Good Small Business Solutions: What they are and how Real Estate Agents can take advantage

Whether you’re looking for something that can help you with finances or document management, there are solutions for almost every need. Here are some of the best software tools and apps that are ideal for real estate agents. They can help you be more productive, develop better client relationships, and generate more sales.

Accounting and Finance.

Traditionally, most real estate agents have worked with an accountant or a bookkeeper. But now there are software packages that offer these traditional financial services, as well as additional features such as tax and regulatory reporting, payments and banking, and human resources. For a smaller real estate office, a package that bundles these services together can be a good choice. Some options that can help you manage the financial side of your business are listed here.

IXACT pairs well with today’s accounting solutions. You can manage offers and track your commissions directly at the listings level and create reports of your financial activity. This ensures that no matter which accounting solution you prefer, you’re in control of the financial side of your business.


There are numerous collaboration suites available, all of which can help your team work more effectively together. Features typically include file and document sharing, messaging and conferencing utilities, and project management. Some software packages will also include tools such as calendars and budgets, for both individuals and groups. You can find more information about specific products here.

IXACT Contact’s Real Estate Teams CRM enhances your collaboration efforts. Your team can share calendars and tasks lists, reports, marketing activities and more. Learn more about IXACT Contact CRM for Teams here.

Transaction Management.

Coordinating schedules to get documents signed can be challenging at the best of times. Transaction management software not only provides options for digital signatures, but also helps you manage all the paperwork, documents, and contracts involved in a typical real estate transaction. Here is a list of some options to consider.

Within IXACT Contact, you can add transaction-related documents to client and listings records. This makes sure that all your documents are tracked and stored in a single repository.

Real Estate Specific Products.

There are many solutions that are tailor-made for real estate agents. Here are some to consider:

  • RPR Mobile provides a suite of property reports and tools, including market trends and sales comparison analysis.
  • Prempoint is a Bluetooth-powered keyless entry system that lets real estate agents automate and track property access for showings and maintenance.

Customer Relationship Management.

As a real estate agent, your business is client-driven, so generating and following up on sales leads is critical for your success. A real estate CRM can gather leads from your website, then automatically generate email or newsletter follow-ups, giving you the best chance to convert them into clients.

There’s no better CRM solution for Real Estate Agents than IXACT Contact. Designed specifically for Real Estate Agents, IXACT Contact includes all the tools you need to manage your listings and keep in touch with your clients.

Want to learn more about IXACT Contact’s comprehensive suite of tools that help you build relationships, keep your finances organized, develop your referral business, and manage listings? Start your FREE 5 week trial of IXACT Contact now.