When's the best time to optimize your processes? When the market is down because that's when you have time. When the market is hot, it's all you can do to keep the balls in the air. If you're reading this from any of the many areas in Michigan, here's something for you to consider:
We have a product called Taskhopper, which is a simple online task manager. It allows you and others to create lists of things that need to be completed by a certain date. I've been in real estate offices of every size, they all have this same thing in common: Manage time, stay organized and follow-up with customers and leads.
Taskhopper can help you do this. If you have at least a three person office with tasks that are at times shared, Taskhopper might be an ideal fit. If you are already using a CRM (customer relations manager) tool that handles tasks, then ignore this. If you're like many, who still use little sticky notes and collect stacks of business cards at
least consider there might be a better way :)
First, Taskhopper is free. It's open source GPL technology which means you can download and install it, no charge. If you like it, you can keep using and never pay us a dime. What a horrible business model eh?
Yes, we've heard that before. But in reality, we wrote Taskhopper for our business which we use every darn day. And Taskhopper.com -- we get about 10 good leads a month from that... so from that perspective, the effort could be an advertisting expense.
Second, we'll help you get it installed. No charge. All we ask is that if it works, you post about it here on AR and send us some traffic so others catch this drift. If it doesn't work, then we'll help you uninstall it and that will be the end of it.
A quick oviewview of what it's like:
1. You create projects. For listing these would be addresses. For buyers, it might be last name. You could have things like Advertising, Home Staging, Follow-up.
2. You assign projects to people in your group. e.g., If you have multiple agents, you only see your own listings/buyers. This however is optional as in some offices you may want everyone to be able to see all activity so there really is a sense of sharing tasks. (especially true when someone is away for a few days)
3. Login with your user ID and password and all your tasks will be there. You'll see a small menu that might look like what you see to the left. In this case, it would mean you have 12 things assigned to you. (Anyone in the system can assign tasks to anyone else) Great for delegating, sharing and documenting.
What's good about Taskhopper is that it's simple and fast. It takes about 15 minutes for anyone to learn. If you're using it for things that relate to sales, then alerts can be sent directly to your cell phone when new/urgent items are submitted. (each task has an urgency level, where level 1 does not notifiy)
Anyway, I think you get the idea. If you're interested, just drop me a note and we'll help you get one loaded up so you can try it. (We can install it over at SouthAshley.com - the 90 minute website, if you don't want to experiment on your own domain)