Jim West, Serving The Best People In Oklahoma (Dillard Group Real Estate)

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Richard Bazinet /MBA, CRS, ABR
West USA Realty - Scottsdale, AZ
Phoenix Scottsdale. Sellers, Buyers & Relocations

Suggestion. Flip your question around. Describe what you want to do with a CRM system and which one would be best for the tasks described.

There are hundred of CRM apps, and they all have different functionalities for different tasks and many by industry.

Jul 16, 2019 12:36 PM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

I use Boomtown, which I use for my IDX, it's wonderful to have the CRM and my IDX site that allows consumer set up searcches in one.  I know what homes they are looking at and it works great for me and the ROI has been fantastic.

Jul 16, 2019 09:11 AM
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

I don't find a CRM to benefit my business model, therefore I just use a spreadsheet to track past clients.  I had tested out several of the free ones like Insight.ly, Hubspot and Bitrix24 (the last two being real estate focused).  While the free level (on the last two) was more than sufficient for most basic needs, they really need lots of advertisements to funnel contacts (aka "leads") into the system so it can drip mail them until they opt out or turn into a client.

Jul 16, 2019 08:47 AM
Dario Ferreira
Attleboro, MA
Internet Marketing & SEO

I use a custom one connected to Website/IDX and with communication automation (SMS/Email), tasks, etc.

I would say, the need for a CRM has to do with the number of leads you get and the type.

If you get a couple leads per week, you probably don't need a very sophisticated system. If you get several per day, you do need a good CRM.

Jul 16, 2019 10:19 AM
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

when I was active, I never used one.... did not have time to keep in touch with past clients.... when you do the job well, and you brand properly and stay visible, you WILL  be remembered..... 

that's how I worked.... my focus was listing new subdivisions.... I had too many built in listing to worry about future potential sales.... missed very few!!!

Jul 16, 2019 10:14 AM
John Meussner
Mortgages in AZ, CA, CO, DE, FL, GA, IN, MD, MN, MT, NC, NJ, NV, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI - Fair Oaks, CA
#MortgageMadeEasy Fair Oaks, CA 484-680-4852

I use Jungo, the mortgage CRM from Salesforce, and it is an integral part of my business.  They have a real estate version but my understanding is that the real estate platform is not as great quite yet.



Jul 16, 2019 09:48 AM
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC

I currently use IXACT and am very happy with it.

My company is developing a robust new system that will 'partner' with my websites, my transactions and my marketing sites so that I can easily interact with those in my CRM - and they are 'automatically' added to my system. We should have it by OCT and I cannot WAIT!

Jul 16, 2019 09:26 AM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Yes, Indeed. That has been asked and answered many times. I do not use one. I am in the same camp as Corinne Guest - it works for me and I enjoy cutting unnecessary expenses. 

Jul 16, 2019 09:16 AM
Anthony Acosta - ALLATLANTAcondos.com
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

You have many great answers and suggestions here Jim.  Best of luck to you.

Jul 16, 2019 05:52 PM
Denise Copeland
Home Sales Palm Beach - Jupiter, FL
Jupiter Abacoa Sales & Beach Front Luxury Homes

I use both iHouseWeb and Market Leader. I prefer Market Leader for the CRM. What I don't like about Market Leader is their website display for communities on mobile devices, iHouseWeb has nailed that aspect of what a great website should do. However iHouseWeb's CRM is clunky and quite honestly I've never mastered it.

Jul 16, 2019 03:35 PM
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Jim, I went from the cheapest to the most expensive, Realty Juggler to Salesforce. Our sales are robust and we needed better commasnd and control.

Jul 16, 2019 03:19 PM
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

There is also the ability to 'google' posts on the subject here on AR by using the search grey bar at the top left of the screen.

Jul 16, 2019 10:44 AM
Richard Weeks
Dallas, TX
REALTOR®, Broker

Top Producer.  When I first started using a data base it was about the only real estate CRM available.

Jul 16, 2019 09:19 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

I use InfusionSoft because it's a very robust program that lets me manage my data base to infinite detail.

Jul 16, 2019 08:43 AM
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

CRM are the classic shiny thing. $30 a month and there are 100's if not thousands to choose from.

Having personally tested and executed a validation plan for over a dozen CRM, let me assure you, most agents don't know what they are buying. Some CRMs are simply TOO DANGEROUS TO USE.

The right CRM for an agent is one that helps their business be properly positioned for 2025. Most CRM keep an agent in the same situation that agents have been in for the past 30 years. Birthdays, newletters and 77 year drip campaigns. For this I use WiseAgent. I especially like the 'check list' feature AND the ability to search the content of notes. Newsletter available in two langues, very well written and fully editable in WORD. And of course all the data fields for contacts all the way down to the rediculous pet birthday.

However, the agent who understands today's and future marketing challenges will find the traditional CRMs, from Top Producer all the way down to Realty Juggler to be inadequate.

NEVER EVER use the CRM provided by the broker or franchise.

The agent intending to be in business in 2025 should consider Sugar CRM, Hobspot or Sales Force.  These are not shiny things.

Jul 17, 2019 05:01 AM
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

I've tried many but am currently using IXACT ... it works good for me and is reasonably priced.

Jul 16, 2019 09:49 PM
John Juarez
The Medford Real Estate Team - Fremont, CA

I would not want to tell you! Why? We have researched a number of CRM systems. We have used more than one...more than two...more than...well, you get the idea. None has been up to doing the job.

Meanwhile, when we move from one to another the pain of exporting and importing data is not fun.

The search goes on.

Jul 16, 2019 08:41 PM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

I did not use one when active because I could never find one I liked.

Jul 16, 2019 01:49 PM
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

Jim West this question has been asked many times and you may benefit from reviewing just the 12 times it's been asked this month BUT I don't mind repeating that Microsoft Outlook has more features then you and I could possibly use in our life time. Check it out and pick the features that work best for you.

Jul 16, 2019 11:09 AM
Roy Kelley
Retired - Gaithersburg, MD

I effectively used Top Producer for many years until my retirement.

Jul 16, 2019 10:36 AM
Ray Stockwell
ZipperAgent - Boston, MA
Director of Marketing

ZipperAgent hey I am Director of Marketing, what did you expect me to say.

I am one of the founders of the company. When I was an active real estate agent I could not find one that did all the things I wanted a CRM to do.  Integrate with my MLS, have a top-notch website, help me with marketing, have an integrated transaction management platform, do social media posts on my behalf, send out a monthly newsletter that was appropriate for my clients, and more.


I couldn't build one myself so a colleague of mine and I partnered with a developer with experience in CRM's and ZipperAgent was born.  Check it out:  https://www.zipperagent.com/blog/

Jul 16, 2019 10:35 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

KW Command, amazing program.

Jul 16, 2019 07:22 PM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

We made up our own.  A

Jul 16, 2019 09:03 AM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I use Top Producer, but it does have many features I don't use.

Aug 02, 2019 01:19 PM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Have to see what others are recommending


Jul 19, 2019 10:52 AM
Sandy Padula & Norm Padula, JD, GRI
HomeSmart Realty West & Florida Realty Investments - , CA
Presence, Persistence & Perseverance

Real Geeks, because Sandy said, "Or else"

Jul 18, 2019 02:31 PM
Evelina Tsigelnitskaya
SIB Realty - Sunny Isles Beach, FL

No, I don't use any.

Jul 17, 2019 12:28 PM
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty Condos for Sale and Rent

You got great answers. 

Jul 17, 2019 12:03 PM
Wanda Kubat-Nerdin - Wanda Can!
Red Rock Real Estate (435) 632-9374 - St. George, UT
St. George Utah Area Residential Sales Agent

No CRM for me. I keep track of clients.

Jul 17, 2019 07:12 AM