About Activity Plans

Use Activity Plans to schedule each step of your important contact relationships, as well as the activities related to each of your Active Business listings.

IXACT Contact comes loaded with dozens of predefined plans for marketing to your contacts and managing both your listing and closing activities. Upon assigning an Activity Plan to a contact or listing, IXACT Contact automatically creates a series of tasks with reminders that will tell you when to call a new contact, send a prospecting email, or put up a sign for a new listing.

Each task is automatically assigned a due date based on when the plan is assigned, or based on important dates such as a listing expiry date or closing date.

Setup drip email campaigns by setting your email tasks to auto-send, so that your emails are automatically sent out on the task due date.