Review for IXACT Contact

Great CRM Tool (by keithwalker)
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The Walker Group switched to iXact after a referral from another agent raved about the program. We felt comfortable giving it a thorough test given the free trial period. We decided to continue with the program and have been very satisfied with its ability to meet our needs. Specifically, tracking all of our transactions and creating the action plans have been very helpful. In addition, keeping track of all of our buyers and setting up reminders to follow up with them has been great. Otherwise forgotten buyers are now regularly followed up with thanks to the email reminders automatically sent to us. Overall it has helped with the efficiency of keeping track of and following up with our clients and potential clients. Pros - easy to read, update, create activity plans Cons - some limitations with creating reports, and the partner name is too small - should be equal. This can be confusing when you are looking for a wife because you don't remember the husband's name, and her name is not front and center. I would definitely recommend iXact - it's a great system with great potential. If you are starting form another program, simply start with your next file and build from there...before you know it you are using the system to its fullest.
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