Top 3 Tips to Get More Value from Your REALTOR® CRM

Real Estate Technology with IXACT Contact Real Estate CRM

If you have a real estate CRM but aren’t using it to its fullest, this article is for you.  To make sure you’re getting maximum value from your Realtor CRM, here are three tips that will help.

1. Call the Customer Support Team to help get you started

IXACT Contact comes with free and unlimited telephone support. If you haven’t done this already and you’re an IXACT Contact customer, you should call our friendly support folks at 1-866-265-6990 and they will help you upload your data into the system, set up your email header and signature, and configure your monthly e-Newsletter.

The Support Reps will walk you through what to do over the phone. As soon as you get off the line, you’ll be using your CRM to send out a professionally designed and written real estate newsletter and be in a great position to start using all the other features of the system.

2. Watch the resource videos

Some CRM firms offer great videos to help learn the system. IXACT Contact excels at this; we have a library of both tutorial videos (for those who’d like to learn/ go through things at a slower pace) and “Quick Tip” videos (for those who are a bit more tech savvy and would like to learn at a faster pace).

These videos show you how to assign a Listing and Closing Activity Plan, use Email Campaign Reporting, benefit from IXACT Contact’s Keep in Touch dashboard, send drip marketing campaigns, and more. The videos aren’t very long so you won’t have to invest a whole lot of time watching them. You’ll be using some new features (that maybe you never even knew about) in no time!

3. Decide each week to learn one new feature

Practice does make perfect when it comes to learning new software. IXACT Contact is one of the easier CRM systems out there (especially compared to Top Producer), so even if you can only dedicate 20-30 minutes per week to learn a new feature, that’s more than enough time. Watch the relevant tutorial video and put what you learned into practice. And if you get stuck, just call our Customer Support Team and they’ll be happy to guide you along.

If you signed up for a real estate contact management system, you are already well on your way to taking your business to the next level. Now all that needs to be done is to get the CRM’s powerful features working for you. Take the tips outlined in this article and start reaping the results of your CRM investment.

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IXACT Contact helps you build lasting relationships with past clients, hot prospects, and important referral sources.  The system makes it easy to keep in touch with clients the right way and to generate high quality new leads.  It also helps you manage the transaction side of your business, keeping you organized and in control.

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John Wiley
Right Move Real Estate Group- EXP Realty - Fort Myers, FL
Lee County, FL, ECO Broker, GRI, SRES,GREEN,PSA

Rich, I am just starting to get a grasp on the great features that IXACT Contact offers.

I really like the Business Directory feature, just what I was looking for.


Apr 29, 2014 11:12 AM #1
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

John, glad to hear that. Let us know if you have any questions. Have a great day.

Apr 29, 2014 11:36 PM #2
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Rich Gaasenbeek

Real Estate CRM & Marketing Made Easy!
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