Take Control of Your Real Estate&

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Take Control of Your Real Estate Business with a Complete Picture of Every Client Relationship

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Designed for residential real estate professionals, ACT! by Sage for Real Estate is an affordable contact and client management solution that provides you with a complete picture of your buyer and seller relationships. In today’s challenging economy, you need a competitive advantage, and ACT! for Real Estate can give you just that.

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Access relationship details instantly to impress your clients with your memory of their buyer interests or seller property details; stay top-of-mind by executing timely, personalized follow-up; and make every client a top priority by automating activities and setting appointment reminders. And you can get started today—with an affordable and easy-to-use solution.
As a real estate professional serious about your career, take control of your business today and use ACT! for Real Estate to keep every buyer and seller relationship in focus—so you can move more property!

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Find Client and Property Information Quickly and Easily
Perform a lookup on any field or use advanced Keyword Search and ACT! will quickly go to and highlight your keyword search term in particular notes, history, activities, or sales opportunities. Even perform numeric lookups on dates or zip codes, and save queries for reusable searches. Next time you receive a call from a potential buyer or seller and you catch only part of their phone number, you can find their record in an instant, return their call immediately, and impress them with your ability to quickly recall the details of their property listing or new home wish list.

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Centralize Buyer, Seller, and Property Information for Easy Organization
Keep contact information at your fingertips using a layout designed specifically for real estate. Record notes on listed properties and attach critical documents such as inspection reports, house photos, and MLS listings—all tied to a Contact Record providing you with a comprehensive view. Associate contacts to one another by setting up contact relationships, so important players such as a mortgage broker or home inspector are tied to a buyer or seller, allowing you to quickly see all the contacts related to a deal. You can even launch your MLS home page1 from within ACT! for Real Estate for quick and easy access to prior searches, property listings, and more.

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Communicate Consistently and Professionally with Your Clients
Leverage preformatted templates for e-mail, flyers, and letters designed specifically
for real estate—all of which can be easily customized. Or create documents from
scratch using Microsoft® Word or the built-in ACT! Word Processor. Integrate ACT! with
Microsoft Outlook®2 or Lotus Notes® to send e-mail to your clients and associate it to
the Contact Record for reference later. Record multiple Outlook e-mails into Contact
history at once or schedule an ACT! activity directly from an Outlook e-mail to ensure
appropriate follow-up. Or, perform a mail merge allowing you to reach out to multiple
contacts at once with minimal effort. ACT! records all communications in history and
displays the last communication right on the Contact Record. Use ACT! for Real Estate
to stay top-of-mind with your buyers and sellers by keeping track of all activity history,
allowing you to time communications appropriately.

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Stay on Top of Daily Responsibilities
Schedule calls, meetings, to-dos, and other activities using more than 20 activity
types featuring real estate-specific tasks such as prospecting and marketing, showing
properties, listing properties, and closing tasks. Even set activity reminders to help you
stay on top of your schedule. Manage a new listing or a closing using one of 10 activity
series designed for real estate. Using Outlook, you can copy your ACT! calendar to
Outlook automatically or with a single click, allowing you to view the same calendar
from both places. With ACT! for Real Estate, you can track every activity related to your
clients and contacts, ensuring that you’re prompt with appointments and consistent
with follow-through.

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Manage Property Listings and Potential Sales Effectively
Manage property listings and potential sales from initial inquiry through close of
escrow. Track sales opportunities or property listings using sales processes designed
for real estate, including the Property Closing, Property Purchase, and Property Sales
processes. Or you can customize a process to suit the exact needs of your business.
With ACT! for Real Estate, you’ll be able to track your pipeline and forecast your
sales opportunities.

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Access Buyer, Seller, and Property Information On-the-Go
Get the data you need in an instant. Synchronize ACT! for Real Estate contact,
property, and calendar details to Palm OS®, Pocket PC, or BlackBerry®4 devices so
you have access to this data when you’re away from the office. Or, if you prefer, print
to over 20 templates designed for popular paper organizers or print any calendar
template and the contact phone number for any scheduled activity is automatically
printed on the calendar. With ACT! for Real Estate, you can stay productive no matter
where you are.

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Customize ACT! for Real Estate to Fit the Needs of Your Business
Add new tabs, add fields to layouts, and specify the field types, with easy-to-learn
click-and-drag functionality. You can also create your own letter or flyer templates or
add your own sales processes and activity series that fit the way you do business.
Even personalize ACT! with your own colors or company logo! With many different
customization options, ACT! for Real Estate allows you to tailor your experience to fit
the way you work