Diana Dahlberg, Real Estate in Kenosha, WI since 1994 262-308-3563 (1 Month Realty)

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Rainer
17,385
Lisa Hassler
Kinlin Grover - Yarmouth Port, MA
Specializing in historic homes

I use IXACT contact and I love it!  Very easy to use - I can group contacts for easy distribution of flyers/newsletters.  I send out open house/broker open house/new listing announcements with a few clicks and can see how many people open it, and when.  I can link my emails to a client and keep notes so that I remember their dog's name, their favorite food - whatever is unique to them that makes my communications more personal.  I don't have a great memory - so this program has been a real lifesaver for me.  I also use it to manage the sales transaction process so I never miss a date.  My clients rave about how organized I am!  

Nov 19, 2014 11:59 PM
Rainer
562,087
The Keith Kropp and Wayne Rogers Team
Michael Saunders & Company - Sarasota, FL
Nowhere But Here

I've used Top Producer for almost 15 years.  They have changed and upgraded over the years.  TP works great for me and my business partner.  I highly recommend checking it out.

Nov 19, 2014 04:28 AM
Rainer
305,560
Tammy Adams ~ Realtor / Podcaster
Maricopa Real Estate Co - Maricopa, AZ
A Maricopa Agent who Works, Lives & Loves Maricopa

I need a great program. One so good it does all the work for me as well. LOL. I think there are great ones out there, it is just making the time to do it!

Nov 21, 2014 07:55 AM
Rainmaker
351,596
ReadySetLoan Team
ReadySetLoan Condo Team LLC - South Windsor, CT
Residential, Commercial & Condo Financing Experts

Hi Diana - we are in slightly different businesses but client management is roughly the same.  We started using Pipedrive.com last month and it is working great for us.  Plus, you get a free 30-day trial to check it out.  We were looking for something where we can more easily track accounts, milestones and set up reminders (which would be great for an RE agent).  We typically have around 40 deals in some stage of processing and must constantly be checking in on our clients to provide documentation to us.  It also ties in with Mailchimp for drip marketing and you can collaborate with other team members in it.  OH, did I mention it's $12/mo?

Nov 21, 2014 07:14 AM
Rainmaker
519,139
Bruce Hicks
Best Homes Hawaii - Honolulu, HI
Your Best Hawaii Realtor!

Microsoft has BUSINESS CONTACT MANAGER for OUTLOOK http://office.microsoft.com/en-us/outlook-help/get-familiar-with-business-contact-manager-features-and-options-HP010286111.aspx?CTT=5&origin=HP010262568

According to your wants and desires, in Outlook, see this vid

https://www.youtube.com/watch?v=mV78tXgxTmQ

Nov 19, 2014 11:49 PM
Rainer
10,995
Lamar Holliman
Coldwell Banker Chicora - Myrtle Beach, SC

I use Realty Juggler. It works for me and only $99 year.

Nov 19, 2014 08:31 AM
Rainer
80,193
RVA HomePRO Michael Hottman
RVA HomePRO Realtor with Keller Williams serving Hanover, Henrico, Chesterfiled and Richmond, Virginia - Glen Allen, VA
Helping you achieve goals in life & real estate

I've read lots of reviews, sat through demos, and still have difficulty. One of my biggest fears is getting into one system and having to keep up the cost of the subscription so I hesitate in moving forward. My business isn't big enough yet to maintain all the costs i could have on a monthly/annual basis.

Nov 23, 2014 12:43 PM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Eric Boucher Thanks so much for this information. I never heard of that one either, but will have to check it out.  I really appreciate all the feedback I'm receiving.  This is very helpful.

Nov 21, 2014 10:04 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Tammy Adams I agree totally.  I have worked very hard over the years building my database, but I've just never found the "right" Contact Management system.  I'm at a cross-road now and just want to determine if there is something out there that would allow me to better manage my book of business.

Nov 21, 2014 10:01 AM
Rainmaker
616,549
Ann Nguyen
eXp Realty of California, Inc. - Truckee, CA
Lake Tahoe Truckee Homes For Sale

I use IXACT and love it so far.

Nov 21, 2014 02:17 AM
Rainmaker
369,590
Jeanne Dufort
Coldwell Banker Lake Country - Madison, GA
Madison and Lake Oconee GA

Another Top Producer fan here - I've used it for 8 years, and it works for me!

Nov 20, 2014 09:10 PM
Rainmaker
2,224,473
Debbie Laity
Cedaredge Land Company - Cedaredge, CO
Your Real Estate Resource for Delta County, CO

Hi, Diana...I know you will get some great suggestions here. 

Nov 20, 2014 01:38 PM
Rainmaker
1,280,748
Donna Foerster
HomeSmart Realty Group - Parker, CO
Metro Denver Real Estate Assistant

I used to use Wise Agent. It was recommended by my broker. It was easy to use and inexpensive, except I wasn't really using it, so I canceled it. Then I started using Top Producer and found I was paying way too much and I was not happy with it! Now I'm back to Wise Agent and very happy!

Nov 20, 2014 09:33 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Keith Kropp I guess I'll have to investigate TP again ... sounds like it may have gotten easier! Thank you so much for your response.

Nov 20, 2014 03:50 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Lamar Holliman Never heard of Realty Juggler.  I'll have to chek this out.  Thank you for your comment.

Nov 20, 2014 03:49 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Lisa Hassler I appreciate your comments and will check this out. Thank you.

Nov 20, 2014 03:48 AM
Rainer
562,087
The Keith Kropp and Wayne Rogers Team
Michael Saunders & Company - Sarasota, FL
Nowhere But Here

Hi Diana,  If I remember, years ago TP was an application you had to download onto your computer.  It is internet based now, and I don't find it cumbersome at all.  I use Outlook for my email, but I've never used it for contact management.  I would suggest you call the TP sales department to discuss any issues or concerns.  Good luck  . . and keep warm up there in Kenosha!  I'm originally from the Chicago area and am glad to be in sunny  Sarasota

Nov 19, 2014 05:34 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Keith Kropp I believe I tried TP many years ago but it was so cumbersome at the time ... would you say that it's easier now to convert from Outlook to TP and is there a maximum number of files before it boggs down and is difficult to maneuver?  Please let me know.  Thanks for being the first to post a comment response.

Nov 19, 2014 04:36 AM
Rainmaker
112,714
Anita Allen
Levin Rinke Realty - 850-377-4410 - Pace, FL
Your Realtor for NW Florida, Pace/Milton/Pensacola

Good stuff here.  Glad I read it.  Thanks!

 

Nov 24, 2014 02:28 PM
Rainer
80,193
RVA HomePRO Michael Hottman
RVA HomePRO Realtor with Keller Williams serving Hanover, Henrico, Chesterfiled and Richmond, Virginia - Glen Allen, VA
Helping you achieve goals in life & real estate

I've been looking into various platforms but haven't made a decision yet. Some of the top contenders are Insightly, Realty Juggler, and Realvolve.

Nov 23, 2014 11:41 AM
Rainer
117,040
Althea Kippes, Esq.
A.T. Kippes, Real Estate Broker - San Francisco, CA
Serving San Francisco to Silicon Valley!

I have been using Wise Agent for about a year and a half, and I really like it.  It is affordable [I think I paid $20 a month and less if you paid yearly.]  While the interface could be improved to look "prettier" is is functional and easy to use.  It integrates with social media sites, lets you create newsletters with preset content that can be edited, has drip marketing systems, allows you to create easy flyers, and has a great calendaring system.  You can also create transaction checklists.  What I like most is that it is not as complicated as some of the other programs.  Because of that, I actually use this Wise Agent.

Nov 23, 2014 04:38 AM
Rainmaker
7,799,084
Roy Kelley
Retired - Gaithersburg, MD

You need to take a close look at Top Producer as an alternative.

Nov 23, 2014 04:03 AM
Rainmaker
4,434,127
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

I am glad I read the comments today. I will check out microsoft business contact manager.

Nov 22, 2014 01:10 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Jeanne Dufort thanks.  I will be checking this out again to see if this is what I'm missing.  Appreciate your thoughts and recommendation.

Debbie Laity So far I have gotten a few great responses and I will have to do my due diligence to determine the right path for me.

Nov 21, 2014 05:02 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Donna Foerster I've heard of Wise Agent.  Will check into that and see if it would work for me.  Thanks.

Nov 20, 2014 10:04 AM
Rainer
279,878
Dipti Thakkar
LAER Realty Partners - Andover, MA
On a team with Praful Thakkar

My husband uses Buffini's ReferralMaker.

Apr 10, 2018 09:31 PM
Ambassador
6,362,764
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

I use outlook for general contact mgmt, and eEdge and Paragon to send out newletters, 36 touches, 8x8's, and listing campaigns.

 

Nov 23, 2017 10:32 PM
Rainmaker
5,852,044
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I have used Top Producer for 15+ years and Outlook for the emails.    Top Producer is so robust, and love you can access my client base from anywhere and any computer.   

Dec 01, 2014 10:31 AM
Rainmaker
7,799,084
Roy Kelley
Retired - Gaithersburg, MD

When you select a database management system, one of the important features is to be able to send mass email to your various contact types. I like blogs that may also be used as the content for emails.

Nov 25, 2014 12:26 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Anita Allen Hoping this information was helpful ... I know I have alot of studying to do before I make a decision.  Best Wishes

Nov 24, 2014 02:35 PM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

RVA HomePRO Michael Hottman I can so relate.  Over the years (20) I have tried a number of programs and ended up disappointed or working with a program I was not capable of working with. So for the past few years I've been floundering and now I want to get this done. But I feel the same as you and I'm in the same situation. 

Nov 23, 2014 01:43 PM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

RVA HomePRO Michael Hottman You sound like me. I wish I could do a round-table with an expert in all of the different platforms to get a comparison of each. Is there such a thing?

Nov 23, 2014 12:13 PM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Althea Kippes, Esq. Thank you so much for this information.  Is there a limit to the number of files (contacts) you can have?

Nov 23, 2014 12:10 PM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Roy Kelley You are the third person to recommend TP ... I have much to consider in my decision.  I thank you for your advise.

Althea Kippes, Esq. Your comment "I actually use this Wise Agent" is the most important part with any Contact Manager and that's why I want to make sure I find the right one for me ... if I don't find it user friendly and actually use it, it's just a waste of my time.  Thanks for your comments.

Nov 23, 2014 07:09 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Gita Bantwal Yes, I am checking this out too! I'm glad you stopped by! Wishing you the best!

Nov 22, 2014 01:57 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Ann Nguyen I appreciate your recommendation. I've not heard of IXACT until this week ... so now I'll be checking into that to see what is the best match for how I work.  Thanks so much. Best wishes to you!

Nov 21, 2014 05:04 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Bruce Hicks Thanks for this information.  I will check it out.

Nov 20, 2014 03:47 AM
Rainmaker
630,251
Ajay Pandya
e-Merge Real Estate Unlimited - Columbus, OH
Realtor Ajay Pandya

So many great answers here...

Sep 05, 2017 11:32 PM
Rainmaker
4,800,082
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Many have free trials, take a test drive and pick the one you like best.

Jun 21, 2017 05:15 AM
Rainmaker
4,319,419
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

I love ReferralMaker from Buffini & Company.

Mar 23, 2017 11:21 PM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Joan Cox Thanks for getting back to me.  Question for you ... Are you able to send out a large mass mailing (email) with Top Producer?

Dec 01, 2014 10:48 AM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Roy Kelley Oops!  You had already told me you use Top Producer ... sorry!  Would you know if there is a maximum number of files that TP can manage?

Nov 25, 2014 12:01 PM
Rainmaker
679,104
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

Roy Kelley I totally agree. Which database management system do you use to send out a large mailing.  My outlook database is huge and I cannot send out a huge mailing the way I would like ... that's one of the reasons I am wanting to check into a contact management system.

Nov 25, 2014 11:58 AM