Hi Everyone, I’m Page Swift
Act! CRM Software is #1
Act! is for everyone…
and especially for Commercial Real Estate Professionals!
Act! is based on Contacts – the people you do business with.
Leads, Prospects, Buyers,
Sellers, Investors, Owners,
Tenants, Agents, Brokers,
Lenders, Escrow, Inspectors,
Developers, Builders, Contractors…
…well you get the idea…
most importantly Your Customers!
Act! helps you keep track of all that valuable information about your relationships in a single,
organized view.
With the Act! Database customized for Commercial Real Estate,
store basic Contact details.
Identify if they are an owner or buyer, their timeframe, motivation and referral information.
You can also specify what the criteria are in a property search.
Store Contact Details and associated Notes
Property Transactions
works with Microsoft Office
Act! has powerful Search features
to find the information
when you need it!
Act! is your business’s information center!
The customized Opportunities area is where you will
manage your Properties.
You will be able to keep multiple properties for your customers.
Each property record will contain Details including the property type, identify if it is for sale or lease,
the address, and you can include a picture.
In the status area you can categorize the record as a Property, a Deal or a Lease by selecting the associated process and the current stage.
You can store any related commission amounts and Act! will automatically calculate any split amounts
based on the percentages you enter.
On the Property Info Tab you can enter the Building, Land, Parking and Industrial specs.
On the Deal Info Tab you can track the Deal Numbers, the Deal Parties and Key Deal Dates.
On the Lease Info Tab track the Lease Terms including the Expiration Date for renewals and the
Parties to the Lease.
Use the Calendars to keep track of your schedule ‐
you’ll have Monthly, Weekly and Daily views so follow‐up is easy!
All of your Contacts can be organized into Groups and segment your database.
You can also create Companies to bring together the related Contacts into a single view.
Check out your results with customized Dashboards for your Deals and Leases.
There are also over 50 Reports
and with any of the Act! list views you’ll have the one click Export to Excel feature for quick and easy
reporting.
Take your Act! on the Go!By synchronizing a laptop
or with the Premium version by using the Web or Web Mobile access.
Don’t worry about growing your TEAM
Act! grows with your business and adding users is easy!
And Act helps you grow your business ‐ it now includes basic Email Marketing.
Market like a pro and send professional looking emails to a targeted segment of your database.
Let people know when you have a New Listing, Project, Event or Newsletter ‐
then watch the results come in!
Now the only place to buy Act! with the customized for Commercial Real Estate database is
at www.actplatinum.com ‐
the number #1 Diamond Select Partner in the United States and where you will find the latest
Sales, Promotions and Coupons!
Get Act! and Get Growing!