Tara Mallane, Live where you play; love where you live! (Windermere Real Estate Sun Valley LLC)

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Rainmaker
2,634,337
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

I went to Barbara Todaro 's school

May 17, 2016 06:52 AM
Rainmaker
376,076
Mike Russell
Mike Russell & Associates - Overland Park, KS
Overland Park Kansas Real Estate

realty juggler, http://realtyjuggler.com It is the easiest CRM ever, it has everything you need to effectively run your business. It is web enabled and works on your laptop, tablet & phone. 

You can also have separate accounts for assistants, buyers agents and assign tasks for the master account.

$99 for the year after a 3 month free trial. The best feature is that they have youtube tutorials on every page but most tabs are self explanitory.

May 17, 2016 05:46 AM
Rainmaker
5,571,343
Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

never have....old school.... 

May 17, 2016 04:23 AM
Rainmaker
795,232
Susan Laxson CRS
Premier Sotheby's International Realty - Naples, FL
The Michelle Thomas Team

I like Annette Lawrence , Palm Harbor, FL 727-420-4041 post and her recommendation to keep a separate file of your contacts in case you move brokerages.

May 17, 2016 04:23 AM
Rainmaker
882,547
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Tara,

WE all know what you mean. There's just too much shiny stuff packed into CRM that bring NO VALUE.

To stay out of the rabbit hole what you must first do is an analysis of your business needs. The questions you will answers are:

Do I need a website? What is it's purpose?

What exactly do I want my CRM to do?

  1. Keep a list of names and number
  2. A searchable list of names, number, notes and customized categories
  3. Drip email campaigns for outboud (1980's marketing)
  4. IP tracking for inbound marketing 2015 marketing.
  5. Newsletter
  6. Affilated print and mail services
  7. Integration of leads into follow up campaigns
  8. Bi-lingual
  9. Email with embed video
  10. Checklists

It is important to note that the greatest cost of any CRM is not in the purchase but in the defining, testing, validation, training and implementing. Legacy systems such as TopProducer have incredibly extended learning curves, way too many bells and to much 'nickle and dime' going on. Too often, by the time those are completed you are in too deep to get out. That is why having a clear goal, and strategy at the start is important.

For me WiseAgent.com and SurgerCRM.com have been the solutions I favor and recommend. No credit card needed to start, but like all of them, you need a plan to best use that trial period.

May 17, 2016 03:31 AM
Ambassador
5,358,671
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

I use outlook, price and continuity are the main reasons.

Though I do often envy those with more powerful systems, I am not sure about the investment in time and subscription fees for most.

May 17, 2016 03:08 AM
Ambassador
4,312,753
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Tara Mallane-Mann  - the best one in our industry is ReferralMaker Pro from Buffini & Company 

May 17, 2016 02:55 PM
Ambassador
4,558,329
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

I am using Wise Agent and am very happy. I have several friends who use REalty Juggler and love it

The key, unless you are old school, is to have something and use it!

May 17, 2016 10:20 AM
Rainer
318,713
Melissa Jackson
Century 21 Alliance Properties - Azle, TX
Helping You Make The Right Move

I have IXACT and looking at changing to Reality Juggler because of the price difference and my contact list is not lengthy yet.  

May 17, 2016 09:25 AM
Rainer
5,778
Bill Seufert
Berkshire Hathaway Homesale Realty - Mountville, PA

I have used Top Producer, IXact, Realty Juggler and Referral Maker. Liked each for a different reason but Referral Maker was my favorite. TP was awesome just had so much that I could get lost working in the system and not in/on my business.

May 17, 2016 05:46 AM
Rainmaker
3,997,425
Richard Weeks
Dallas, TX
REALTOR®, Broker

Top Producer. Love - it does so much.  Hate - so much to learn.

May 17, 2016 04:04 AM
Rainmaker
4,799,481
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I use Top Producer.  It's the only one I've ever used.  Very powerful program but I don't like the fact that I can't have an off-line backup without going through some major difficult hurdles.

May 17, 2016 03:28 AM
Rainmaker
658,763
Pat & Wayne Harriman
Harriman Real Estate, LLC (203) 672-4499 - Wallingford, CT
Broker/Owners, Wallingford CT Real Estate

Gary David Hall is the master at all things CRM, go to his site for descriptions and comparisons of a plethora of CRM's, including a list of his favorites:

https://garydavidhall.com/

 

May 18, 2016 12:02 AM
Rainer
2,975
NATHAN HEPLER
HEPLER REALTY LLC - Thomasville, NC

$39 a month for top producer and it has it all. Never go back to ixact or outlook again.

May 17, 2016 01:12 PM
Rainmaker
1,987,978
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

I still use top producer because Ihave had it for so long. 

May 17, 2016 12:27 PM
Rainmaker
2,707,268
Lisa Von Domek
Lisa Von Domek Team - Dallas, TX
....Experience Isn't Expensive.... It's Priceless!

I am "old school" along with Barbara Todaro I maintain my own database and have never used a broker's provided tools.  I am just not good at sharing my business

May 17, 2016 12:15 PM
Rainer
96,366
Cindy Hanson Welu
Keller Williams Realty Elite - Eden Prairie, MN
Welu Home Team "The Team Your Neighbors Trust"

I use Total Expert. Only one I need to use. ..can easily make marketing items and manage leads and database.
Totalexpertinc.com

May 17, 2016 09:56 AM
Ambassador
3,986,660
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Mine is tied to my website and I am very happy the way it works and how it is easy to have consumers sign up and I can manage it. It is through Market Leader.

May 17, 2016 09:40 AM
Rainmaker
1,231,599
Mary Yonkers
Alan Kells School of Real Estate/Howard Hanna Real Estate - Erie, PA
Erie/PA Real Estate Instructor

All are pricey ; unless you really, really use all the bells & whistles they are a waste of $$$.  Good luck

May 17, 2016 08:30 AM
Ambassador
3,037,439
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

I do not use a CRM.  I use Outlook and have created my own systems to run my business.  

May 17, 2016 07:48 AM
Rainmaker
2,807,436
Debbie Gartner
The Flooring Girl - White Plains, NY
The Flooring Girl & Blog Stylist -Dynamo Marketers

I use ActiveCampaign.

I found it easy to use and it's only $9/month.  You can buy for the year at 15% off, so you pay about $90/yr.

May 17, 2016 07:18 AM
Rainmaker
1,707,423
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Realty Juggler at $99 a year. Does everything you need without frills you don't need.

May 17, 2016 06:29 AM
Rainmaker
818,607
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

I have been searching for a good one, so if you find one you love, let us know! Ben Kinney's Brivity (sp) sounded good; pricey.

May 17, 2016 04:55 AM
Rainmaker
433,316
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

Hi Tara, check out IXACT Contact. It's one of the most user-friendly CRM programs available. Awesome value because it includes everything you need for keeping organized and staying in touch with your contacts. There's no contract (unlike Top Producer who locks you in for a year). Give the 5 week free trial a shot, you have nothing to lose! 

May 17, 2016 04:45 AM
Ambassador
965,391
John Meussner
Mortgages in AZ, CA, CO, DE, FL, GA, MD, MT, NC, NJ, NV, OK, OR, PA, SC, TN, TX, UT, VA, WV - Walnut Creek, CA
#MortgageMadeEasy Walnut Creek, CA 484-680-4852

I'm seeking the same thing.   A good CRM that continually improves is hard to find!

May 17, 2016 03:35 AM
Rainmaker
1,214,087
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

I'm a huge fan & daily user of ReferralMaker CRM by Buffini & Company but the BEST CRM, is the one you'll actually use!

Dec 27, 2016 08:16 AM
Rainer
15,950
Linda Bettencourt
FLIP Home Staging - San Francisco, CA

I am trying to like Top Producer, but it's so HARD to do the simplest things.  Working

Jul 06, 2016 03:20 AM
Rainer
34,050
Doug Perry
Strategic Real Estate Trainers - Chicago, IL

Hi Tara,

I've used Top Producer for over 10 years.  It manages all aspects of my business;  contacts, listings, closings, marketing, etc.  The best feature is its ability to integrate with over 80 lead providers. When an inquiry is made, it's funneled directly into TP where an action plan can be automatically attached to the lead.

May 19, 2016 01:22 AM
Rainmaker
1,380,623
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

I use a spreadsheet to track clients and their source.  That's just fine for my needs.  I don't have a desire or need for a system to do drip campaigns or get 100s of new users a day through advertising, website captures, etc.

May 18, 2016 07:25 AM
Rainmaker
6,545,024
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

I used Top Producer for many years.

May 17, 2016 11:41 PM
Ambassador
2,801,276
Katerina Gasset
Get It Done For Me Virtual Services - Wellington, FL
Get It Done For Me Virtual Services

We use 2 CRMs. We use Market Leader CRM because it has a whole suite of tools, such as a home search widget, IDX, and the marketing suite. They bought Smarter Agent some time ago. They use Shutterfly to do their printing  and mailings. It saves us a ton of time to have it all in one place.The prices are very reasonable and competitive.  

We also use them because we don't have to import leads from our websites into the CRM. They automatically get put in the CRM on Market Leader. We can also run CL ads right from the system. 

Market leader also adds "white pages" to our CRM. When a lead signs up for listing alerts, the system searches for their gmail address, facebook account and other social media accounts. With a click I can see their FB page and get to know them somewhat before sending them mail, calling them, etc. 

The other CRM we use is one that Nestor uses, it is called Daylite for Mac. He does not like all his contacts in the cloud online only. So he uses Daylite on his mac which backs up to the cloud but has a copy of everything on his hard drive. It is a very robust app for mac users. He does all his projects, follow up, etc on Daylite. He has an app on his iPhone for it as well. 

May 17, 2016 10:54 PM
Rainmaker
4,056,549
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

I've used Top Producer for donkey's years -- probably since they were pretty much the only option out there.

May 17, 2016 10:42 PM
Rainmaker
915,973
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

Mine is built into my website and works great - I've been using it for over 10 years and would hate to be without it

If you have a website without this feature and you are with a big name brokerage, then I would go with something like Top Propducer, they have drips already available for the named brand brokerages - there are so many out there though you sure have a lot from which to choose

May 17, 2016 10:10 PM
Rainmaker
4,433,583
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

No.

May 17, 2016 09:04 PM
Rainmaker
532,994
Robert May
Robert W May - Lethbridge Real Estate - Lethbridge, AB
Real estate consulting

i do not, mostly because i just havent got into it.

May 17, 2016 05:58 PM
Ambassador
1,190,004
Jerry Newman
Brown Realty, 210-789-4216,www.JeremiahNewman.com - San Antonio, TX
Texas REALTOR, San Antonio Military Relocation

I have used Top Producer in the past, but switched over to Realty Juggler since it was only $99 per year subscription, and I never used all the features that Top Producer had, and it was a nice savings to switch over.

May 17, 2016 01:32 PM
Ambassador
730,459
Paul McFadden
Responsive Pest Control - Seattle, WA
Pest Control, Seattle, WA.

I have used several and find them all invaluable to follow up and keep track of clients and prospects.

May 17, 2016 09:16 AM
Rainmaker
290,569
Allie Angeloni
Long Realty - Oro Valley, AZ

We use E-Contacts and it is through our broker - it is one of the fees that are part of our yearly contract Tara Mallane-Mann.  We do not use all of it's features though.   

May 17, 2016 08:36 AM
Rainmaker
1,157,485
FN LN
Toronto, ON

It is proprietary and designed to meet my needs.

May 17, 2016 03:39 AM
Rainmaker
1,149,109
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Try this review link:

LEAD GENERATION

May 17, 2016 03:15 AM