Buyer, Seller, and Vendor Management

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Buyer, Seller, and Vendor Management
Organize all your contact information in one
place for quick and easy access.
Find a customer or any Contact detail instantly
with Lookups or Keyword Search.
Consolidate and eliminate duplicate records for
the cleanest data.
Populate more than 60 pre-defined fields
including Name, Company, Phone, Address, Web
site, E-mails, Referred By, Contact Type, and
Buyer/Seller 2.
Use the Contact Type field to signify if a
contact is a prospect, buyer, seller, home
inspector, mortgage broker, title agent, or
competitor.
Track Buyer Interests including Price Range,
Type, Locale, and more.
Store complete buyer, seller, and vendor
information, including contact details, notes,
history, appointments, to-dos, document, and
sales opportunities.
Utilize the Seller Property tab to keep track of
details about a customers for sale property.
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Contact Notes and History Information
Notes and History tabs capture, track, and allow
you to search on customer data for instant access
to information and increased customer service.
Share Notes and History between contacts, update
one and all corresponding will automatically
update.
Add attachments to contact records to keep track
of critical documents such as inspection reports,
house photos, and MLS listings.
Filter by user, date, type, and more.
Use Rich Text formatting to change colors, fonts,
and more.
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Property and Customer Groups and Subgroups
Track property information and related contacts
in Groups and Subgroups for increased
organization.
Save any Lookup as a Group definition to create
Groups instantly.
Group contacts by property, buyer, seller, MLS
number etc. to easily see transaction details. Or
for multi-user environments, group customers by
real estate professional.
Easily see relationships using the Tree View for
quick, easy navigation.
Full-sized, expandable editing window.
Create and maintain Static or Dynamic Groups.
Static Groups allow contacts to be added
manually. Dynamic Groups allow contacts to be
added automatically based on Group definition.
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Appointments and Tasks
Prioritize your day to stay on top of
appointments and tasks.
Access Daily, Weekly, and Monthly calendar views
for a snapshot of all appointments.
Schedule calls, meetings and to-dos quickly and
easily.
If you use Microsoft Outlook, your ACT!
calendar can stay up to date with your Outlook
calendar.
Share calendars between users.
Quickly print displayed calendar.
Multiple mini-month calendar expands to up to one
year.
A quick view of todays tasks. All incomplete
tasks roll over to the next day.
View the Task List for a complete, filterable,
list of all to-dos in one place.
Mouse over a scheduled activity for more detail.
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Activity Types and Linked Activities
Schedule activities by type and series helping
you to never miss an important deliverable.
Schedule activities using one of more than 20
custom real estate activities including Open
House, Prepare Offer, Show Home, and more!
Activity alarms help you to say on top of all
appointments and deliverables.
Create an Activity Series using one of nine
custom Activity Series specific to real estate
including Active Listing, New Listing, and FSBO
Listings.
Launch your MLS1 homepage from within ACT!
Premium for Real Estate.
View all activities by type, and clearly identify
activities with their associated icon.
1 Use of this feature requires an Internet
connection, Internet Explorer 5.5 or 6.0, and an
online MLS account.
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Prospecting and Marketing Communications
Manage and grow business relationships through
top notch prospecting and marketing
communications.
Link all correspondence to associated Contacts
for a complete record of everything sent and
received.
Facilitate your daily contact communications
using 30 letter templates such as Buyer Letters,
Lead Follow-up, Referral Letters, and more.
Write letters using Microsoft Word or the
built-in Word Processor which supports tables,
graphics, HTML, and spell checking.
Select a contact or group of contacts and perform
a mail merge to a letter or e-mail.
Quickly identify your last communication with a
contact by viewing the Last Reach, Last Attempt,
Last Meeting, and Letter Date fields in the
Contact Info tab.
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E-mail Performance and Functionality
Powerful e-mail performance and functionality
helps you manage and grow business relationships.
From the Actions menu, you can create new
Contacts from sender e-mail, as well as create an
Activity from an e-mail message.
Use Rich Text Formatting, spell check,
signatures, and add multiple attachments such as
MLS listings when e-mailing customers and
prospects.
Create, send, and track e-mail to/from contacts
using the ACT! E-mail client or through Outlook
Outlook Express, or Lotus Notes e-mail.2
Select a contact or group of contacts and perform
a mail merge to a letter or e-mail.
2 Requires Microsoft Outlook 2000, 2002, or 2003.
Requires Outlook Express 5.5 or 5.6. Requires
Lotus Notes v6.5.
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Lead Tracking and Management
Manage leads from initial inquiry through close
Use the built in Sales Process to track leads or
customize to suit your specific needs.
Easily import leads from text or .csv files.
Quickly see a detailed list of all History
related to the Opportunity.
View Opportunities associated with each contact
from the Opportunities tab.
Associate with multiple Groups or Companies.
Customize User Fields.
Schedule a follow-up activity directly from an
opportunity.
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Lead Tracking and Management
Track home price and sales stage unique to each
customer.
Export your leads to Microsoft Excel3 for easy
data analysis and reporting.
Access, update, and filter your Opportunities.
View all sales opportunities at once or filter by
Contact, Status, Opportunity Name, Stage, and
more.
See all Opportunities in one place by using the
customizable Opportunity List view.
3 Requires Microsoft Excel 2000, 2002, or 2003.
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Activity and Sales Reporting
Access and report on information quickly for a
complete view of customer interactions.
Utilize the Report Designer to create custom
reports and output most reports to Microsoft
Excel4, HTML, PDF, or e-mail.
Access 40 standard reports including Phone Lists,
Activity Reports, Referral Source, and Sales
Summaries. Or use six custom report templates to
track and measure real estate activities.
One-click Excel4 export allows you to export
Contact, Group, or Opportunity lists to an Excel
spreadsheet for sharing with non-ACT! users for
further analysis. All column customizations are
maintained when exporting for easy viewing.
Customize the reports that ship with ACT! or
create your own using the Report Designer that
tracks any type of field including Opportunities
and Groups.
4 Requires Microsoft Excel 2000, 2002, or 2003.
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Customization Capability
Tailor ACT! Premium for Real Estate to meet your
business needs.
You can change colors, add company logos, etc. to
the layout screens.
Customize the layout to add fields to the Contact
Detail View that you want to see.
Customize User Fields to track information
important to your business.
Virtually unlimited character memo field allows
for tracking large amounts of data.
Picture fields allow you to store images of
people, real estate, or any other photo image.
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Easy Install
Get up and running quickly with a Start Here
Guide, Installation Wizard, and Features Tour.
ACT! Premium for Real Estate is easy to install
with the step-by-step Installation Wizard and
Getting Started Wizard to help you configure
common preferences and settings.
Use the Product Features Tour for a walk thru of
ACT! Premium for Real Estate to get you up and
running quickly.
Import data from your personal information
manager including popular formats such as .cvs,
Outlook, and Palm Desktop eliminating the work
involved in re-entering data.
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Mobile Access
Access information on-the-go with Palm OS or
Pocket PC handheld devices.
Link your ACT! Calendar, Contact, and To-Do
information, Notes, and History items to Palm OS
or Pocket PC devices so you have critical
customer data with you all the time whether in
the office or on-the-go!