This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.
RECENT BLOG POSTS
Contactually has been working on the problem I mentioned in my other post about Facebook and LinkedIn terminating parts of their data sharing. Contactually has another source to get some of the information and has implemented it. It doesn’t have the same capabilities but give them time and we’ll ...
Facebook and LinkedIn decided to stop sharing data with many vendors, including many CRM vendors. An excerpt from an article in Small Business Trends:“On April 30, Facebook will no longer allow third-party apps to export your data — including your Facebook contacts, profile photos and messages — ...
In a new feature recently released in Contactually – you get simpler, more informative contact management. See the size, health, and composition of your network, and your team’s. It graphically shows your Relationship Strength, Contact Activity, Contacts Reached, and Response Rates.CRM is all abo...
This is a biggy! While Wise Agent has enabled addition of new leads through API's with existing companies and through a Wise Agent generated contact form for your web page, they've just added the feature that allows virtually any incoming lead to be auto-populated into it. Lead parsing is that fe...
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Rich Levin of Real Estate Grad School will be hosting a webinar where I will be answering questions such as: Are there different CRM's you recommend for different levels of agents? There is no best CRM. There is only the one that is best you, based on your aptitude, current needs and future goals...
Here’s a quick idea someone shared with me long ago, which I incorporated into my Trans-Plans workflows.When you have automated your business with Transaction Management Plans/Workflows/Activity campaigns, it frees you up to be able to service your clients better and faster. One of the things you...
If all you are doing to follow up with prospects and past clients is email drip campaigns, you’re only realizing a portion of your potential income.When I started in real estate sales in 1987, there was no Internet and no email. I had to prospect and follow up with people the good old fashioned w...
Navigability/Ease of Use: You want to be able to quickly navigate from one thing to another in your CRM. This should be true of all of its features but that just can’t always be the case. Some tasks you do frequently, such as entering a contact, searching for a contact, adding a property, or maki...
These are three aspects of evaluating a CRM. You may want to bear these in mind when you are in any software program, and defining what they are may make it easier to do your evaluation.Intuitive or Intuitive Design: Most agents have a fair understanding of what this means. If you are on a screen...