crm buyer's checklist

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Post on 16-Jul-2015

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Real Estate


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Page 1: CRM Buyer's Checklist
Page 2: CRM Buyer's Checklist

Choosing the right Real Estate CRM for your business can be a challenge. There are many options available, and each one offers a different set of features. How do you identify which product will be the most effective at keeping you organized, helping you stay in touch and enabling you to generate more quality leads?

Make sure you choose a real estate CRM that checks off all the right boxes. Evaluate it against these important criteria, an effective CRM should have:

The Basics

A quick and manageable learning curve

Rich contact profiles and contact history

Email correspondence capture

A contact-specific keep in touch dashboard

Powerful contact grouping & search capabilities

A robust Calendar and Task List

Automated email reminders for all tasks, appointments and contact Birthdays

Mail merged letters & envelopes or labels

A place to create and manage group marketing events

Ability to create and manage your Business Directory

A full suite of helpful Reports

100% Mac and iPad compatibility

Automated Lead Capture

Capture leads from your website and third party lead sources automatically

Get immediate email alerts

Auto assign contacts to drip email campaign

Auto assign contacts to monthly e-Newsletter distribution list

Page 3: CRM Buyer's Checklist

Email Marketing

Personalized graphical mass emails

Drip email nurture campaigns

• Targeted campaigns for seller prospects, buyer prospects, renters, FSBO’s, expireds, past clients and more

• Can be deployed as is, or fully customized to your liking

Just Listed/Just Sold email templates

Advanced Email Campaign Reporting

Monthly Real Estate e-Newsletter

• Professionally designed and written

• Customizable with personal message/branding

Active Business

Buyer & Seller Management

• Track all property and listing details

• Automated email reminders of key dates and milestones

• Manage offers

• Track commissions

Listing & Closing Activity Plans

Related party information

Showings module

Unlimited document upload and storage

Listing service reports

Wireless Smartphone Synchronization

Easily syncs with iPhone, Android, Blackberry and Windows Phone devices

Syncs with native address book, calendar, and task list built into your phone

Completely automated and bi-directional

Page 4: CRM Buyer's Checklist

Team Functionality

Small teams can share one account for no additional cost

Powerful "Teams" version available for larger teams

• Each team member has their own calendar & task list which can be shared

• Leads, appointments and tasks can be assigned to other team members

• Communications can be sent with either Team or individual branding

• The Team Leader can set restrictions on importing, deleting, exporting, or wirelessly synching contact data

Support

Free upload of your contact data

Free set-up of your graphical email header

Free set-up of your automated monthly e-Newsletter

Free set-up of automated lead capture

Free set-up of smartphone wireless synchronization

Free unlimited phone support

Looking for a CRM that meets your needs? IXACT Contact’s web-based Realtor CRM makes it easy to keep in touch, helping you build lasting relationships with past clients, hot prospects, and important referral sources. The contact management system for realtors also helps you manage all your transactions, keeping you organized and in control.

Sign up for a 5 week FREE TRIAL to explore IXACT Contactand start seeing results for your business now.