IXACT Contact vs Sage CRM
Last Updated:Our analysts compared IXACT Contact vs Sage CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
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- Develop Relationships: Nurture leads, stay on top of hot prospects’ minds and build loyal referral relationships with past clients. Set up automated reminders for birthdays and move-in anniversaries through a keep-in-touch dashboard. Send monthly e-newsletters, assign appropriate email marketing plans and stay in contact through keep-in-touch calls. Receive recommendations on the best prospects based on pipeline position and communication history.
- Achieve Goal: Set a gross commission goal and determine how many listing presentations and buyer sales are required to achieve the goal. Get referrals, meet new contacts and make calls and pop-bys by setting goals. Track progress with insightful charts and graphs to identify the key activities that drive success.
- Leverage Concierge Support Team: Simplify customer support and take advantage of the concierge team’s assistance with tasks like uploading contact lists and setting up monthly e-newsletters, establishing strategies to stay in touch with customers, and automating lead capture and nurturing, among others. Access unlimited phone, email and chat support, Monday through Friday, 9 a.m. to 8 p.m. EST.
- Strengthen Brand: Establish a strong brand presence using a robust and fully customizable marketing automation engine. It helps send automated birthday and move-in anniversary e-cards, customize monthly newsletters, and nurture leads through targeted marketing plans.
- Coordinate Teams: Ensure top-notch team performance and maximum client satisfaction by assigning listing and closing related tasks to the appropriate members, making everyone fully responsible and accountable.
- Integrate With Tech Stacks: Leverage integrations with Google Contacts and Calendar, Facebook Lead Ads, Apple Mac Apps, Outlook, Zapier, Zillow, Mailchimp, Constant Contact and more.
- Recruit Efficiently: Stay in touch and build strong relationships with recruiting prospects, leveraging contact management features such as enriched contact profiles, pipeline management, a keep-in-touch coach, a calendar and a task list with automated reminders. Additionally, track performance and set goals in a dashboard and check a full suite of reports.
- Improve Data Visibility: Sage CRM stores all data in a single, central location. This eliminates working from different spreadsheet versions, removes data silos and ensures everyone has the same access to updated information.
- Send Targeted Messages: List segmentation allows your organization to send relevant, tailored offers and content. You can create customer groups based on different criteria for more effective campaigns and promos.
- Deliver Exceptional Customer Service: Agents have access to customer data, allowing them to view a customer’s history to provide accelerated, informed resolutions. The system also provides tools for creating a knowledge base and setting up a self-service portal so customers can easily find solutions to common issues or submit tickets.
- Enable Easy Access: Sales reps can view meetings, demos and day-to-day tasks via the calendar feature. The system also provides updates, such as when a new sale comes in.
- Apply Standardized Processes: The solution improves operational processes by automating budget changes, customer invoices and more. It also promotes consistent sales performance by providing the same processes for each rep to follow.
- Drive More Revenue: The system reveals at-risk customers so sales reps know which leads to follow up with. This helps them close more deals. In addition, a complete view of each customer’s lifecycle helps pinpoint cross-sell and upsell opportunities.
- Online Personal Assistant: Serves as a personal assistant 24/7, helping in lead conversions, relationship management, staying updated and active business management and marketing automation.
- Contact Database: Organize all contact data together in an easily manageable database, upload data using a free concierge setup service and sync all the information through a mobile app using Google Sync.
- Mobile App: Respond to leads, stay in touch with key contacts and stay on top of the tasks and appointments from anywhere through a mobile app. Make calls, send emails or texts, take notes and create follow-up tasks with a few taps.
- Contact Intelligence: Build rich contact profiles that include referral history, phone numbers, email addresses, birthdays and move-in anniversaries, work and home addresses, details of their spouse or partner, children and other family members, communication history and mortgage and property details.
- Pipeline View: Take a glance at sales pipeline data through charts and visual graphs. Customize and prioritize data to focus on, and choose which widgets to pull into the dashboard. Monitor the pipeline health, see what’s happening and make quick and intelligent business decisions.
- Text Marketing: Send personalized “mass texts” to a targeted group of contacts. Respond to new leads instantly with a text auto-responder. All outgoing text messages and replies are automatically recorded in contact history, giving a 360-degree view of contact communications.
- Agent Website IDX: Create a professionally designed website that displays on mobile devices perfectly, captures leads automatically using targeted forms and supports a detailed blog section. Set up and launch agent websites quickly with an easy real estate website builder.
- Professional Design and Content: Choose from different designs and customize the content on each page. Change layouts, include images, embed video and select color themes. Also, add photos, logos, social media links and other brand elements.
- Lead Capture: Capture leads using forms for buyers, sellers, home evaluations and more. Auto-assign leads to nurture specific email campaigns and monthly e-newsletters. Stay ahead of competitors by receiving text or email notifications when leads come in.
- Device-Optimized: Create responsive and quick-loading websites to make them fit on any device or browser, catering to most consumers.
- Social Media Reach: Direct visitors to related social media accounts and promote sharing of listings and blog posts by integrating Facebook and Twitter feeds into the website.
- Add Listings: Integrate listings into the website. IDX Standard offers basic IDX features, while IDX Professional includes advanced features which help convert the website into a lead-generation machine.
- Social Stream: Get more views, likes, comments, shares and leads using subject matter for exclusive articles and videos from top-tier publications. Determine the frequency of content posting, avoid displaying competitors’ ads and automate content finding and streaming.
- Listing and Buyer Management: Handle all property and listing details and transactions professionally and efficiently. Upload transaction-related documents, assign listing and closing activity plans, generate service reports, track commissions, manage offers and get email reminders of important tasks and appointments.
- Lead Generation: Capture leads from any website or lead vendor, including Zillow. Receive text or email alerts, and auto-assign new leads to the right drip campaign.
- E-Newsletter: Implement a 100% mobile-friendly e-newsletter that features five interesting, fresh and professionally-written articles per month. To strengthen branding, customize any edition, use branded email headers and delete the provided articles to substitute personal ones.
- Personalized Mass Emailing: Reach out to prospects with timely information such as brokerage achievements and upcoming events through custom mass emails. Incorporate brand elements such as email header and signature, and leverage unlimited email distribution list or monthly volume.
- Reporting: Identify who’s interested in reading emails. For each mass email or e-newsletter, get notifications about and insights into who opens it, when they’re opening it and through what links.
- Automated Drip Campaign: Grab the attention of the top agents in a given area, attract new agents, recruit millennial agents and reach out to struggling agents through strategically written, automated email campaigns. Choose from over 125 prewritten emails and letters to deliver the right message to sellers, buyers, renters, expired listings, FSBOs and other groups. Use the templates or customize them according to preference.
- Lead Management: Sage CRM stores comprehensive contact information. Pipeline data and opportunities are visible via pre-built dashboards. The system also supports territory management.
- Dashboards: You can stay informed about a number of KPIs using customizable dashboards that pull data from multiple sources. Metrics include leads generated, ROI on campaigns, conversion rates, sales trends, open deals and progress against forecasted expectations.
- Reports: The solution supports reporting for sales and customer service metrics. You can compile data such as follow-up stats, case resolution times, sales opportunities and more. Sage CRM provides standard reports and the ability to customize your own.
- MailChimp Support: Sage CRM connects with MailChimp to provide email marketing capabilities. In MailChimp, you can build campaigns using out-of-the-box or custom templates, automate campaigns and send surveys to gather customer feedback. The platform also shows metrics such as open rates, number of unsubscribes and more.
- Case Management: The system provides a detailed outline of each case, including the severity, description, assigned customer service agent, stage and SLA status.
- Forecasting: You can draw from a range of real-time data points to build forecasts, which can be exported to Excel.
- Quotes & Orders: Pre-built templates facilitate quick proposal generation, while current access to updated product and pricing information ensures accuracy.
Product Ranking
#175
among all
CRM Software
#40
among all
CRM Software
User Sentiment Summary
141 reviews
IXACT Contact has a 'great' User Satisfaction Rating of 88% when considering 141 user reviews from 1 recognized software review sites.
Synopsis of User Ratings and Reviews
Get ready to "IXACTly" what you've been looking for in a CRM: IXACT Contact has been making waves in the real estate industry, and for good reason. Users consistently rave about its ease of use, praising the intuitive interface and straightforward navigation. This user-friendliness is a major draw, especially for those transitioning from other platforms or who may not be tech-savvy. But IXACT Contact isn't just a pretty face. It packs a punch with a comprehensive suite of features, including contact management, email marketing, and lead generation tools. Users particularly appreciate the automated keep-in-touch system, which helps them stay connected with clients and nurture leads without breaking a sweat. The platform also offers social media marketing tools and website integration, making it a one-stop shop for real estate professionals' marketing needs. While IXACT Contact receives high marks across the board, some users note that its customization options could be more robust. Additionally, the platform's focus on real estate means it may not be the best fit for businesses outside of that industry. However, for real estate agents and brokers looking for an affordable, easy-to-use CRM with powerful marketing automation features, IXACT Contact is a top contender. It's like having a personal assistant who handles all your client communication and marketing tasks, allowing you to focus on what you do best – closing deals.
How can Sage CRM help your business grow from a sapling to a mighty oak? User reviews from the past year reveal a mixed bag when it comes to this customer relationship management software. A key strength is its user-friendliness, with many highlighting its intuitive interface and ease of use, even for non-tech savvy individuals. For instance, one user praised its straightforward navigation on both iOS and Android devices. However, this simplicity comes at a cost, as some users find the software less suitable for larger enterprises due to potential scalability issues. One user specifically mentioned that while it's great for small firms, it can become tricky to use at larger ones. Another notable drawback is the lack of transparent pricing, requiring potential customers to contact sales for quotes, which can be a hassle when comparing costs with competitors like Salesforce. Despite these drawbacks, Sage CRM is lauded for its robust integration capabilities with other business software, including accounting and marketing automation tools. This seamless integration allows for a centralized view of customer data and streamlines various business processes. Ultimately, Sage CRM seems best suited for small to medium-sized businesses seeking an easy-to-use CRM solution with solid integration options. However, larger enterprises or those requiring advanced features might find its limitations a deal-breaker.
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