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Learn what business life is like after you leave ACT! and move to Microsoft Business Contact Manager or Dynamics CRM.  Lon's eBooks give you the scoop from "How to make the move" to "Your Daily Doings".  Click on the links below to download for Free!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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pinpoint Real Estate Logo

Check out www.LivingBusinessOnline.com

 

You want to use Microsoft Business Contact Manager as a CRM application and you want it to speak "Real Estate".

Well, we've done the work so you don't have to. You can store and view data in the way that makes sense for your business.

Business Contacts have added fields to track real estate-specific data about your contacts. New Views in Outlook have been added so your data is organized the way a real estate professional would look at it. Dropdown lists have been customized to show real estate related choices.

 Outlook Main Screen BCM Contact User Defined Fields Tab

Click images to enlarge

Opportunities in BCM are really Listings and Buyer's Agreements in pinpoint Real Estateā„¢ -every new property is entered as an opportunity, linked to the business contact so you can see the deals you've done for someone all in one place. 

Opportunities Custom Views
Click image to enlarge


pinpoint Real Estate installs three different views of Opportunities to track your business:

  • by Agent
  • by Agreement Type
  • by Sales Stage.

You can see any or all the data that is meaningful to the way you do business.

You can also add as many views as you'd like and call them whatever you want.  We started the names of ours with pinpoint Real Estate so you can see them easily. In fact, There is nothing "locked down"  - you can change any of these customizations whenever you desire. 
 

pinpoint Marketing tool is the software written by us to manage drip marketing campaigns and action plans. Now, it's built into pinpoint Real Estate to help you increase your business with Drip Marketing Plans and increase your productivity with Action Plans. 

Drip Marketing Plans

These are defined as a series of emails, letters, or postcards that you send to prospects or clients on a regular basis.  We use the term "drip marketing" to denote consistent messages that you send to people to keep your name top of mind and build relationships.  pinpoint Marketing tool allows you to create these Plans, apply them to one contact or a group, and then actually do the merge every day with just a few clicks.  It's easy to handle your marketing activities all at once.

PMT Marketing
Click image to enlarge

PMT Action Plan
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Action Plans

We define these as a series of Tasks or Appointments that can be scheduled all at once.  A good example is The 17 Things That Have to Happen After I Get A contract.  In order to keep things from falling through the cracks, you can use BCM and Outlook to schedule tasks and meetings, starting from the Contract Date - and create plans using a Closing Date and working backwards.  After you define your Plan, you can apply it to a contact with just a few clicks.

 

 

BCM Database and Views Customized for Real Estate Professionals
Plus pinpoint Marketing tool - just $179 per user.

Check out www.LivingBusinessOnline.com

Note: We do not have a trial version of pinpoint Real Estate,
but we do have a 30 Day Money Back Guarantee - no questions asked!




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