Sonoma Enterprises - Active Agent

Active Agent for Outlook - Real Estate Contact Form


Capture key real estate contact data and get one click access to follow-ups, campaigns and properties/transactions!

We continually ask our customers what is the must have pieces of information you want to track on your clients and we used that information to create the Active Agent Real Estate Contact form. We then looked at how agents were using their contact data and added key points of automation to the form.




Some of the features of the Active Agent Real Estate Contact:


• Merge Letters Directly using the "Quick Merge Toolbar"
• Schedule a follow-up for this client, and find all schedule follow-ups with a single mouse click. You can define the types of follow-up appointments that are selectable.
• Apply a campaign directly from the contact form, as well as, manage all applied campaigns for this contact with a click of your mouse.

• Capture the full spouse information, not just their name.
• Store the entire family's birthdays and have the option to add them to your calendar as recurring annual appointments.
• Unlimited time and date stamped notes.
• 14 user definable fields that are accessible via the mail merge.
• Access all the property/transaction records for a contact.
• Capture and store the Buyer Requirements as well as records all the properties you have show this contact with their comments.



General Information

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Spouse Information

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Birthdays

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Notes

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User Fields

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Properties

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Buyer Requirements

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