921,504
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.
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DOANNIE TAMBASCIO
Severna Park, MD
5,111,946
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DOANNIE TAMBASCIO
Severna Park, MD
6,416,919
279,878
630,251
4,800,132
3,071,489
223,831
15,381
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.
4,434,177
4,319,773
Ginger Harper , yes, I do - however, not as much efficiently as I should. Great product.
80,193
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.