17,435
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!
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
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Les & Sarah Oswald
Eastvale, CA
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Donna Foerster
Parker, CO
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Diana Dahlberg
Pleasant Prairie, WI
305,610
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!
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Catherine Ulrey
Salem, OR
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
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Diana Dahlberg
Pleasant Prairie, WI
351,835
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?
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
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Diana Dahlberg
Pleasant Prairie, WI
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Les & Sarah Oswald
Eastvale, CA
519,189
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
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Roy Kelley
Gaithersburg, MD
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Gita Bantwal
Warwick, PA
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David Saks
Memphis, TN
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Diana Dahlberg
Pleasant Prairie, WI
10,995
I use Realty Juggler. It works for me and only $99 year.
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
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Donna Foerster
Parker, CO
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Diana Dahlberg
Pleasant Prairie, WI
80,243
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.
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Roy Kelley
Gaithersburg, MD
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Please Delete
Ahousat, BC
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Diana Dahlberg
Pleasant Prairie, WI
685,002
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.
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Joan Cox
Denver, CO
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
685,002
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.
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Joan Cox
Denver, CO
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
616,610
I use IXACT and love it so far.
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Roy Kelley
Gaithersburg, MD
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Diana Dahlberg
Pleasant Prairie, WI
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David Saks
Memphis, TN
369,696
Another Top Producer fan here - I've used it for 8 years, and it works for me!
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
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Diana Dahlberg
Pleasant Prairie, WI
2,234,865
Hi, Diana...I know you will get some great suggestions here.
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
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Diana Dahlberg
Pleasant Prairie, WI
1,280,948
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!
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
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Diana Dahlberg
Pleasant Prairie, WI
685,002
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.
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Joan Cox
Denver, CO
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
685,002
Lamar Holliman Never heard of Realty Juggler. I'll have to chek this out. Thank you for your comment.
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Joan Cox
Denver, CO
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
685,002
Lisa Hassler I appreciate your comments and will check this out. Thank you.
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Joan Cox
Denver, CO
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
685,002
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.
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Joan Cox
Denver, CO
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
113,977
Good stuff here. Glad I read it. Thanks!
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Roy Kelley
Gaithersburg, MD
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Diana Dahlberg
Pleasant Prairie, WI
80,243
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.
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Roy Kelley
Gaithersburg, MD
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Diana Dahlberg
Pleasant Prairie, WI
117,040
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.
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Roy Kelley
Gaithersburg, MD
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Diana Dahlberg
Pleasant Prairie, WI
8,216,561
You need to take a close look at Top Producer as an alternative.
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Roy Kelley
Gaithersburg, MD
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Diana Dahlberg
Pleasant Prairie, WI
4,434,277
I am glad I read the comments today. I will check out microsoft business contact manager.
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Roy Kelley
Gaithersburg, MD
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Diana Dahlberg
Pleasant Prairie, WI
685,002
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.
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
685,002
Donna Foerster I've heard of Wise Agent. Will check into that and see if it would work for me. Thanks.
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Roy Kelley
Gaithersburg, MD
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David Saks
Memphis, TN
279,928
My husband uses Buffini's ReferralMaker.
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Diana Dahlberg
Pleasant Prairie, WI
6,747,981
I use outlook for general contact mgmt, and eEdge and Paragon to send out newletters, 36 touches, 8x8's, and listing campaigns.
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Bob Crane
Stevens Point, WI
6,044,528
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.
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Diana Dahlberg
Pleasant Prairie, WI
8,216,561
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.
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Diana Dahlberg
Pleasant Prairie, WI
685,002
Anita Allen Hoping this information was helpful ... I know I have alot of studying to do before I make a decision. Best Wishes
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Roy Kelley
Gaithersburg, MD
685,002
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.
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Roy Kelley
Gaithersburg, MD
685,002
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?
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Roy Kelley
Gaithersburg, MD
685,002
Althea Kippes, Esq. Thank you so much for this information. Is there a limit to the number of files (contacts) you can have?
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Roy Kelley
Gaithersburg, MD
685,002
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.
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Roy Kelley
Gaithersburg, MD
685,002
Gita Bantwal Yes, I am checking this out too! I'm glad you stopped by! Wishing you the best!
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Roy Kelley
Gaithersburg, MD
685,002
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!
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Roy Kelley
Gaithersburg, MD
685,002
Bruce Hicks Thanks for this information. I will check it out.
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Roy Kelley
Gaithersburg, MD
630,351
4,322,295
685,002
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?
685,002
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?
685,002
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.