John Mosier, Prescott's Patriot Agent  928 533-8142 (Realty ONE Group Mountain Desert)

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Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC

I use IXACT & FUB.

If you're using FUB for automated tasks, what if you just add a new 'Action Plan?'

Sep 07, 2018 09:04 PM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

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.

Sep 08, 2018 03:35 AM
Endre Barath, Jr.
Berkshire Hathaway HomeServices California Properties - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

What a great question, I am looking to do Mail Merge and not sure how to go about it, maybe you have some ideas? Let me know once you figured it out, Endre

Sep 07, 2018 11:03 PM
Richard Bazinet /MBA, CRS, ABR
West USA Realty - Scottsdale, AZ
Phoenix Scottsdale. Sellers, Buyers & Relocations

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.

Sep 08, 2018 06:49 AM
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

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.

Sep 08, 2018 05:17 AM
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Buffini & Company's ReferralMaker is the best! 

Sep 07, 2018 11:58 PM
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
CEO of Vision Drive Realty - Coastal San Diego

Referral Maker CRM

Sep 07, 2018 11:15 PM
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

The best one system sounds like one you develop that incorporates the features you want.

Sep 07, 2018 09:05 PM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Parked and Reading.

Sep 08, 2018 08:05 AM
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

I use Realty Juggler that works with Mail Chimp.

Sep 08, 2018 05:42 AM
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

IXACT or Brevity

Sep 07, 2018 09:10 PM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Top Producer can do this, I assume many others can as well.

Sep 08, 2018 06:39 AM
Chuck Willman
Chuck Willman - Alpine, UT

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?

Sep 08, 2018 06:14 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

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.

Sep 08, 2018 05:58 AM
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

No help here John Mosier but I'm looking forward to reading others answers.

Sep 08, 2018 05:52 AM
Richard Weeks
Dallas, TX
REALTOR®, Broker

Top Producer

Sep 08, 2018 05:08 AM
Dario Ferreira
Attleboro, MA
Internet Marketing & SEO

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.

Sep 08, 2018 09:06 AM
Wayne Zuhl
Remax First Realty II - Cranford, NJ
The Last Name You'll Ever Need in Real Estate

We love Ixact Contact for mailing lists and versatility.

Sep 08, 2018 07:50 AM
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

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.

Sep 08, 2018 07:32 AM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy


We made up our own...I am sure you will get great answers from those who respond.  A

Sep 08, 2018 07:26 AM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Parked and reading. Will benefit from the advice!

Sep 08, 2018 06:31 AM
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

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 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....

Sep 08, 2018 10:17 AM
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Great Question.  Parked and Reading ...

Sep 08, 2018 09:37 AM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel


Sep 08, 2018 04:13 AM
Anthony Acosta -
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

You have great suggestions here...

Sep 09, 2018 02:03 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Interesting reading the comments..seems like you have lots of choices!

Sep 08, 2018 03:03 PM
Roy Kelley
Retired - Gaithersburg, MD

You have some interesting suggestions. Blog about your selection.

Sep 08, 2018 02:11 PM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I am lucky and have one thru tom Ferry Coaching with the cost of coaching.


Sep 08, 2018 12:17 PM
Ryan Huggins - Thousand Oaks, CA - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Sorry, no experience with this right now.  Try hubspot or Bitrix, they may have some integrations for that and they're free.

Sep 13, 2018 01:03 PM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Top Producer allows many categories, so you can do neighborhoods, and easy for mailing.

Sep 11, 2018 08:48 AM
Ricardo Mello
Manhattan Miami Real Estate - Manhattan, NY
Manhattan & Miami Real Estate Agent

I use Hubspot & Mailchimp

Sep 08, 2018 07:03 PM