Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 16%
$32.50 /mo
$390 billed annualy
MONTHLY
$39 /mo
billed monthly
7 day free trial. Cancel anytime

Let's keep in touch

Subscribe to our newsletter for timely insights and actionable tips on your real estate journey.

By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions
×
Take Your Forum Experience
to the Next Level
Create a free account and join over 3 million investors sharing
their journeys and helping each other succeed.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
Already a member?  Login here
Followed Discussions Followed Categories Followed People Followed Locations
Real Estate Technology
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated about 7 years ago on . Most recent reply

User Stats

1,945
Posts
1,711
Votes
Doug Smith
  • Lender
  • Tampa, FL
1,711
Votes |
1,945
Posts

CRM System Advice - Recommendations?

Doug Smith
  • Lender
  • Tampa, FL
Posted

Hello BP World. I have offered advice on Non-Performing Loans, the Foreclosure Process, and Real Estate in General, but I am seeking advice from all of you in the BP world. We need to upgrade our CRM. We do not wholesale real estate, but we do have our own brokerage. We also have non-real estate related sites that we want to integrate into one CRM that we can "cross-pollinate" a bit. Formerly, we used Commissions Inc for the real estate side and we loved the CRM portion (particularly the ability to text (SMS) to clients from the laptop), but we found it quite expensive and it didn't adapt to our design and consulting sides. We've developed a landing page with an IDX feed for our real estate customers to search the MLS. We also have two "personal branding" pages that are used for non-real estate related things. We need a system that will allow us to house an email list, allow us to text individually and in bulk, allow us to email and use drip campaigns, and allow us to segment the customers per type (real estate buyer, real estate seller, interior design client, etc). Those texts and emails would need to allow us to embed links to our pages for purchasing products, go to a particular property, go to the consulting landing page, etc. We do want to have a system where we can have the conversations and notes saved in an archive to be reviewed. I'm not as worried about a system that allows us to use the real estate IDX to allow the customer to search listings. My questions is this: What CRM might meet our needs in a cost-effetive manner. I appreciate the community's help. Thanks, Doug Smith

Loading replies...