As areal estate CRMcompany, we’re contacted by REALTORS®everyday asking us about how oursmartphone wireless syncworks. Many times on that same call or email, the conversation moves to ourActivity Plan functionalityand 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. It’s a constant, two-way wireless sync that has been designed to work with the native address book and calendar your smartphone. Our customers absolutely love oursmartphone wireless syncbecause they don’t have to worry about the hassle and headache that often comes with having to download a separate app.
If you change John Smith’s phone number in your phone’s address book, rest assured that when you log into your IXACT Contactreal estate CRM systemthe 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. 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 realtors 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 yoursphere 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 asreal estate marketingmade easy. These plans will remind you what you need to do when. You can even createdrip emailplans 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 writtenemail and letter templatesthat 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 freehere.