crm buyer's checklist
TRANSCRIPT
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
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
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.