Monthly Archives: February 2011

Top Ten Things To Learn About Your Clients And Add To Your Real Estate CRM

Posted on February 27, 2011 by IXACT Contact | Posted in Best Practices, Database, Implementation, Tips

One of the questions I’m asked all the time by REALTORS is “what information about my clients should I add to my real estate software, beyond the obvious name, address, phone numbers, email address?” These realtors want to improve their real estate marketing efforts and have more meaningful and personalized interactions with their clients. It’s a good question, so I’m going to share you the IXACT Contact “Top Ten Things To Learn About Your Clients And Add To Your real estate CRM“:

1. When you last spoke with them and what you discussed

2. Their birthday, and that of their spouse

This is a preview of Top Ten Things To Learn About Your Clients And Add To Your Real Estate CRM. Read the full post (320 words, estimated 1:17 mins reading time)
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Dear Old Dad – AKA “The Deal Killer”

Posted on February 22, 2011 by IXACT Contact | Posted in Being a Realtor, Database, Funny, Realtor Stories, Tips

Liz and Bill Spear of RE/MAX Elite wrote an interesting blog post on Active Rain yesterday about the perils of discovering that your young home buyers are relying on “dear old Dad” to act as their advisor and coach on their home buying process.  Here’s an excerpt from their post:

There are few things that strike more apprehension into our day than finding out that someone’s family member is now involved in the home buying decision making process! Dad isn’t the buyer, but BOY can he throw a wrench into the decision making process!

This is a preview of Dear Old Dad – AKA “The Deal Killer”. Read the full post (329 words, estimated 1:19 mins reading time)
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Logging a Call in IXACT Contact Real Estate CRM is Now Lightning Fast

Posted on February 17, 2011 by IXACT Contact | Posted in Follow-Up, Implementation, Keeping In Touch, Product News

In our ongoing effort to make IXACT Contact real estate CRM more efficient and easier to use, we have added a great new feature to My Contacts. It’s a small feature – with a BIG impact!

Screen Shot of New Log Call Link

Logging a call now lightning fast

One of the favorite features of IXACT Contact CRM for real estate is the ever-present My Contacts list (in the left column). You will notice that the list now includes a Log Call link for each contact. If you’re working anywhere in IXACT Contact and you suddenly get an important call or email from a contact, simply click the contact’s Log Call link and quickly enter the details. Upon saving, you are instantly returned to exactly what you were doing before without losing any work or valuable time.

This is a preview of Logging a Call in IXACT Contact Real Estate CRM is Now Lightning Fast. Read the full post (318 words, 1 image, estimated 1:16 mins reading time)
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“I’m not sure if you remember me…”

Posted on February 13, 2011 by IXACT Contact | Posted in Best Practices, Realtor Stories, Relationship Building

This is a re-blog of a post by Dawn Fabiszak on Active Rain from a couple of days ago.  It’s a great example of how effective contact management helps her build deep and lasting client relationships.  Over to Dawn:

Yesterday I received a call that started out with, “I’m not sure if you remember me….”. My response? ”Hi, Diane.  How have you been?  Are the kids both doing well?”  I was in my car when I received the call.  And I added, “I am driving right past your subdivision on the way to the vet with my dog.”  You see, I keep in contact with my past clients.  I send out birthday cards, home anniversary cards and Christmas cards on top of my newsletter.

This is a preview of “I’m not sure if you remember me…”. Read the full post (375 words, estimated 1:30 mins reading time)
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