Introduction

Thanks for choosing IXACT Contact and congratulations on your decision to get started with our system!

IXACT Contact is an amazingly easy to learn and use web-based real estate contact management and marketing system. It’s designed to help you stay organized and build lasting relationships with past clients, hot prospects, and important referral sources. With IXACT Contact, keeping in touch and staying organized is a breeze!

IXACT Contact’s CRM is endorsed by leading real estate sales trainers and used by thousands of satisfied REALTORS® across North America.

The IXACT Contact Teams version is capable of supporting the needs of real estate teams of all sizes and types. For more information, see About Teams.

Throughout this help guide, information specific to teams is shown in this format with this icon next to it.

Why you’ll love IXACT Contact:

·       It’s very easy to learn and use. Being computer or tech savvy isn’t a requirement!

·       It’s a real estate CRM software, email marketing system, and e-Newsletter service all in one! No need to pay for three separate solutions.

·       It has Email Campaign Reporting, a feature that lets you see key statistics on the success of your email marketing and helps you identify hot leads. No other real estate CRM on the market has this capability.

·       Customer Support is free and unlimited. You can call or email our friendly Customer Support Team anytime you need help. IXACT Contact is known for our world-class support.

·       It’s 100% Mac and Safari compatible and works perfectly on the iPad and other tablets.

·       It syncs wirelessly with your smartphone (iPhone, Android, BlackBerry 10, etc.) and also with Microsoft Outlook and Mac Address Book.

Getting started is easy!

1.   Simply email your .XLS or .CSV contact list to support@ixactcontact.com, and we will upload them into your account. If you would like to upload your contacts but don’t have an .XLS or .CSV file, call our Customer Support Team at 1-866-265-6990.

2.   Check out our tutorial and “Quick Tip” videos at www.ixactcontact.com/resources or read through this help guide.

 

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