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contact management: All Clients adds Gmail Integration - 10/06/11 10:33 AM
You can now bring up a client record and not only see the emails you sent to them from AllClients, but also the emails you sent and received from your outside Gmail account for this client. It will work with a standard Gmail account as well as a Google Apps Gmail account. Check it out here: http://www.youtube.com/watch?v=qwH0In6UDpg Also, in case you didn't hear, They have also added powerful Team functionality that will allow you and others to share a database, or have separate databases, assign each other tasks, work deals together and all the info rolls up nicely … (7 comments)
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contact management: Is Top Producer a good value? - 12/03/10 12:51 PM
I posted this in another spot and then decided to post it here as well.
I would like to comment on the cost of TP. I want to be clear that I am not addressing any faults it may have, as all of the CRMs have faults. I am solely addressing cost. Bear in mind that while I am a reseller for Top Producer, I am also a reseller for almost 30 other Real Estate specific CRMs. There is no "Best CRM". There is only the best one for your individual needs.
A common characterization agents make is "I am paying $100 or … (4 comments)
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contact management: Need help setting up your CRM/Contact Manager? - 04/15/10 01:18 PM
A question I get every day is, "After I buy this CRM, how do I get started?" If you have had a Contact Manager or CRM before, and the one you just got is relatively intuitive (easy to learn), then you may be fine. However, if you have never had one before, you may find yourself spending too long just sitting and staring at it. Also, just because you have had one before, does not mean you did not get into many bad habits.
With regards to learning how to use a CRM, many people are fine if they have training … (2 comments)
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contact management: DO NOT BUY A CRM… unless you are committed to: - 03/22/10 04:46 PM
Making the time to learn it - note the use of the word making as opposed to getting the time. It is so very important to understand that this one point can make all the difference in the world between someone who implements the CRM and reaps the benefits, and someone who eventually simply regrets spending the money, and blames it on the CRM. Maybe you have heard the time management axiom that a meeting takes as long as the time you allot to it. The same goes for your Real Estate day. You cannot keep putting off learning your CRM … (34 comments)
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contact management: What do Top Producer, Agent Office, Active Agent & AdvantageXi have in common? - 03/02/10 10:40 AM
Trans-Plans!
If you have one of these programs, are you using the Activity Plans capability? Most people are familiar with using plans to automatically follow up with prospects, or to follow up with clients after closing, but what about in between?
What will Real Estate Transaction Management Trans-Plans do for you?
Reduce your overall stress level more than ANY other single action you can take
Stop the details from "falling through the cracks"
Save you approximately 150 - 200 hours by not having to create and key in the plans yourself
Keep you in touch with automated letters or e-mails, for … (3 comments)
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contact management: Contact Management & CRM's - A healhty dose of patience can be required - 06/16/09 02:35 PM
Based on many conversations I continue to have where certain issues keep coming up, I think it is time to re-visit a few points about trying to find, and learning how to use, Contact Management and CRM Solutions.
1) Do not judge a CRM by its graphics alone. There are several products available that may not appeal to the eye aesthetically, but if you look past the graphical appearance, you might be surprised. There is one product I have in mind in particular that definitely looks dated, but in actuality it has been improved more frequently based on user suggestions, and for a longer time, than any … (5 comments)
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contact management: How safe is your data? Web based vs. Desktop CRM's - 12/11/08 09:09 AM
Following is a little known fact. If one were to think about it, it makes perfect sense, but I had simply never thought about it. Everyone who likes Web CRMs always says, “I like Web based databases because I don’t have to worry about backing up.” Let us think about this in some detail. Let us say your computer is stolen. With a Web based product, all you have to do is get another computer, log in, and everything is there like you left it. Very nice! And that’s the type of scenario people always think about when they think about … (4 comments)
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contact management: CRM or PDA? - Chicken or Egg? - 07/23/08 08:51 AM
Someone recently asked:
I'm getting a 1st gen iPhone as a gift from my brother and am very excited to get going with it. Before I jump in I'm looking for suggestions, tips & ideas from the iPhone users out there:
1) What CRM solution are you using & how does it work with your iPhone?
This person may have no choice. She is getting the iPhone as a gift. What I have been running into a LOT lately, is people going out and getting an iPhone, and THEN asking me what CRM to get, that works with an iPhone. That … (18 comments)
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contact management: Top Producer 8i - What's different from Top Producer 7i? - 03/24/08 03:34 PM
Following is a list of the core differences, as communicated to me by Top Producer. If you have any questions about other things it may or may not do, feel free to e-mail me about them.
Technology:
Top Producer 7i is based on Microsoft Java technology which does not come installed on new computers. Microsoft's Internet Explorer is the only web browser supported, leaving users of Firefox, Safari, and other web browsers with no way to use the program.
Top Producer 8i is based on ASP.net and Ajax. It is compatible with a wider range of web browsers. Top Producer 8i also places … (10 comments)
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contact management: Lead generation doesn't get any easier...Top Producer 7i "Market Builder®" - 10/02/07 03:29 PM
If you started in this business in the late 80's or before, as did I, you appreciate the fact that there are now so many tools available to generate new business, which never existed before. Some are good, and some are not so good, but it is inarguable that there are many available. Cold calling, door knocking, and mailings with recipes and homeowner tips, have been replaced with automated listing updates e-mailed to the prospect, automated drip campaigns, third party mailing services, lead generating Web sites, and so much more. If one is willing to invest some money, there are tools … (0 comments)
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contact management: Agent Office Compatibility - Version 10.0 - 07/05/07 03:38 PM
I have had people ask me what 'Vista' is, so I'll start out by saying it is the Windows Operating System (OS) which succeeds Windows XP.
AgentOffice has just released Version 10.0.
99.9% of the difference between Version 9.x and Version 10.0 is Vista compatibility. The other .1% is aesthetics. By the latter I mean the icons on the top of the screen are a different color and slightly different design. I wouldn't call them better, just a different look. You also have the option of choosing the background color, and/or placing an image in the background, like you can on your Windows desktop. … (9 comments)
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contact management: A History & Partial Listing of Contact Management Tools in Real Estate - Part 3 of 3 - 05/08/07 11:12 AM
Believe it or not, there are many more out there! I spend much of my time asking people specific questions to determine their needs, and then recommending the solution that best suits their needs. Let me please make one thing clear. There is NO one program/application that is THE BEST! Which one is the best depends upon you. I have my opinions about which ones are the best, generally speaking, for most agents, but I don't believe any one of them is clearly 'the best'. It all depends upon your level of comfort with technology, your current needs, and your future … (4 comments)
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contact management: Get ready for a huge variety of opinions! - 04/25/07 10:12 AM
It's always intrigued me that this subject often generates some very strong opinions. Many people feel that they have gone through so much 'pain' to arrive at their decision, that they know which Contact Management/CRM solution is best for everyone.
I've been involved with Real Estate CRM since 1989, and as I say in the description of this group - "There is no 'best' one'. There is only the one that is best for you. There are many different solutions. The most difficult part is finding the one that does as many of the things that you need it to do as possible.
What will help … (0 comments)
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contact management: "Stressed out? Get Organized with Activity Plans" - 09/15/06 04:38 PM
One of my other posts about combining activities in plans, prompted me to expand on that topic and go a little further. The result is the following post. Some of it is a repeat, but most is not.
There are a fair number of ‘Agent Productivity’ software programs and services available that enable the user to create ‘Activity Plans’, or ‘Campaigns’. These Plans have several tremendous benefits, and if you are using one of those programs (listed below), and you have not yet seriously looked into using the activity plan capability in them, you are missing out on an incredibly valuable tool … (6 comments)
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contact management: Agent Office vs. Top Producer - Your opinion please? - 08/22/06 02:27 PM
Disclosure. I am a reseller for Agent Office. I am currently working on affiliating with TP, as I believe it can be a more appropriate choice, depending upon one's needs. That said, those of you that know me and my site, know that I am a reseller for several other CRM tools, and make a list of yet many others readily available for comparison. I try to fit the person/team with the tool that will best meet their specific needs and preferences.
It's been a while since I asked the following question, which is why I am now asking again. I would like to … (0 comments)
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contact management: Agent Office Version 9.0 is shipping! - 07/27/06 02:47 PM
FNIS has just announced an upgrade to Version 9.0 now. It started shipping on July 5th. If you like you can order it now for $229.What's in it? Activity Enhancements
Ability to view All Users' timeless and timed activities in the Scheduler.
Ability to reassign mass activities from one AgentOffice user to another.
On the Schedule an Activity screen, the Show Schedule button displays the selected user's scheduler (instead of the logged in user's schedule).
Ability to view the Schedule an Activity screen by double-clicking on an activity in the Old Business activity list.
Auto-population of the time on the Schedule an Activity screen when … (4 comments)
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Gary David Hall, RE CRM Broker, REALTOR,e-PRO,RECS
Doylestown,
PA
More about me…
RE-ACT, LLC
Office Phone: (215) 345-5222
Email Me
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