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Real Estate CRM and Marketing Made Easy
www.ixactcontact.com
Objectives
 Explain what a CRM is and how it
can help you.
 Share with you why it’s so important
that you use a real estate CRM such as
IXACT Contact.
 Introduce you to IXACT Contact’s
real estate CRM.
 Explain how to get IXACT Contact
and how to start putting the system to
use in your business.
What Exactly is a CRM?
 A CRM system is a Customer Relationship
Management system.
 Also known as a contact management
system or a database.
 A CRM helps you to do 3 KEY THINGS:
 Keep in touch with past clients, hot
prospects, and key referral sources.
 Convert leads into listings.
 Manage all your tasks & appointments.
 Bottom Line: A CRM helps you build
a Referrals-Based Business!!!
What is a Real Estate CRM?
 A real estate CRM is a CRM that’s
designed specifically for the needs of
Realtors and includes:
 An Active Business area for managing all your
buyers, listings, and closings.
 A library of pre-written real estate specific
email and letter templates.
 Automated drip marketing plans for different
categories of buyer and seller prospects.
 A professionally designed and written monthly
e-Newsletter that positions you as the expert in
real estate and makes it easy to keep in touch
with everyone in your database.
Successful REALTORS® use a
real estate CRM!
According to a recent study by ActiveRain called
“Rich Real Estate Agent, Poor Real Estate Agent”:
 Using a real estate CRM was found to be KEY to
the success of the top performing agents.
 Email marketing – particularly use of a monthly
e-Newsletter – was also integral to their success.
*** Rich agents are TWICE as
likely as poor agents to be
using a real estate CRM. ***
Your CRM is KEY to building a
referrals-based business
From NAR’s most recent Home Seller Profile
study:
1. Most people find their Realtor through a referral
or used the agent they worked with previously –
3 TIMES the number who found their agent from
ALL OTHER forms of agent advertising.
2. 85% of homeowners would use the same agent
again or recommend the agent to others – yet
less than 25% actually do.
AND WHY IS THAT???...
Your CRM is KEY to building a
referrals-based business
…because they’ve FORGOTTEN
THE NAME of their previous agent!
…AND WHOSE FAULT
IS THAT???...
BOTTOM LINE: A real estate CRM
helps you keep in touch and stay
top of mind with past clients &
important referral sources.
85%
would definitely or probably
reuse or recommend you
Other Benefits of Using a Real
Estate CRM
 Never again feel uncomfortable calling
past clients because you don’t know what to
talk about.
 Be able to earn a six-figure income while
still having a life!
 Build a true business that you can sell to
fund your retirement.
What’s this about “selling my
business”? Let’s do some
math…
Let’s assume you do a great job keeping in touch
with a becoming the “preferred REALTOR” for just 50
people in your database (your “A List”).
And if we assume that each of those 50 people moves
only once in 10 years and uses your services on both
ends.
And if we assume they give you just ONE referral
every year, and you close 3 of those 10 referrals.
And if we assume that your average commission is
$5,000.
Then those 50 contacts will provide you
with $1,250,000 in commission income
over a 10 year period.
$1,250,000 over 10 years!
Do you think it’s worth keeping in touch with
people?
Do you think your “book of business” – your
database/CRM – and the relationships it
represents could be an asset that someone
entering the business might be interested in
acquiring???
Lawyers do it, Financial Advisors do it,
REALTORS are starting to do it…
Agent Experiences – 1
“I believe that IXACT Contact has helped me
double my business to almost $200,000 this
year. The system is simply amazing!”
Dennis Paradis
RE/MAX Hallmark
"I am new to IXACT Contact and the first
time my clients were contacted using the
system I had 3 calls. This real estate CRM
really works!"
Connie O'Shell
Coldwell Banker Trinity Realty Inc.
Agent Experiences – 2
"The newsletter is outstanding and every time
it is sent out, I get at least one inquiry from
someone I hadn't connected with which has
led to contracts! The newsletter is well written
and I can see exactly which prospects open it."
Mary Wible
Peak Swirles and Cavallito Properties
"I never forget a birthday, anniversary or any
special event ever again! I love IXACT Contact!
Having this system is like having an
assistant!"
Birgit Dugan
Coldwell Banker Professional
Agent Experiences – 3
"I love IXACT Contact! In less than one month
I got 2 referrals that resulted in listings. I used
to have trouble keeping in touch with folks
over time, but not any more with IXACT
Contact."
Robert Kron
Madeline Island Realty
"I love IXACT Contact! It's like having a very
expensive admin help me. Emails go out on
schedule and buyers love the reminders. The
best part is the system's ability to drive off of
the contract and closing dates, which not all
will do. And it's easy to set up."
Josette Skilling
Keller Williams Capital Properties
Agent Experiences – 4
“With IXACT Contact I’m communicating with
my clients better and I’m getting more
business from my database. I’m probably
making between $50,000 and $75,000 a year
more than I was before.”
Scott Cooper
Keller Williams Experience Realty
“IXACT Contact offers an affordable program
for keeping in touch with our clients and
contacts in a strategic way. The system
helped us increase our business by over 100%
in the 2 years we’ve been using it.”
Keith Roy
Macdonald Realty Ltd.
Why You Need a CRM for Your
Business – Tom Ferry
 Only 30% of agents have one, and only 21% of
agents earn more than $100,000
 Coincidence? I think not!
 One of consumers biggest complaints about
Realtors is “Lack of communication!”
 All the $$$ is in the follow-up!
 Over 80% of consumers LOVE their agent, but
only 12% ever refer that agent or use them again.
 Why? Because they can’t remember the
agent’s name!!!
 At the end of their career, the average agent just
fades away.
 Smart agents SELL their book of business –
their database/CRM!
What Is IXACT Contact?
Real Estate CRM
& Marketing Made Easy
THREE SYSTEMS IN ONE:
1. A comprehensive REAL ESTATE CRM
2. A powerful EMAIL MARKETING PLATFORM
3. A MONTHLY E-NEWSLETTER, complete and
ready to send
 All for just $34.95 per month
 AFTER 5-week FREE Trial!
 All simple to learn and easy to use!
 All integrated into a single low-cost solution!
What Else Makes IXACT Contact
Different?
 Smartphone wireless sync – iPhone,
Android, BlackBerry
 100% Mac and iPad compatible!
 Syncs with Outlook, Mac Address Book & iCal
 Email Campaign Reporting
 Automated website lead capture and nurture
campaign assignment
 Great solution for people working in TEAMS
What Else Makes IXACT Contact
Different?
 Unmatched onboarding and support services
 All FREE of charge!
• We upload your data for you
• We set up your email header and signature
• We set up your monthly e-Newsletter
• We help you set up your automated website lead
capture
• We provide unlimited phone support Mon-Fri,
9:00am-8:00pm EST
 Rookie REALTOR Program
• Rookies get SIX MONTHS FREE!
Where’s the Proof?
Fastest growing real estate CRM worldwide.
Highest rated real estate CRM:
Endorsed by leading RE coaches and trainers.
Hundreds of client testimonials:
www.ixactcontact.com/testimonials.aspx
Who Uses IXACT Contact?
 Successful Realtors at these and
many other companies:
Who Endorses IXACT Contact?
How does IXACT Contact help me?
The system helps you to build a
referrals based business:
 Build lasting relationships with past
clients and important referral sources
 Generate high quality new leads and
expand your Sphere of Influence
 Manage all your transactions in an
organized fashion as you grow
 First viable alternative to Top Producer
You Won’t Find Better Value!!!
 World class real estate CRM $30-50
 Professionally designed and
written monthly e-Newsletter $25-50
 Email marketing platform with
Campaign Reporting $15-30
 Library of email and letter
marketing templates ?????
TOTAL VALUE $70-130/mo
YOU PAY JUST $34.95/mo
How do I get IXACT Contact?
Sign up Now for your
35-day FREE Trial at:
www.ixactcontact.com
Questions?
1.866.665.0018
info@ixactcontact.com

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IXACT Contact Overview Presentation

  • 1. Real Estate CRM and Marketing Made Easy www.ixactcontact.com
  • 2. Objectives  Explain what a CRM is and how it can help you.  Share with you why it’s so important that you use a real estate CRM such as IXACT Contact.  Introduce you to IXACT Contact’s real estate CRM.  Explain how to get IXACT Contact and how to start putting the system to use in your business.
  • 3. What Exactly is a CRM?  A CRM system is a Customer Relationship Management system.  Also known as a contact management system or a database.  A CRM helps you to do 3 KEY THINGS:  Keep in touch with past clients, hot prospects, and key referral sources.  Convert leads into listings.  Manage all your tasks & appointments.  Bottom Line: A CRM helps you build a Referrals-Based Business!!!
  • 4. What is a Real Estate CRM?  A real estate CRM is a CRM that’s designed specifically for the needs of Realtors and includes:  An Active Business area for managing all your buyers, listings, and closings.  A library of pre-written real estate specific email and letter templates.  Automated drip marketing plans for different categories of buyer and seller prospects.  A professionally designed and written monthly e-Newsletter that positions you as the expert in real estate and makes it easy to keep in touch with everyone in your database.
  • 5. Successful REALTORS® use a real estate CRM! According to a recent study by ActiveRain called “Rich Real Estate Agent, Poor Real Estate Agent”:  Using a real estate CRM was found to be KEY to the success of the top performing agents.  Email marketing – particularly use of a monthly e-Newsletter – was also integral to their success. *** Rich agents are TWICE as likely as poor agents to be using a real estate CRM. ***
  • 6. Your CRM is KEY to building a referrals-based business From NAR’s most recent Home Seller Profile study: 1. Most people find their Realtor through a referral or used the agent they worked with previously – 3 TIMES the number who found their agent from ALL OTHER forms of agent advertising. 2. 85% of homeowners would use the same agent again or recommend the agent to others – yet less than 25% actually do. AND WHY IS THAT???...
  • 7. Your CRM is KEY to building a referrals-based business …because they’ve FORGOTTEN THE NAME of their previous agent! …AND WHOSE FAULT IS THAT???... BOTTOM LINE: A real estate CRM helps you keep in touch and stay top of mind with past clients & important referral sources. 85% would definitely or probably reuse or recommend you
  • 8. Other Benefits of Using a Real Estate CRM  Never again feel uncomfortable calling past clients because you don’t know what to talk about.  Be able to earn a six-figure income while still having a life!  Build a true business that you can sell to fund your retirement.
  • 9. What’s this about “selling my business”? Let’s do some math… Let’s assume you do a great job keeping in touch with a becoming the “preferred REALTOR” for just 50 people in your database (your “A List”). And if we assume that each of those 50 people moves only once in 10 years and uses your services on both ends. And if we assume they give you just ONE referral every year, and you close 3 of those 10 referrals. And if we assume that your average commission is $5,000. Then those 50 contacts will provide you with $1,250,000 in commission income over a 10 year period.
  • 10. $1,250,000 over 10 years! Do you think it’s worth keeping in touch with people? Do you think your “book of business” – your database/CRM – and the relationships it represents could be an asset that someone entering the business might be interested in acquiring??? Lawyers do it, Financial Advisors do it, REALTORS are starting to do it…
  • 11. Agent Experiences – 1 “I believe that IXACT Contact has helped me double my business to almost $200,000 this year. The system is simply amazing!” Dennis Paradis RE/MAX Hallmark "I am new to IXACT Contact and the first time my clients were contacted using the system I had 3 calls. This real estate CRM really works!" Connie O'Shell Coldwell Banker Trinity Realty Inc.
  • 12. Agent Experiences – 2 "The newsletter is outstanding and every time it is sent out, I get at least one inquiry from someone I hadn't connected with which has led to contracts! The newsletter is well written and I can see exactly which prospects open it." Mary Wible Peak Swirles and Cavallito Properties "I never forget a birthday, anniversary or any special event ever again! I love IXACT Contact! Having this system is like having an assistant!" Birgit Dugan Coldwell Banker Professional
  • 13. Agent Experiences – 3 "I love IXACT Contact! In less than one month I got 2 referrals that resulted in listings. I used to have trouble keeping in touch with folks over time, but not any more with IXACT Contact." Robert Kron Madeline Island Realty "I love IXACT Contact! It's like having a very expensive admin help me. Emails go out on schedule and buyers love the reminders. The best part is the system's ability to drive off of the contract and closing dates, which not all will do. And it's easy to set up." Josette Skilling Keller Williams Capital Properties
  • 14. Agent Experiences – 4 “With IXACT Contact I’m communicating with my clients better and I’m getting more business from my database. I’m probably making between $50,000 and $75,000 a year more than I was before.” Scott Cooper Keller Williams Experience Realty “IXACT Contact offers an affordable program for keeping in touch with our clients and contacts in a strategic way. The system helped us increase our business by over 100% in the 2 years we’ve been using it.” Keith Roy Macdonald Realty Ltd.
  • 15. Why You Need a CRM for Your Business – Tom Ferry  Only 30% of agents have one, and only 21% of agents earn more than $100,000  Coincidence? I think not!  One of consumers biggest complaints about Realtors is “Lack of communication!”  All the $$$ is in the follow-up!  Over 80% of consumers LOVE their agent, but only 12% ever refer that agent or use them again.  Why? Because they can’t remember the agent’s name!!!  At the end of their career, the average agent just fades away.  Smart agents SELL their book of business – their database/CRM!
  • 16. What Is IXACT Contact? Real Estate CRM & Marketing Made Easy THREE SYSTEMS IN ONE: 1. A comprehensive REAL ESTATE CRM 2. A powerful EMAIL MARKETING PLATFORM 3. A MONTHLY E-NEWSLETTER, complete and ready to send  All for just $34.95 per month  AFTER 5-week FREE Trial!  All simple to learn and easy to use!  All integrated into a single low-cost solution!
  • 17. What Else Makes IXACT Contact Different?  Smartphone wireless sync – iPhone, Android, BlackBerry  100% Mac and iPad compatible!  Syncs with Outlook, Mac Address Book & iCal  Email Campaign Reporting  Automated website lead capture and nurture campaign assignment  Great solution for people working in TEAMS
  • 18. What Else Makes IXACT Contact Different?  Unmatched onboarding and support services  All FREE of charge! • We upload your data for you • We set up your email header and signature • We set up your monthly e-Newsletter • We help you set up your automated website lead capture • We provide unlimited phone support Mon-Fri, 9:00am-8:00pm EST  Rookie REALTOR Program • Rookies get SIX MONTHS FREE!
  • 19. Where’s the Proof? Fastest growing real estate CRM worldwide. Highest rated real estate CRM: Endorsed by leading RE coaches and trainers. Hundreds of client testimonials: www.ixactcontact.com/testimonials.aspx
  • 20. Who Uses IXACT Contact?  Successful Realtors at these and many other companies:
  • 21. Who Endorses IXACT Contact?
  • 22. How does IXACT Contact help me? The system helps you to build a referrals based business:  Build lasting relationships with past clients and important referral sources  Generate high quality new leads and expand your Sphere of Influence  Manage all your transactions in an organized fashion as you grow  First viable alternative to Top Producer
  • 23. You Won’t Find Better Value!!!  World class real estate CRM $30-50  Professionally designed and written monthly e-Newsletter $25-50  Email marketing platform with Campaign Reporting $15-30  Library of email and letter marketing templates ????? TOTAL VALUE $70-130/mo YOU PAY JUST $34.95/mo
  • 24. How do I get IXACT Contact? Sign up Now for your 35-day FREE Trial at: www.ixactcontact.com Questions? 1.866.665.0018 info@ixactcontact.com

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