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

Cathy, the primary reason agents are stuck with 'half-a$$" CRMs is they did not understand the process and where the real cost exists. Let me get that out of the way first. The REAL cost of the crm is your investment of testing, configuring, validation, setup, implementation and training. When those dollars are spent, no one want to do it again. Trust me when I say my validation plans have revealed CRM that are  simply too dangerous for a real estate agent to use.

Where you must start is defining what your business REALLY needs to get you were you intend to be in 3-5 years. It is possible all you need is a place to search for your existing contacts. A Spreadsheet will work nicely.

Or you may want a CRM that holds searchable contacts and actually has lead generation capability, currates communications, organizes listings and notes and even those lock boxes along with checklists. These are all things a legacy practice agent needs.

Legacy based CRM are landing page and drip campaign dependent. However if you recognize the communication portals to 'haven't mets' is become increasingly smaller and better guarded, then the old school methods may not be where you want to invest.

For traditional practices, by order of price consider the following:

Realty Juggler
Wise Agent
Top Producer.

If you "See the light"  consider the following from lowest to highest cost:
Sugar CRM

Best of success,


Jan 16, 2019 01:55 PM
Francine Viola
Coldwell Banker Evergreen Olympic Realty, Olympia WA - Olympia, WA
REALTOR®, In Tune with your Real Estate Needs

Don't pay for a CRM. They are too bulky, offer too much stuff you'll never use, long learning curve - just stick with the basics.  For me, I use all the features in Outlook and keep notes in OneNote.  

Jan 16, 2019 01:49 PM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Examine many and eliminate slowly. You will find the one that woks for you.List your questions and concerns before a demonstration!

Jan 16, 2019 03:06 PM
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

Cathy - this is so personal as what works for one person may not work for another.  This section can give you lots of ideas but finding the right fit for you is the one that you will use.  Good luck.  

Jan 16, 2019 02:32 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

Buffini & Company 's Referral Maker CRM (expandable to assistants and team)!

Jan 16, 2019 02:31 PM
Ryan Huggins - Thousand Oaks, CA - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Agreed with Annette, and want to add "Bitrix 24" to the CRM list too.

Jan 16, 2019 02:28 PM
Maria Sapio
Keller Williams of Central PA - Carlisle, PA
Real Estate Agent- Carlisle, PA.

I use Less Annoying CRM - It's $10 a month and very basic but has all the needful components that I need.

Jan 16, 2019 02:20 PM
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

I find many CRS systems are why to complicated and the bells and whistles unnecessary. I use Realty Juggler at $99 a year. It does all you need it to do, has a ton of instructional videos and coordinates groups with Mail Chimp.

Jan 16, 2019 01:51 PM
Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I never use one.... but you'll have many answers here....

Jan 16, 2019 01:41 PM
Mel Ahrens, MBA, Kelly Right Real Estate
Kelly Right Real Estate - Hood River, OR
Customized Choices for your Real Estate Needs

I'm surprised no one has yet commented the best CRM is the one you use. Which is so true.  When I started, I used Realty Juggler as it was low cost and basic.  Figured I would go the low cost, basic route initially then get more sophisticated once I learned more of what I needed.  I still use Realty Juggler. My brokerage recently provided KvCore to me at no cost.  It is much more sophisticated and technical. I'm in the learning/training stage now.  Realty Juggler was really easy to use with minimal training required.  They have tutorials but often I did not have to use the tutorial; it was pretty intuitive.  My suggestion, use Excel to start then consider Realty Juggler if you need more, then consider higher end CRM's if you find it not meeting your needs.

Jan 16, 2019 03:37 PM
Peter Mohylsky. BRIX REALTY
Brix Realty - Destin - Miramar Beach, FL

I love Annette Lawrence , Palm Harbor, FL 727-420-4041  response.  i have used wise agent with success.  The trust is actually USING the CRM to kep in touch.

Jan 16, 2019 02:02 PM
Wayne Zuhl
Remax First Realty II - Cranford, NJ
The Last Name You'll Ever Need in Real Estate

We're happy with Ixact Contact.

Jan 17, 2019 03:27 AM
Lyn Sims
Schaumburg, IL
Real Estate Agent Retired

Question is asked way to much. Lots of answers just have to ask the AR search button for tons of great stuff.

Jan 16, 2019 05:17 PM
Debe Maxwell, CRS | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

I have been through several of them, including Top Producer - and found that IXACT serves my needs very well. All of my assistants can log in and each have daily reminders, etc. It's a VERY user-friendly CRM. 

Good luck with whichever one you decide to use!

Jan 16, 2019 04:14 PM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Lots of different options out there... you need to first define what you need and want out of a CRM and then search out the one that best meets your needs and budget. I use Infusionsoft. It works for me. Many use IXACT, Top Producer, etc. Google the term and you'll find lots of information on line.

Jan 16, 2019 03:13 PM
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

The best one is the one you will use to build your database.

I used Top Producer for many years.

Jan 16, 2019 03:07 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

Currently using eEdge, which is good, but looking forward to moving to KW Command which looks great.

Jan 16, 2019 03:05 PM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy


We made up our own....test different ones, or follow the suggestions here.

Jan 16, 2019 02:15 PM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

I would start by asking ... why do you think you even need a CRM? Is it because someone, perhaps a coach, said you need one?  What is the volume of your business?  Do you really need one? 

I am with Francine Viola - I use Outlook and other programs like Excel and it works well for me.  If it ain't broken, don't fix it.  Where is the best use of your time and money?  

Jan 17, 2019 08:48 AM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Most have a trial, so try and pick one that works well for your business.

Jan 17, 2019 06:32 AM
Richard Weeks
Dallas, TX
REALTOR®, Broker

The best one is the one you will use.

Jan 17, 2019 04:36 AM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Good luck

Jan 17, 2019 03:17 AM
Karen Feltman
Cedar Rapids/Iowa City, IA KW Legacy Group - Cedar Rapids, IA
Relocation Specialist in Cedar Rapids, Iowa

The best one is the one that you will use.  But seriously, it depends on whether you want to be able to access it through mobile and sync to a desktop as well.  Realty Juggler is pretty good and easy to use.

Jan 16, 2019 08:01 PM
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

From day one I've had a secretary Cathy Harris even when I started out with nothing to my name.

Jan 16, 2019 06:54 PM
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe
Jan 16, 2019 04:42 PM
Evelina Tsigelnitskaya
SIB Realty - Sunny Isles Beach, FL

I don't  use any.

Jan 21, 2019 07:30 PM
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty Condos for Sale and Rent

Great answers are here. 

Jan 21, 2019 07:10 PM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Use one that is easy to learn quickly.  I have Top Producer, and is not very user friendly.

Jan 20, 2019 07:10 AM
William Feela
Realtor, Whispering Pines Realty 651-674-5999 No.

I designed my own years ago

Jan 19, 2019 07:54 PM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Park and seeing what others use.


Jan 18, 2019 12:18 PM
Ricardo Mello
Manhattan Miami Real Estate - Manhattan, NY
Manhattan & Miami Real Estate Agent

I use Hubspot Cathy

Jan 18, 2019 05:39 AM
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West - Carlsbad, CA
Presence, Persistence & Perseverance

We are testing a few new ones this year as the technology continues to change. LionDesk, Elevated Network so far are at the top of our list; no choice yet though! Here is a link to  LionDesk

Jan 17, 2019 10:15 AM