Realvolve Real Estate CRM Review

Realvolve Real Estate CRM



Realvolve might be the right

Real Estate CRM for you if…

Before I get into what Realvolve is, know this:

The top priority for the folks at Realvolve is not to simply sell you a CRM, it is to provide a solid foundation for your business and yes for your life, not only with the CRM, but with what is maybe the best educational content in the industry.

I have never seen another Real Estate CRM with a truly active thriving Facebook Community until this one. The amount of ongoing contributions from the users and the people at Realvolve is another leg of this educational philosophy.

To Realvolve, it’s all about nurturing you to help you become the best agent and the best person, you can be.

Now on with the CRM comments…

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 the CRM that has the best “Workflows” capability, which are also known as Activity Plans, Action Plans, or Campaigns in other CRMs, then this one should be on your short list. 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 work flows feature. The Salesforce based Real Estate CRMs do have more powerful workflows as far as options go, but Realvolve is much easier to learn and use, and will suit the vast majority of people. It also has an important dates checklist that is customizable.

On another note – it sends SMS/Text messages and adds them to the radar (history).

They recently released their iPhone app and the Droid isn’t far behind.

FULL DISCLOSURE – I wasn’t kidding when I said I REALLY liked this one. As of 12/1/2015 I have joined Realvolve as the VP of Customer Success. After 25+ years of using, selling and implementing over 50 Real Estate CRMs, this is the first one I couldn’t help but join when I was offered the position. It simply intrigues me more than any other and I see more potential in it than I have ever seen before. Mark Stepp(Advantage Xi) is a big part of the reason. There is still no one best CRM, but if there was, this would be in the top two or three (in my biased, but very experienced, opinion :)). I will be transitioning from my business here to Realvolve over the next several months. The CRM providers on my site have graciously agreed to allow me to continue to sell their products as I always have because they know I am always fair. The only difference now is that I can’t say I am totally unbiased. But those of you who know me, know that if I don’t think Realvolve is right for you, I’ll tell you.

Realvolve Vital Statistics:

–Understand these terms–

Out of beta & started selling: 2014

Company name: Realvolve, LLC

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

Features: ♦♦♦

Support: M – F, 9:00:00AM – 8:00PM EST by Support Ticket (email) and Live Chat with Screen Sharing

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

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

2.97 / 5 (115 votes)


Dashboard/Desktop/Home Page

Clean! Just really crisp and clean and such an efficient layout. I’m sorry but I’m going to have to gush about this one. The whole flow is just different than any other CRM I’ve seen and it’s really efficient. 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. The vast majority of Real Estate CRMs do not have this feature.

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.

Update 8/4/15: Some months ago, Mark Stepp (one of the people creating Realvolve) shared an image of the their proposed new desktop with me and it was a radical and exciting departure from what they have and from the “norm” if you will. And now it’s almost here! They’re at Inman now – announcing it. Below is an image of it. From their announcement:

“Our new system is no regular “dashboard”… it’s the world’s first “Predictive Revenue Engine.” Based on the scientific principals of propinquity, our heads-up display quantifies the return of your activities, the value of your relationships, and the value of your people portfolio as a whole. The Real Estate industry has never had such a tool. We believe it will direct you towards better relationships, more income, and in turn, a healthy business and life.”

This is not just marketing. I just attended their webinar (9/29/2015) showing how this works and it is a much needed evolution in CRM. We’ve been gathering all this data on our contacts/clients for years. It has served us well in doing some target marketing and follow-up but what other uses have we put it to? Realvolve is now making use of it! If you record lunch appointments with Joe Client, and emails and you have a lot of notes and on and on… This uses all this information to give you valuable insights into not just that single contact but your whole database. One of the things it does is evaluate your relationship with someone and then it will remind you to call them based on a compilation of all the information available on the person. This is not the place to get into too much detail but I am here to tell you that this is nothing short of revolutionary in the industry. Very Cool!

Here is a screenshot of the dashboard on my demo site


Unique or Notable Features

Workflows/Activity Plans – Best in Class! Advantage Xi has far and away the most powerful workflows (it calls 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.

Realvolve has several features to it that no one else does. One is that Tags are incorporated into them. Another is that you can create a list within the task and set options as to the completion of the list. 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

Realvolve workflow-start1

Realvolve Workflow-start2

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. They plan to continue to add choices for content here.

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.

It also has a Send a Message area. Many CRMs have this. This is what allows you to schedule an email to go out or a letter to print.

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 very 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 Advantage Xi, Agent Office, By Referral Only, Cloud Contacts, Insightly, IXACT Contact, Outlook,  Top Producer and WiseAgent. So that means if you have any of those programs now, Realvove has made it as easy as possible to get your data in.

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 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, or in the My Account section.

An 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!

Evernote Interface – If you’ve never heard of Evernote, you really need to get out more. If you have, and you use it, Realvolve is already set up to interact with it. Niiiice!

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?

Phone/tablet: Google sync to phone. A mobile User Interface is on it’s way.

Lead Capture: As with all of the better CRMs now, Realvolve uses email parsing to accept and auto-populate leads from virtually any source.

New lead display: On contact screen

Lead notification: By text or email

Team capabilities: Yes

Buyer home search: Yes

Internal email software: No

Email Storage: Best in Class – Covered in Unique or Notable Features above.

Blast email: Yes

Email campaign reporting: No.

Capable of building email drip campaigns: Yes

Capable of building activity plans: Covered in Unique or Notable Features above

Included template content: Yes

Social media: Covered in Unique or Notable Features above

Call center: No

Lockbox manager: Yes

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

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. 

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 – Call them.

Have a question? Click here and ask away!

AddressTwo Real Estate CRM Review

AddressTwo for Real Estate



AddressTwo might be the right

Real Estate CRM for you if…

AddressTwo has all the common features that are core to all CRMs such as the ability to track names and addresses, phone numbers, email addresses, web site addresses, etc., but the Professional edition goes well beyond that and includes email storage with contact records.

The terminology for the field labels and the general flow are not what you would expect in a real estate CRM, but that’s not what it is, so it should be no surprise. That said, it is laid out well with lots of handy little icons all over the place to enable you to quickly get around. It really does have a lot of features that you might not expect at first glance, as you can see below.

AddressTwo Vital Statistics:

–Understand these terms–

Out of beta & started selling: 2008

Company name: Carter and Company. LLC, Part of

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

Features: ♦♦

Support: 8:00 – 5:00 EST by phone and email

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

4 / 5 (5 votes)


Dashboard/Desktop/Home Page

AddressTwo is a fairly basic looking dashboard but it’s pretty darn functional. I’ve personally grown to like a list of appointments as opposed to an actual calendar view although the calendar view is also available. There is also a button that leads directly to the Google calendar. Additionally, I like that Recent Website Leads is right in your face on the dashboard. You also have your current tasks and projects.  And then there’s Addy (pictured in the image below)Addy takes a number of the functions within AddressTwo and kind of personifies them. Addy is the one who brings in your new leads, stores your email and reminds you about different things.

AddressTwo Dashboard


Unique or Notable Features

Phone/Tablet – As all of the good CRMs are now doing, AddressTwo has a different User Interface specifically designed for use on your phone vs on your desktop. You don’t have to be tied down to your desk to stay organized! This is one of the more basic UI’s out there, but it’s still much better than what historically has been access only to your address book and calendar.

AddressTwo mobile 1

AddressTwo mobile 2

AddressTwo mobile 3

AddressTwo mobile 4

Social Media – Linked to LinkedIn, Twitter and Facebook.

AddressTwo Social Media

Team CapabilitiesAddressTwo has one of the better set ups for permissions for users. Five permission levels go from being able to see everything to production which can only see those projects in which the person is involved.

AddressTwo Team Heirarchy

Real Estate Plug-in – Following are screen shots of what is added when you get the AddressTwo real estate plug-in. It’s very basic information but it may satisfy your needs. Also note that you can search for buyers with the info you put in.

Search/Browse window with real estate plug-in


AddressTwo real estate plug-in


Custom Fields – A rare feature for such a relatively basic CRM is the very handy ability to add custom fields. If you do primarily residential resales but dabble in a few other things here and there, you could add the fields you need to accommodate that business.

AddressTwo custom fields

AddressTwo custom fields - 2

AddressTwo custom fields - 3

How does AddressTwo stack up with other popular features?

Phone/tablet: Covered in Unique or Notable Features above

Lead capture: Although AddressTwo is not specific to real estate, they do provide the ability to automatically add leads by using a contact form which can be generated from within the CRM. Note that because it is not a real estate CRM, the contact form contains no fields specific to real estate. There is a point at which you can modify the field labels so there is some flexibility there.

New lead display: Right on the dashboard where it should be!

Lead notification: You do have the ability to be automatically notified from AddressTwo by email when a new lead completes the contact form.

Team capabilities: Covered in Unique or Notable Features above

Buyer home search: There are minimal number of fields for buyer preferences but it does have the capabilities to both store and search on them.

Internal email software: No

E-mail stored with contact record: Another feature that is included for such a low cost.

Blast email: Yes

Email campaign reporting: Internal

Capable of building email drip campaigns: Yes

Capable of building activity plans: Yes

Included template content: No

Included template content: None. They have the ability for you to create email templates but you have to create them yourself as this is not specific to real estate.

Social media: Covered in Unique or Notable Features above

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.

CRM Comparisons

CRM History

AddressTwo History

AddressTwo is the success story of a man by the name of Nick Carter who identified a need for a simple CRM and ran with it. It worked so well it prompted him to write a book about building a start-up without outside funding. That was in 2008 and AddressTwo has been growing ever since. Although AddressTwo was created for use by anyone, as opposed to specifically for real estate agents, it’s real estate version does have a few things added for agents.

They don’t market this version but I go back a long way with AddressTwo so I  am aware of it. That said, they have a new version coming soon and it may or may not include the real estate modules. Unless that’s a key issue for you, it will be even better.

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

14 day free trial with no credit card required

Address Two’s pricing ranges from Basic at $9.95/mo. to Professional for $34.95/mo. to the Campaign Manager edition which has “Powerful marketing with template wizards, email click-through & view reporting, autoresponders, opt-out management, and more.”

This is a direct link to their site to a page created for me. No promo code is necessary to ensure any special deals provided here.

Have a question? Click here and ask away!

IXACT Contact Real Estate CRM Review

IXACTContact Logo

IXACT Contact

One of my Favorites!

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


IXACT Contact may be the right

Real Estate CRM for you if…

IXACT Contact started out as a simpler alternative to Top Producer and I called it Top Producer Lite. It’s no secret that some agents think Top Producer has 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 Top Producer. For those agents, IXACT Contact can be just right.

IXACT Contact has continued to add features since 2009, so it’s far from a bare bones solution. For the most part, it has pretty much all the features most agents want. The last major feature they added was to include very decent responsive WordPress websites that include monthly content written by them for you.  It is now a stretch to call it Lite but it still has less than Top Producer, so if that’s what you’re looking for, check it out.

Don’t judge this CRM by its lack of “Unique or Notable Features”. You may notice that there are not a lot here for IXACT Contact. That’s because it’s not individual features that stand out. One of the best things about IXACT Contact is that it does what you need it to do nice and quietly and easily without a lot of unique features. You might say one of their best features is that it’s just easy to use and learn. I can’t show you a screen shot of that, so they have less screen shots.

There are still a great many 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.

An important note- Agent Office does not export categories or notes. The only three 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, Top Producer and Advantage Xi.

CRM Discount

60 Day Free Trial vs. the Regular 35 Days

6 Months Free for New Agents!

IXACT Contact’s Vital Statistics:

–Understand these terms–

Out of beta & started selling: 2009

Parent company: None

What kind of sales is this for?: agent, team, residential

Features: ♦♦♦

Support: M-F, 9:00 – 8:00 EST, phone or email

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

3.04 / 5 (57 votes)


Dashboard/Desktop/Home Page

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.

IXACT Contact Desktop


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.


IXACT Contact Newsletter

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!.

IXACT Contact Log Call-1

You’re working on the part of the screen on the right. You get a call, search and find the caller, without leaving the screen you’re working on.

IXACT Contact Log Call-2

You want to make a note about the call but you don’t want to leave the screen you’re on. Click on Log Call. It opens a new window where you can log the call or create a task.

Web Site  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. 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.



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 PlansIXACT 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

CRM Comparisons

CRM History

IXACT Contact History

I started working with this group before they opened their doors, as a consultant. They are on my client list still today. Many years ago I was approached by a man who wanted to build a CRM. We discussed what he had come up with so far and 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 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 2008, 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.

IXACTContact Real Estate CRM Video Review

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.

Have a question? Click here and ask away!