Automate your checklists
Automated checklists allow you to schedule a series of structured tasks. With the click of a button, you can schedule every step in a checklist to ensure you stay in touch with your prospects and clients. Each step is automatically added to your calendar and task list.
Never miss a lease renewal or drop the ball with a client again!
ACT! for Commercial Real Estate includes pre-designed real estate checklists, and you can easily add your own custom checklists.
Checklists can work forwards or backwards from a particular date. You can have a list of things that have to be done when you take a new exclusive listing, working forward from the listing date. Or a list of due diligence tasks that have to be done prior to the closing date of an investment sale. It's entirely up to you!
Tasks can even be assigned to other members of your team - put the client phone calls on your calendar, and the follow-up letters on your assistant's schedule - all automatically!