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Advantage Xi®
Gary started as a Realtor® in 1987
and has been using and teaching
Real Estate Contact Management/ Real Estate CRM ever since.
Advantage Xi has been around
since 1991 in the DOS days, and it SHOWS!
I've been meaning to take a look at Advantage Xi for
quite some time now, not knowing how long they had been around, and not
having a clue how incredibly well thought out it is. When I say it shows,
what I mean is that NO ONE could have a product this complete, if the
people at Advantage Xi had not been at it for YEARS. It is quite
obvious to me that this company listens to what it's users are asking for,
and they ACT on it. And they've been listening, and acting, for a
very long time."
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Gary
Some of my favorite features:
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It is one of the most intuitive (it makes sense) CRM
solutions I have seen yet!
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It synchs with Outlook! Including categories and
notes.
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That said, you won't want to use Outlook any more -
this is better!
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E-mail filters you design, to add the sender as a
contact, categorize them, and then launch an activity plan based on your
parameters.
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Online synching for remote users with the optional
'Internet Synch Hosting'
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Over 120 video tutorials
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Will do merges with MS Word & Publisher
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Customizable reports
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Referral tree with lifetime value function
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If you want something that has more bells and
whistles than you can count - this is it! DO NOT take that to mean that it is
difficult to learn. It is not. It's just that the more you dig, the more you
find.
Pricing:
Single Computer - $345 - Our price - $315
Each Additional License - $75 - or...
3 Computer License - $445 - Our price - $415
Download a complete working version of the program for free for 30 days by
clicking here. No credit card required.
Important note if you are using Vista:
Make sure you do the following:
After you have
downloaded the software, go to the following link, and do steps 1 & 3
http://www.advantagexi.com/Vista.htm
To Purchase - the following link will take you to a page set up for Gary
David Hall, which will get you the discount.
BUY at a discount, and see a detailed list of all the
pricing by clicking here!
When you order
here, you are actually
going to the Advantage Xi site to order. You get exactly the same benefits
as you would if you went directly to their site and ordered, with two
differences:
1) Here it is discounted.
2) If you have any
problems, which is unlikely, you have me to go to bat for you, and I have a
big bat :-)
I have been soliciting feedback from users. Read
the
results here...
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Get the most out of your
computer by entering all the information about all your
contacts into one relational database.
Advantage Xi will track contact
names, mailing addresses, unlimited phone numbers and
emails, categorized notes for easy searching, employment
Information on both the primary and secondary contact,
personal referrals and lifetime value, unlimited photos,
external documents like Microsoft Word, eFAX and Adobe
Acrobat Files, Demographical Information like Hobbies and
Favorite Foods, Birthdays and Anniversaries of each person
in the household.
The relational features of this
system allow you to use our connections tab to connect
family members to each other or employees to their company
records.
Use Skype to dial your phone
with a touch of a button.
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Click HERE for an
Audio/Video Tutorial |
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ADDITIONAL
CONTACT FEATURES |
Unlimited Entries Per Contact for:
o HTML (Rich Content) Notes.
o Phone and Email Addresses.
o Photos.
o External Documents.
o Calendar Items & Task Series.
o Storage of Emails.
o Classifications.
o Inbound/Outbound Referrals with Tree.
o Family Members and Birthdays.
Enter/Search by Demographic
information (Likes/Dislikes)
Lead Source / Result Tracking
Customizable Contact
Reports/Graphs.
Mail Merge with our Internal Word
Processor or Microsoft Word. |
Sync Database with Other Computers
on your Local Network
Sync Database with Other Computers
over the Internet
Network Ready with Field Level
Replication
Advanced Search Criteria with Save
Features.
Quick Pick Search Criteria.
Customizable Browse List of Fields.
Browse List Column Sorting.
Quick Pick Reports, Labels,
Envelopes, Reports, Cards and Letters.
User Definable Screens & Fields.
Direction Mapping with Yahoo
Mapping.
Property Information (Real Estate
Module).
Loan Information (Lender Module).
Title Work (Title Reps Module)
Insurance Coverage (Insurance
Module) |
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The Advantage Xi email module has all the features of most email
systems plus a few more like auto-sorting emails into contact
records, automatically import contacts from your website
using message rules, schedule emails to be sent automatically using
the calendar task series. When phone numbers are included in
the email message, simply highlight the phone number and click to
call using Skype.
Tired of sending plain text emails to your contacts? Use the
integrated email system to send and receive emails that use
eStationery, eFlyers, or ePostcards. Design your own email
contact series to project a professional look with logos, pictures,
live links and signatures. Setup the email program to
automatically sort emails to/from contacts into their database
record for record keeping. Emails can be saved and used in
task series from the calendar or auto-replies to email inquiries.
Create flyers that you send via email and display in the message
area using the Advantage Xi eFlyers editor. Quickly create
HTML property or open house flyers and send them to the top agents
in your area. There are several pre-designed templates for
Property Flyers, Open House Flyers, Calendars, Newsletters, and
Certificates.
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Click HERE for an Audio/Video
Tutorial on using eStationery
with Advantage Xi Email |
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ADDITIONAL EMAIL
FEATURES |
Unlimited Mail Accounts.
Unlimited Stationery Templates.
Unlimited Email Signatures.
XML / V-Card Data Transfer to Other
Systems.
Send/Receive Both Text and HTML Messages.
Automatic Client Sorting.
Quick Click Email Addressing.
Address Emails By Classifications.
Insert Stationery / eStationery Into Reply
Emails.
Send eFlyer formatted emails to all
contacts.
Send V-Card information to your Business
Alliance members and clients. |
Content Checking Email Rules To:
o Move to Folders.
o Email / XML Data Import.
o Auto-Reply With Saved Documents.
o Run a Program.
o Forward Message.
o Color Change.
o Start Task Series.
o Auto Delete.
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After your names are
entered and your letters are typed or converted, you can setup
automated task series to let Advantage Xi remind you to contact the
people in your database. Then with one click of a button you can
have the system print letters, cards, envelopes, labels and reports
when they are due. Advantage Xi finds the correct contact and
the pre-selected letter and merges them together then prints it out
for you.
The task series can
also be connected to email message rules to automatically schedule
events when contacts send you emails. |
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ADDITIONAL CALENDAR
FEATURES |
Daily, Weekly, Monthly, Yearly Views
Add Unlimited Numbers of Appointments, To
Do's,
Phone Calls, Send Email, Print Documents, Print
Reports,
Labels, Cards and More.
Multiple Recurring Action Methods.
Drag/Drop events and tasks
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Unlimited Task Series:
o Allows Multiple Starting Dates per Series.
o Flexible Dates Based on the Completion of Prior
Tasks
o Quick Click Summary View with Graphs
o Database Search Integration.
o Plus Much More... |
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List of lists is a
small database module that allows you to organize your thoughts and
create lists of categorized items. Each list is broken down
by a category or group name. Each group can have an unlimited
number of items associated with it. Each item is given a
description, goal date, completed date, importance, order and
multiple line notes. Keep track of things you need to get at
the store, the "100 things to do before I die", or items in a check
list of things that need to be completed for before closing a deal.
You can then include the check list of items in an email or word
processing document.
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ADDITIONAL LIST OF LISTS
FEATURES |
Keep track of thoughts and ideas.
'Top 10' Lists.
Set Goal Dates and Track Completed Dates. |
Unlimited Number of List Groups.
Unlimited Number of List Items per Group.
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DESKTOP PUBLISHING
FLYERS |
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Advantage Xi has
over 50 pre-designed flyer templates and each template can use
different background and colors giving your hundreds of different
designs. Simply fill in the basic text that you want on your
flyer and change your font colors and sizes as needed. Select
your photos and Advantage Xi will generate a flyer in seconds using
the selected template.
All templates are
editable so you can make changes to an existing template or create
one from scratch. The desktop publisher allows you to add
text, lines, rectangles, circles, photos, graphs and charts and
objects from other programs.
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ADDITIONAL DESKTOP
PUBLISHING FLYERS FEATURES |
Template Based Flyer Design
WYSIWYG (What You See Is What You Get)
Designer.
Word Processor Like Font Editing.
Load / Save Content.
255,000 Word Spell Checker. |
Multiple Photo Designs
Background Image Selection.
Quick Pick of Common Designs.
Export flyers to PDF and Image Formats
(BMP, JPG) |
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ADDITIONAL MISCELLANEOUS
FEATURES |
Use the PhoneLink Module to display a list
of contacts with that Caller ID
Unattended Email Sending using Windows Task
Scheduler
Allow other Advantage Xi users to receive a
'copy' of selected groups of names from the Internet
Setup Local Area Network or Internet Sync
using Windows Task Scheduler
Cross-Reference names with National 'Do Not
Call' List
Burn CD Backups in 1 Step (New module
allows Advantage Xi to burn CD-ROM Disks)
Stamps.com interface for postage and
shipping
Import Data From Multiple Sources:
Comma Seperated Files (TXT,CSV)
Dbase, FoxPro (*.DBF)
Outlook (Contacts and Calendar)
Palm (Address Book / Datebook)
CalyxPoint (Lender Module)
FNMA (Lending Module)
Byte (Lending Module)
Mortgage Quest (Lending Module)
Agent Office / Agent 2000 (Realtor Module)
Top Producer 6i / 7i (Realtor Module)
ACT 6.0! (Names, Addresses, Phones, Emails, Notes,
Classifications) - Optional Custom Import for additional
cost....
GoldMine |
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Pricing:
Single Computer - $345 - Our price - $315
Each Additional License - $75 - or...
3 Computer License - $445 - Our price - $415
Get a free demo by clicking here!
BUY HERE - Purchase at a
discount by clicking here!

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