IXACT Contact

Import past clients into the 'A-List' category.

Enable the Automated Monthly Newsletter.

Set the 'Keep-in-Touch' coach to 90-day reminders.

Log annual 'Houseversary' dates for automated greetings.

Connect Zillow lead email to IXACT capture address.

System automatically creates a contact record.

Trigger an immediate 'New Lead' drip campaign.

Notify agent via mobile push notification for instant follow-up.

Connect Facebook and LinkedIn accounts in Social Stream settings.

Select content categories (e.g., Home Decor, Market Trends).

Set frequency to 3 times per week.

Monitor engagement directly from the IXACT dashboard.

Open IXACT mobile app on a tablet at the Open House.

Have visitors enter details into a custom web form.

Apply a 'Hot Lead' tag automatically.

Schedule a follow-up task for Monday morning.

Create an 'Active Business' entry for a new listing.

Assign a pre-set 'Closing Checklist' template.

Link the buyer's agent and mortgage broker to the record.

Update status as contingencies are cleared.

Upload a list of property owners in a specific zip code.

Assign them to a 'Farming' drip campaign.

Use the IXACT website to host a 'What is my home worth?' landing page.

Track which contacts click on links to identify hot prospects.

Configure the Team version of IXACT Contact.

Set lead distribution rules.

Monitor the 'Business Development' dashboard to see agent activity levels.

Review conversion reports at the end of the month.