emails/month at $2,388/year per Account

(Package E) Act! Marketing Automation Advanced with 100,000 Emails/month at $4,788/year per Account

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

SUPPORT FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

ACT! CUSTOMER SUPPORT

Getting Started Webinars / Q&A

X

--

--

Self-Service Guides & Video Tutorials

X

X

X

Knowledgebase

X

X

X

In-Product Ticket Submission

X

--

--

Online Ticket Submission

--

X

X

Web Chat

X

X

X

Product Support by Phone* (5)

X

X

X

Product Support via Remote Access* (6)

X

Enhanced Support*

Enhanced Support*

Saturday Phone Support

X

Enhanced Support*

Enhanced Support*

Appointment Setting

X

Enhanced Support*

Enhanced Support*

Voicemail Call Back

X

Enhanced Support*

Enhanced Support*

Priority Queuing

X

Enhanced Support*

Enhanced Support*

Act! Support Professional Services* (7)

$99/hr

$99/hr

$99/hr

HOSTING SUPPORT

Hosted Cloud Support

N/A

X

N/A

Windows Sync Support

N/A

X

N/A

*NOTES

(5) US: M F 7:00am 8:00pm Eastern; UK: 8:00am 8:00pm.

(6) As required base on Act! Support's Scope of Services.

(7) Each session is billed a minimum of one hour; no pro-rations or partial hour billing.

(Enhanced Support) $120/user/year

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

SOME FINE PRINT…

Delivery

  • Act! CRM Bundle Purchase – After you purchase an Act! CRM (Cloud) subscription using our BUY button we will be notified by Act!.  Please send an email to sales@actplatinum.com with your Account Name and Account Number and which Vertical Database (Commercial Real Estate, Residential Real Estate, Real Estate PLUS Mortgage, Mortgage, Insurance, Financial Advisor or Home Builder) you want uploaded to your 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 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) or Act! CRM Expert tier.

 

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.

Have Questions?  Chat or Contact Us