Atlanta Buckhead Midtown - CRM - EZ Search Using IXACT Contact

By
Real Estate Broker/Owner with Atlanta Homes ODAT Realty - Love our Great City - Love our Clients! Buckhead - Midtown - Westside

Atlanta Buckhead Midtown -
CRM - EZ Search Using IXACT Contact 

What's the BEST Client Relationship Manager (CRM) on the market? 
The one you actually use!

Don't continue to search around in all the possible locations where Client info might be stored. Make your business life easy! Use a Client Relationship Manager to store everyone in one place! Quite a few options exist. In an earlier post, Which CRM Is The Absolute Best To Use?,  you'll find a list of 32 different company names and the results of the AR Survey about CRM's.

After trying about three options, ODAT Realty settled in with IXACT Contact. IXACT Contact offers free weeks to start and free assistance to upload your existing contact list(s) to your trial of the new CRM. 

 For complete system access in a FREE TRIAL* of IXACT Contact...
1. If you want to investigate IXACT Contact before signing up for your free
two-month trial, you may do so by clicking above.

2. Want to start a full TWO-MONTH FREE TRIAL immediately, click link here.

IXACT Contact CRM began with its focus on Real Estate data needs. Rich Gaasenbeek, an proficient Blogger on ActiveRain, is a Co-Founder of the CRM. Check out his Blog posts for more reasons to use a CRM.

 Searching within IXACT Contact CRM is one of its most beneficial of the many amazing features. The process for finding Clients who meet certain criteria is both simple and intuitive. As IXACT CONTACT STATES:

"Whether you're sending a highly targeted mass email or text message, looking for buyers who might be interested in a specific listing, or want to know which contacts have a birthday next month, the more ways to search your contact database, the better." 

IXACT Contact offers the standard searches and added a number of new ways to search your database, including:

  • New key date searches, including birth date, move in anniversary date, as well as property purchase, sale and mortgage expiry dates
  • Contact history and note keyword searches, including the ability to search for multiple keywords at once
  • The ability to search contact Buying Preferences, including price range, preferred location/area, and property, building and ownership types
  • Keyword search on all contact home and work address fields, plus the ability to search contact property records by property, building and ownership types, and sale or purchase price
  • The ability to find contact profiles missing key data points like email address, home or mobile phone number, home address or move in anniversary date

Good Client Relationships require more than just knowing a name and a few details. With IXACT Contact, you can build rich contact profiles including social media information and photos. 

 Actually, once beginning to extol the many attributes of IXACT Contact, one feels compelled to list more and more! Included features are Custom Personalized Newsletters, Bulk E-mail and E-mail analysis data, Correspondence templates and now - e-cards! You can either use the pre-loaded e-Card templates provided with your account, modify those to suit your needs, or create your own cards from scratch. 
 
All that and more awaits! Give Ixact Contact a try!

* In the interest of full disclosure, as an affiliate of IXACT Contact, I am entitled to receive a commission each time others choose to sign-up via my links above. However, since I am so exuberant about the CRM, it seemed strange to profit! So I decided not take any commission personally. Instead, my entire IXACT Contact earning is donated to a charity at the end of each year.  Lynn

Image base courtesy of IXACT Contact.

Comments (2)

Roy Kelley
Retired - Gaithersburg, MD

Thank you very much, Lynn, for sharing this recommendation.

Have a very productive spring.

Mar 16, 2022 08:39 AM
Wanda Kubat-Nerdin - Wanda Can!
Red Rock Real Estate (435) 632-9374 - St. George, UT
St. George Utah Area Residential Sales Agent

Lynn, I do hope that the IXACT Client Relationship Manager works well for you. I have my own system, though archaic and keep in touch with those that matter through it several times a year. The best to you!

Mar 18, 2022 07:12 PM