About the Tool

inContact software development has worked with Mortgage Brokers since 1998 on customized contact management software and CRM solutions. inContact has established itself as the premier contact management and CRM software provider to independent mortgage brokers and firms across Canada.

inContact has taken this experience and build a CRM tool that helps your business grow and take complete advantage of your contact database, clients, website and blogs. inContact's NEXA platform enables users to:

  • Connect to your Client and Contact Data
  • Connect to your Online Website Forms
  • A single click dashboard linking to your groups and tasks
  • AUTOMATIC campaigns and actions
  • Lead Management
  • Import/Export Database
  • A CRM Fulfillment System (someone does all the printing, stuffing, stamping and postal drop off for you)
  • A complete online library of over 100 templates and/or create and upload your own
  • A complete online tutorial system with video lessons on EVERY feature of Nexa and much more


Benefits

Your first question will probably be "how will this software improve my business? and make me money?" Great question, and we have the answer.

  • Empower you to market your company's name in your day-to-day business
  • Ensure that all clients of your business have a proven contact management strategy applied to their file
  • Grow your business by having your clients come back time and time again
  • Grow your referral business by keeping your company name in front of your clients and referral sources
  • Maintain your clients as lifelong clients
  • Increase your client care
  • Allow you to manage more clients
  • Empower you to educate and connect more often with your clients


Screen Shots

     
           
     
           
     


Features


The Dashboard

The NEXA software has a customizable dashboard that allows you with a single click to access groups, reports, campaigns, actions, software features and much more.

Marketing Services

inContact software can help you get your marketing material to your clients. This service will allow you to implement timely and effective marketing campaigns without having to do the physical administrative work yourself. inContact software can automate the fulfillment of simple birthday cards, referral thank you letters or complicated mortgage renewal documents. Pegasus Direct Mail Worx will print, address, customize, insert into envelopes, stamp and mail to the client on your behalf. To read more about this service please visit this page - inContact CRM Central Marketing

Reports

inContact Software works directly with your Expert data. There is no need to re-type your contacts into NEXA! All clients you have ever entered and continually enter into Expert will show up directly into your NEXA application. NEXA empowers users to analyze both client data and mortgage application data. Reports can be created (Excel or PDF) based on any criteria within the contact record or mortgage applications.

Campaign Management

NEXA allows users to execute or create contact campaigns. A campaign would contain a group of activities that would be completed in succession based on the campaign criteria. An example of a campaign could be a “Lead Follow-up Campaign”. This campaign could be made up of 5 “actions” that happen to be 5 emails, all sent out 2 weeks apart from each other. Campaigns can trigger closing thank you emails, maturity notification reminders and much more.

Contact Management

NEXA allows users to manage the contact information and mortgage applications associated with their contacts. NEXA allows for activity tracking, mail merging (print and email), reporting, Microsoft Excel integration, contact campaign management and much more.

Marketing Material Templates

NEXA is equipped with over 1000 marketing pieces geared towards the marketing needs of the Canadian Mortgage Professional. Nexa is also equipped with 13 automated campaigns to assist brokers with executing properly designed and tested marketing initiatives.

Web Site Lead integration

NEXA has a web ingestion HTML form that when integrated into a users website allows leads to be added directly into NEXA

Notification and Task Management System

NEXA has a comprehensive Notification and Task Management system. Users can set up automatic reminders that will email notifications or tasks to themselves or a designated team member.

Hosted Solution

The NEXA system is hosted at Canada's most secure data centre, Q9 networks. Please visit www.q9.com for more information.

Support

As with all inContact products, NEXA is a completely supported application. NEXA has an online searchable Knowledgebase with over 150 graphic job aids. Users have access to our telephone technical support line, from Monday – Saturday, from 8:00am – 12:00am EST.

Other Features

Actions and Tasks Automation

  

Report Sharing

Target Marketing Analysis and Reporting

  

Actions Triggered by Events
Total, Sum, MIN, MAX, AVG – All views/groups  

Merging To EMAIL, PDF, and Documents
Sort/Group based on Product  

Group Management
Commission Tracking Features  

List Management

Application User Hierarchy  

Application Forecast Reports
Remote Access  

Pipeline Staging Reports


System Requirements

·  IE or Firefox web browser
·  Abode Reader

FAQ's


Q. Can I just buy the software?
A. Sorry you cannot. inContact software is provided on a monthly subscription fee. Your fees include any and all upgrades that Filogix makes to their technology which affects the functionality of your inContact software, any and all upgrades that inContact makes to it's core technology, and all online and telephone technical support you and an assistant require.

Q. How long am I committed to the monthly Subscription?
A. One year. If at any time after the one year commitment you wish to cancel your subscription, we require written notification.

Q. Do you have template Letters?
A. inContact software has over 13 marketing plans and over 1000 template letters for your use.

Q. What if I change Brokerages will I still have access to my inContact database?
A. Yes.

Q. Can I have multiple user accounts with NEXA?
A. Yes.

Q. Can my assistant work on inContact with my Client Database?
A. Yes.

Q. Can I have a demo of the software?
A. Yes. Please call our Call Centre at 1 866 290 6067 Ext 3 and we would be happy to demo the inContact software for you.

Q. Does inContact work on a MAC?
A. Yes.

 

Pricing

Email Marketing Tool Online Lead Management Tool Full CRM Suite
$6.99/month $18.99/month $29.99/month
Add/Edit Delete Contacts
Unlimited Mass Email
Grouping
Importing
Secure Online System
Access to Templates
Create Templates
Website Lead Form  
Lead Notification Email  
Automated Notifications    
Print Avery Labels    
Direct Mail Merging    
Automated Marketing Campaigns    
Calendar    
Add Extended Fields and more    
Customize Drop Down Boxes    
Activity and History Logs    


Order Now

Click here to order online or if you need any help please do not hesitate to call us at 1 866 290 6067