Hi Everyone, I’m Page Swift
Act! CRM Software is #1
Act! is for everyone…
and especially for Home Builders!
Act! is based on Contacts – the people you do business with.
Leads, Prospects, Buyers,
Investors, Subs, Suppliers,
Realtors, Brokers, Lenders,
Mortgage, Title, Insurance,
Appraisers, Inspectors, Contractors…
…well you get the idea…
most importantly Your Customers!
Act! helps you keep track of all that valuable information about your relationships in a single,
organized view.
With the Act! Database customized for Home Builders,
store basic Contact details
and personal information.
Identify if they are an active buyer, referral information, the salesperson assisting them, their
visit date, timeframe and motivation.
You can also specify the buyer's criteria is in a new home and subdivision.
When the buyer has selected a home you can track the Lot Information, Build Information and
Transaction Details.
Store Contact Details and associated Notes
works with Microsoft Office
and Web Applications
popular Websites including MLS
Act! has powerful Search features
to find the information
when you need it!
Act! is your business’ information center!
You can also create Companies to track your trades, subs, suppliers, and vendors
that bring together the related Contacts into a single view.
Keep the type of services they provide,
account details and insurance information.
Use the Calendars to keep track of your schedule including jobsite activities and warranty items ‐
you’ll have Monthly, Weekly and Daily views so follow‐up is easy!
All of your Contacts can be organized into Groups and segment your database.
The Opportunities area can be customized to keep track of your home sales or inventory.
Check out your results with Act!’sDashboards
and over 50 Reports.
And with any of the Act! list views you’ll have the one click Export to Excel feature for quick and easy
reporting.
Take your Act! on the Go!By synchronizing a laptop
or with the Premium version by using the Web or Web Mobile access.
Don’t worry about growing your TEAM
Act! grows with your business and adding users is easy!
And Act helps you grow your business ‐ it now includes basic Email Marketing.
Market like a pro and send professional looking emails to a targeted segment of your database.
Let people know when you have a New Subdivision, Spec Homes, Available Inventory,
Event or Newsletter ‐
then watch the results come in!
Now the only place to buy Act! with the customized for Home Builders database is at
www.actplatinum.com ‐
the number #1 Diamond Select Partner in the United States and where you will find the latest
Sales, Promotions and Coupons!
Get Act! and Get Growing!