

5,547,740
I use IXACT & FUB.
If you're using FUB for automated tasks, what if you just add a new 'Action Plan?'
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Anthony Acosta - ALLAT...
Atlanta, GA
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Diana Dahlberg
Pleasant Prairie, WI
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Kathleen Daniels, Prob...
San Jose, CA
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Carol Williams
Wenatchee, WA
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Chuck Willman
Alpine, UT
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
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Richard Weeks
Dallas, TX
5,387,689
No, I only use one CRM. Infusionsoft is quite robust and it seems to work fine for my mailings both via email and snail mail.
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Diana Dahlberg
Pleasant Prairie, WI
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Thomas J. Nelson, REAL...
La Jolla, CA
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Kathleen Daniels, Prob...
San Jose, CA
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Carol Williams
Wenatchee, WA
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Joyce M. Marsh
Daytona Beach, FL
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
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Richard Weeks
Dallas, TX
720,287
MS Word and Excel (Office 365 family) are both awesome for mailing lists. If you run it with MS Outlook, you have one of the best power business tools ever. If you already have Office products - you are off to the races. Use the tools you already have. They have a few free online classes, I suspect thatv maybe you are not doing it right. In some towns where Microsoft has a retail store, they have free classes with a trainer in a demo room that can show you how to do this in not time.
My marketing assistant can run both email and hard copy mailouts in Office 365, takes her 30 seconds or less to set them up, and off it goes. I tired it once when she was off, it's the easiest thing in the world.
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Carol Williams
Wenatchee, WA
1,875,058
I've never heard of anyone YET successfully use both systems. The mail merge is where the system collapses.
Others are saying Buffini but they say his stuff works for everything including cleaning kitchen floors.
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Diana Dahlberg
Pleasant Prairie, WI
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Carol Williams
Wenatchee, WA
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
4,322,295
Buffini & Company's ReferralMaker is the best!
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Diana Dahlberg
Pleasant Prairie, WI
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Thomas J. Nelson, REAL...
La Jolla, CA
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Debe Maxwell, CRS
Charlotte, NC
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Carol Williams
Wenatchee, WA
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
1,639,551
Referral Maker CRM
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Diana Dahlberg
Pleasant Prairie, WI
-
Thomas J. Nelson, REAL...
La Jolla, CA
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Debe Maxwell, CRS
Charlotte, NC
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Carol Williams
Wenatchee, WA
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
4,790,273
The best one system sounds like one you develop that incorporates the features you want.
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Anthony Acosta - ALLAT...
Atlanta, GA
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Diana Dahlberg
Pleasant Prairie, WI
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Bob "RealMan" Timm
Minot, ND
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Richard Weeks
Dallas, TX
3,447,266
Parked and Reading.
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Anthony Acosta - ALLAT...
Atlanta, GA
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Debe Maxwell, CRS
Charlotte, NC
1,713,581
I use Realty Juggler that works with Mail Chimp.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Carol Williams
Wenatchee, WA
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Chuck Willman
Alpine, UT
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Bob "RealMan" Timm
Minot, ND
2,717,698
IXACT or Brevity
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Diana Dahlberg
Pleasant Prairie, WI
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Debe Maxwell, CRS
Charlotte, NC
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Carol Williams
Wenatchee, WA
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
967,182
John- I'm in your same boat. I've used several CRMs and have even written a CRM of my own. NO, I'm not a programmer selling something. I'm a guy who became a programmer out of necessity and still, I don't have the elegant solution to recommend that does what you are asking for in a painless way.
I know of companies that sell something that could work, but they are enterprise solutions that don't have single user licenses.
For now, I just use MailChimp. It's easy and super affordable but it's not the CRM you are looking for. Your quest though, has me now looking at a couple of the operations and suppliers that others have mentioned here. I'm wishing you well and hope that you find something that allows you to be less the techie and more the efficient agent; isn't that what we're all looking for?
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Debe Maxwell, CRS
Charlotte, NC
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Carol Williams
Wenatchee, WA
6,764,535
I use eEdge, mostly do email mailings but it does have the ability to send out postcards for me, and the prices for the cards are very reasonable.
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Debe Maxwell, CRS
Charlotte, NC
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Carol Williams
Wenatchee, WA
2,559,430
No help here John Mosier but I'm looking forward to reading others answers.
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Diana Dahlberg
Pleasant Prairie, WI
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Carol Williams
Wenatchee, WA
5,176,933
Top Producer
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Debe Maxwell, CRS
Charlotte, NC
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Carol Williams
Wenatchee, WA
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
324,111
John Mosier , to be clear, is this what you want?
A system that will store prospects names and physical mailing addresses with the ability to tag individual prospects, then according to the tags, you want to be able to print a specific letter and envelope customized for each tag and prospect.
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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John Mosier
Prescott, AZ
1,395,083
We love Ixact Contact for mailing lists and versatility.
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Debe Maxwell, CRS
Charlotte, NC
921,504
Here is the challenge.
The best results, I mean, really best results, are realized if the names are edited to so they do not appear as a direct scrape from public sources.
It makes a big difference in response rates if the TO: reads Bill instead of William or Home Owner instead of 123 Mainstreet LLC or Miller Family instead of Miller Trust
You know everyone else is scraping. It is your choice to expose your database by sending your edited list to a Internet company to host.
However, if you choose to make your life easier, using a CRM like WiseAgent could be a great idea. They have affiliate/integrated companies that can send your letter or post card for a fraction of your real costs. (52 cents an address. I can't come close to that when I calculate cost for printing, labeling, stuffing then adding the postage. That is assuming I work for FREE!)
DO not use a CRM provided by your franchise or broker.
I run two crm and the holy spread sheet.
One crm is for old school real estate marketing like discribed above.
The other is committed to inbound marketing. This is the crucial step two for those who respond as you directed.
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Kathleen Daniels, Prob...
San Jose, CA
5,774,106
John,
We made up our own...I am sure you will get great answers from those who respond. A
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Debe Maxwell, CRS
Charlotte, NC
5,557,156
Parked and reading. Will benefit from the advice!
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Diana Dahlberg
Pleasant Prairie, WI
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Bob "RealMan" Timm
Minot, ND
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Debe Maxwell, CRS
Charlotte, NC
5,585,039
I make life easy for myself and mail to 7,700 single family homes in my town....that database is the town public record and our MLS provides that...life is easy.... I update it every month.... those names that have moved or do not want to receive anymore mailings.... there are a few every few months....
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Jeff Pearl
Lovettsville, VA
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Bob "RealMan" Timm
Minot, ND
685,002
4,434,277
2,231,519
You have great suggestions here...
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Anthony Acosta - ALLAT...
Atlanta, GA
5,346,947
Interesting reading the comments..seems like you have lots of choices!
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Bob "RealMan" Timm
Minot, ND
8,234,449
You have some interesting suggestions. Blog about your selection.
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Bob "RealMan" Timm
Minot, ND
5,281,948
I am lucky and have one thru tom Ferry Coaching with the cost of coaching.
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Bob "RealMan" Timm
Minot, ND
1,546,064
Sorry, no experience with this right now. Try hubspot or Bitrix, they may have some integrations for that and they're free.
6,052,829
Top Producer allows many categories, so you can do neighborhoods, and easy for mailing.
75,476