IDX Broker and IXACT Contact CRM for Real Estate Agents

IDX Broker recently added a product integration with IXACT CRM, a sister company of Elm Street Technology which new clients can select when they sign-up or existing clients can purchase by upgrading their account. This new integration will allow real estate agents to use IDX Broker to capture leads from their website and use IXACT Contact for follow up and engagement in order to convert those leads to buyers or sellers.

There are now 4 different product types:

IDX Broker Lite

IDX Broker Platinum

IDX Broker Lite + IXACT CRM

IDX Broker Platinum + IXACT CRM

 

Upgrade to add IXACT Contact CRM

Existing clients can upgrade within their account under Account → Upgrade → Account Type tab.

Or if you are a developer partner that controls billing you can upgrade the client by following this article: Partner Account Upgrade and Cancellation (idxbroker.com)

 

IXACT CRM costs an additional $45.00 a month on top of what IDX Broker costs, but you will receive $100 when any client you have signs-up for IXACT CRM and is billed for the service for 3 months.

 

What is IXACT CRM?

IXACT Contact is an integrated real estate CRM and Marketing Automation system that gives you all the tools you need to manage your contacts database, your keep in touch communications, your listings and active buyers, and your online presence with a single, easy-to-use platform.

 

Accessing IXACT CRM

IXACT CRM can be accessed by your agents using Single Sign-On within their IDX Broker account by clicking on IXACT CRM on the left-hand side.

Once a client clicks on IXACT CRM it will take them to the IXACT CRM dashboard where they can manage their leads, set-up custom workflows for those leads as well as custom email campaigns.

After doing the above the IXACT support team will contact the agent to schedule a walkthrough of the product so the client can become familiar with how to use it correctly and get any of their questions answered.

Note: If you log-in to a client’s account via your Partner Dashboard you will not see the IXACT CRM option due to Single Sign -On. You would need to log-in to the client’s account using their log-in email and password in order to have it available.

About the IDX integration with IXACT Contact

The IXACT CRM integration queries numerous different IDX Broker endpoints to bring in IDX Broker lead data into the CRM.

  1. New leads
  2. Lead saved properties
  3. Lead saved searches
  4. Lead traffic history.

This way the client has insight into what the lead is looking for and how often they are looking.  This allows the agent to make more informed decisions about how to handle the leads as well as set them up with different workflows or emails campaigns depending on what they are looking at.

You can also add leads to IXACT CRM via numerous different third party services using Zapier: IXACT Contact CRM Integrations | Connect Your Apps with Zapier

You can see some of the possible integrations here: Integrations – Real Estate CRM | IXACT Contact.

Note: Any lead that gets added to IXACT CRM from a third party source will not automatically be added to IDX Broker, you would have to add them manually to IDX Broker until a two way connection is released.

Right now IXACT CRM upgrade is only available for purchase via IDX Broker for a single user account and not an office account. If you have an office that is interested in using IXACT CRM you would need to contact IXACT directly to discuss pricing and when doing so mention you are an IDX Broker Developer Partner.

For office accounts, the integration is going to be different in that you would need to use email parsing to make sure that new leads that are assigned to agents go into the agents CRM.

If you as a developer partner have any questions regarding IXACT CRM feel free to email me at developers@idxbroker.com and I am more than happy to assist you.

You can also watch IXACTs introductory video here: Overview – Tutorial Videos | IXACT Contact

Or more video tutorials about the product here: Tutorial Videos – Real Estate CRM and Marketing Solutions | IXACT Contact

 

It is important to note that two out of three agents earning $100K+ use a commercial real estate CRM software, compared to just 35% of those bringing home under $35k per year.

 

WHAT’S INCLUDED IN IXACT CONTACT?

 

Real Estate CRM that’s Easy to Learn and Use 

  • Rich contact profiles with categorization, social intelligence, and contact history 
  • Robust calendar and task list with automated reminders 
  • Comprehensive active business area for managing all your listings and buyers 
  • Automated lead capture and lead nurturing 
  • Robust business pipeline management 
  • Automated reminders for keep in touch calls, birthdays, and move-in anniversaries 
  • Complete goal setting and progress tracking 

 

Powerful Email Marketing Platform that Includes a Monthly e-Newsletter 

  • Professionally designed and written monthly e-Newsletter that can be fully automated (see sample) 
  • Personalized graphical mass emails 
  • Professionally written lead nurture email campaigns for Buyers, Sellers, Renters, FSBOs, and Expired Listings 
  • Greeting e-Cards for birthdays, move in anniversaries, and holidays, plus Just Listed/ Just Sold e-Flyer and e-Card templates 
  • Advanced Email Campaign Reporting that shows you who’s opening and clicking on your marketing emails 

 

Social Media Content Streaming that Generates Leads 

  • Exclusive high quality real estate content streamed to your social media sites 
  • It’s set-it-and-forget-it: pick the publications, topics, and timing of your posts, and the rest is done for you 
  • Agent-branded landing page for article viewing including optional lead capture form 
  • The result is a more active, engaging social media presence – and far more leads 
  • Social Stream™ is an optional add-on service 

 

Concierge Customer Service that’s Gets You Up and Running Fast 

Our friendly Customer Support Team will upload your contact list and then help you set up: 

  • Your monthly e-Newsletter and graphical email header 
  • Reminders for keep in touch calls, birthdays, and move-in anniversaries 
  • Your agent website and IDX • Automated lead capture and lead nurturing 
  • Automated social media content posting (Social Stream) 
  • Google Sync or sync to your MS Outlook and/or Mac applications 

 

And Finally… 

  • Terrific Mobile App for Apple and Android devices 
  • No limits on database size or emails sent 
  • Unlimited phone support (9:00am to 8:00pm Eastern Time, Monday to Friday) 
  • Wireless sync with Google Apps, MS Outlook, Mac Address Book and iCal 
  • Ongoing enhancements and upgrades