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Rainmaker
921,504
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

The greatest error you can make is selecting a CRM and adjusting your business for its use. You will discover the greatest cost of a CRM is in the setup, configuration and education required.  After spending 80 hours you are in too deep the change to another. In nearly all cases the monthly fee is not relevant when compared to the material investment of time and resources you will be compelled to make.

So, what do you want your CRM to do that will allow your business to GROW?
You should have a list with no less the ten features your business needs. If not consider the lowest cost solution such as REALTY JUGGLER until you do have a vision for what your business needs to prosper.

30 day trial no credit card required?

Drip campaigns?

News letters? Bi-lingual?

Data base with unlimited categories?

Search-able notes?

Post dating?

Checklists?

Inbound marketing capability?

Multi-user? Affiliate users? Transaction management?

Web-based?

Daily planner? Event notification? 

Email? Website? File storage? Personal notes? Birthdays? Anniversaries?

Ability to report all activity regarding listing activity or homes visited by buyer?

Lockbox tracking and assignment?

Support that is just seconds away?

Social media connectivity and posting?

Intuitive, easy to learn, no ad-on fees and has the stuff you will REALLY use and not pay for the bells and whistles you will use only once.

What is best for you requires you to analyze where your business is headed in the next 5 years. 

Do not fall into the auto-billing trap and provide your credit card number. 

Do have a validation/test plan you intend to fully execute during the trial period.  There are some CRMs that are simply "TOO DANGEROUS TO USE" and the paying agents have no idea what is occurring. (provider based in NC)

This was so important I hired ODS Solutions to validate 10 CRM including Top Producer. Dangerous products currently exist because agents assume the product they have paid for has been tested and verified to work. This has been proven to me a giant mistake as verified by the testing results.

I use WiseAgent.com
Please note: The above is NOT a features list for WiseAgent.com but a list to stimulate discussion regarding the analysis of your business needs.

I use SugarCRM for lead generation.

Jan 05, 2015 08:52 PM
Rainmaker
5,104,931
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor
Ginger, I've used Top Producer to manage my date base and SOI for almost 18 years now. I use Market Leader's CRM to manage internet leads and when they become "real" clients and "past clients" they also get transferred into my TP.
Jan 05, 2015 08:01 PM
Ambassador
6,392,929
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

KWCommand and eEdge

Sep 03, 2019 11:38 PM
Rainer
279,878
Dipti Thakkar
LAER Realty Partners - Andover, MA
On a team with Praful Thakkar

My husband does.

May 17, 2018 10:50 PM
Rainmaker
630,251
Ajay Pandya
e-Merge Real Estate Unlimited - Columbus, OH
Realtor Ajay Pandya

I used to. Not anymore.

Jan 08, 2018 04:25 PM
Rainmaker
4,800,082
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Yes.

Oct 08, 2017 06:33 AM
Rainmaker
3,071,489
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Top Producer for us

Apr 29, 2017 04:21 AM
Rainer
223,831
LUXURYSOCALREALTY COMPASS La Jolla
Compass - La Jolla, CA
San Diego Partner - The Private Client Network

Hi Ginger Harper followupboss for me

Jan 10, 2016 10:05 AM
Rainer
15,381
Scott Schmitz
RealOrganized, Inc. - Fort Collins, CO
Real Estate CRM Software

One of the largest benefits to a CRM for real-estate agents is for follow-up.  For example, lets say someone calls you based upon a yard sign you have up. You tell them about the property but they are not ready to make an offer - actually they don't even know what they can afford as ar as price yet.  They tell you that they are looking, but not seriously quite yet.  But, they want to buy in the summer.  With a CRM you can put a reminder to yourself to give them a call every few weeks just to keep up with them.  When they are ready to buy, you will be there for them.

 

Now, play that out with 1 or 2 people every week.

This kind of follow-up is hard with pen and paper, mainly because there is so much going on in real-estate that the luke-warm leads tends not to get the extended attention that they deserve.

Jan 21, 2015 10:54 AM
Rainmaker
4,434,127
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

I do not use a client management system. 

Jan 06, 2015 12:47 AM
Rainmaker
4,319,419
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Ginger Harper , yes, I do - however, not as much efficiently as I should. Great product.

Jan 05, 2015 01:39 PM
Rainer
80,193
RVA HomePRO Michael Hottman
RVA HomePRO Realtor with Keller Williams serving Hanover, Henrico, Chesterfiled and Richmond, Virginia - Glen Allen, VA
Helping you achieve goals in life & real estate

I've been looking at Top Producer, but also considering Contactually and realty juggler, but for now I'm using gmail and streak - but also looking a ZOHO.

Jan 05, 2015 11:53 AM