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Julianne Steinmetz, Turning your dream into an address (Bay Street Realty Group)

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Ambassador
5,254,055
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC
The RIGHT CHARLOTTE REALTOR!

Check Brivity, Julianne. Ixact also has a team platform.

Aug 24, 2018 08:26 PM
Rainmaker
1,553,405
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
CEO of Vision Drive Realty - Coastal San Diego

Referral Maker CRM for Teams by Buffini & Company and then PropertyMinder (AccelerAgent) for your website.

Aug 24, 2018 10:00 PM
Rainer
140,560
Richard L. McKinney P.A.
Atlantic Shores Realty Expertise - Port St Lucie, FL
For Results that MOVE you on the Treasure Coast!

Julianne Steinmetz 

I have a Kunversion web site with built in CRM and it is very good. BoomTown is very good but pricey. Real Geeks, from what I hear is excellent and more affordable. All would would work well with a team concept but Im not sure they will work with Express Docs.  My transaction management is separate from my crm.

I have a team of seven agent and I use Kunversion system and it works very well. I also have a complete custom site that I spent over 10k on.... If I had it to do over, I probably would have saved a ton of money and just went with Real Geeks. Good Luck!

Aug 25, 2018 09:28 AM
Rainmaker
1,598,452
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty Condos for Sale and Rent

Yes, it is hard to find a good one.

Aug 25, 2018 07:29 AM
Rainmaker
2,071,025
Evelina Tsigelnitskaya
SIB Realty - Sunny Isles Beach, FL

Did you find how to get it? 

I guess, it is what all of us are looking. 

I have several webs and still looking for the best one...

Aug 25, 2018 07:28 AM
Ambassador
6,418,172
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Our system with KW does most of this, combo of eEdge, Placester, dotloop, and others.

We will however be replacint this soon with Keller Command which will be more streamlined.

 

Aug 24, 2018 07:20 PM
Rainmaker
544,014
Dave Halpern
Dave Halpern Real Estate Agent, Inc., Louisville, KY (502) 664-7827 - Louisville, KY
Louisville Short Sale Expert

Lots of CRM's overpromise and underdeliver.

Make a list of the features you need.

Schedule in-depth demos with your top five choices.

Have them prove to you that what they claim to do actually exists in their system.

Don't make your decision on their promises of future enhancements. That will probably take years. By the time they catch up with their competition, the competition will have achieved new heights.

Be careful of shiny new objects. Be brutally honest with your evaluation. The cost of hopping from one CRM to another is too high.

Thanks for your thought-provoking question. I'm now off to write a blog about it.

Aug 25, 2018 06:50 AM
Rainmaker
3,071,489
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Bob Crane nailed this one!

Aug 25, 2018 05:50 AM
Rainmaker
921,504
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

I suggest making sure the CRM you choose also has a broker back office. This may prove essential should your team start to rock the real estate world.

Nearly ALL of them provide team collaboration with additional fees when team count exceed five.

Aug 25, 2018 05:05 AM
Ambassador
2,684,569
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

  Talk to Peter Mark 

Aug 24, 2018 06:21 PM
Rainmaker
2,221,377
Anthony Acosta - ALLATLANTAcondos.com
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

Good luck.

Aug 26, 2018 05:48 AM
Ambassador
3,349,434
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Looks like you have some good suggestions here.  I wish you all the best with this. 

Aug 25, 2018 08:10 AM
Rainmaker
577,750
Gloria Valvasori, Accredited Senior Agent
BETTER HOMES AND GARDENS REAL ESTATE SIGNATURE SERVICE - Mississauga, ON
REAL Experience | REAL Commitment | REAL Results!

Ixact Contact has a CRM and Website

Aug 25, 2018 06:50 AM
Rainmaker
5,239,966
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Parked and reading. Thanks for the question. This is the place for great answers!

Aug 25, 2018 06:22 AM
Rainmaker
5,583,328
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

you'll get plenty of good answers here....

Aug 25, 2018 05:57 AM
Rainmaker
5,112,886
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Lots of CRM's out there... if you google the term you'll see all the options that you can research.

Aug 25, 2018 03:49 AM
Rainer
3,513
Morgan Taylor
Realtyna - Newark, DE
Real Estate Web Solutions Made For You

Hi Julianne,

I am probably too late to the party, but Realtyna also offers websites Solutions + Organic IDX + CRM (also compatible with ZOHO CRM) + Franchise functions and more.. 

Sep 22, 2018 03:38 AM
Rainmaker
3,988,013
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Brivity has been upgrading their platform and bet they can do all you need.

Aug 31, 2018 04:22 PM
Rainmaker
5,877,345
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Looks like you got some great answers.

Aug 30, 2018 06:08 AM
Rainer
6,517
Julianne Steinmetz
Bay Street Realty Group - Beaufort, SC
Turning your dream into an address

Thank you everyone for your kind suggestions.  I am working my way thru the different platforms thru demo's and youtube videos!   (Feeling a bit overwhelmed -- so many to choose from)

This was my first post on ActiveRain and I appreciate all the responses! (o:

 

 

Aug 28, 2018 02:19 PM
Rainmaker
399,703
PropertyMinder (AccelerAgent)
PropertyMinder, Inc. - San Jose, CA
Modern Tools for the Modern Agent

Hi Julianne Steinmetz! I just sent you a quick message with some info. Hope we can connect at some point. - Tim 

Aug 27, 2018 10:02 AM
Rainmaker
4,434,177
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Good luck

Aug 26, 2018 03:48 AM
Rainmaker
4,319,773
Praful Thakkar
LAER Realty Partners - Burlington, MA
Metro Boston Homes For Sale

Julianne Steinmetz - BRIVITY seems to be the answer.

Aug 25, 2018 10:15 PM
Rainmaker
3,986,308
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I don't have a team one just a simple to use I designed

Aug 25, 2018 06:44 PM
Rainmaker
809,258
Kasey & John Boles
Jon Gosche Real Estate, LLC - BoiseMeridianRealEstate.com - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

Check out Boomtown and Firepoint. -K

Aug 25, 2018 04:54 PM
Rainmaker
1,506,043
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Sorry, I don't know of any.  Try Brivity though and liondesk.

Aug 25, 2018 02:36 PM
Rainmaker
7,863,661
Roy Kelley
Retired - Gaithersburg, MD

You have several suggestions. Blog about your selection.

Aug 25, 2018 12:57 PM
Rainmaker
5,772,587
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Juianne,

You have great answers here.  Check them out, ad see what works for you. A

Aug 25, 2018 11:46 AM
Rainmaker
4,800,132
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

There are many to choose from.  I would ask for comments from other brokers.

Aug 25, 2018 07:35 AM