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Powerful CRM for CRE Your properties, leases, listings, deals, contacts, accounts, activities in one place RE xRE Foundations $49 user/mo billed annually, no user minimum If you need all key CRM functionality for your brokerage, this plan is a great way to get started. *Add Ascendix Search app for $15 user/mo xRE Enterprise $79 user/mo billed annually, no user minimum Add: Interactive Stacking Plans, Commission Calculations, Composer (to generate flyers & reports for listings, comps), Ascendix Search (advanced search, prospect lists, bulk actions, mass emails) and Concierge Service. General CRM Features Company/Contact Management Activity/History/Note Tracking Outlook/Gmail Integration Mobile CRM (iOS, Android) Ability to Add Custom Fields Global Search (across multiple tables) Dashboards (configurable/drillable) Report Wizard MS Excel Integration MS Word Integration Attachment Support Social CRM (Chatter) Configurable Security Model Relationships Connections (relating records to records) Record Merge Functionality Data Deduplication Workflow/Process Automation Multi-format report output support (xls, csv) Data Import Templates Document Management 3rd Party General CRE Features Properties Tracking Listing Tracking Lease & Sales Tracking Availabilities Tracking Preference Tracking Inquiry Tracking Multi-Family Functionality Property Image / Photo Support Deal Tracking (variable from support by deal) Prospective Properties Related to Deal Prospective Investors Related to Deal Creation of Lease or Sale Record on Deal Close Prebuilt CRE fields Our xRE Enterprise plan offers robust tools to automate your business and unmatched Concierge service. Unleash your time for the actual business while we’ll take care of keeping your CRM and calendar up-to-date. CRE Productivity Features Interactive Stacking Plans (export to PDF/Excel in one click) Lease Periods with Calculations Commission Calculations Preference Matching Concierge Service CRM data entry: contacts creation and update, adding leases, lease comps or any other information you want to keep in your CRM. Data load help including property photos, images, blueprints. Schedule assistance and creation new tasks for you. Reports creation and customization using Ascendix Search and Composer. 269 m 213 m 190 m 157 m 43 m Deals by Type Buyer Represe... Tenant Represe... Financing Seller Represe... Landlord Represe... Deal: Record Type Brocker Dashboard Nov 29 2017 7:34 AM As Wes Snow 269 m 213 m 190 m 157 m 43 m Deals by Stage Buyer Represe... Tenant Represe... Financing Seller Represe... Landlord Represe... Deal: Record Type Precise Marketing Lists, Advanced Search, Bulk Editing Ascendix Search (included in our xRE Enterprise package) is an easy, but an advanced searching tool that allows you to create marketing lists and do very precise list segmentation. xRE Foundations user can buy it separately. Branded Brochures and Microsites xRE Composer will help you generate branded brochures and microsites with data from your CRM. Property details, availabilities, pictures are sourced automatically. You get a professional looking leaflet in a few clicks. No need to update the data manually. Generate property availability, lease, accounts, activity reports with a few clicks. Fill your properties data and images automatically. Send the generated files to your prospective clients, property owners right from your CRM. Use preset templates, no need to create them. Get started with AscendixRE [email protected] 1-888-FIND-CRM www.ascendix.com Every AscendixRE plan includes: xRE Enterprise Easily create call lists Export data to Excel Locate and search properties using maps Send mass emails to your records Analyze and bulk edit your data Create tasks, add notes in bulk Organize your records in custom lists (Ad-Hoc Lists) Customize your results sets Perform Advanced Searches of your data

AscendixRE Pricing Plans - Ascendix Technologies: CRM ... · Powerful CRM for CRE Your properties, leases, listings, deals, contacts, accounts, activities in one place RE xRE Foundations

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Powerful CRM for CREYour properties, leases, listings, deals, contacts, accounts, activities in one place

RE

xRE Foundations

$49 user/mobilled annually, no user minimum

If you need all key CRM functionality for your brokerage,

this plan is a great way to get started.

*Add Ascendix Search app for $15 user/mo

xRE Enterprise

$79 user/mobilled annually, no user minimum

Add:

Interactive Stacking Plans,

Commission Calculations,

Composer (to generate flyers & reports for listings, comps),

Ascendix Search (advanced search, prospect lists, bulk

actions, mass emails) and Concierge Service.

General CRM Features

Company/Contact Management

Activity/History/Note Tracking

Outlook/Gmail Integration

Mobile CRM (iOS, Android)

Ability to Add Custom Fields

Global Search (across multiple tables)

Dashboards (configurable/drillable)

Report Wizard

MS Excel Integration

MS Word Integration

Attachment Support

Social CRM (Chatter)

Configurable Security Model

Relationships

Connections (relating records to records)

Record Merge Functionality

Data Deduplication

Workflow/Process Automation

Multi-format report output support (xls, csv)

Data Import Templates

Document Management 3rd Party

General CRE Features

Properties Tracking

Listing Tracking

Lease & Sales Tracking

Availabilities Tracking

Preference Tracking

Inquiry Tracking

Multi-Family Functionality

Property Image / Photo Support

Deal Tracking (variable from support by deal)

Prospective Properties Related to Deal

Prospective Investors Related to Deal

Creation of Lease or Sale Record on Deal Close

Prebuilt CRE fields

Our xRE Enterprise plan offers robust tools to automate your business and unmatched Concierge service. Unleash your time for the actual business

while we’ll take care of keeping your CRM and calendar up-to-date.

CRE Productivity Features

Interactive Stacking Plans (export to

PDF/Excel in one click)

Lease Periods with Calculations

Commission Calculations

Preference Matching

Concierge Service

CRM data entry: contacts creation and update, adding leases, lease comps or any other

information you want to keep in your CRM.

Data load help including property photos, images, blueprints.

Schedule assistance and creation new tasks for you.

Reports creation and customization using Ascendix Search and Composer.

269 m

213 m

190 m

157 m

43 m

Deals by Type

Buyer Represe...Tenant Represe...FinancingSeller Represe...Landlord Represe...

Deal: Record Type

Brocker DashboardNov 29 2017 7:34 AM As Wes Snow

269 m

213 m

190 m

157 m

43 m

Deals by Stage

Buyer Represe...Tenant Represe...FinancingSeller Represe...Landlord Represe...

Deal: Record Type

Precise Marketing Lists, Advanced Search, Bulk Editing

Ascendix Search (included in our xRE Enterprise package) is an easy, but an advanced searching tool

that allows you to create marketing lists and do very precise list segmentation. xRE Foundations user

can buy it separately.

Branded Brochures and Microsites

xRE Composer will help you generate branded brochures and microsites with data from your CRM.

Property details, availabilities, pictures are sourced automatically. You get a professional looking

leaflet in a few clicks. No need to update the data manually.

Generate property availability, lease, accounts, activity reports with a few clicks.

Fill your properties data and images automatically.

Send the generated files to your prospective clients, property owners right from your CRM.

Use preset templates, no need to create them.

Get started with [email protected] 1-888-FIND-CRM www.ascendix.com

Every AscendixRE plan includes:

xRE Enterprise

Easily create call lists

Export data to Excel

Locate and search properties using maps

Send mass emails to your records

Analyze and bulk edit your data

Create tasks, add notes in bulk

Organize your records in custom lists (Ad-Hoc Lists)

Customize your results sets

Perform Advanced Searches of your data