IXACT Contact Overview
IXACT Contact is a comprehensive, web-based Customer Relationship Management (CRM) system specifically designed for real estate agents and teams. This all-in-one integrated marketing solution is tailored to streamline client management, automate routine tasks, and enhance productivity, allowing agents to focus more on closing deals.
Key Features and Functionality
Contact Management
IXACT Contact offers detailed and customizable contact profiles, enabling agents to store and manage extensive information about their clients. The system allows for restricted visibility of contacts, ensuring that sensitive information is only accessible to authorized team members. Each team member can capture their own leads and set up auto-responders, integrating these leads seamlessly into the team database.
Business Pipeline and Active Business Management
The platform provides a clear view of the business pipeline, allowing agents to manage contacts and activities for the entire team or individual team members. The Active Business feature centralizes all active business details, including property information, key dates, showings, and related parties. Agents can assign listing and closing activity plans, track important dates, and receive automated reminders to ensure no critical steps are missed.
Task and Calendar Management
Each team member has their own calendar and task list, with the option to share these with other team members or keep them private. The system allows for synchronization with Google calendars and wireless devices, ensuring seamless integration with existing tools. Agents can create and assign appointments and tasks to other team members, enhancing team collaboration and efficiency.
Email Marketing and Communication
IXACT Contact includes a robust email marketing platform that allows agents to send professionally written and designed emails, including monthly e-newsletters. The system supports branded, fully graphical emails and drip email campaigns, which can be customized with individual or team branding. It also provides detailed reporting on email campaigns, showing who is opening, clicking, and forwarding emails, helping agents identify hot leads.
Activity Plans and Keep in Touch
The platform allows agents to set up activity plans with tasks and drip emails/letters assigned to specific team members. The Keep in Touch feature ensures agents stay connected with clients through automated birthday and home anniversary reminders, as well as regular follow-up calls and emails.
Reporting and Analytics
IXACT Contact offers a range of reporting features, including contact reports, original source of contact reports, task and appointment reports, and active business reports. These reports help agents understand their contact database, track the source of new contacts, and analyze the performance of their marketing strategies.
Automated Lead Capture and Website Integration
The system includes automated lead capture, where leads are transferred directly into the IXACT Contact database, and agents can receive immediate email alerts for follow-up. Additionally, IXACT Contact offers lead-generating websites with customizable templates and built-in SEO optimization, helping agents establish a strong online presence and capture more leads.
Goal Setting and Team Management
Team leaders can set and track individual activity goals for each team member, fostering a more productive and goal-oriented team environment. The system also provides tools for managing team members’ tasks, appointments, and performance reports.
Customer Support and Integration
IXACT Contact is known for its user-friendly interface and robust customer support. The platform integrates seamlessly with other essential tools and platforms, such as social media, lead generation websites, and marketing tools, to centralize data and enhance workflow efficiency.
Conclusion
In summary, IXACT Contact is a powerful CRM and marketing solution designed specifically for real estate professionals. It offers a wide range of features that help agents manage contacts, automate tasks, enhance client engagement, and streamline their business operations, making it an invaluable tool for those looking to optimize their real estate business.