Erika Rae Albert, Austin Real Estate Expert, Exceeding Expectations in Every Transaction (E*Rae Realty)

Spam prevention
Ambassador
4,206,588
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

On our AR ZOOM call today, our speaker, Andrea Bedard, prefers Folio. I am going to try it as well.

Sep 21, 2021 07:31 PM
Rainmaker
883,777
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

TAke a look at WiseAgent.com
Checklists and note fields that are searchable are some of the features that make WiseAgent agile.
I used TRELLO but project/task management software like Trello is overkill for agent work.

Sep 21, 2021 10:11 AM
Ambassador
3,039,191
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

I wish you all the best with this. No doubt you will receive many suggestions from other AR members.

I own and manage a boutique brokerage of one. The systems I use are self-created and work well for me. The only person I assign tasks to is ... me. 

Sep 21, 2021 08:59 AM
Rainmaker
1,381,973
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Hubspot may be worth checking out.  It's geared towards project management (though many use it as a CRM) and has dates, Gantt charts and the like.

Sep 21, 2021 08:41 AM
Rainmaker
986,382
Doug Dawes
KW Evolution - Topsfield, MA - Georgetown, MA
Your Personal Realtor®

Keller Williams has their own proprietary product for such things.

Sep 21, 2021 10:50 AM
Ambassador
5,368,231
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

I use google calendar, however I have heard of others who use the fuctions for this included in some transaction software like dotloop, command, skyslope, and others to do this.

Sep 23, 2021 11:29 AM
Rainmaker
847,169
Andrea Bedard
Thompson Company, REALTORS® 240.593.2860 - Silver Spring, MD
Fluent in Real Estate and German * M.A. ABR ASP

I am a fan of Folio! It may not be exactly what you are looking for, but I've found it very helpful. You can create a timeline, add comments to each milestone, attach documents and share it with parties involved with the transaction. When it's all done and the transaction settled, the entire thing is archived (in case you need to come back to it later) and with a yearly subscription you can download a pdf of all your emails. 

The only thing I am not sure of is whether or not you can assign tasks. 

Thank you Debe Maxwell, CRS for making me aware of this question. Very timely!

Sep 23, 2021 06:05 AM
Rainmaker
4,169,706
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

So happy to be retired, parked and reading! Good luck!

Sep 22, 2021 04:05 AM
Rainmaker
6,557,259
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Blog about your selection.

Sep 21, 2021 02:22 PM
Rainmaker
846,840
Jeff Pearl
RE/MAX Distinctive / LIC in VA - Lovettsville, VA
Full Service Full Time Realtor

Compare slack. https://slack.com/

Sep 21, 2021 01:33 PM
Rainmaker
819,257
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

I don't have a good suggestion, wish I had a perfect system. Whatever you choose, the key is to use it and be consistent with it. I find that some of the systems are too time-consuming to manage; require a lot of minute input.

Sep 21, 2021 12:21 PM
Rainmaker
1,717,694
Lyn Sims
RE/MAX Suburban - Schaumburg, IL
Schaumburg Real Estate

This is always the question of the month. What CRM do you use? Can't really give any good advice.

Sep 21, 2021 11:02 AM