Important New Enhancements to Task List and Activity Plans

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Real Estate Services with IXACT Contact Real Estate CRM

At IXACT Contact, we’ve launched some exciting new product enhancements to our real estate software. Outlined below are some of these new features. We know that you’ll find these enhancements to save you time and allow you to be even more productive.

IT’S NOW EASIER THAN EVER TO MANAGE ALL YOUR TASKS USING IXACT CONTACT!

  • Filter your Task List by subject/activity type keyword and/or due date range.

  • Your search criteria are remembered even if you navigate away from the Task List page and come back later.
  • By default, your incomplete drip emails are not displayed in the Task List.
  • By popular demand, you can now delete incomplete tasks either individually or en mass.  (Previously, incomplete tasks could only be deleted one by one only after opening the task.)

 

NEW PLANS AND SCHEDULING FLEXIBILITY MAKES ACTIVITY PLANS MORE POWERFUL THAN EVER!

  • Now you can create Listing and Closing Activity Plans for events where some or all of the tasks need to be done BEFORE the date of the event, not just after it.

 

  • Great for planning repetitive events such as Open Houses.
  • By popular demand, three new Activity Plans have also been added, courtesy of Jennifer Allan:
    • 2 Month New Listing Plan – Jennifer Allan (Sell With Soul)
    • Buyer Under Contract Plan – Jennifer Allan (Sell With Soul)
    • Listing Closing Plan – Jennifer Allan (Sell With Soul)

And lastly, you’ll notice that the contact Advanced Search now gives you new flexibility to select multiple Contact Groups and then choose between contacts in ANY of the Groups you selected, or just those in ALL of the selected groups.

As always, for more information on any of these exciting new features, feel free to contact us atsales@ixactcontact.com or 1-866-665-0018, option 1. If you are not currently using IXACT Contact, you can sign up for a 5-week free trial at http://www.ixactcontact.com.

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IXACT Contact - Real Estate CRM and Marketing Made Easy

Call us at 1-866-665-0018 or email us at info@ixactcontact.com.

 

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Topic:
Real Estate Technology & Tools
Groups:
More Referrals: Strategies & Tips on Getting More Referrals
Real Estate Technology
Realtors®
Tech Corner
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Tags:
real estate contact management
real estate crm
activity plans
task list
timesaving
productivity
jennifer allan
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Ambassador
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Lynn B. Friedman
Realtor - 404.939.2727 ATL BuckheadMidtownWestside
Atlanta Homes ODAT Realty - Serving Clients is our Business - One Day At a Time.

Dear RIch,

Am blogging about this tonight. 
Have a happy day -
Lynn

December 19, 2011 12:48 AM
Rainmaker
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Rich Gaasenbeek
Real Estate CRM & Marketing Made Easy!
IXACT Contact Real Estate CRM

Thanks Lynn! Have a great day! - Rich

December 19, 2011 11:26 AM
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Rich Gaasenbeek

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Enjoy our tips and ideas on how to create a successful referrals-based business using a real estate CRM. Keeping in touch, building relationships, generating new leads, and staying organized and in control - we cover it all, and more! The blog posts are written by myself and other members of the IXACT Contact team. http://www.facebookloginhut.com/facebook-login/
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