Great advice, is the a CRM product that you recomend? I am using Top Producer right now which is generally okay. I like have my email in there, but with it in there I can't access it on my windows mobile device which is just not acceptable anymore. THoughts??? Should I just switch to outlook? hosted exchange?
Matt Collinge - the 604homesgu
· 1 year ago
PS: Your rss feed for comments is not working.
Jennifer Wilson
· 1 year ago
Hey Matt thanks for stopping by.
I am not a fan of Top Producer and you are right, these days agents have to have the flexiblity of being "mobile". There are a number of CRM's out there that will allow you this flexiblity, but first I think it is important to consider what you want a CRM program to do for you.
Outlook is a good program and can be used in conjunction with a number of CRM's.
Do you currently use TP and all its features (ie. tours, action plans, flyers, etc.) or do you use other programs as well? These considerations will help to determine which CRM will suit you best.
Thanks for heads-up on the comment feed. I will fix that shortly.
Matt Collinge - the 604homesgu
· 1 year ago
Thanks Jennifer. I do use some of the action plans but very few. Mostly I use one for listing things to do, but I am sure that could be set up in Outlook. I use the scheduler a bit, but mostly I use Outlook on my phone, becuase its right there on the today screen of my phone. I do like who TP automatically keeps a copy of the each email I send and receive from clients in my database. Is there an outlook based CRM that does that?
Chris Johnson
· 1 year ago
Right. Never EVER lose a contact's details. As far as contact management, I use ACT, but want so badly to use HEAP.
Abbotsford BC
· 1 year ago
I am searching for a good real estatecontact management software.
Jennifer Wilson
· 1 year ago
Hi Abbostsford BC. I am a big fan of The Wise Agent as a full Contact and Transaction Management system. If you would like more information, please don't hesitate to contact me anytime.
All Comments
I am not a fan of Top Producer and you are right, these days agents have to have the flexiblity of being "mobile". There are a number of CRM's out there that will allow you this flexiblity, but first I think it is important to consider what you want a CRM program to do for you.
Outlook is a good program and can be used in conjunction with a number of CRM's.
Do you currently use TP and all its features (ie. tours, action plans, flyers, etc.) or do you use other programs as well? These considerations will help to determine which CRM will suit you best.
Thanks for heads-up on the comment feed. I will fix that shortly.