Moving from IXACT to Realtor Desk
Moving from IXACT to Realtor Desk by a CSV you import yourself: French per contact, a consent record and a rule-based lead score. Solo plan $149/mo CAD.
Realtor Desk is $149/mo CAD for a single agent, with a 14-day free trial. On the list price we read on ixactcontact.com on 9 September 2026, Realtor Desk costs more. Check IXACT’s own pricing page for what you pay today.
We build one of the products compared here, so weigh this accordingly. The comparison page has the IXACT figure we read, its source and the date.
What the higher price buys
Solo plan, CAD, billed monthly
The interface and client email both work in French
Rule-based, from 0 to 100, with a visible breakdown
What you give up
Check this list against what you use in IXACT today.
- No automated email sequences. A sequence builder exists, but scheduled sending is not switched on.
- No transaction management, e-signature or document storage.
- No lead-facing chatbot, automatic replies or voice agent.
- No native mobile app. It is a responsive web app.
- Consent records are not carried in by the CSV import, and duplicates are not merged.
14 Days Free Trial
Try free for 14 days. You bring your IXACT contacts in yourself, by CSV. A 30-day money-back guarantee applies after that.
What actually moves across
The move is a CSV import that you run yourself. Export your contacts from IXACT Contact as a CSV file, then upload that file in Realtor Desk. The importer reads the header row and matches English column names such as “first name”, “email” and “phone”. There is no column-mapping screen, so rename a column in the file if it is not recognised. The import documentation lists every header it accepts.
Columns it recognises
- Email — email, email_address,e_mail or emailaddress
- Phone — phone, mobile,cell, telephone and the usual variants
- Name — first_name and last_name, or a single full_name / name column, which is split on the first space
- Source — source or lead_source; rows with neither are tagged csv_import
- Tags — tags or labels, separated by semicolons
- Company, website, job title, notes — kept in the contact’s metadata. Any other column is not imported
Rows with neither a name nor an email are skipped.
What does not come across
Deals, conversations, message and call history, automations, tasks, documents and anything specific to IXACT Contact’s own data model. The import creates contacts only. Keep your IXACT Contact exports for your records and rebuild any live deals in the pipeline by hand.
Duplicates are not merged. A contact that appears twice in the file is created twice, so de-duplicate the file in a spreadsheet before you import it, and import it once.
Consent is not imported. Under CASL you must record the date and source of consent for each contact before you email them. Our CASL guide for real estate email explains the consent windows.
Test it before you commit
- Export your contacts from IXACT Contact and keep an untouched copy of that file.
- De-duplicate the file in a spreadsheet.
- Cut the first twenty rows into a separate CSV and import those.
- Open three of them and check the name split, the phone format and whether the tags landed where you expected.
- Only then import the rest.
- Record the date and source of consent on each contact before you email them.
Getting back out
You can export your contacts to a CSV yourself from the Contacts page. That is worth checking on any CRM you are considering, including this one — a product that makes leaving hard is telling you something. See pricing and trial terms or what the CRM does.