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)
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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)
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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)
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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.
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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.
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real estate crm: Top Producer Real Estate CRM Review - Part 3
- 11/10/15 11:25 PM
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real estate crm: Top Producer Real Estate CRM Review - Part 2
- 11/10/15 11:24 PM
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real estate crm: Top Producer Real Estate CRM Review - Part 1
- 11/10/15 11:21 PM
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real estate crm: Realvolve Real Estate CRM Review - Part 2
- 11/10/15 11:01 PM
Realvolve Real estate CRM Review – Part Two – Yesterday was Part One and here’s part two. Part Three should be coming tomorrow. I’ll post it here.
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real estate crm: Realvolve Real Estate CRM Review - Part One
- 11/10/15 06:37 AM
I got started on this one and it just kept getting longer. What can I say - I really like talking about Realvolve. So I'm sorry it's so long but hopefully it will be worth it.
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real estate crm: Real Estate CRM Reviews
- 06/09/15 04:03 AM
Real Estate CRM reviews by other agents or by industry experts can be tricky. It’s best to bear in mind that they are opinions, not facts. One of the larger CRM software sites has an article about the Ten Most Reviewed Real Estate CRMs. It does very well in the search engines so I don’t doubt that it gets pretty good traffic from agents.
I’m writing this to raise awareness so you think to question recommendations. In this case I have to question why nine out of the ten CRMs being reviewed are not made for real estate agents. Although my personal … (2 comments)
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real estate crm: Do you use the property/transaction section in your CRM?
- 12/11/13 06:16 AM
Do you use your CRM for just contact related things, or do you also use the Property/Transaction section? There are many benefits to it so if you don’t already, you should consider using it.
It always amazes me how few people do. And far less use transaction management plans. Most people think of these types of plans as being comprised of tasks that their office transaction coordinator or attorney, or title company or you name it, does. But what I mean by these plans encompass all of those tasks that they do, but then all the rest of the things you … (2 comments)
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real estate crm: Before you buy a CRM, Consider the following: Part 3
- 10/28/13 11:27 PM
Things that will take time:
Start with the contacts. Make sure all of them have a first and last name and at least an e-mail address or phone number. Optimally each contact with whom you have done or hope to do business with should have a source (Homes and Living, not ad call; a referral name if applicable, a company name (use the pick list/drop down); a physical address; a note that will jog your memory about who this person is and what you talked about, keeping in mind to use key words that you will be able to search … (0 comments)
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real estate crm: IXACTContact now officially offers team capability!
- 08/03/13 06:25 AM
A great product just keeps getting better. You were always able to use one logon for several people, but you had to share everything including the calendar. That's fine for some small teams but not for others. Now you have a choice. Below are features that have been added.
For a specially negotiated 60 day free trial - click here.
IXACT Contact® – Teams Feature List
Calendar and task list for each team member Visibility to other team member’s calendar and task list (if authorized by team owner) Private appointments and tasks hidden from other team members Ability to create … (0 comments)
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real estate crm: Busy month! Now affiliated with Tribus CRM!
- 07/31/13 01:18 AM
I was a little behind and am now catching up. I have been wanting to affiliate with several companies for a while now and this is one of them.
Tribus CRM is great for a large team or brokerage. Their target market is for users doin gover $10 million in volume. I've spoken at great length with the CEO's and developers of the vast majority of the Real Estate CRMs on the market. Most of them have someone in the organization who has spent at least some time as a real estate agent. One of the two principals of this one has been a broker/owner … (0 comments)
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real estate crm: Best Practices - Adding Contacts to Your CRM - Part Three
- 03/24/13 01:28 AM
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 expedient, accurate, and profitable manner, being able to categorize your contacts is at the core of what you are trying to accomplish. Your CRM should at least have the ability to add as many categories as you choose, and be able to include a contact in as many categories as you need.
Optimally there would be another … (4 comments)
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real estate crm: Best Practices - Adding Contacts to Your CRM - Part Two
- 03/24/13 01:21 AM
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 once, but you need to keep working at it until you do. Following are the fields that should be completed as soon as possible, and what you should put in them.
Without going into great detail, not having a name in every field can cause problems when doing searches, … (0 comments)
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real estate crm: Best Practices- Adding Contacts to Your CRM - Part One
- 03/24/13 01:09 AM
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 this series. If you already have them in an electronic format, you have to import them. A common question is if you should clean them up in the old database first, or clean them up once you get them into the new CRM. By cleaning up, we … (4 comments)
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real estate crm: Recorded CRM Webinar invitation
- 02/18/13 10:01 PM
I am proud to invite you to a recorded Point2 Success Webinar I presented on Tuesday the 12th. The webinar is entitled "Tips to Better Use CRM's to Generate and Cultivate Leads". You can view the recorded webinar by going to the link below. It is approximately 45 minutes in length and followed by participant's questions. At the end of the webinar a link will be provided to a Yardi eLearning tool which is also free with no obligation. In there is a review of six of my favorite CRMs entitled "Comparing CRM Tools to Find the Most Effective One for … (0 comments)
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real estate crm: Exporting CRM Data – The rest of the story
- 07/24/12 07:31 AM
A common misconception agents have about Real Estate CRMs is that some of them intentionally make it difficult to export your data. In interviews with over 30 Real Estate CRM developers, that does not ring true. It is true that some export more fields than others and some do it in more usable formats. However, how many different data fields your existing CRM will export is only half the equation. How many of those fields your new CRM will import is equally important and sooner or later you may decide to switch CRMs.
When you started in Real Estate, you did … (0 comments)
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One of the biggest misconceptions when people consider a CRM is that they think they will be tied to their computer.
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