As a real estate CRM company, we’re contacted by Agents everyday asking us about how our smartphone wireless sync works. Many times on that same call or email, the conversation moves to our Activity Plan functionality and what that’s all about. In fact, we have found that these two questions are our most frequently asked ones. You might be wondering what the answers to these questions are too, so let me take the time to address them now.
As an IXACT Contact subscriber, you can easily sync your Blackberry, iPhone, android, or Windows Mobile Device with the system turning your device into a mobile real estate CRM. It’s a constant, two-way wireless sync that has been designed to work with the native address book and calendar on your smartphone. Our customers absolutely love our smartphone wireless sync because they don’t have to worry about the hassle and headache that often comes with having to download a separate app. You don’t need to find a separate mobile CRM for Agents or worry about constantly updating all of your information twice.
If you change John Smith’s phone number in your phone’s address book, rest assured that when you log into your IXACT Contact real estate CRM system the next day (or whenever), that change will be reflected. You never have to take the time to hook up your phone with the system using wires or cables. Since IXACT contact works as both a home and mobile real estate CRM, we’re saving you time and making it easy for you to have up-to-date contact information all the time, no matter where you are.
One superb feature that we see proving to be tremendously valuable to agents is the ability to create and assign Activity Plans using our system. Activity Plans are simply a pre-defined series of steps that you would go through to accomplish an end result, whether that end result be closing a home, marketing to a first time buyer, or keeping in touch with those in your sphere of influence.
There are 3 types of plans in IXACT Contact: marketing plans, closing plans, and listing plans. You would assign marketing plans to individual contacts and you would assign listing and closing plans to the various listings that you have. We like to think of the marketing plans we’ve created as real estate marketing made easy. These plans will remind you what you need to do when. You can even create drip email plans that send out all the scheduled email communication automatically.
Our customers like using Activity Plans because it helps them know what to do when and it ensures that important tasks do not fall through the cracks. You can customize these activity plans or use the pre-built ones that we’ve created. The pre-built plans include professionally written email and letter templates that will help you stand out from the crowd.
Do you have more questions for us? Anything that we forgot to address? Comment on this blog post and we’ll respond. You can also sign up the system for 5-weeks free here.