Realvolve Real Estate CRM Review



They can’t all be the best! I consider this to be one of them based on Features, Support and Stability.


Realvolve might be the right

Real Estate CRM for you if…

If you like cutting edge – this is it. The look, the feel, the workflows, the rFactor, propinquity and analytics to suggest follow-ups and more. This is one very impressive piece of software.

If you’re searching for a CRM that has the best process automation for your business (workflows), this one should be on your short list. This is accomplished with Workflows in Realvolve. Workflows are the next generation of Activity Plans, Action Plans, or Campaigns that you see in other CRMs. , As a matter of fact, Mark Stepp (see History at end of review) excelled at workflows (called Task Series) in Advantage Xi. They were the Best in Class. Now that it’s web based he has surpassed himself in this feature. Realvolve now gets Best in Class overall for it’s workflows feature. The Salesforce based Real Estate CRMs do have  powerful workflows as far as options go, but they are the most complicated ones in the industry, which makes it difficult to customize and implement. Realvolve’s workflows are not for the fainthearted either, but they are easier to learn and use, crafted for Real Estate agents, have features that don’t exist anywhere else, and will suit the vast majority of people wanting truly powerful workflows.

Realvolve Vital Statistics:

Legend of Terms


Company name: Realvolve, LLC

Facebook Community – very active

Features: ♦♦♦

Help Section

Out of beta & started selling: 2014

Support: M – F, 9:00:00AM – 5:00PM CST by Support Ticket (email) and Live Chat with Screen Sharing. Toll free phone support during business hours.


Updates & Fixes: Click here for a list of them. Handy little tool.

What kind of sales is this for?: Residential, Agents, Teams, Brokerages

YouTube Channel

Have you used this CRM?  Rate it – but please be professional. Thanks!

3 / 5 (122 votes)


Dashboard/Desktop/Home Page

Clean! Just really crisp and clean and such an efficient layout. The whole flow is just different than any other CRM I’ve seen and yes, in this case, different is a good thing. When you first look at Realvolve, it seems like there is not enough there. Like things are missing. But not only is it not missing anything, but it’s got some goodies no one else has.

Note the Search Anything box. You can key in anything you want and it will find it almost anywhere in the program including notes. There is also a drop-down to different kinds of searches, such as Contact, Address, etc.

Note the Recently Viewed on the left. This is one of my favorite CRM features and surprisingly it is not in most Real Estate CRMs.

Filters to find and act on contacts is right on the Dashboard which makes it faster to find people in any of dozens of ways.

YTD Sales and Commissions, Sales Pipeline, projected earnings and more Reporting is done in the Widgets on the dashboard.

Notes and Correspondence displays all emails, notes and SMS message activity in the system as a running stream.

Activities due and overdue for the day are displayed under Activities. For those who prefer a calendar, that’s one click away at the top.

Activities can be filtered in many ways by clicking on them on the left.

The Contact Cross Section is where you will see people who need to be contacted, based on who they are and how long it has been since you last contacted them.

Here is a screenshot of the dashboard on my demo site


Unique or Notable Features

Workflows/Activity Plans – Best in Class!

Best in Class! Advantage Xi had far and away the most powerful workflows (it called them Task Series) of any CRM I have ever seen, with the possible exception of Salesforce. That said, using Workflows in Salesforce requires far more patience and practice than Realvolve. I’m going to let the pictures do the talking.

Be aware that with power comes learning curve. These being the most powerful workflows in the industry means that you won’t be picking up how to build them in a couple hours. It’s going to take a concerted effort, and patience. They’re not for the faint hearted but the payoff is more than worth the time and patience, if you’re capable of it. If you’re not, maybe you have a current or future assistant that can get it done for you. If you consider yourself not much of a techie and you want use workflows, you should probably talk to me first, so I can help you decide if this is right for you.

Realvolve has several features to it that no one else does. One is that Tags are incorporated into the activities and you can automatically Tag a Contact/Property/Transaction based on the completion of the activity. Another is that you can create a checklist within a task and set options based on it being complete or not. The more you dig, the more options you find. It has the most powerful Workflows in the industry and teams are loving it for it’s scalability.

Realvolve Workflow Setup

This shows the top of the Workflow, in the editor, with the beginning of the list of activities in the workflow at the bottom.

Realvolve workflow-start1

This shows the first step in starting a workflow on a Transaction. The concept is that you create one workflow, say for all transactions in which you have the Buyer. That workflow should include activities for all eventualities including with a mortgage, HOA, Home Inspection, etc. The idea is that in this step, you customize this workflow that has everything by removing the activities not related to this particular transaction.

Realvolve Workflow-start2

This shows the next step where you have the opportunity to customize the dates on activities, which were automatically assigned based on how you set them up in the workflow in the editor. For example, the Home Inspection might normally have 10 days to respond, but in this particular transaction, they negotiated

This shows how a Checklist Activity allows you to check off what you got so far. If the checklist is not complete, it offers an option to send an email or some other action. If it is complete, it offers a different option.

This shows Groups. If you create a workflow for a Buyer Escrow, it has every eventuality you may need. Activities related to a mortgage, HOA, Home Inspection, etc. When you start that workflow on a specific Transaction, it may be a cash deal with no Home Inspection. If that happens, when you start the workflow, you just de-select the irrelevant Groups and it removes all those task from that specific Transactions’s workflow., rather than having to de-select all non-relevant activities one at a a time.

Another thing I love about Realvolve’s workflows is the ability to automatically Tag a Contact, Property or Transaction upon completion of an activity.

Content Library

Realvolve has a number of Workflows included such as the Keller Williams 33 Touch Points and 8 X 8, as well as the “Client Services Workflows which is comprised of 13 commonly used ones such as a Closing when it’s your buyer or your seller or when you have both sides as well as a Listing Workflow and many others. Additionally, you may purchase one of a large number of workflows and templates from the likes of Dave Beson or Gwen Daubenmeyer. All the products can simply be turned on for use when purchased because they are already formatted  and installed by Realvolve.

Realvolve Workflow Packages Available

Realvolve Import

Calendar – Best in Class!

 The power and flexibility of the activities in Realvolve are going to knock your socks off! Realvolve knows how some of you are seriously organized and have become dependent upon color coding on your calendar because Outlook has had it forever.  So they have it.

This is where many agents eyes will glaze over and they’ll lose interest. But some of you are going to start salivating. This is one of the times that Mark’s extensive background in Real Estate CRMs shines. Look at the Activity image. There are several unique features in it. One is that a single activity can actually include a Checklist. So you can partially complete a checklist and have it come up a pre-determined number of days later.

Look at the Create Actions field. All other CRMs have the regular trigger dates for activities. Listing Date, Expiration Date, Contract Date, Closing Date, etc. Realvolve has so many more of them that I am not going to bother listing them all.

Realvolve Calendar

Realvolve Calendar Complete Task

Realvolve Appointment

Realvolve Activity Detail

Importing Data – Best in Class!

Importing is not really all that difficult if you have done it before. But most have not done it before so it can be intimidating. Mapping fields is not too difficult either but the same applies. So it sure would be nice if the CRM you are moving to has already done all the mapping for you. Realvolve does that for 22 of the most popular CRMs including Agent Office, By Referral Only, Cloud Contacts, Insightly, IXACT Contact, Outlook,  Top Producer, WiseAgent, and many more. So that means if you have any of those programs now, Realvove has made it as easy as possible to get your data in. That said, if you don’t want to do it yourself, you can send them the file and they will do it for you.

Realvolve Import

Email storage: Best in Class!

This is a perfect example of why I am so excited about the potential of Realvolve.  Mark Stepp knows what you want and this is one of the things you want! You can have a client with whom you have done several transactions over the years. You really want to store any email relevant to those transaction. Having it all stored with the contact is far better than not having it in your CRM at all, but it’s not optimal. While the emails are relevant to the contact, they are far more relevant to the transaction. Storing the emails relevant to a property or transaction with the contact means eventually you have one heck of a lot of emails to sift through to see which ones are relevant to the transaction. So why don’t all the CRMs allow you to store the email with the transaction itself? Because they don’t get it. They’re in the process of getting it. Mark has known this for a long time which is why you could do that in his old CRM Advantage Xi. The other CRMs have it half way there. They give you a coded email address that enables storage with the contact. Realvolve has taken it to the next level. They allow you to create a coded email address for contacts, but also have them for properties and transactions, and they are planning to make it even more versatile. You will also be able to do things like add a note to a contact or create a task, using just email, down the road.

Look to the right of the property address at the top and you’ll see an “i” icon. Because I am hovering over it, it displays the email address specific to that transaction. Clicking on it copies it to the clipboard. In the next shot you see the email I sent where it is stored in the Notes & Correspondence.

Realvolve Email Storage 1

Realvolve Email Storage 2

Realvolve Email Storage 3

Relationships: Best in Class!

Yet another problem virtually always overlooked in CRMs – but not Realvolve! How do you communicate with a couple, such that when an email is sent, it is sent to both contacts at their respective email addresses?

Below the Connections section is the Personal Details where you can store some important data about the contact.  By clicking on the ( + ) plus sign to the right of Relationship status, the system will allow you to connect the spouse or significant other.  Choose the relationship type and then Enter the name of the contact. If they are in the database already, you can select the contact or you can just press TAB to leave the field and it will automatically add the contact’s name into a new contact record and link the two contacts.  The Greeting and Mailing name fields are used when sending letters and labels to the joint records.  Greeting would be “John & Mary”  where the Mailing name will be “John & Mary Smith”.   The option to make the current contact the primary will change the order in which those fields are displayed.   Below the input fields for this section is a set of check boxes to keep Home Address, Home Phone, Kids and Tags the same on both contacts, select those as desired. Outstanding!

Realvolve Relationships 1

Realvolve Relationships 2

Realvolve Relationships 3

Zapier Interface

If you’ve never heard of Zapier you should check it out. If your CRM program is set up for Zapier, it allows you to connect many hundreds of different apps to it. Things like all the Google apps, Social Media, WordPress, etc. This will undoubtedly be a standard in the industry for Real Estate CRMs at some point, but Realvolve is one of the few that already does it. It has the API Key (required to use Zapier) readily available in the settings section in Zapier, in the My Account section.

This is what is used to automatically add contacts to Realvolve and optionally start a follow-up workflow at the same time. The downside is that if you get a great many leads this way, Zapier has a limit on how many are included with the free account, as well as how many Zaps you can have. Most agents get along fine without the upgrade.

Another example of what it can do for you. How about having a Google Form on your Tablet for your Open House visitors. They fill out the form and they are automatically added to your Realvolve database and started on a follow-up workflow, all automatically. They’ll get a follow-up before they leave the house!

Trans-Plans Activity Plans:

Realvolve has formatted Trans-Plans such that all the plans/emails/letters install automatically. All you have to do is start using them!


How does Realvolve stack up with other popular features?

Activity Plans: – Capable of building Workflows: Yes

Buyer Home Search: No

Call Center: No

Email campaign reporting: Yes

Email – capable of building email drip campaigns: Yes

Email – stored with contact record: 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!

Integrations: Bomb Bomb,, Evernote, IDX Broker, and Dotloop

Internal email software: No

Lead Capture: Realvolve uses which is integrated with over 1,00 software program.

Lead Display: In the Bell at the top of the page or you can set up a filter to display whatever kind of leads you like.

Lead Notification: By email text or email using workflows

Lockbox Field: Yes

Phone/Tablet: Both iPhone and Android apps

Social Media: Currently no Social media interfaces other than to link to the contact’s Facebook, Twitter or LinkedIn page

Synchs:– Google synch to contacts and/or calendar. Outlook sync can be accomplished by using a third party utility to sync from Realvolve to Google to Outlook.

Team Capabilities: Realvolve has the most granular permissions in the CRM specific realm. This enables a very scalable solution for teams. Brokerage level sharing with individual teams is on the drawing board.


CRM Comparisons


CRM History

Realvolve History

Realvolve is the logical evolution for Mark Stepp, the creator of Advantage Xi. Advantage Xi is a desktop CRM and moving to the web was only a matter of time. I used Advantage Xi for about five years and loved it. It had its issues because it was desktop based but it is an incredibly well thought out CRM. It is still the strongest CRM on the market in a database context. Mark is the CIO and one of four primary players in Realvolve and if it evolves to be even close to the power of Advantage Xi it will be a huge success.

Now here is a kicker. I have followed Real Estate CRMs since the very first one called Howard & Friends that came out in 1982. I have seen them all come out and so far 10, 11, 12, 13, 14, 15 of them go out of business. This is only the second time in well over 40 CRMs that I have seen someone involved with their second CRM in this industry. Bruce Peterson was the primary developer of Agent Online(Agent Office) back in 1992. He and Jim Lawson got together and created Agent 360. When you develop a CRM you never know exactly everything that needs to be in it. You have to launch a new CRM knowing that for the next few years and beyond, you will be listening to your user’s feedback to make it a better product. But in this case, Mark has been listening to your needs for twenty years already. That is a huge leg up on the competition, and a huge benefit to you.

Now I have to talk about Dave Crumby – the CEO. Since I affiliated with Realvolve I’ve gotten to know Dave and his passion to create something truly exceptional is contagious. It turns out that Realvolve got it’s name from a book Dave wrote called Real. After reading the book and having a number of conversations with him, I can’t help but be impressed. I’ve worked extensively with the CEO’s and developers of over 40 Real Estate specific CRMs in the last 10+ years. The vast majority do not have anyone on staff with much experience in real estate sales, let alone an extensive background in high production. Dave did a very high number of sales as an agent and as a broker in his career and it shows. I see extraordinary things happening with this CRM and I’m all in. I just heard from a very discriminating new user who is very seriously into the workflows and love what she had to say. “I have three words to describe Realvolve – OMG!”

Three Part Review Of Realvolve in Video

Soon to be updated!

Do a screen sharing session with me and see this product or any others in which you may be interested.

All accounts have the use of one account for an assistant. 

BONUS! I know this program inside and out. I set up Tech Support and then I on-boarded new customers. I will include an hour of training for a single account. More for larger accounts.

14 Day Free trial. No credit Card required for Trial!

Pricing shown Paid Annually/Monthly

Pro – $49/59/mo. per agent user.

Pro+ – $167/199 for up to 5 users.

Team – $233/280/mo. for up to 10 users.

Large Team – Sign up for the trial with my link and then call them.

Have a question? Click here and ask away!

IXACT Contact Review

Learn More
Video Review

Get a 2 month trial instead of 35 days by clicking Trial or Purchase

6 Months FREE CRM for New Agents, Just click here to start and then ask for it.


IXACT Contact may be the right

Real Estate CRM for you if…

Best bang for the buck bar none!  It’s no secret that people think some CRM’s have too many features and people walk away feeling intimidated. Most of the time it is because they don’t really understand what Real Estate CRMs have to offer and they want very little. But sometimes, like Goldilocks, they want more than just a little, but less than the layered complicated ones. For those agents, IXACT Contact can be just right.

IXACT Contact has continued to add features regularly since 2009, so it’s far from a bare bones solution. It has all the features most agents want. One outstanding feature is to include very nice responsive WordPress websites that have monthly content written by them for you. They now also have Social Streams to market on Social Media with lead capture forms and tons of free content that gets automatically posted to Facebook. They also just added SMS capability.

There are still some Agent Office users out there but they are gradually moving on to other CRMs. Out of all of the CRMs I have, I most often point them to IXACT Contact. It doesn’t look or feel like Agent Office, but its features just remind me of Agent Office more than any of the others. Especially the activity plans section. If you are satisfied with what Agent Office has done for you but you need to move on and you want a few more features than it has, IXACT Contact is a great place to look.

Years ago IXACT was slow. Not any more! Wow is it fast!

Content is King! Their sister company has been providing outstanding content of all kinds for many years and that means IXACT Contact has more free content and more types of content than anyone else by far. This includes Emails, printed letters, Facebook advertising content, activity plans and much more!

An important note- Agent Office does not export categories or notes. The only two CRMs that have created a utility specifically to allow them to import the categories and notes from Agent Office using the backup file are IXACT Contact and Realvolve

CRM Discount

60 Day Free Trial vs. the Regular 35 Days

FREE half hour consult with Gary!

6 Months Free for New Agents!

IXACT Contact’s Vital Statistics:

Legend of terms


Company name: IXACT Contact (pronounced iggs-act-contact

Facebook Community

Features: ♦♦♦

Help Section

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

YouTube Channel

Have you used this CRM?  Rate it – but please be professional. Thanks!

3.02 / 5 (62 votes)

Expand on your Rating! - Contribute this to the Forum


Dashboard/Desktop/Home Page

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 SetupBest 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? :)

Social Intelligence

Powered by Full Contact, this is something I find a lot of people want. here you go!

Lead Capture

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.

This is a tab in the contact record, showing what is going on with that contact with regards to the Keep in Touch feature

This is on the Dashboard wherever you want it. Note how you are able to not only move to the contact, but see the name and Status

Once you click on Prospecting Update on the other screen, (red arrow), it opens this screen. The Activity Type integrates into the Goal Setting.

Click here to see the options

You can even have them send a Birthday email post card!

…or a Move-in Anniversary email post card!

Buyer Preferences

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!

Ixact Contact Buyer Search

Business Directory – Best in class!

This is as it should be. A separate directory for Businesses versus the rest. Search by Keyword, City or Business Type and they have a box to check for Frequently Used Listing Related Parties List.

New Lead Display

This display allows you to click on any of the statuses to display what you need. Below you can then click on the icons on the right to make a note, activity, status update, prospecting update, or delete it.

Text Messaging

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.

Click on the SMS icon to send a text.

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.

Here is where you choose when to post

Enable content auto select to automatically choose selected content when you don’t have anything queued. Several levels of automation are offered with varying degrees of intervention required. You then see the publishers to choose from. You can brand your posts and even limit how old the articles are!

Here you can choose what topics you want to post about

Here’s the biggy! If someone clicks to Read More, they are taken to a landing page asking for their contact information. This is something most social media posting services do not offer.

Sample Facebook post

Sample Facebook post

Goal Setting

Answer 15 questions and you get the following:

Web Site – Best in Class!

Best in Class – Talk about great value in a CRM! IXACT Contact now includes a WordPress web site in your CRM subscription. These are for real customizable sites that feed the leads directly into the CRM (which they set up for you). But it doesn’t stop with just the site. The site includes a blog and they provide blog content for you too. IDX is not included for free but can be secured through IXACT and they have several different levels of service in that regard. They have many templates to choose from and you modify them if you like. Their sister company has been providing professionally written content for many years, and you get that for free too, with this subscription!



Referral Marketing System

For the same monthly fee, Morris Marketing will provide Social Media Marketing, Direct Mail Marketing, The Marketing Idea Hotline, and the Referral & Repeat Marketing Book. See more here.

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?

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, 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

CRM Comparisons

CRM History

IXACT Contact History

Alan Goldstein’s grandfather started the original company in 1929! They are one of the oldest ongoing businesses in Canada! They had nothing to do with CRM as it didn’t exist until 1982, when Howard and Friends came out. When Alan got involved in 1992, they got into providing content/marketing for real estate agents. Eventually, when it just made sense to, they announced IXACT Contact in 2009.

I started working with this group before they opened their doors! Since then I have consulted with them a few times and they continue to be one of my top favorites. Many years ago I was approached by Alan, who wanted to build a CRM. We discussed what he had come up with so far and he sent me a picture of a paper mockup, then I didn’t hear from him for a couple years. Then came IXACT Contact! Since then I’ve worked with the owner, the CTO, and have had an ongoing relationship with the VP of Sales and Marketing. IXACT Contact is a top flight organization filled with good people who are a pleasure to work with.

I relatively rarely recommend a newer Real Estate CRM because it takes a while to get to the point where they are financially viable so you don’t know if they will survive. That said, I started recommending IXACT Contact very quickly. That was many years ago and I never regretted it. IXACT Contact already had a well established real estate related company to shore them up.  As it turned out, they didn’t need it. They started in 2009, got into the black quickly and are one of the top sellers in the industry today. I would classify them as one of the most solid CRMs on the market.

IXACT Contact is pronounced  iggs-act contact.

Live Demo

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.

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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