IXACT Contact - Detailed Review

Overview

IXACT Contact is a comprehensive real estate CRM and marketing automation tool that offers a wide range of features to help real estate agents and teams manage their contacts, communications, and business activities efficiently. Here are the main features and how they work:

Dashboard

The dashboard is highly customizable, allowing each team member to personalize their view. It includes widgets that can report across the entire team or focus on a selected team member, providing a clear overview of key metrics and activities.

Business Pipeline

This feature allows you to view and manage your business pipeline for the entire team or for individual team members. You can track contacts, leads, and client interactions, ensuring everyone is on the same page.

Contact Profiles

Contact profiles are detailed and can be restricted to specific team members for privacy. Public contacts can be made visible to all team members, and each team member can see the contacts they entered and the history and activity associated with those contacts. Team members can also capture their own leads and set up auto-responders.

Task List & Calendar

Each team member has their own calendar and task list, which can be shared with other team members if desired. Private appointments and tasks can be set to remain invisible to others. The calendar can be synchronized with Google or wireless devices, ensuring seamless integration with other tools.

Active Business

This feature allows you to assign roles such as ‘buyer agent,’ ‘listing agent,’ ‘seller closing agent,’ and ‘buyer closing agent’ from a list of team members for each listing. Key listing dates and reminders are added to the appropriate team members’ calendars, and showing agents can be selected for each showing.

Emails & Letters

Team members can set up their own branding for emails and letters or use the team branding. Mass email and letter templates, along with uploaded images, are shared across all team members. This ensures consistent communication while allowing personalization.

Activity Plans

Activity plans can be assigned to specific team members, and drip emails and letters can be set up with either the team member’s branding or the team branding. This helps in automating follow-up communications and keeping contacts engaged.

Keep In Touch

The Keep in Touch feature includes automated event tasks and appointments, such as birthday and move-in anniversary events, which are assigned to specific team members. The Keep in Touch Coach prompts team members to make timely contacts, ensuring they stay top of mind with their clients and prospects.

Goal Setting

Team leaders can set and track individual activity goals for each team member, helping to monitor performance and motivate the team.

Reports

Reports can be generated for task and appointment activities for specific team members or the entire team. Active Business reports can also be generated to track performance and progress.

Email Correspondence Capture

This feature captures one-to-one email communications directly into the contact history within the CRM. It eliminates the need to search through email inboxes for past communications, keeping all interactions consolidated in one place.

Integration with Other Tools

IXACT Contact can be integrated with other tools using Zapier, allowing for automation of workflows. For example, integrating with RealScout or SalesBlink enables automated tasks such as creating contacts, tracking email opens, clicks, and replies, and launching sales sequences.

AI Integration

While the provided sources do not explicitly detail AI integration within IXACT Contact, the tool’s automated features such as the Keep in Touch Coach, which prompts timely contacts, and the automated task and appointment reminders, suggest a level of automation that simplifies and streamlines tasks. However, there is no clear indication of advanced AI-driven functionalities beyond these automation features.

Conclusion

In summary, IXACT Contact is a powerful tool that helps real estate agents and teams manage their contacts, communications, and business activities with ease, ensuring they stay organized and engaged with their clients and prospects.