Real Estate CRM - Gary wrote the book on it!

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Real Estate Technology - RE-ACT, LLC
This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.



Different CRMs call them different things. Category, Contact Type, Classification, Group, etc. It is a field that identifies what that person’s relationship is to you. Buyer-Past, Seller-Active, Gold Partner, Title Rep, Mortgage Processor, etc. For you to truly interact with your database in an e...
Just because your CRM’s contact screen has dozens of fields doesn’t mean you need to fill them all. That said, there are certain fields that you should always strive to complete in order to build a core database with actionable information. Rarely will you be able to get all the information at on...
This first part of three is pretty basic, but may help some people. The next two parts are a little more meaty. Adding Contacts to your CRM - Some suggestions when adding contacts. Part One of Three If you have all your contacts on paper, start entering them according to the ideas suggested in th...
Below is their announcement. "The TEAMS Module is still on track for release to production around the end of this month. We are currently planning to launch TEAMS in two phases. Phase 1 will be a “soft launch” to our existing customer base and to prospects who have requested notification when TEA...
One by one Top Producer is filling any holes they had left. One glaring such hole has been the lack of the ability to store documents in the CRM. So what they did was teamed up with DropBox and Google Drive to accomplish that. Now there is a box on the contact screen that looks like this: I've be...
Wise Agent is excited to announce our new integration with Contactually – helping you “gain more customers by building a relationship network.” Merge all your connections with friends, followers, and more, then have those contacts automatically sync to your Wise Agent account. The integration wil...
Product Announcement. Top Producer has now added the ability to launch activity plans from the contact screen in the mobile version. So now if you get a lead call, say from a hot buyer, you can launch the "Two Month High Touch Buyer Prospecting Plan" right from your phone! Pretty cool!
There has never been "one" forum/user group to go to for Top Producer users that had a lot of good activity. The one here on Active Rain gets very little participation. The one TP provides does not get used. Not sure why. They probably simply do not promote it enough. I am going to try to provide...
Just a quick note. IXACT Contact has announced that they have extended their support hours. They are now available from 9:00 AM to 8:00 PM EST. This should make the west cost people happy!
Seems like they always have something going on.   This month, TP8i is $34.95 (regular $39.95). If you want to add Market Snapshot, it's only $89.95/mo. for both TP and Market Snapshot. That's a monthly savings of about $30! If you haven't seen Top Producer for a while let me show it to you. I can...

Gary DavidHall

Real Estate CRM Sales, Training and Implementation
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This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.