IXACT Contact’s Vital Statistics:
Out of beta & started selling: 2009
Parent company: None
What kind of sales is this for?: agent, team, residential
Support: M-F, 9:00 – 8:00 EST, phone or email
Have you used this CRM? Rate it – but please be professional. Thanks!
There are several things to like about the IXACT Contact Desktop. The Ability to find a contact and add a note. log a call, or add a task to it is referenced below. Also the search box is very handy right on the home screen. Two things that are on many desktops but not on this one are the calendar and new leads. They are both only one click away though.
Unique or Notable Features
Easy Setup – This service ought to attract some attention. When you first get a CRM there are some things you really need to do in order to get rolling with it. Ordinarily, you are on your own for this. All CRMs will help when you have questions, but many agents don’t even know what to ask. You’re stuck in ‘Where do I start’ mode. I have spoken with thousands of agents over the years and I know many of you never pull the trigger on getting a CRM for this reason. You dread that initial setup. Well IXACT Contact realizes this so they hold your hand a little at the beginning. They don’t just show you how to do it. They do it for you, with you.
- They do your initial import for you. They will help you get it out of what you have, and get it into IXACT Contact. What you can import is not limited to a single file either. And 90% of the time it’s done the same day, 99% within 24 hours.
- They set up the monthly e-Newsletter header personalized to your branding
- They set up your graphical email header and signature
- They set up the automated lead capture
- They set up your smartphone wireless data sharing
Now what’s your excuse? 🙂
♥Email Campaign Reporting – Best in Class! Staying in touch with groups of people using email is a great way to make sure people don’t forget you, or to simply get some information out to them. To do it right though, you need to know things like; how many people received the email?; how many opened it?; how many clicked on a link in the email; or how many times did they click on that link? These are just a few pieces of information which are commonly referred to as back-end statistics or campaign reporting. If you send 500 people an email and find that only 2% opened it, something needs to change. So you experiment and change the subject line. Lo and behold the open rate jumps up to 22%! Just because you changed the subject line? It can happen. But you won’t know it if you don’t have campaign reporting available to you. Then, even if you do, the reports have to be laid out well so you can make sense of what they mean. One of the primary reasons they have the best one is that unlike the majority of its competition, their stats are displayed inside the CRM laid out specifically with real estate agent’s needs in mind.
One of my customers who just got IXACT Contact had this to say about the reporting:
“I just did my first mass email and I’ve been tracking the progress (openings and click throughs), which is absolutely fascinating. The ability to do this is invaluable. I feel like I’d be emailing with blinders on if I didn’t have it.”
IXACT Contact allows you to do any regular and drip campaign emailing without limit. For blast emails to groups, they give you the first 1,000/mo. If you go beyond that amount, there is an industry competitive fee structure depending upon the quantity.
The Free Monthly Newsletter – Because staying in touch is so important, many agents are on the prowl for something to send their sphere of influence something that stands out. They want something for which the recipients have a perception of value so they actually look forward to receiving it. What you send is largely dependent upon who you are sending it to and for what reason. But for general use, a well crafted newsletter that comes included with your Real Estate CRM is a very desirable feature. How do you know how good it is? How many people are opening it, and how many are clicking through to the information provided? Sure is handy that IXACT Contact has the best email campaign reporting on the market because you will know by looking at those stats after you send out the newsletter.
Currently you can customize the header (they will do that for you) and add whatever content you like. Plans are to make even the content they provide editable.
Log a Call – This isn’t exactly an earth shattering feature but it is unique, and it enables you to be more efficient and makes it easier to use so I’m pointing it out. Many of the CRMs enable you to open a new window in a new tab so it essentially accomplishes the same thing, but this is just a little bit quicker and easier. You can be working on something in a window in the program and you get a call. You go over to the top left side of the screen to the search box and key in the name of the caller and up it comes. You now want to make a note about the conversation, but you don’t want to interrupt what you’re doing on the other side of the screen. No problem in IXACT Contact. You can click on Log a Call next to the contact you just searched for and found. It opens a small new window over top of the existing window where you are able to log that call or even create a task. When you’re done, you’re right back where you started on the screen you were working on. That’s ease of use!.
Trans-Plans Activity Plans: IXACT Contact has formatted Trans-Plans such that all the plans/emails/letters install automatically. All you have to do is start using them!
How does IXACT Contact stack up with other popular features?
Phone/Tablet: IXACT Contact uses an exchange server to share data between the devices. In English, that means that your phone’s address book, calendar and task list will fill in the appropriate fields with the information from IXACT Contact. People get confused on this issue so let’s make it clear. The CRM does not change anything in your phone’s address book or calendar. It can only display whatever fields are already in the phone. If you have six phone numbers in IXACT Contact but your phone is only capable of displaying four, then it displays four. Appointments can be related to contacts or transactions in the CRM, but not in the phone’s calendar or in Outlook’s calendar.Confused? Call me and I’ll explain.
IXACT Contact just released their Google Synch. You can now synch their contacts and calendar items to Google Contacts and Calendar.
Lead Capture: IXACT Contact has had a lead capture form to build for your web site. It is not customizable and is pretty basic. That said, it is now also capable of automatically creating a new contact when you get a lead in an email by using email parsing. This is the overall best method as it will work with virtually any email lead. They also have an open API meaning if any other vendor wants to make it’s contacts available for automatic population into IXACT Contact, they make it simple by providing the coding to do so.
New Lead Display: At the bottom of the screen under Imported and Synchronized Contacts is a link to click to get to the new leads.
Lead Notification: By email from IXACT Contact if you choose to be notified.
Team Capabilities: IXACT Contact has the ability to have team members with individual calendars. Administrative rights include the ability to limit Export, Delete, Synch, or importing of contacts. Currently all team members can see all contacts with no option to limit them, so if you have a buyer agent for whom you wish to limit to see only their contacts, listings or sales, you can not currently do that.
Buyer Home Search: Buyer preferences for their new home can be entered into the contact record but there is no search function to match them to listings.
Internal email software: No
E-mail stored with contact record: You can use any e-mail you want without exception. All you have to do is BCC or Forward to the IXACT Contact special email address that they provide.
Blast Email: Covered in Unique or Notable Features above
Email campaign reporting: Covered in Unique or Notable Features above
Capable of building email drip campaigns: Yes
Capable of building activity plans: Yes
Included Template Content: A large selection of template emails and letters. Virtually all template emails in any CRMs need a little tweaking to make them fit your personality and market. The true value in any canned content is that the subject matter and structure are already there. If you don’t particularly like the way something is worded, tweak it!
Social Media: Currently no Social media interfaces BUT – you have the ability to send emails with social media sharing buttons for Facebook, Twitter, and LinkedIn. This means email recipients can share the content of the email on their social networks. This helps you expand the reach of your email marketing. People who normally wouldn’t see their e-Newsletter for instance, now can.
Call Center: No
Lockbox Manager: No
If you’re on the fence about it, don’t be bashful. I’ll be happy to do a live online screen sharing demo to show you some of the great features of this CRM. – Gary David Hall
Do a screen sharing session with me and see this product or any others in which you may be interested.
60 day free trial when going through this site. Theirs is a 35 day trial. In order to trial this CRM you sign up for it but you do need your credit card. They just start billing you automatically after the trial period unless you call them and cancel before hand. There is no contract. It is month-to-month.
IXACT Contact’s pricing is very straight forward. It’s $34.95/mo. for an agent license and $24.95/mo. for an assistant license. No one anywhere is authorized to offer it for a different price.
New Agents – 6 Months Free! Have you been in the business less than one year? What a great deal! Just let me know at 215.345.5222.
You can have up to three users for one fee of $34.95/mo. but that means everyone shares everything. Everyone has all the contacts. Everyone shares one calendar. There is no ability to assign leads or tasks to another team member. It’s well suited to a husband wife team.
The price includes 2,500 blast emails per month. If you want to do more than that there are additional fees tiered by quantity that are competitively priced.
Paying one year up front gets a 10% discount on your total purchase.
This is a direct link to their site to a page created for me. No promo code is necessary to ensure any benefits provided here.
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