IXACT Contact CRM for Teams – Feature List

The Teams version of IXACT Contact gives your team the flexibility and control to manage all aspects of your business and marketing, while still being easy for everyone to learn and use. The Teams version of our real estate CRM includes:

Dashboard

• Most Dashboard widgets can report across the whole team or a selected team member
• Each team member can customize their own Dashboard

Business Pipeline

• View and manage your Business Pipeline for the whole team, or just for a selected team member’s contacts

Contact Profiles

• Ability to restrict the visibility of each contact to one or more selected team members
• Set ‘public’ contacts that are visible to all team members
• Visibility to the team member that entered each contact
• Visibility to the team member that created each contact history and activity entry
• Each team member can capture their own leads into the team database, and set up their own new lead settings including auto-responders

Task List & Calendar

• Each team member gets their own calendar and task list
• Each team member can choose to share their calendar and/or task list with other members of the team
• Ability to set ‘private’ appointments and tasks that are never visible to other team members
• Ability to create appointments and tasks assigned to other team members
• Each team member can synchronize their calendar with Google or their wireless devices

Active Business

• Assign each prospective buyer a ‘buyer agent’ from a list of team members
• For each listing select the ‘listing agent’, ‘seller closing agent’, ‘buyer agent’ and ‘buyer closing agent’ from a list of team members
• Add key listing dates and reminders to the appropriate team members’ calendars
• Select the showing agent for each showing from a list of team members

Emails & Letters

• Each team member can set up their own branding for their emails and letters
• Each team member can create emails and letters with their own branding or the team branding
• All mass email and letter templates and uploaded images are shared across all team members

Activity Plans

• Each activity plan task can be assigned to a specific team member
• Activity plan drip emails and letters can be set up with a selected team member’s branding or the team branding

Keep In Touch

• All Keep in Touch event tasks and appointments can be assigned to a specific team member, including the built-in Birthday and Move In Anniversary events
• The Keep in Touch Coach only displays contacts assigned to each team member

Goal Setting

• The team leader can set up and track individual activity goals for each team member

Reports

• Task and appointment reports can be generated for a selected team member
• Active Business reports can be generated for a specific team member, or across the whole team

Team Management