About CRM recommendations, let's get down to specifics. What specific features are most valuable to you in your CRM? Must-haves vs. not-really-neccessarys. Thanks.

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Elva Branson-Lee, CDPE - Atlanta Real Estate & Short Sale Agent (Solid Source Realty GA)

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Rainmaker
5,877,915

Joan Cox

House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO

Denver Real Estate - Selling One Home at a Time

I have Top Producer, and need to be able to keep notes for the family, weddings, new babies, home purchase dates, etc.

Dec 30, 2015 11:12 PM

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1

Roy Kelley

Gaithersburg, MD

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

Dec 30, 2015 11:01 PM

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Roy Kelley

Gaithersburg, MD

Rainmaker
2,759,812

TeamCHI - Complete Home Inspections, Inc.

Complete Home Inspections, Inc. - Brentwood, TN

Home Inspectons - Nashville, TN area - 615.661.029

Good morning Elva. Some folks swear by designations and others let them go after a period of time. CRM is like my using master inspector. Does it get me more business? – Not really

Dec 30, 2015 05:17 PM

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Roy Kelley

Gaithersburg, MD

Rainer
223,831

LUXURYSOCALREALTY COMPASS La Jolla

Compass - La Jolla, CA

San Diego Partner - The Private Client Network

Hi Elva Branson-Lee I recommend followupboss just becuase of it's ease of use. I think I was up and running within one hour. Had tried top producer three times and the system was just too complicated for me.

Dec 30, 2015 12:54 PM

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Roy Kelley

Gaithersburg, MD

Rainmaker
1,157,791

FN LN

Toronto, ON

One that has been around for a while and that I can get all of my data out of it in a usable format.

Dec 30, 2015 10:21 AM

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Roy Kelley

Gaithersburg, MD

Rainmaker
2,375,811

Lise Howe

Keller Williams Capital Properties - Washington, DC

Assoc. Broker in DC, MD, VA and attorney in DC

I just use top producer because I have used it for 20 years

Dec 30, 2015 09:55 AM

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Roy Kelley

Gaithersburg, MD

Rainmaker
3,988,013

Debbie Reynolds, C21 Platinum Properties

Platinum Properties- (931)771-9070 - Clarksville, TN

The Dedicated Clarksville TN Realtor-(931)320-6730

I like automated responses in mine and that they can get an IDX search. I like that I can customize them too. I like that I am immediately notified when someone makes a big change in their status.

Dec 30, 2015 09:45 AM

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Roy Kelley

Gaithersburg, MD

Rainmaker
516,851

Elva Branson-Lee

Solid Source Realty GA - Atlanta, GA

CDPE - Atlanta Real Estate & Short Sale Agent

Thanks for all of your responses. I know there is a CRM webinar coming up for AR members, and I plan to be there. However, I also know there will be one vendor pushing one platform. I ask for user advice here, because I would really like to know which features agents actually find indespensible before engaging a new CRM. This Frugal Agent uses free or very inexpenxive aps for a lot of the functions in these responses : Trello, Realbird, Outlook, Mailchimp, etc. Plus, Georgia MLS provides a very good transaction management system, so I only need to be able to "nurture and touch" with my CRM. Still, it might be better to have everything in one ap, but only if it adds must-have features. Your input is valuable.

Jan 02, 2016 12:01 AM

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Rainmaker
1,506,163

Ryan Huggins - Thousand Oaks, CA

https://HugginsHomes.com - Thousand Oaks, CA

Residential Real Estate and Investment Properties

Depends on the business needs, which vary by person. For me, I use paper and excel and that suits me. Looked into several solutions, but none were things I could see myself using at this point in time.

Dec 31, 2015 05:23 AM

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Rainmaker
7,864,465

Roy Kelley

Retired - Gaithersburg, MD

I successfully used Top Producer for many years. I want a complete record and an easy way to send mass email to the different kinds of contacts.

Dec 30, 2015 11:17 PM

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Ambassador
6,419,469

Bob Crane

Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI

Forestland Experts! 715-204-9671

I use Outlook, not a great program but it fulfills a couple of must have criteria, 1. it is inexpensive, 2. Does not take a large investment in time to learn and fill, 3. No subscription fee.

Dec 30, 2015 11:44 AM

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I have Top Producer, and need to be able to keep notes for the family, weddings, new babies, home purchase dates, etc.
Good morning Elva. Some folks swear by designations and others let them go after a period of time. CRM is like my using master inspector. Does it get me more business? – Not really
Hi Elva Branson-Lee I recommend followupboss just becuase of it's ease of use. I think I was up and running within one hour. Had tried top producer three times and the system was just too complicated for me.
One that has been around for a while and that I can get all of my data out of it in a usable format.
I like automated responses in mine and that they can get an IDX search. I like that I can customize them too. I like that I am immediately notified when someone makes a big change in their status.
Thanks for all of your responses. I know there is a CRM webinar coming up for AR members, and I plan to be there. However, I also know there will be one vendor pushing one platform. I ask for user advice here, because I would really like to know which features agents actually find indespensible before engaging a new CRM. This Frugal Agent uses free or very inexpenxive aps for a lot of the functions in these responses : Trello, Realbird, Outlook, Mailchimp, etc. Plus, Georgia MLS provides a very good transaction management system, so I only need to be able to "nurture and touch" with my CRM. Still, it might be better to have everything in one ap, but only if it adds must-have features. Your input is valuable.
Depends on the business needs, which vary by person. For me, I use paper and excel and that suits me. Looked into several solutions, but none were things I could see myself using at this point in time.
I successfully used Top Producer for many years. I want a complete record and an easy way to send mass email to the different kinds of contacts.
I use Outlook, not a great program but it fulfills a couple of must have criteria, 1. it is inexpensive, 2. Does not take a large investment in time to learn and fill, 3. No subscription fee.