Real Estate 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

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

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

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

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

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

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 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

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

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

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 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

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
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 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

Check out more 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.