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Hi Everyone, I’m Page Swift
Act! CRM Software is #1
Act! is for everyone…
and especially for Home Builders!
Act! is based on Contacts – the people you 
do business with.
Leads, Prospects, Buyers,
Investors, Subs, Suppliers,
Realtors, Brokers, Lenders,
Mortgage, Title, Insurance,
Appraisers, Inspectors, 
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 Home Builders, 
store basic Contact details  
and personal information.
Identify if they are an active buyer, referral 
information, the salesperson assisting them, their 
visit date, timeframe and motivation. 
You can also specify the buyer's criteria is 
in a new home and subdivision.
When the buyer has selected a home you can track 
the Lot Information, Build Information and 
Transaction Details.
Store Contact Details and 
associated Notes
Histories
Emails
Activities
Sales
works with Microsoft Office
and Web Applications
popular Websites including MLS
and Social Media
Act! has powerful Search features
to find the information
when you need it!
Act! is your business’ information 
center!
You can also create Companies to track 
your trades, subs, suppliers, and vendors 
that bring together the related 
Contacts into a single view.
Keep the type of services they 
provide, 
account details and insurance 
information.
Use the Calendars to keep track of your schedule 
including jobsite activities and warranty items ‐
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.
The Opportunities area can be customized to 
keep track of your home sales or inventory.
Check out your results with Act!’s
Dashboards
and 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
or your COMPANY,
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 
Subdivision, Spec Homes, Available Inventory, 
Event or Newsletter ‐
then watch the results come in!
Now the only place to buy Act! with the 
customized for Home Builders 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!

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Real Estate CRM Software for Home Builders - Act Software