ACT! by Sage Premium for Real Estate 2006

ACT for Real Estate Pricing Tours, Demos & Trials ACT Real Estate System Requirements Request a Quote!

Centralize critical buyer, seller, and vendor information and stay organized

ACT! is a single, central repository for critical prospect and customer information captured across your business – whether you are a one-person business or a large workgroup. ACT! enables you to always have detailed prospect and customer information through the ability to: enter virtually unlimited date-and time-stamped Notes and History, group relevant contacts and see all group memberships for a contact whether they were manually added or added based on a group definition, capture all customer communications on the contact record, track opportunities through the sales process, and report on overall effectiveness.

• Track complete buyer, seller and vendor information including contact details, notes and history, appointments and to-dos, documents and sales opportunities.
• Enter virtually unlimited date- and time-stamped notes and history.
• Use the Groups feature to easily communicate and schedule with related contacts. Create up to 15 hierarchies of Subgroups for managing information. Groups can even be utilized to track properties and contacts associated with those properties.
• Attach critical documents such as inspection reports, house photos, MLS listings, etc. to the contact record.
• Utilize the Contact Field Type to signify if a contact is a prospect, buyer, seller, home inspector, mortgage broker, title agent, or competitor.
• Utilize the Referred By field to capture your lead sources such as referral, sign, open house, newsletter, marketing campaign, or Web lead.
• Utilize a custom layout designed for residential real estate agents or customize to suit your business by adding additional fields and designating them as Date, Currency, Yes/No, Expansive Memo, or Picture fields.

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Instantly access key information for high levels of customer service

ACT! allows you to Perform a Lookup on any field, or utilize Keyword Search to quickly go to the exact location of the keyword search term. Received a call from a prospect and only caught the first four digits of their phone number? Perform a lookup on the phone number field and quickly find who you are looking for. Also, perform numeric Lookups by ranges such as greater than or less than queries and save these queries for reusable searches.

• Perform a quick lookup on most fields or use Keyword Search to quickly locate a contact record from only a first name or partial phone number.
• Perform numeric lookups such as greater than or less than queries.
• View complete contact information so you answer questions quickly and effectively, providing excellent customer service.
• Reference the Last Results field to quickly see your current status with that contact.
• Launch your MLS¹ homepage from within ACT! for quick and easy access to searches performed, listings sent to the contact, etc.

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Prioritize your work to stay on top of appointments and tasks and increase productivity

Schedule activities using one of more than 20 activity types featuring real estate activities for better tracking and analysis of time spent. 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, Open House, Expired Listings, and FSBO Listings. In addition, ACT! offers multiple Calendar Views including Daily/Weekly/Monthly/Today views, as well as Activity Alarms, so you never miss an important appointment or deliverable.

• Schedule calls, meetings and to-dos quickly and easily.
• Schedule one of more than 20 activities customized for real estate for better tracking and analysis of time spent. These activities are related to Prospecting and Marketing, Showing Properties, Listing Properties, Closing Tasks, and more.
• Access Daily, Weekly and Monthly calendar views for a snapshot of all appointments.
• Filter activities by priority, date range, or user, even displaying totals for each type of activity.
• Use Activity Alarms to stay on top of closing/listing activities, marketing tasks, appointments, etc. Incomplete activities roll over to the next day.
• Automate and expedite your processes using nine Custom Activity Series for real estate. Activity Series allow you to schedule multiple activities at once for a project. Activities are linked so if a date changes in one, it pushes dates out for other activities. Custom Activity Series include: Active Listing, New Listing, Listing Prospect, Active Buyer, New Buyer, Buyer Prospect, Open House, Expired Listings, and FSBO Listings.

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Manage and grow business relationships through top-notch prospecting and marketing communications

ACT! allows you to track all of your critical contact and customer communications on the contact record for quick and easy referencing. ACT! Premium for Real Estate offers 30 letter templates customized for real estate in the areas of: Letters to Buyers, FSBOs, Lead Follow-up, Open House Follow-up, Referral Letters, Letters to Sellers, and PR Campaigns for the Holidays. These custom letter templates were sourced from a respected real estate communications expert to improve your communications. ACT! Mail Merge allows you to correspond with multiple contacts (either via e-mail or paper correspondence) and automatically track a history on each contact record.

• Select a contact or group of contacts and perform a mail merge to a letter or e-mail. A history is automatically generated on each contact record.
• Facilitate your daily contact communications using 30 letter templates customized for real estate in the areas of: Letters to Buyers, FSBOs, Lead Follow-up, Open House Follow-up, Referral Letters, Letters to Sellers, and PR Campaigns for the Holidays. These custom letter templates were sourced from a respected real estate communications expert to improve your communications.
• Write letters in ACT! using Microsoft® Word or the ACT! built-in Word Processor which supports tables, graphics, HTML, and spell checking. Print labels as well and your mailing is complete.
• Create, send and track e-mail to/from contacts using ACT! E-mail client or through Outlook®, Outlook Express or Lotus Notes® e-mail².
• Utilize Rich Text Formatting, spell check, signatures, and adding multiple attachments such as MLS listings when e-mailing customers and prospects.

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Manage leads from initial inquiry through close and improve sales

ACT! enables you to import leads from a variety of sources so you can start turning those prospects into customers, immediately! 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. ACT! Premium for Real Estate enables real estate agents to track sales opportunities through close utilizing the standard sales process or a process customized to suit your business. View all sales opportunities at once or filter by Estimated Close, Date, Status, Sales Stage, Amount, or Probability of Close so you always know where each listing stands.

• Easily import leads from text and .csv files into ACT!.
• Enter as much or as little contact information as you need to get started with a contact. You can easily add more information as you interact with the prospect or customer. Key information is captured at the top of the screen for quick access and easy entry.
• Group contacts based on list source, farm area, buyer/seller status, and more. Easily send a Group individually personalized communications using mail merge.
• Schedule an Activity Series and market to the leads that you imported or select groups of contacts utilizing one of the nine Activity Series customized for Real Estate.
• Utilize the built-in Sales Process to track leads or customize to suit your specific needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.
• View graphical Sales Pipeline and drill down to see opportunity details.
• Choose from 20+ pre-formatted Sales Reports or create your own.

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Report on activities and sales for a complete view of all customer interactions

• In addition to the more than 40 standard reports in ACT! including Phone Lists, Activity Reports, Relationship History, and Sales Summaries, ACT! Premium for Real Estate provides nine custom report templates for real estate. 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 what marketing activities converted to sales, and determine the most effective communication vehicles.
• Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries.
• Utilize six custom report templates to track and measure real estate specific activities including Buyer Completed Activities, Seller Completed Activities, Activities by Type and Activities by Contact so you can actively update your buyer or seller, see what marketing activities converted to sales, and determine the most effective communication vehicles.

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Stay productive by taking critical information on the go

We know realtors are often in the field showing houses, performing a walkthrough, or attending a closing appointment. That is why we allow you to synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to your Palm OS® or Pocket PC device, for no additional charge, so you always have access to your critical contact information.

• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS® or Pocket PC devices.
• Print to over 20 popular paper organizers so you always have your schedule with you.

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Request a Quote!

1. Use of this feature requires an Internet connection, Internet Explore 5.5 or 6.0, and an online MLS account.
2. Requires Microsoft Outlook 2000, 2002, or 2003. Requires Outlook Express 5.5 or 6.0. Requires Lotus Notes 6.5.