Case Study: Keller Williams Realty agent Heather MacDonald achieves streamlined contact management and business growth with IXACT Contact

Keller Williams Realty - Customer Case Study

Heather MacDonald, a Keller‑Williams real estate agent in Canada, needed a CRM that would let her organize contacts and manage ongoing client relationships. After trying several systems that were either too generic or not localized for Canadian agents, she identified maintaining visibility into client interactions and activities as a critical business challenge.

IXACT Contact gave her the real‑estate‑specific tools she needed—easy tracking of notes and activities, Keep In Touch plans, mass email templates, an Active Business dashboard and a Business Directory—plus responsive support and ongoing product updates. The result: she stays organized as her business grows from a solo practice into a team, with confidence that the system will continue to meet her evolving needs.

Keller Williams Realty

Heather MacDonald

Real Estate Agent