Good CRM realtor software for lead tracking?

Question

I'm looking for a good system to track our realty leads: both buyers and sellers. I need something that will put them into a follow up with tasks that will email, Send letters, tasks to call lead,, etc. i'm looking for a user friendly system. I just started top producer today and i'm not very happy with it. It's very complicated.

Any suggestions? Thanks!

Any suggestions?  Thanks!

Richie G. · Answer

Zoho CRM seems to have the most features for the best price.  I have used it for a couple years and it can basically automate every part of the sales process.

Regardless, CRM systems are complicated by their very nature - so expect somewhat of a learning curve.  Either spend the time learning how to make the most of it or hire an IT person to setup and manage it.

Joshua D. · Answer

Monica Breckenridge - 
Sharon Vornholt did a series on this very topic on the BiggerPockets Blog;  here are the last 3 posts:

-  Systems for Managing Contacts and Direct Mail Campaigns for Investors
-  How Using A Database In Your Real Estate Business Makes You Money
-  Setting Up Your Database for Your Real Estate Investing Business

Bhavesh Koladiya · Answer

There is many real estate CRM software available in a market. I think Propertybase, Bitrix24 and DaeBuild. This three CRM is best for any real estate agents. If you want to check best real estate CRM software at SoftwareSuggest.com. They provide software comparison, demo, price quotes, features and more.

Barry Hammond · Answer

Monica Breckenridge

I'm going to tell you something that a lot of people may start throwing things at me for.  But I would tell you to do exactly what you are doing in researching "canned" crm applications.  But I would also tell you, that I crms are pretty lousy in general, and it seems that even the most popular applications fall short for many people most of the time.

If I were in your shoes, I would definatly make myself aware of what was out there, and then ask myself if the cost was worth learning to "play in someone else's playground".

Then I would tell you to explore the possibility of developing your own.  To some this is a daunting task.  But there are many nerds out there, who develop custom crm apps every day.  I've designed my own apps using programs like filemaker (before you laugh at that, remember companies like walmart and itunes are using filemaker).

But seriously.  Wouldn't it be nice having a crm that did things the way you do things, that costs less, and doesn't require you to jump through a bunch of hoops?

Justin Silverio · Answer

Monica Breckenridge Did you find a new software?  Are you using the software to produce your direct mail as well?  I've been looking for a cloud based program that can do something similar (manage direct mail campaign/crm/organization) and haven't found anything that is reasonably priced.

Tama Joseph · Answer

Hi Monica,
I hope you find the system you are looking for, there so many different types of crm systems out there.

Chris H. · Answer

I really enjoy SalesForce. They have a lot of plugins & addon programs that help, and you can easily track leads, assign tasks, & have a history of your contact information.

Check them out @ force.com

Amber Butler · Answer

Monica Breckenridge Despite my previous reply, I would look into FBFlow/ Open Road. It is seriously amazing software. You get a one month free trial. If you do try it let me know how you like it, but it sounds like exactly what you are looking for.

Tarique Jawed · Answer

Salesforce has been really good for us.

Beth S. · Answer

For the price, I have found that RealtyJuggler has met my needs.

Good CRM realtor software for lead tracking?

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