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Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

I use Outlook and have created systems that work well for me.  I see no need for a robust CRM and the added expense.

Jun 05, 2017 07:45 AM
Richard Weeks
Dallas, TX
REALTOR®, Broker

It's the lifeline of your business.  Depending on your budget you really need to get one ASAP.  Worse case use Excel, if you don't have Excel use 3x5 index cards.  Add to your data base every day, work it on a consistent basis, and follow up on every lead.

Jun 05, 2017 07:20 AM
Kasey & John Boles
Jon Gosche Real Estate, LLC - - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

Check out Realty Juggler, Brivity & Insightly. -Kasey

Jun 05, 2017 07:46 AM
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Wayne Gretzky has your answer. He is credited with saying, "I skate to where the puck is going to be, not to where it is."

You are facing the same issue, a CRM that supports business as it is or choose one based on where your business is going to be.

That imposes on you the necessity of understanding your market and seeing where your marketing efforts need to be, what your business NEEDS and will USE.

Where the puck was is, TopProducer, RealtyJuggler, crms.

Where the puck is going to be, in order of highest to lower cost is:, and

The obstacle more imperative for you to overcome is to stop looking at the problem(s) and stay focused on the goal. Many people only see what keeps them from what they want (cost) but you need can see your goal.

Jun 05, 2017 07:22 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

When I trained new agents I always told them one of the first things to do to stay in business long term is to set up a CRM and use it. Personally, I don't find $35/month for mine a hefty price tag. It's worth its weight in gold to me at 75% of my business is repeat and referral and the CRM is how I stay on top of that data base. I know there are less expensive and even free alternatives. I've just never felt that this was where I should be penny pinching.

Jun 05, 2017 02:29 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

I just use outlook, simple and cheap.

Jun 05, 2017 08:19 AM
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Property Manager

There are so many choices, depending on how you are going to use it.  Annette Lawrence , Palm Harbor, FL 727-420-4041 gave you a great answer.  What will get you where you want to go?   The best choice is the one that you will use.  It doesn't need to have a lot of bells and whistles to be effective.

Jun 05, 2017 07:47 AM
Roy Kelley
Retired - Gaithersburg, MD

I successful used Top Producer for many years.

Jun 05, 2017 07:35 AM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

We have always had our own system.  I am sure you will get some great advice from the members. A

Jun 05, 2017 07:29 AM
John Meussner
Mortgages in AZ, CA, CO, DE, FL, GA, MD, MN, MT, NC, NJ, NV, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI - Fair Oaks, CA
#MortgageMadeEasy Fair Oaks, CA 484-680-4852

Well you can manage a pipeline and almost an entire sales process via excel, if you want to take the time to learn the ins and outs and don't want a bunch of features.


For me, the CRM pricetag is one of the biggest & best investments I make in my business, though - it helps me on tasks, scheduling, marketing, and improves the relationships I have with my clients and business partners --- that is worth a lot more $$$ than the price tag.  Find a good one though, lots of em' aren't worth that large price tag

Jun 05, 2017 03:21 PM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

Looks like you have lots of answers here.

Jun 05, 2017 02:00 PM
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

 Outlook is the CRM du jour for many of the Brokers on this site.

Jun 05, 2017 01:03 PM
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Realty Juggler.

Jun 05, 2017 11:22 AM
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Zhoho, Top producer(dated), excel, stick on paper on the wall, apple.

These days I do not solicite mearly work with past clients and referrals. Referrals is the most reliable way to get clients.

Jun 05, 2017 07:44 AM
Dave Martin (703) 585-4687
Fairfax Realty - Fairfax, VA
Making Realty Dreams a Reality #WeWillGetYouHome

I have several it depends on how you are running your business platform

Jun 15, 2018 07:00 PM
Dave Halpern
Dave Halpern Real Estate Agent, Inc., Louisville, KY (502) 664-7827 - Louisville, KY
Louisville Short Sale Expert

The finer tuned the CRM is, the more time I'll have available to focus on lead generation activities. A fine tuned CRM also reduces the dependency on any specific administrative assistant because the next admin can just continue using the system. I recently switched to Brivity.

Jun 17, 2017 08:01 PM
Shanelle Cahill
The Wyman Group - Kokomo, IN
Full Service Real Estate

Thank you everyone for your answers! I certainly have a lot to think about. 

Jun 08, 2017 02:50 AM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I use Top Producer, but it is rather pricey.  Outlook and Excel are good.

Jun 07, 2017 09:48 AM
Sandy Padula & Norm Padula, JD, GRI
HomeSmart Realty West & Florida Realty Investments - , CA
Presence, Persistence & Perseverance

We use a custom, proprietary system. It's called Sandy

Jun 06, 2017 01:40 PM
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

This is one of the biggest issues. I've searched one for a long time. Don't trust the ones provided by some big website companies.

Jun 06, 2017 06:42 AM
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Shanelle Cahill Tke a look at DejaOffice. It is a free App and will sync with your PC/laptop.

Jun 06, 2017 06:37 AM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Top Producer

Jun 06, 2017 06:12 AM
Nathan Gesner
American West Realty and Management - Cody, WY
Broker / Property Manager

I think they are great but I've never implemented one.

Jun 06, 2017 05:56 AM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I find that it's mandatory in this business.

Jun 06, 2017 05:10 AM
William Feela
Realtor, Whispering Pines Realty 651-674-5999 No.

I designed my own,

Jun 05, 2017 10:21 PM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

My CRM is integrated into my website and IDX. The price for everything is reasonable for all I get.

Jun 05, 2017 08:57 PM
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

What Kasey & John Boles said - just know that with other products, you get what you pay for!!  Go for the best one that suits YOUR needs and it will pay for itself!

Jun 05, 2017 07:46 PM
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 use my CRM every work day, it runs my business.

I use 's Referral Maker CRM I did a couple posts on it if you are interested and I can send you a 30 day FREE trial (no credit cards needed).

Jun 05, 2017 06:00 PM
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

You have to. How else you are going to manage your business and take notes? Via index cards? 

Jun 05, 2017 05:49 PM
Ryan Huggins - Thousand Oaks, CA - Thousand Oaks, CA
Residential Real Estate and Investment Properties

I use excel.  Works for my needs.  Played with Bitrix24, and one other that escapes my mind.  Decent free versions, but far more robost than anything I'm needing.

Jun 05, 2017 05:47 PM
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

It really takes a lot of investigative work. I like the 'bundle' package that is starting to happen with IDX, CRM & extras. That way one bill & you know that the 2 systems won't conflict with each other. How disappointing when you get this great CRM, punch in every person known to man & then it won't cooperate with another essential program. Echhk.

I hate Outlook & I hate Top Producer. They are both lame IMHO.

Jun 05, 2017 03:47 PM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I will park and see what others have to say!


Jun 05, 2017 09:03 AM