How does IXACT Contact stack up with other popular features?
Activity Plans: – Capable of building activity plans: Yes Workflows: No
Buyer Home Search: A very nice buyer preferences section is in the contact record. This provides the data for the buyer search you can do in the search section. See more detail above.
Call Center: No
Email campaign reporting: Covered in Unique or Notable Features above
Email – capable of building email drip campaigns: Yes
Email – 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. That dropbox email address is the same for everyone so it’s pretty easy to use.
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!
Integrations: Bomb Bomb, Five Street, Zillow, Zapier.com is on it’s way!
Internal email software: No
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.
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.
Lockbox Field: Yes
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.
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.
Synchs:– Google and Outlook Synch. You can synch their contacts and/or calendar.
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.
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