SugarCRM vs IXACT Contact
Last Updated:Our analysts compared SugarCRM vs IXACT Contact based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
SugarCRM is a comprehensive platform that effectively manages the customer lifecycle with a set of modules that support each stage of the funnel. It helps organizations locate prospects, nurture leads, close more deals and retain customers. Some capabilities include quote management, forecasting, campaign management and a customizable interface.
It supports multiple currencies and 35 languages with the option to develop support for additional languages. It can integrate with mobile device management offerings as well.
IXACT Contact helps manage online presence, communications, active business and contact information. It’s an integrated solution that includes powerful email marketing and mobile-friendly agent websites. It helps real estate agents build strong customer relationships, deal with listings and manage active buyers at an affordable price. The vendor offers a five-week free trial.
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Product Insights
- Improve Productivity: Streamline regular tasks through integration with email and calendar apps. Archive customer communications and quickly sync email information with various modules in the CRM.
- Centralize Info: Bring sales rep activities like calls and meetings into a central location for easy tracking.
- Ease Service Demands: Reduce the customer service workload by creating and managing a repository of searchable, self-service help articles.
- Leverage a Flexible DesignLeverage a Flexible Design: Make code-free custom layouts, fields and relationships. Customize modules and plugins to match internal processes and configure core functionality at a system or module level.
- Stay Informed About Activities: It’s easy to monitor record updates, create posts and comment, with all activities aggregated into a single stream that’s configurable and available from several different screens.
- Save Time: Keep work flowing in an efficient manner by building and applying automated business processes.
- Maintain Security: Keep data secure and ensure everyone has the appropriate access with permission privileges that use a combination of roles and team membership settings.
- Find Information Quickly: Access data using filters and tags for fast searching globally or within a single module.
- 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.
- Campaign Management: Offers multi-channel support and streamlines every aspect of marketing campaigns by:
- Benchmarking to see what works and what doesn’t.
- Gathering campaign performance data for measurement and real-time updates.
- Capturing email metrics such as bounce rate, click-through rate and open rate.
- Collecting visitor info via web forms that don’t require technical knowledge to use.
- Lead Management: Data insights show channel profitability and allow tracking of campaign effectiveness. Also helps:
- Segment based on source, channel, industry or other factors.
- Route leads to the right sales rep based on business rules to define and automate the handoff from marketing to sales.
- Replicate successful campaigns in a few steps.
- Reports and Dashboards: View real-time, customizable data to analyze critical KPIs for a number of metrics such as leads, opportunities and sales rep performance. Also offers data on sales trends, customer profiles based on different criteria and case reports.
- Sales Forecasting: Models include likely, best case and worst case. Also has:
- What-if scenarios for more accurate predictability, using past revenue as the basis for sales predictions.
- Worksheets for monitoring sales team performance and assigning quotas.
- Customization options to handle complex sales cycles and situations like staggered or recurring purchases.
- SugarBPM: Offers a visual interface for designing workflows, alongside tools that speed up troubleshooting and dashboards that save snapshots of tasks and workflows.
- Case Management: Customer service reps can efficiently and accurately handle customer cases by viewing all cases per account and receiving reminders for fast resolution. Also includes:
- Priority levels that help agents respond quickly to the most urgent cases.
- KPIs like customer satisfaction and response times.
- Configurable user journeys.
- A portal where customers can create tickets, upload and update info, and follow cases to resolution.
- Knowledge Base: Delivers self-serve information to customers via a portal. Also allows creating an article based on support case details and includes stock fields that can be modified based on needs.
- Bug Tracking: Agents can view details including resolution status as well as track product problems and bug frequency.
- Project Management: Includes common project management features such as Gantt charts, task management and dashboards to manage projects like campaigns and customer cases without needing a third-party tool. Also offers management of emails, calls and more from one spot, as well as a place to store call records.
- Integrations: Including:
- Popular Google apps such as Gmail, Docs and Drive.
- Social media channels so companies can engage with customers more effectively.
- Online meeting platforms like GoToMeeting and WebEx to start, schedule and join meetings directly from SugarCRM.
- Mobile App: Offers a mobile app for phones and tablets, with features such as filters, dynamic search, GPS mapping, click-to-text, click-to-call and offline sync.
- Quote Management: Easily manage all aspects of customer quotes using a drag-and-drop interface and grouping options that categorize quoted items in an organized fashion. Also includes out-of-the-box customization for formulas and field calculations.
- Tags: Allows selecting which modules to include in global search results and changing selections as needed. Filters include multiple criteria for locating data, while tags are phrases or keywords that can be grouped together to organize information.
- 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.
Product Ranking
#42
among all
CRM Software
#175
among all
CRM Software
User Sentiment Summary
1126 reviews
141 reviews
SugarCRM has a 'good' User Satisfaction Rating of 75% when considering 1126 user reviews from 4 recognized software review sites.
IXACT Contact has a 'great' User Satisfaction Rating of 88% when considering 141 user reviews from 1 recognized software review sites.
5.0 (16)
n/a
3.7 (572)
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3.8 (341)
4.42 (141)
3.7 (197)
n/a
Synopsis of User Ratings and Reviews
SugarCRM provides a wide array of features that the majority of users report are user-friendly. It automates workflows for easy operation and integrates with almost all apps that are used on a day-to-day basis. Feedback also indicates the customer service is a key benefit. Some limitations include forced updates that hinder productivity, limited reporting and analytics, and a slow dashboard. Users also say it’s on the expensive side given the features available. While there are notable drawbacks, it has plenty to offer businesses looking to automate their sales and marketing efforts on a highly customizable platform.
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.
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