Feature Highlight: Contact Level Document Storage

Busy real estate agents understand how important it is to stay organized, particularly when it comes to keeping track of documents accumulated in the process of buying or selling a home.

Juggling so many clients and transactions often means juggling files and folders filled with paperwork. Recognizing this, IXACT Contact, a real estate CRM, provides Agents with unlimited document upload and storage, meaning you can easily associate documents to specific contacts and transactions, all in one place.

Any CRM can store your contacts, but only a CRM built with Agents in mind can help keep your business organized and running efficiently. Keep track of your contacts, your active business, and important documents, all in one integrated system.

With IXACT Contact, it’s easier than ever to access the important files you need when you need them. No more searching your PC or laptop for a document. Scan offline documents as well and store them with ease, eliminating the need to carry around bulky file folders.

Our real estate CRM lets you build more meaningful contact profiles. Have all the information you need, including email addresses, phone numbers, home and work addresses, as well as special interests, hobbies, mortgage details and more, alongside important real estate documents such as:

  • Appraisals
  • Contracts
  • Floor plans
  • Buyer agency agreements
  • And more

Never be without the important details you need for a client. See how IXACT Contact can help you stay organized, while also helping you build better relationships. Register for your FREE 5 week trial today!