Agent Solutions - Latest Comments in Contact Management Is The Key To Success

Re: Contact Management Is The Key To Success

Raj Dhaliwal — Wed, 30 Apr 2008 00:09:17 -0000

Any one using "agent office"?

Re: Contact Management Is The Key To Success

Jennifer Wilson — Fri, 11 Apr 2008 11:34:13 -0000

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.

Re: Contact Management Is The Key To Success

Abbotsford BC — Thu, 03 Apr 2008 01:44:42 -0000

I am searching for a good real estatecontact management software.

Re: Contact Management Is The Key To Success

Chris Johnson — Thu, 27 Mar 2008 15:46:20 -0000

Right. Never EVER lose a contact's details. As far as contact management, I use ACT, but want so badly to use HEAP.

Re: Contact Management Is The Key To Success

Matt Collinge - the 604homesgu — Thu, 21 Feb 2008 20:06:33 -0000

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?

Re: Contact Management Is The Key To Success

Jennifer Wilson — Thu, 21 Feb 2008 17:49:08 -0000

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.

Re: Contact Management Is The Key To Success

Matt Collinge - the 604homesgu — Thu, 21 Feb 2008 16:17:44 -0000

PS: Your rss feed for comments is not working.

Re: Contact Management Is The Key To Success

Matt Collinge - the 604homesgu — Thu, 21 Feb 2008 16:15:25 -0000

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?