CRM

A contact manager that’s actually easy to use
Unlike the other contact management systems you’ve tried, ours is tied to your website to store and manage leads automatically. But even when you need to enter a lead that’s not from the Web, we make it painless.

XSites aren’t complex like the other CRM systems out there.
You’ll have the same critical information including address, phone numbers, e-mails and notes. But you’ll have it all in one intuitive, easy to use screen. The days of needing “dummy” books and training for your CRM are over. We make it much easier.

Keep tabs on your clients with unlimited notes
You’ve got to be able to instantly look up information from clients that you haven’t talked to in years. And since XSites CRM lets you take unlimited notes – you’ll know it all. From kids birthday’s to pets’ names, your past clients will think you’ve remembered them from years ago. It can be our little secret.

Import from Top Producer®, ACT®, Agent Office®, and Outlook®
Making the switch to XSites is easy because you can import your contacts from all of the major CRM programs out there. We’ve integrated with ACT, Top Producer, Agent Office, and Outlook for a smooth and easy transition to an easier contact manager.

XSellerate integration makes follow up totally automatic
XSellerate automatically ties to your contact database for effortless follow up. So when you get a new lead from your “looking to buy form” it’s automatically placed into your “Buyers” contact group. Then, XSellerate will send out the right marketing pieces automatically. You don’t have to lift a finger.

Stay on task with online scheduling and to-do’s
Wouldn’t it be great if you could ditch that bulky appointment book you carry around all day? The XSites calendar keeps you organized just as well as your trusty day planner, and even integrates with your cell phone to remind you of appointments. It’s easy to use, and always online.

XSites Mobile keeps you connected everywhere you go
You spend most of your time outside your office. XSites Mobile makes sure you’re not out of touch. You’re kept in the loop with automatic reminders of tasks and appointments on your cell phone, mobile device, or smart phone. It even alerts you when you have a new lead from your XSite. You’ll amaze leads with your instant response to their questions.