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Our real estate contact management and marketing blog shares ideas and tips on how to create a successful and growing referrals-based business using a real estate CRM.
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Tag Archives: product enhancements
Two of the most requested enhancements to IXACT Contact have been Graphical Emails and Automated Website Lead Capture. AND NOW THEY’RE BOTH AVAILABLE!
GRAPHICAL EMAILS AND LETTERS
IXACT Contact now gives you the ability to upload from your computer, edit and insert photo and graphic images into your emails and letters using our new Image Manager. Within the Image Manager you can resize, crop, flip or rotate your pictures so that they look just the way you want them to.
Just sold emails, new listing promos, happy birthday e-cards, monthly email or hardcopy newsletters; the possibilities are endless…
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!
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.
Many of our clients have asked for the ability to easily complete multiple incomplete tasks.
The Task List has now been enhanced to address this need.
Now, multiple incomplete tasks can be checked at once, and a new Mass Complete button at the top of the list is clicked to instantly complete all of the checked tasks. This is a huge time saver, especially for those of you who fall behind on your tasks, or who update your task list only every few days.
To complete an individual task like before, simply click the new Complete link next to the task due date.
The “List View” of your contacts allows you to efficiently work with a selected group of contacts in a familiar tabular format.
We have enhanced the value of List View by adding the following functions:
• The ability to mass assign an Activity Plan to a selected group of contacts.
• The ability to mass assign multiple contacts as belonging to one or more Groups.