Contact Management with Soul - Which System Do I Recommend?

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Education & Training with Sell with Soul

(Maybe THIS post will get me over that 300,000 points mark!)Contact Management

So, the burning question! Which system do I recommend...?

Well, I'll tell you what I use and therefore, feel comfortable recommending. It's not the only option, obviously; there are gazillions of (well, maybe a few dozen) real-estate-specific contact managers, and I'm sure some of them are fabulous (and I'm equally certain that some of them aren't).

Let me disclaim that I'm not an expert on contact management from a choose-the-best-one perspective. However, I am a bit of a power user of the two "jobs" I believe a contact manager should do well, and I have test-driven enough systems to know that all CMS's are not created equal in performing those two jobs (to read about the two "jobs" I think a CMS should do well, go here.)

I'm using and loving Ixact Contact. It's a Canadian company, but I haven't found anything in it that makes it "foreign" for USA'ers. It does (almost) exactly what I want it to do, (almost) exactly how I want it to do it, without much muss, fuss or extensive learning curve. I've been using it about two months now and have only found a few issues to, complain about gripe about mention to Ixact Contact management, some of which they've already addressed and others are on the list to address. But even these issues are pretty easily worked around in the interim.

What I like about Ixact Contact (well, one of the things) is that it does a lot of things without doing A LOT of things if that makes sense. No, it probably doesn't, so allow me to explain.

Anyone who has used Top Producer is aware of its steep learning curve. But once you've mastered the program, you probably love it because TP will do almost ANYTHING you can think of, if you can just figure out how to make it do it. But that's a big IF for most users. A huge IF. And many new Top Producer users throw up their hands in frustration after a few hours of messing with the program and kick themselves for agreeing to a one year contract on a program they don't understand.

Well, Ixact is what I call "Top Producer OFF Steroids." It does a lot of things, but not so many things that you can't figure out how to do the basics. As a former Top Producer power user, I do get a little befuddled occasionally with Ixact because it doesn't do some obscure thing I want it to do, but I'm realizing that's part of the beauty of it.

Anyway, I've gotten rave reviews from the agents I've sent to Ixact Contact, so I feel pretty good recommending it to anyone who doesn't yet have a contact management solution they're happy with.

It's $35/month (no set-up fee or contract required - woo hoo!). If you'd like to get the Friend of SWS 60-day trial (as opposed to the "regular" 35-day one they offer standardly), just go here.

And, join us on Thursday morning for the first ever SWS Webinar on Using Your Contact Manager to ‘SOI'!" Details and Registration HERE!

THE CONTACT MANAGEMENT WITH SOUL SERIES
Part I - The Unanswered Questions
Part II - The Two Things a Contact Manager Should Do Very Well
Part III - Creating Reasonable Expectations for Your Contact Manager
Part IV - "But I Can't Afford a Contact Management System!"
Part V - Contact Management Pays for Itself - if you use it!
Part VI - Which System do I Recommend?

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Re-Blogged 1 time:

Re-Blogged By Re-Blogged At
  1. Lydie Ouellet Dickinson 01/24/2011 07:31 AM
Topic:
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Rainmaker
716,358
Ruthmarie Hicks
Keller Williams NY Realty - 120 Bloomingdale Road #101, White Plains NY 10605 - White Plains, NY

Hi Jennifer,
I'm waiting on the new Keller system.  I'm not thrilled that it is not optional, but it makes little sense to pay twice for something.  I just hope its good - since I'm not given an opt-out.

Jan 24, 2011 05:51 AM #10
Rainmaker
484,257
Jennifer Allan-Hagedorn
Sell with Soul - Pensacola Beach, FL
Author of Sell with Soul

I need 77 more points to hit 300,000. I swear, I've been just under for a year now it feels like!

Jan 24, 2011 05:54 AM #11
Rainmaker
484,257
Jennifer Allan-Hagedorn
Sell with Soul - Pensacola Beach, FL
Author of Sell with Soul

So many agents have mentioned the upcoming KW system (obviously, KW agents!). It would scare me to commit to (and learn) a system that would be lost to me if I left the company. That's why I never fully embraced the one RE/MAX provided. You just never know how much of your information will be exportable and then you're stuck learning a whole new system OR losing all your information if you leave abruptly.

Jan 24, 2011 05:56 AM #12
Rainer
144,110
Lydie Ouellet Dickinson
Realty Executives Tri County, Bellingham MA - Bellingham, MA
Realtor

Jennifer, thank you again for sharing great info. I checked out your reference website. Looks good. I would love to learn more. I guess I should be tuning-in on Thursday! : )

Jan 24, 2011 07:27 AM #13
Rainmaker
716,358
Ruthmarie Hicks
Keller Williams NY Realty - 120 Bloomingdale Road #101, White Plains NY 10605 - White Plains, NY

Hi Jennifer - THANK YOU!  THis has been my conundrum as well.  But i have opted for so many "outside" options and there is just so much I can do in that department.  I have to pay for the system anyway.  My feeling - for what it is worth is that I will have to import everything to excel like I have it now.  I'll keep it simple and just keep the essential information on it and if I decide to leave - work to import all the most saliant information - by hand if necessary before departing.  I'm not wild about the way this is being done.

Right now I have the system set up as one Excel page per month - what I've signed them up for and what contacts I have made with them.  I am generally only working actively with about 10 people at once and I have about 450 in the database in the form of contacts, past clients, etc.

It will be the past clients, friends and current clients or people that I'm in my most active mode with that will require the work.  But most are on something of autopilot. 

I think keeping the basics on Excel will give me a comfort level.

Jan 24, 2011 07:39 AM #14
Rainmaker
217,453
Mark Organek
And the United States of America - Mesa, AZ
On a journey to accomplish one huge goal.

Jennifer - Thank you for sharing.  I currently use Wise Agent but each CMS seems to make a person want more.  Although I love Wise Agent and all of the bells and whistles, I value your opinion and will check it out.  Thank you!

Jan 24, 2011 02:57 PM #15
Rainmaker
329,112
Sally Lawrence
Advantage Real Estate - Tehachapi, CA
Broker, CHS, e-Pro, SFR, REALTOR®

Jennifer,  I'm all signed up for Thursday'sn show.  Looking forward to it.  Currently I am not using a CMS as you describe.  I'll be interested in looking into this further to really see how it can help me.

If you don't want to wait for your next post to cross 300k, you could always go post a few comments!

Jan 25, 2011 01:36 AM #16
Ambassador
2,304,810
Robert Vegas Bob Swetz
Realty ONE Group - Las Vegas, NV
Las Vegas Henderson Homes for Sale

Hello Jennifer and I have never read any of your books but by reading the comments to your post it sounds like these people really like them. When I get more time I will have to read one, and in the mean time I have featured your post at a group I really Love ...

LOVE AT ACTIVERAIN

Bgpic08042008125155_l

Jan 25, 2011 12:16 PM #17
Ambassador
1,722,844
Jon Zolsky, Daytona Beach, FL
Daytona Condo Realty, 386-405-4408 - Daytona Beach, FL
Buy Daytona condos for heavenly good prices

Jennifer,

Congratulations on reaching 300,000 AR miles on your odometer.

Thanks for the Ixact Contact, will check them out. It is a problem for me. We tried Realty Juggler and were very disappointed. Did not work for us.

Jan 25, 2011 08:42 PM #18
Rainmaker
484,257
Jennifer Allan-Hagedorn
Sell with Soul - Pensacola Beach, FL
Author of Sell with Soul

Jon - I'm curious what it was Realty Juggler didn't do for you. I've heard good things about it, so your feedback would be greatly appreciated!

Jan 25, 2011 11:03 PM #19
Rainmaker
91,326
Sue Gabriel
Cleveland, OH

I'm very happy with IXACT so far. I'd like to try the mass-email option...if I can just decide what to say!  :)

Jan 26, 2011 01:44 AM #20
Rainmaker
484,257
Jennifer Allan-Hagedorn
Sell with Soul - Pensacola Beach, FL
Author of Sell with Soul

Oh, you have plenty to say, Sue! I'll probably try it too, once the templates are a little more to my liking (which is supposed to happen by spring).

Jan 26, 2011 02:11 AM #21
Rainmaker
716,358
Ruthmarie Hicks
Keller Williams NY Realty - 120 Bloomingdale Road #101, White Plains NY 10605 - White Plains, NY

Just checking back to see if you made it to 300!  CONGRATS!!! Rock on!

Jan 26, 2011 01:17 PM #22
Anonymous
Mike Quaiol

Jon Z....I looked at Realty Juggler and it looked simple and powerful. What was it that did not work for you??

Feb 15, 2011 01:43 AM #23
Rainmaker
484,257
Jennifer Allan-Hagedorn
Sell with Soul - Pensacola Beach, FL
Author of Sell with Soul

Mike - I'm not really sure why Realty Juggler didn't do it for me. I certainly don't recommend against it - I just didn't get into it the way I did with IXACT. Real helpful, I know!

Feb 15, 2011 03:52 AM #24
Rainmaker
96,721
Shannon Thomas
Selling Indy Metro, LLC - Avon, IN
Managing Broker, E-Pro, ABR,SRS, SFR

Good information.  I am looking for a crm that is cloud based,  I am a Keller Williams Agent and afraid of all the eggs in one basket.  Love the KW technology though just don't want to have everything in one basket so to speak.  I'm looking at wise agent and Ixact.  I don't like the so much per transaction though after 1000.   I can see that getting very expensive down the road. 

Aug 23, 2011 11:51 PM #25
Rainmaker
484,257
Jennifer Allan-Hagedorn
Sell with Soul - Pensacola Beach, FL
Author of Sell with Soul

Shannon - What are you referring to about the per transaction after 1000? Is that a KW thing, or something at IXACT?

Sep 02, 2011 10:01 AM #26
Rainmaker
589,621
Phil Leng
Retired - Kirkland, WA
Phil Leng - Retired

Hi Jennifer,

Congrats on hitting the 300k milestone

Looks like you have quite a following!

Phil

Oct 07, 2011 10:54 PM #27
Rainer
334,174
Paul Gapski
Berkshire Hathaway / Prudential Ca Realty - El Cajon, CA
619-504-8999,#1 Resource SD Relo

Yes, i heard a lot of good things about realty juggler, just make sure u look at all the youtube training videos.

Jun 30, 2012 12:26 AM #28
Rainer
14,648
Guin White
Barker Realty - Santa Fe, NM
Tenacious Problem-Solver, Referral Broker

When's the next teleseminar or webinar? I'm signing up!

Jan 19, 2015 12:20 PM #29
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