I don't know if this has been discussed before, I have had a not so successful experience with a CRM, so I am seeking recommendations for a more user friendly system. Please tell me why you recommend it and in what way it is helping you. Thank you so much.
Hi @Michele Patterson ! I have used several and have landed on Followup Boss because of the smooth user interface and powerful functionality, especially when paired with some other systems -- like Zillow paid leads, Curaytor, etc.
+1 for Followup Boss. Silly name but awesome product. It's purpose built for real estate and plays nice with all of the other products real estate professionals use.
@Michele Patterson sorry, new to the game. What does CRM stand for?
I use Mojo sells, but the best CRM is the one you use!
I have found KVCORE to be extremely user friendly. It is very organized and has some great automation features.
CRM stands for customer relationship management. It’s usually a software where you can see which client or prospects you would need to follow up with.
I am currently using LionDesk as it was part of the association that our KW uses. So far, I am not a huge fan (I should throw them a bone since I've only had them for a week). I will definitely check out FollowUp Boss over the weekend. Thank you all!!
For those of you using Follow Up Boss, what kind of website are you using? Are you happy with the integration from your website to your CRM? It looks enticing but I'm hesitant to move away from my all-in-one CRM that includes a website.
So which one do you use...do tell.
Does anyone know about the one that Google offers? What are your thoughts on it?
@Michele Patterson there are a million CRMs and twice as many suggestions to use the best. I would suggest making sure your processes are in place prior to incorporating a CRM. The tool will accommodate the processes as you scale your business for growth. I have been using Podio for years because of the scaling flexibility. I coach my clients to start small and scale as you grow. Create a process document that your VAs can easily adapt to and follow. Then you are effectively growing your anticipated enterprise. Good Luck!!
@Michele Patterson my thought on almost anything Google makes is “will it still exist in 5 years?” Google gets bored of products very easily, notable exceptions of gmail, google docs, and anything on their as platform aside.
I just made the switch this week to "Real Geeks." It includes as website and a lot of seamless integration.