Stay on top of appointments and tasks by scheduling activities using one of more than 20 activity types. Or, set up an Activities Series using one of the nine custom Activity Series specific to real estate including active listing, new listing, listing prospect, active buyer, new buyer, buyer prospect, and more. In addition, ACT! Premium for Real Estate offers multiple Calendar Views including daily/weekly/monthly/today views, as well as activity alarms, so you never miss an important appointment or deliverable.
You can also import leads from a variety of sources so you can start turning those prospects into customers immediately. You can segment leads into relevant groups, schedule an activity series for all leads that you imported so you have a set marketing strategy with reminders of upcoming tasks, and send your first personalized communication using mail merge. The software also enables real estate agents to track sales opportunities through close utilizing the standard sales process or a process customized to suit your business.
In addition to the more than 40 standard reports in ACT! Premium for Real Estate — including phone lists, activity reports, and sales summaries — you’ll also have nine custom report templates for real estate at your disposal. These include: buyer completed activities, seller completed activities, activities by type and activities by contact so you can actively update your buyer or seller, see which marketing activities converted to sales, and determine the most effective communication vehicles. And best of all, you can synchronize your ACT! Calendar, Contact and To-Do Information to your Palm OS or Pocket PC device, so you always have access to your critical contact information while you’re on the road.
If you have used this software please share with us your experience.