As you move from Elevate DMS to IDX Broker and IXACT Contact, this guide will help you understand where key functionality now lives and how to make the most of both platforms. Below is a side-by-side comparison of commonly used Elevate features for your DMS account and how they are handled in IDX Broker and IXACT Contact.
📋 Feature-by-Feature Comparison
Agent Login Notes
Elevate: Offices can see what their agents' activity is.
IXACT Contact: Offers contact-specific notes, task assignments, and activity tracking. Users can only view their own tasks unless account permissions are shared.
IXACT Team Tasks
Agent Notifications
Elevate: Notification options for when their clients sign up, log in, open an email, click on an email, use the contact form on the site, favorite a listing, save a search,
IDX Broker: Agents are notified via email when a lead registers or fills out a form, but there's no built-in alert for engagement, such as saved searches or returning visitors. You can configure lead routing rules under your IDX settings.
Message Center
IXACT Contact: Notifies agents of new leads and allows activity reminders via CRM tools like tasks and follow-ups.
Notification Settings
MLS Search / Lead Saved Searches
Elevate: Agents can search the MLS within the CRM to email selected listings to customers and set up saved searches for customers. The saved searches send a daily email with new listings that fall within the saved search
IDX Broker: Provides a full MLS-integrated search experience. Visitors can save searches, and IDX automatically emails them updates when matching properties hit the market. Agents can view saved search criteria and recent activity in their IDX dashboard.
IDX Saved Search Guide
Create Open House
Elevate: This feature allowed for custom open house dates and times to be added to your featured listings.
IDX Broker: If your MLS feed includes open house fields and your permissions allow it, open houses will display automatically on listings. Some MLS feeds allow agents to manually input this data using the Listing Manager tool (only available with Agent IDs tied to the listing).
Edit Listings
Lead Routing / Assignment
Elevate: Used in offices/teams to determine how leads are sent to their office/team. The most common rule is round robin.
IDX Broker: Lead routing is customizable by source (e.g., website page, form, search behavior). You can set specific agents to receive leads from particular zip codes, property types, or form submissions. Routing is based on rules you create in the admin panel.
Lead Routing
IXACT Contact: Contacts can be assigned to users manually or through integrations. Team-based routing must be configured manually.
Lead Routing
Auto-Responders
Elevate: automatically sends follow-up emails to new leads based on their behavior (e.g., signing up, viewing a listing, or saving a search).
IXACT Contact: Offers full autoresponder sequences based on lead source, group, or timing triggers. Auto Responders
Email Campaigns
Elevate: Sets up multi-step email campaigns for nurturing leads.
IXACT Contact: Full campaign builder with templates, scheduling, and reporting. Ideal for nurturing and announcements. Email Campaignes
Mass Email
Elevate: Bulk send announcements or newsletters.
IXACT Contact: Send emails to entire contact groups with tracking for opens and clicks. Subject to account email limits. About Mass Emails
Drip Campaigns
Elevate: Set up multi-step email campaigns for nurturing leads.
IXACT Contact: Fully supported with customizable timelines, messages, and contact group triggers. Drip Campaigns
Email Templates
Elevate: Email builder with reusable templates.
IDX Broker: Offers basic templates for alerts and messages through the email settings tab. Global email settings
IXACT Contact: Robust library with custom and pre-built options, supporting merge fields and full HTML formatting. Email Templates
Morning Report
Elevate: Sends two types of morning reports: one for clients (new listings matching saved searches) and one for agents (daily summary of client activity).
IDX Broker: Does not offer a daily summary morning report, but lead activity is visible within the CRM. Leads' saved listings and site traffic history can be viewed at any time within the notes tab for each lead in your IDX Broker account. View IDX Lead Management Overview
IXACT Contact: Offers a Daily Email Update with CRM-specific data like appointments, tasks, prospecting, active business, and email analytics. Enable in CRM > User > Profile Change Preferences >Enable Daily Email Updates.
Featured Town/City Search
Elevate: A homepage widget that lets users search listings by featured towns or cities.
IDX Broker: Elite sites include an editable city search widget on the homepage using the default quick search widget. Customize Elite Sites
This widget can be set to use a dedicated city list that only shows the cities the client works in use the location list tools in their account. Location lists
Agent Pages
Elevate: An agent roster that displays bios, contact info, active listings, and recently sold listings.
IDX Broker: Multi-user accounts automatically include an Agent Roster page with links to agent bios and listings. Customize Agent Roster
Custom Page
Elevate: Basic Word doc-style custom content pages.
IDX Broker: The Blog Posts feature in IDX Broker (available to Elite accounts) lets users create and publish blog content directly on their IDX website to boost SEO and engage visitors. Posts can be categorized, tagged, saved as drafts, and published with ease from the IDX Dashboard. Blog Support
Lead Sign Up / Sign In
Elevate: Allows visitors to create accounts, save searches, and favorite listings. Tracked in CRM.
IDX Broker: "Add to Favorites" prompts sign-in or capture of lead info. Supports lead tracking and saved searches post-login, and allows the lead to keep track of their favorite listings. This feature remembers the client browser and keeps them signed in to the website to view their profile. Listings manager for leads
Home Page Layout
Elevate: Widget-based homepage layout templates.
IDX Broker: Provides a theme option for their homepage that can match the aesthetic of their preference. Customize Themes
Edit Footer Headers
Elevate: Customizable headers and footers.
IDX Broker: Can use Subheaders for content injection, but may require JavaScript knowledge. Subheaders Guide
Home Bio
Elevate: Agent or brokerage bio visible on homepage.
IDX Broker: Customizable in the Website Content tab under Design > Website > Website Content. Under this tab will be an option for the info shared in the about section of the homepage Website Content Guide
Color Scheme
Elevate: Choose branding and font colors.
IDX Broker: Set via Customize Appearance menu under Design >Website > Branding. Theme Customization
Office Details
Elevate: Feature used to set the office logo, name, address, phone, and email.
IDX Broker: This info can be set now under Account > Details and reflected across site templates. Office Details Setup
Webmaster Tools
Elevate: Place to put code for Google Analytics, Google Webmaster Tools HTML tag, and Facebook Pixel
IDX Broker: Supports Google Analytics and conversion tracking scripts. Conversion Tracking.
Facebook pixel can be added through the Global settings of the account and page templates tabs. Facebook Business / Facebook Dynamic Ads
Site Config (Disclaimers)
Elevate: Feature used the site footer to show MLS disclaimers based on compliance.
IDX Broker: These features are typically handled by our compliance team to add the required info needed for compliance for each MLS on the site. When help is needed with this, you can always reach out to Help@IDXBroker.com for guidance
Edit About
Elevate: Dedicated About page showing agent info, social media, and listings.
IDX Broker: Customizable per agent via Website Content or Users tab. Managing Agents
Additionally, for single-user accounts, the agent bio can be edited within the website content tab of the Elite account. Website Content- About Page
My Blog & Social Pro
Elevate: Full blogging interface with publishing and social posting.
IDX Broker: Simple blog section and builder. IDX Blog Posts
Lead Gen
Elevate: Seller-specific lead capture via ads.
IDX Broker: Lead registration rules apply to search, results, and details pages. These settings allow for rules to be set in the search pages and listing pages in the IDX tools, and can ask or require lead info. Lead Registration
IXACT Contact: CRM Lead Capture tab lets agents auto-assign leads, send auto-responders, and configure SMS/email notifications. Lead Settings
Clients
Elevate: A list of contacts/leads available under the Leads tab.
IDX Broker: The leads tab offers the ability to edit lead information and view activities such as saved properties, viewed listings, and assigned agents. Lead Management Overview
IXACT Contact: The Contact list is shown on the right-hand side of the system interface. About Contacts
CSV Importing
Elevate: Ability to upload a CSV file of contacts via the Leads Import tab.
IDX Broker: The Import tab allows manual entry or CSV uploads to add leads. Import Leads
IXACT Contact: Self-serve contact importing is available under Utilities Import. Customers may also email files to support for import assistance. Contact Import Guide
Roster Menu
Elevate: Allows offices/teams to add agents to their website without needing to purchase CRM seats.
IDX Broker: The Users tab offers the ability to add your agents to the elite website while also allowing editing of agent bios, contact information, and permissions. Managing Agents
CMAs
Elevate: Ability to generate custom market reports based on a specific listing.
IDX Broker: Market Reports feature allows data filtering by city, county, or postal code, but does not support specific property-centered CMAs. Market Reports
Need help connecting IDX Broker with IXACT Contact? Email our support team or visit IXACT’s Help Center for setup guides and walkthroughs. For more info about IDX Broker, head over to the dedicated knowledge base: Knowledgebase from IDX Broker