real estate crm: An announcement from IXACT Contact!!! - 09/12/19 07:35 AM
IXACT Contact is excited to announce the first release of the Broker Portal which will allow authorized users at the broker level to do the following:
See a searchable list of all accounts created under the brokers partner code See key data points om each account including: Account Status Account Type (individual vs. team leader vs. team member Account Created Date Last Login Number of Contacts The ability to cancel or reactivate accounts The ability to publish (or unpublish) email and letter templates to all agent accounts The ability to publish (or unpublish) activity plans to all agent accounts We are also pleased … (0 comments)

real estate crm: Workflows and Activity Plans in a CRM - 09/11/19 10:27 AM
What’s the difference between workflows and activity plans in CRMs? The answer to that question can play a very big part in which CRM you choose. Generally speaking, workflows are much more powerful than Activity Plansand CRMs that have workflows are far and few between. Activity Plans will absolutely do the trick, just not as powerfully. The industry started out with activity plans and they will stay around, probably forever. Choosing between the two is about how much time you’re willing to spend and how adept you are at learning new software.
My opinion is that a real estate business should use workflows, if you are capable of creating … (0 comments)

real estate crm: Stability and Support in a CRM - 09/05/19 12:50 PM
Your CRM is not just another piece of software you need for your business. It can and should be the hub of your business. That means whatever you get, you need to always bear in mind the two most important CRM factors. The foundation is built on two things – stability and support in a CRM. You don’t want to roll out a new CRM to your staff and have them spend months learning it’s idiosyncrasies only to find out it’s not long for this world. You really want to do your due diligence and give it the attention it deserves. 
Unfortunately, it’s not easy … (2 comments)

real estate crm: How Safe is Your CRM Data? Part 2 of 2 - 08/28/19 10:41 AM
I would like to take a moment to ease some concerns about data loss…that are either outright wrong, or simply overstated. They are that your data is not safe with a Web based solution. So just how safe is your CRM data?
There are actually two sub-categories here. Some people are afraid that the web based provider may steal their contact database, and sell it. There was an instance back in the 90’s when a major franchise provided a Web based solution for its agents, and unbeknownst to the agents, the people in their contact database were suddenly being deluged with e-mail and … (2 comments)

real estate crm: How Safe is your CRM Data? - 08/22/19 06:58 AM
 Your CRM data, your names and interactions, is your inventory.Without it, you’re back to re-stocking the shelves for years, trying to pick up the pieces. If you lose it, the best you can hope for is to add back what you can from your paper files and hope not too many things fall through the cracks. But they will. How safe is your CRM data? What steps can you take to prevent its loss? You’ll be happy to know that it’s no big mystery. There are a few simple steps to avoid any problems.
There was a time not too long ago … (0 comments)

real estate crm: No such thing as the best CRM - 08/14/19 08:54 AM
Would you let someone tell you the car they have for sale is the best one for you?And they tell you this before they even ask you what needs you have? There is no such thing as The best CRM. The best one is the one that suits yourneeds. The old axiom is, the best one for you is the one that you will use.
The first thing you want to do is sit down and list your needs. CRM can be anything from keeping your contacts in order to running the majority of your business with it. Activity Plans vs workflows, buyer preferences … (2 comments)

real estate crm: Combining Activities in Workflows - 08/05/19 01:28 PM
Efficiency is the desired end result– but – with regards to Combining Activities in Activity Plans, I would advise that you think things through before starting There are different considerations to use when deciding whether or not to combine them. 
Keep in mind that Activity Plans should always be constructed with the long term goal in mind. That goal is that they will be used by other members of a team, whether you have one now or not.
No activity plan can hope to take every detail into account. Every transaction is unique. That said, a good activity plan can take the vast … (0 comments)

real estate crm: Pros and Cons of a Virtual Assistant - 07/29/19 02:05 PM
If you’re ready for your first assistant……or maybe your fifth, have you considered the pros and cons of a Virtual Assistant? There are clear advantages and disadvantages to both. Let’s take a look at what they are!
Have you ever sat down and thought about which of your admin tasks have to be done locally versus them being able to be done remotely? Fortunately, the vast majority of processes and tasks that need to be done can be done from anywhere in the world. Pretty much anything you can think of is something they are already doing. They are already managing mailings, emails, … (2 comments)

real estate crm: Brokerage versus Team? Which way do you go? - 07/23/19 12:30 PM
What is your goal, besides helping people of course?To reach a specific annual income? Isn’t that the bottom line? The question is, starting a brokerage versus a team. Do you need to have your own brokerage to reach your monetary goals, or would your own team suffice? 
For a time, I was the roving technology specialist for the RE/MAX Region of SEPA. I visited over 100 offices and met with the brokers to help in any way I could, to get them organized with tech. On my visits, I would often make it a point to ask them how and why they … (0 comments)

real estate crm: Lose less money when you hire your assistant! - 07/03/19 08:45 AM
When you hire your first staff person you will lose money!It’s unavoidable! So how can you lose less money when you hire an assistant? I’m not just talking about their salary, but more importantly, potential income. When you hire someone you have to train them. The time you take to train them is the time you lose prospecting, hence the loss of income. While seeing a dent in your income is unavoidable, you can control the size of that dent, significantly.
Something else you have to deal with is delegation.You started your business yourself. You know exactly how you want things done … (1 comments)

real estate crm: Roles in Workflows for Teams - 06/28/19 08:07 AM
Building a team is a challenging and dynamic effortIt may be possible to keep everyone long term, but it’s not likely. When you add your first team member it’s not exactly rocket surgery. The question of who is wearing what hats (who is responsible for which role) is pretty straight forward. You do what you do and give the rest to the assistant. Hats/roles are pretty easy. From the beginning though, roles on your team are something that you want to put some thought to define roles in workflows for your team. 
If your long term plan is to add more than one … (2 comments)

real estate crm: Where is your business’s information stored? Part 5 of 6 - 06/11/19 02:34 PM
Where is your business’s information stored? If it takes time to find it, time is money!Before I got a CRM I had a Daytimers, Post-its (lotsa Post-its), envelopes, a desktop calendar blotter, napkins,  a notebook, an address book, etc. That was in the early 90’s! Now it’s even worse! Now you also have information on your phone, maybe Google or Outlook contacts, Google or Outlook calendar, the MLS, lead capture sites, spread sheets, and who knows where else!
As discussed briefly in an earlier segment, it can take a little longer to enter your contact information into a CRM versus on paper. That’s … (2 comments)

real estate crm: Mobility with your CRM - Part 4 of 6 - 06/03/19 11:28 AM
One of the biggest misconceptions when people consider a CRM is that they think they will be tied to their computer.
This may have been the case some years ago but at this point, most real estate CRMs have a mobile version.
The mobile versions don't do everything the desktop versions do, but they shouldn't. Some people love to do a lot on their phone and that's fine. But consider that at some point doing some things on your phone takes longer than doing them on the desktop. For instance, creating a template email in your CRM on your mobile device would take … (0 comments)

real estate crm: How long does it take to learn a a CRM? Part 2 of 6 - 05/30/19 12:22 PM
The only correct answer to this question is – it depends. But I’ll see if I can narrow it down a bit for you. Generally speaking, if you spend time with your CRM every day for at least an hour first thing in the morning, you should be able to conquer the more simple aspects of the CRMin a week or two. If you’re going to be building Activity Plans or Workflows, that’s where the real time comes in. That’s the part where you are literally setting up game plans with automatic reminders to track all the various processes you have … (0 comments)

real estate crm: Why is it so difficult to stay with a CRM? Part 1 of 6 - 05/30/19 12:20 PM
  After 32 years in this business and 20 years of selling and coaching people on CRM, I’ve found that there are some consistent reasons why people don’t stick with their CRM. Here is the first and most important reason of five.
First and foremost is that you need to make it a habit. That’s the part where most people fail right from the get go.
What doesn’t work is spending hours with it on one day and none the next, and the next. What does work, is to use it every day without fail, until you are in the habit of using … (0 comments)

real estate crm: IXACT Contact Real Estate CRM Review - 11/17/15 06:29 AM
I’m working on all my favorites first and IXACT Contact is right up there. With the addition of free responsive WordPress web sites on top of some of their other popular features, they’re without doubt one of the best values out there. Check out my new video review!
If you’re interested in trialing IXACT Contact I offer an extended 60 day trial. Just click here.

real estate crm: Realvolve Real Estate CRM Review - Part 3 - 11/15/15 10:58 PM
It turned out to be quite long but hey, if you’re doing your due diligence. this should help a lot.

real estate crm: Top Producer Real Estate CRM Review - Part 3 - 11/10/15 11:25 PM


real estate crm: Top Producer Real Estate CRM Review - Part 2 - 11/10/15 11:24 PM


real estate crm: Top Producer Real Estate CRM Review - Part 1 - 11/10/15 11:21 PM


Gary David Hall, Real Estate CRM Sales, Training and Implementation (RE-ACT, LLC) Rainmaker large

Gary David Hall

Real Estate CRM Sales, Training and Implementation

Doylestown, PA

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Office: 215.345.5222

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




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