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IXACT Contact’s Vital Statistics:
Company name: IXACT Contact (pronounced iggs-act-contact
Out of beta & started selling: 2009
Support: M-F, 9:00 – 8:00 EST, phone or email
Updates & Fixes: N/A
What kind of sales is this for?: Residential, Agents, Teams, Brokerages
Have you used this CRM? Rate it – but please be professional. Thanks!
Completely customizable as to what modules you want on the Dashboard and where they are ordered? Just check a box or drag them to where you want. It’s a beautiful thing! :)
Unique or Notable Features
♥Easy Setup – Best in class!
This service ought to attract some attention. They call it their Concierge service! 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.
- Unmatched ‘Concierge’ Setup Service – FREE of charge!
- NEW Set-up Wizard
- they upload your data
- they set up your monthly e-Newsletter
- they set up your email header & signature
- they help you set up your Keep in Touch Coach
- they synchronize to your Google Apps or Outlook
- they set up your automated lead capture
- they help you set up your Agent Website
- they have unlimited phone support Mon-Fri, 9am-8pm ET
AND there are little Video Help arrows next to a section if there is a video for it, and there are many!
Now what’s your excuse? :)
Another wow! Check out all the options in the images!
Keep in Touch Coach
They have both the Keep in Touch and for those of you who only want call reminders, Keep in Touch Calls only. Bear in mind that many of the actions you take update to the Keep in Touch Coach and log prospecting activity towards your Goals. It’s all tied together very nicely! From their site:
The key to driving the most business using IXACT Contact is to Keep in Touch and stay top-of-mind with everyone in your Business Pipeline.
IXACT Contact provides two different approaches to help you Keep in Touch.
You can turn on the “Keep in Touch Coach” Dashboard widget, and be automatically prompted to reach out to your contacts based on their Status and the configurable follow up frequency settings below. The Keep in Touch Coach automatically resets each time you record a prospecting activity for a contact.
Alternatively, you can enable the “Keep in Touch Calls” functionality in order to add recurring call reminders to your Task List and/or Calendar at a selected regular interval. You can search your Task List just for Keep in Touch Calls, turning it into your daily “Call List”. Unlike the Keep in Touch Coach, Keep in Touch Calls are not based on contact Status. Instead, you select the call interval for each contact.
While you can turn on both features, we highly recommend using one or the other in order to establish a consistent “Keep in Touch” strategy. If you’re unsure which approach to use, we recommend the Keep in Touch Coach.
An absolute necessity. You need to know what your buyers want so you need to have a place where you can put their preferences. It has a nifty field I haven’t seen before. A Buyer Agency Expiration date to be posted on the calendar and shared with others if you like. Unlike some CRMs about which people complain that it seems it is geared for Sellers, this one is not. As you can see below, you enter the details into the contact record. Then in the search section you can find your buyers!
This has gained popularity recently and IXACT is ready. One advantage they have over others is that there is an easy way to send an SMS to a group of people at a time. You get 100 SMSs/mo. and then you can purchase more at an industry competitive rate. The service is $5/mo. Just be careful. Spam texting is just as expensive as spam emailing if you get caught.
♥Email Campaign Reporting – Best in Class!
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. Additional emails can be purchased at competitive market rates. For blast emails to groups, they give you the first 2,500/mo. If you go beyond that amount, there is an industry competitive fee structure depending upon the quantity.
♥The Free Monthly Newsletter – Best in Class!
Best in Class! 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. And now – it’s completely customizable. You can even edit the articles to add your URL or whatever tickles your fancy.
♥ Social Streaming – Best in Class!
Best in Class! Exclusive to IXACT Contact! Wow! I mean WOW! Not only does IXACT Contact integrate with Facebook, Twitter and LinkedIn, but you can post curated, tagged, relevant news and magazine content straight into them automatically on a schedule, all of which is editable.
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?
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
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 $39.00/mo. (billed monthly – $33/mo. billed annully) for an agent license and $23.00/mo. for an assistant license (annually). 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 contact Ixact after you subscribe and tell them you’re a new agent. They’ll set you up on the 6 months free.
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.
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