What CRM Do You Use? Why?

20 Replies

Team,

What CRM do you use for your business and why did you choose it? Pros/Cons? Would you recommend it? What sort of business do you use it for, and do you think you might choose something else if you had a different business area/model?

It seems like a lot of folks use Podio, but I'm thinking about just making a Google Sheet with contact info and using Evernote to keep notes about meetings for active projects. Simple. Cheap. Do you think I would miss out on something?

I'm mostly using it to track leads in a leasing agent capacity (at this time).

@Chris Price I will be interested in the answers to this, but it seems if you ask 100 people you will get 100 different answers.

Perfect!  How do you organize your leads, Brandon?

Hi @Chris Price , I guess I'll go first. After using many different CRMs in the past, I have settled on Nimble CRM. The reason I picked this one over others is due to the following:

1) Its syncs with Google/GMail & Calendar, and it has several "killer addons" for Gmail & Chrome, which is where I have all of my current contact info. 

2) It only costs $15 per month, but, I believe that they have recently increased their initial price to $25.

3) It's one of the only CRMs that is heavily centered around social media. I won't go into details here about what that means, but, would suggest that you check out their detailed videos that demonstrate how it works.

4) It allows you to be able to immediately discover information about anyone whom you might be meeting with, before the meeting. In other words, if the person has an online presence, you can find out many things about them and then add them to your contact list.

5) There is a nice follow-up feature that you can setup.

6) Integrates with alot of the other different services that will allow you to "do business within your business".

7) Can be used from within any browser and also has an IOS app for both my iPhone & Ipad.

There is more that I can say about the service, but, I'll stop here. Hope this helps.

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Personally, I use SugarCRM and SalesForce.  Salesforce when I have the budget and SugarCRM when I have no budget.

For real estate, best is to probably get something that syncs easily with gmail and then includes that email trail in your CRM.  The one I use for that is Salesforce's tool, RelateIQ (which they acquired). It works good and is very "hackable" to let you sort through the hottest leads.

HTH...

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I use Zoho. I find it to be more organized and easier to use than Salesforce!

I'm looking into this as well. Has anyone used Realeflow (realeflow.com)?

I'm currently using Podio but it's very cumbersome unless you know exactly what you want with it or have someone full time to make it efficient. I'm also looking for another CRM thats built better "out of the box" or need minor tweeking. Has anybody heard of REI Mobile? It's a product offered by Lead Propeller and am curious if anyone has tried it.

If you want to spend a lot of time, $ and effort without a lot of bang for your dollar, go with Salesforce. otherwise there are a lot of good products out there (some mentioned above). i really like Insightly - because it is easy to use, lots of great simple reports and followup features, and you can link different people to to each other so you know who knows who...  also free for the first 2k contacts doesnt hurt. I think the real question should be what is the best CRM specifically for the real estate market (e.g. rentals, lending, etc.) - and that one I am still waiting for someone to come up with on.

Setting up our CRM still doing research, I am curious as to which of these CRM are compatible with WIX free site. I love the idea of connecting via social media. I have been stuck on this for a few days help please!!!

Flipper to be in Charlotte NC

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Streak because it's lightweight & syncs with Gmail & it's free 

@Duncan Wierman Please post a link. There isn't a post about CRM on your Biggerpockets blog. You have 2 posts from 10 months ago. But I may be looking in the wrong area.

I use REI Blackbook and it's pretty amazing! Too many features to list, so check them out at www.reiblackbook.com. They have a 3 day bootcamp coming up at the end of the month and the content you get in those three days is worth WAY more than the cost, and their support is hands down the best I've seen anywhere! (And no, I am not an employee!)

Does anyone else have an opinion(s) on the best overall CRM choice for an REI based business, across the board? (i.e. At under $50.00 per month, that works well with VA interactions, to networking with people, and of course manages leads to follow- ups, or better...) I see several cos. want $100.00 or more per month (!) which seems rather 'overpriced,' for an REI venture with a handful of people or less (in most instances) using the data lines and server space, etc.

Seems like a worthy niche for a (REI) developer to drive a wedge, into? (With several million or more potential clients, if you gained 20%+ of the marketshare.) I'd take the 'AutoCAD' approach, myself. (To use a year 1, Gen X example. Or WordPress, for you millennials. i.e. Build the backbone, and let the 'specialists' develop the 'plug- ins!' OR... if that EXISTS... then WHERE ARE those add- ons!?)

I use three CRMs now for three different businesses.
I used to have Podio for all three but the price jumped to "Oh no you didn't" so I had to go.
Business 1 (Real Estate Investor) - PipeDrive. Works well with other tools. Three people $50 per month
Business 2 (Selling services to Real Estate professionals) - Zoho free + Mautic free version. Tracking leads and reminders to follow up. Graduate leads from Mautic to Zoho. Two people - $0
Business 3 (Selling services to local business) - GLIP - tracking lots of VA's and projects. Easy to gain access if your company's firewalls are set to DefCON 5. Slack and other well known sites are blocked.

@Dave Ramirez Curious as to your experience w/ Pipedrive. Seems pretty solid and customizable.

@Chris Price I'm working w/ an agent that uses Firepoint. I would stay away. Not as many features as some more mature systems. Small company 5-10 people so development time is a bit slow. We are having to build a lot of systems/processes around it's failings (i.e. Transaction mgmt, marketing ROI, etc.)

Propertybase looks like an interesting solution. Built on top of Salesforce so it has solid infrastructure. Customizable workflows and automation. Expansive API so if you need to develop some of your own features you can.

https://www.propertybase.com/

A new entrant that I think might be an interesting option could be ProsperWorks. It's built on top of G Suite so if you are using that it is really nice.

ProsperWorks

https://gsuite.google.com/marketplace/app/prosperw...

G Suite in general has released a new tool called App Maker that allows you to build some really powerful applications on top of it. Abstracts a lot of the programming and design work. Feel like this would be preferential over Podio if I was already using G Suite (I've never used Podio).

App Maker release blog
https://www.blog.google/products/g-suite/customize...

App Maker ecosystem blog
https://cloud.googleblog.com/2015/11/strengthening...

Just my 2 cents

Updated almost 2 years ago

I should mention this as I forgot to when I originally posted. But App Maker for G Suite isn't generally available yet. You have to apply for it to be added. Either way I think it is an interesting solution for back office tasks/workflow.

Pipedrive works with everything Podio did. We'd track thousands of leads in Podio. Now we only track people who took action to reach out to us on Pipedrive. We track mailing campaigns on Excel now. Just as cumbersome as moving from lead to contact in Podio.

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