“IXACTContact is an ideal CRM for realtors who want a simple and easy-to-use application to manage their real estate business.
- CRM Software
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Regarded as one of the leading web-based real estate CRMs, IXACT Contact is equipped with some very useful features, including functionality-rich Contact Profiles and powerful Marketing System. You can store all the important details (from basic info to spouse/partner details to work details to family details to pet/hobbies details and so on) about your contacts, which is extremely useful for realtors. Other highlights include detailed Contact History, interactive Calendar, To-do list with task and appointment reminders, Active Business management, dedicated Business Directory and Reports.
Until recently, IXACT Contact didn’t allow multiuser access, with users being required to share calendars, tasks, et., but that has now changed with the introduction of their new Team Capability function, allowing full multi-user and synchronization support. There is no support for Social Media, meaning you can’t capture leads/gather information from social portals or share your CRM data there.
In short, it’s a quick, intuitive and user-friendly CRM system to help realtors convert more leads into listings and attract more referrals and repeat business.
IXACT Contact at a glance
- Overall rating: 8.5/10
- Free trial: Yes (for 5 weeks)
- Ideal for: Real estate professionals
- Training required: Yes – basic level
- Multi-User: Yes
- Mass import/export: Yes
- Email marketing: Yes
- Lead capturing: Yes
- Social media integration: No
- Mobile support: Yes
The IXACT Contact Solutions Inc. is an affiliate of Morris Marketing Group, a company established in 1929, which offers marketing solutions to real estate businesses. The company’s lifelong experience of working closely with realtors has helped them integrate almost every important feature into IXACT Contact.
Getting started (2/5)
Signup is a 3-step process; you have to give your contact details, choose a plan type and enter payment information. Then, you can test drive IXACT Contact for up to 35 days. If you want to import your contacts, you must save them in an Excel or .CSV file and email them to the support team.
IXACT’s work area is pretty well-thought out and logically structured. Though there are only a few modules, every module is literally packed with features. The good thing is that all the related menus are displayed right on one screen i.e. if you open any of your Contacts, you can see their profile, properties, related tasks, actives, history and more on the same screen. Likewise, you can add a task about a contact while viewing their profile or quickly add contacts when creating a new email campaign – in short, IXACT rids you of the hassle of switching between different tabs to perform different activities.
If you select some of the contacts, a few quick buttons popup at the bottom of the page which enable you to perform a variety of useful activities with the selected contacts instantly.
The screen is heavily packed, not much consideration is given to the white space and on some menus you have to do fair bit of scrolling because of the long pages. On a positive note, you can hide all the unwanted/unavailable details for any Contact to keep your menu uncluttered.
User interface (8/10)
The user interface is simple and intuitive. Though there is a short learning curve, the interface is designed for novices. You’ll surely love using IXACT once you get acquainted with all little tricks and tweaks.
IXACT Contact costs $34.95 per month, which is pretty affordable considering you get a CRM, an email marketing system, and a monthly e-Newsletter, all in one. On top of that, you can save 10% if you choose the annual plan, which costs only $377.46 per annum.
Integration with other apps (3/10)
IXACT Contact can synchronize data with iCal on the mac and Outlook on the PC, but doesn’t currently allow 3rd party apps to push data into your CRM. You can also wirelessly sync your contacts from a PDA or smartphone.
You can’t customize your Home menu or add any custom fields. It’s, however, not a major concern because almost all the necessary details can be added via the in-built fields. You can create custom Activity Plans, campaigns, newsletters, letters & labels etc.
Mobile support (4/5)
IXACT’s Smartphone Wireless Synchronization automatically updates your contact names, addresses and phone numbers as well as your Calendar and Task List with iPhone, Android, BlackBerry and Windows Phone devices. You have to call the helpline to get the instructions for the setup, which is free except for Blackberry which involves $85 one-time licensing fee.
UPDATED. IXACT Contact allows for multiple users to share the same login if they wish to do so, and the CRM now also offers a Teams version that gives real estate teams the flexibility and control to manage all aspects of the business and marketing, while still being easy enough for everyone to learn and use. With the Teams version of IXACT Contact each team member has their own calendar and task list which can be shared among team members, users can assign leads, appointments and tasks to other team members and can choose to send each marketing communication with either Team or individual team member branding. The Team version is priced at $34.95/month for the team leader and $24.95/month for each additional team member.
Customer support (10/10)
The support department is currently open from 9am to 8pm EST, Monday to Friday. The support team takes 24 hours to process your request for importing contacts. We were impressed by their quick and detailed responses.
Backup and security (10/10)
In terms of security, IXACT is hosted in a datacentre which does not allow outside access by unauthorized personnel and every effort is put forth to ensure that your information is inaccessible to other users accessing the database at any given time.
“There has never been a reported case of any intrusion or attack successfully causing any change, let alone the loss of information, in our entire 4 year history, so I would not expect one to occur at any point in the foreseeable future”, commented Devon Gardner, Customer Support Representative.
Regular, automatic data backups make sure you don’t lose your important data.
Let’s take a quick look at the main features:
The Home Page is the “at-a-glance” view of your business. It gives quick access to active business listings, active buyers, tasks and appointments, contact list, and contacts imported from another software, synchronized from your phone, or captured from your web site that are pending processing.
It’s a comprehensive contact management system where you can view and manage Contact Profiles, their properties, their history, contact-specific events and reminders, and a lot more. You can also log calls & add notes which are shown on the Contact History tab.
Two other very useful tabs here are Keep In Touch and Business Directory. Under Keep In Touch, you can set up birthday reminders or contact-specific events, or assign contacts to global events while Business Directory has information from the Work Details section of the Contact Profile tab and also allows you to enter other information.
It’s a simple calendar, just like you see in most other CRMs, where you can add an appointment, view your calendar with appointments in the work area, or quickly access details of today’s appointments.
My Task List
It’s a to-do list in the left navigation bar, right under My Contacts and My Calendar, which gives you an instant view of upcoming and overdue tasks. Though the task list is pretty simple, it features almost all the necessary options you might desire e.g. you can update the status of a task depending how much percentage has been accomplished, you can prioritize the tasks, you can mark certain tasks as Recurring, you can add reminders, and so on.
If you view a task on a mobile device, it will also include the contact name appended to facilitate the attaching of contacts to tasks with wireless synchronization. We really liked the way IXACT contact makes task management a breeze. The only little annoyance we encountered when adding a new task was that the calendar doesn’t highlight the current date.
Keep In Touch (KIT)
This menu has global events (e.g. a monthly newsletter), contact-specific events (e.g. meeting with a contact) and birthday events. There are several built-in templates while you can also create custom KIT events in seconds. You can also automate activities based on your KIT events e.g. send a letter or email about an event to the selected contacts.
This is one of the most useful features found in IXACT contact. It allows you to schedule each step of your important contact relationships. You can also set up different activities related to each of your Active Business listings. There are also several predefined marketing plans so you can start interacting with your contacts, managing your listing and closing activities straightaway.
The best thing about Activity Plans is that you can automate most of the follow-up activities. The software creates a series of relevant tasks and reminds you when you have to call a new contact, send a prospecting email or put up a sign for a new listing. Each task has a due date based on when the plan is assigned, so you’ll never be behind schedule.
It’s a powerful, full-fledged email marketing service that allows you to create drip email campaigns and monthly newsletters. You can send these campaigns to your entire list or to specific contacts. There are dozens of readymade templates which can be customized with a few mouse clicks. With IXACT’s email reporting, you’re not leaping in the dark as it tells you all the details about your campaign you need to know for improving future promotions.
Letters & Labels
There are literally hundreds of templates of mailing labels as well as envelopes for letters and other communications, which you can use just as they are, modify them to your needs, or create your own from scratch. Personalized letters for all your clients, prospects and other contacts are automatically created and ready to print on your company’s letterhead. The built-in templates can be very useful as they really add value to your clients and help you win their faith; for instance, here is one of the templates:
Active Business helps you stay on top of active listings and active buyers. At the bottom of the page, you can view your entire business history. What’s more, for each property listing, you can include details about the property, record closing dates and details about an offer, track commissions, schedule reminders for critical dates, track related parties, and upload and store important documents.
You can really take your business to the next level by tracking the work you do to sell/buy a property, and presenting your clients with a detailed report.
It’s a list of professionals and companies you can recommend to your clients upon their request.
For analysing your progress and better decision making, you can make use of a wide range of pre-designed reports – but we couldn’t find a way to generate custom reports.
Just choose any of the reports, select the desired contacts and the final report will be generated promptly which you can export as PDF or XLS and save it to your disk, or print it.
This is the menu which helps you synchronize or import your contacts into IXACT Contact or export them as a CSV file.
Any record or entity (a contact, a property, a to-do) you delete from your CRM, goes into the recycle bin, which is pretty handy in case you mistakenly delete something and want to restore it.
It’s a comprehensive knowledge base with a complete PDF user guide, which can help you thoroughly understand IXACT Contact. It also features invaluable sections that divulge best practices for newsletters, email campaigns and letters.
Here you can set up your system preferences, as well as things like your time zone, password and security question.
IXACT Contact vs. Top Producer vs. RealtyJuggler
Pros of IXACT Contact
- Simple yet all-inclusive application that integrates CRM, marketing and monthly e-newsletter into one dashboard
- One-page, highly functionality-rich contact profiles allow you to manage your clients efficiently
- Hundreds of built-in templates help you perform different activities (e.g. creating activity plans, sending mass emails, creating letters and labels) with just a few mouse clicks
- Beats the competition hands down when it comes to ease of use and email marketing with powerful reporting
- Compatible with windows as well as Mac, and runs on almost all the modern browsers
- You get a free professionally written and designed e-newsletter every month which you can (customize and) send to your prospects and clients
- Offers considerable automation of activities so you can focus on your business
Cons of IXACT Contact
- Signup process isn’t as hassle-free as you would ideally want it to be
- You can’t import contacts directly, instead you have to email the list in an Excel sheet or in .CSV format to the support team, which may take around 24 hours to complete the process
- Doesn’t integrate with social media or other 3rd party apps
IXACT Contact is an ideal CRM for realtors who want a simple and easy-to-use application to manage their real estate business. Because of its high-end contact management system, powerful email marketing, handy built-in templates and affordable price, we recommend you to try IXACT Contact for five weeks… without having to pay a dime!
September 8th, 2014