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GoldMine CRM Tool

By Liz and Tim Frangioso

Real Estate Agent with Keller Williams Realty

July 29, 2007 03:03 PM

I know that the industry standard for CRM (Customer Relationship Management) tools in the Real Estate industry is most likely Top Producer. But I have had a great deal of success with GoldMine from FrontRange Solutions. I thought I would do a run down of the feature that I like the most.

I do not have to be connected to the Internet to have access to my data. I have this installed on my laptop so I can get access where and when I need to.
I can customize the product to the way that I do business. I use the linking feature of Goldmine with the Hierarchy tree to create a virtual folder. Basically everything that is in my listing/buyers folder get scanned and placed in my computer system. (See Picture Bellow) By clicking on any of the records on the left I am able to get to all the relevant documents for that transaction. This has made my life infinitely easier
GM automates all of my marketing. Both physically and email. This makes it easy to do lots of followup.

Please let me know what CRM Tools you are all using?

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Mike Fotiou

First Place Realty - Calgary, AB

Calgary & Area Real Estate

I use Top Producer, but I think I'll give Goldmine a shot

Jul 29, 2007 03:13 PM

Renee L. Norton

Birmingham, AL

Thanks for the info. I am currently looking at contact management systems.

Jul 29, 2007 03:14 PM

David L. Britt

Platinum Realty, LLC - Olathe, KS

MBA

Tim, I have used ACT! for years, but went to Top Producer because of an agrement between TP and KW. I really don't like Top Producer, it doesn't appear to be user friendly to me and it doesn't have all the fields I use in ACT!. I have several web sites with lead generations tools and would really like not to have to enter data at all let alone more than once. I know Gold mine is a great tool, but I don't know that I want to try another system. Unless it would do almost everything I need done. I still have an open mind about it though.

Jul 29, 2007 04:16 PM

James Gordon

Sibcy Cline Realtors® - Cincinnati, OH

REALTOR, PBD SFR SRS

Tim it would be nice if you said how much you paid or if you put a link in your blog to their site.

Jul 30, 2007 12:17 AM

Dionne Morgan

Realty World Solano Realty - Vallejo, CA

Broker REALTOR ,GRI, e-PRO

There are a lot of products out there. Like James said, a little more detail would be helpful. Please elaborate on cost and how the automatic e-mail work?

Jul 30, 2007 01:41 AM

David Yeoman

Mortgage Intelligence Inc. (David Yeoman) - Barrie, ON

I have used ACT since the original DOS version. After a number of upgrades since I am currently using ACT 2007 which has always out preformed any of the other wannabes CRM programs out there.

70 preformatted fields, full email support in addition to two option of either internal word processor or linked to MS Word. We handle a database of approx. 4000 emails a month not to mention hard copy correspondence to our valued client database.

Pick a program any program because you are never going to find the one definitive program to suit all your need but regardless of the program you choose, USE IT!

Jul 30, 2007 08:41 AM

MAUREEN STACCATO

Springfield, MA

I would be interested if I knew the cost for this system! Could you please provide the information to us!

Thanks!

Jul 30, 2007 10:20 AM

Eddie Bigness

Keller Williams Realty - Walnut Creek, CA

I am still looking for a great system to change too. I am just using outlook for now. Maybe we will find a new system at Mega Camp.

Jul 30, 2007 06:08 PM

Mike Jaquish

Realty Arts - Cary, NC

919-880-2769 Cary, NC, Real Estate

I like Dave Yeoman's comment. Quit dithering and get it done.

We spin our wheels too much sometimes.

That said, I prefer to have my stuff on my hard drive. Backing up as we speak. Type. Keyboard...

Jul 31, 2007 05:03 AM

Scott Schmitz

RealOrganized, Inc. - Fort Collins, CO

Real Estate CRM Software

I don't think they offered a real estate specific module? Did you customize GoldMine so that it can handle Buyers, Sellers and Closings? I had always considered GoldMine a phenomenal general CRM tool, but that it didn't have real-estate specific functionality. But the screen shot you show looks pretty real-estate specific. Is this a template that came with GoldMine?

May 16, 2009 02:30 PM

Gary David Hall

RE-ACT, LLC - Doylestown, PA

Real Estate CRM Sales, Training and Implementation

I've had a regular flow of people coming to me for the last year or so, looking for something to switch to from Goldmine. What they're telling me is that there is no longer support for less than a 5 user license, and that cost is out of hand. If you need help finding something, that's what I do! Just give me a call.

Jun 12, 2009 07:46 AM

Liz and Tim Frangioso

Keller Williams Realty - Chicopee, MA

Gary David hall - Thanks for the reply. I have switched to SugarCRM for the most part. It is open source and you can use the community version for free but the plug ins will cost you about $250 so you can do mail merges with Word. It is not as nice as Goldmine but it gets the job done. The one thing that I really like about SugarCRM is that it is a Web Based application so you don't have to sync computers. That syncing was so 1990! And it caused all kinds of headaches. Please let me know what you are using for CRM solution as I am a CRM junkie.

Jun 12, 2009 08:08 AM

Anonymous

GoldMine Consultant

Tim/Liz, I enjoyed reading your article. I particularly noted your comment "GM automates all of my marketing. Both physically and email. This makes it easy to do lots of followup." If you like the native marketing capability of email, I would encourage you to look at IntelliClick email tracking for GoldMine found at www.intelliclicksoftware.com. You will be pleasantly surprised how you can enhance an already powerful email marketing capability with GoldMine. Feel free to get in touch.

Jul 09, 2010 05:23 AM

#13

Gary David Hall

RE-ACT, LLC - Doylestown, PA

Real Estate CRM Sales, Training and Implementation

Tim/Liz - sorry - I just saw this post. I use Advantage Xi personally. There is one agent on the user group who was a life long user of Goldmine and she has become a bit of a cult leader on Advantage - just kidding. But she thinks it's the greatest thing since sliced bread, as do I, for my purposes. Different people have different needs, so I recommend different products depending upon their aptitude, current needs, and future goals. That's why I became a CRM broker, affiliated with over 30 different ones.

I would like to take a moment to announce that my new book is out!

"Choosing and Using a Contact Manager or CRM".

" It's rare to find someone who understands both the Real Estate business and the intricacies of CRM software. Gary excels at both and has written the definitive book on selecting a CRM for our industry! Positively a "must read" before you invest the time and money into a CRM" -

Walt Wensel

Oct 25, 2010 10:49 AM

Phil Leng

Retired - Kirkland, WA

Phil Leng - Retired

A lot of opinions, a lot of products and vendors.

I am still using top producer. It does certain things better than any other.

However, still on the lookout for a crm system that includes the phone as well

Phil

Jun 24, 2011 10:45 PM

Gary David Hall

RE-ACT, LLC - Doylestown, PA

Real Estate CRM Sales, Training and Implementation

Two of the best CRMs as far as the phone synch go are http://IXACTContact.GrayDavidHall.com whihc uses an exchange server to synch phone, Outlook, and IXACT Contact in real time, and http://AdvantageXi.GaryDavidHall.com which uses Google to synch e-mail. address book, and calendar.

Jun 26, 2011 04:20 AM

Chip Hurst

Maximum One Realty - Villa Rica, GA

I have downloaded the Community verson of Sugar CRM onto my host site and have imported about 1100 contacts. I am looking for information or articles on how to build web lead forms, gaining access to free mobile exhange(don't know if it's going to be avail for free) and types of drip communications agents are using.

Chip Hurst
www.WestAtlantaRealEstate.com

Sep 21, 2011 05:02 AM