Real Estate CRM

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!

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

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.

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.

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.

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

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.

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 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