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I have Top Producer, and need to be able to keep notes for the family, weddings, new babies, home purchase dates, etc.
Good morning Elva. Some folks swear by designations and others let them go after a period of time. CRM is like my using master inspector. Does it get me more business? – Not really
Hi Elva Branson-Lee I recommend followupboss just becuase of it's ease of use. I think I was up and running within one hour. Had tried top producer three times and the system was just too complicated for me.
One that has been around for a while and that I can get all of my data out of it in a usable format.
I just use top producer because I have used it for 20 years
I like automated responses in mine and that they can get an IDX search. I like that I can customize them too. I like that I am immediately notified when someone makes a big change in their status.
Depends on the business needs, which vary by person. For me, I use paper and excel and that suits me. Looked into several solutions, but none were things I could see myself using at this point in time.
I successfully used Top Producer for many years. I want a complete record and an easy way to send mass email to the different kinds of contacts.
I use Outlook, not a great program but it fulfills a couple of must have criteria, 1. it is inexpensive, 2. Does not take a large investment in time to learn and fill, 3. No subscription fee.