A Swarm Of Bees In May Is Worth a Load Of Hay

Real Estate Appraiser with Donovan Group Realty

A Swarm Of Bees In May Is Worth a Load Of Hay

  This is a line from an old English poem that serves as a reminder for harvesting times. Well the time has come for us to do some harvesting, of buyers and sellers! Between our clients, buyer and seller leads, and our new lead capture systems being installed in our websites we literally have thousands of contacts, and expect to capture another 500-1000+ per month soon. We need to figure out how to best turn this swarm of bees into a load of hay!!

  We have in the past used CRM (Customer Relationship Managers) software that is geared towards the real estate industry. Our office has used TSA (The Smarter Agent) for some time but their inability to go to a web-based system has become an issue. We've also used Market Leader and Vision without being overly impressed.

  I am researching CRMs now and have narrowed it down to 1 made for real estate and two others that are available in google apps. Not knowing who else to ask about this has led me to the foremost marketplace for real estate innovation, knowledge, and hopefully sharing.

Congratulations AR, you've got the job!

 If any of you can give me your feedback on these 3 systems it would be greatly appreciated, Of course, if I've missed the boat completely (it wouldnt be the first time!), please do let me know what system you prefer and why.

Option 1-Realty Juggler: I like the interface from what I have seen of it, and it appears to do most of what we want with lots of customizable options and is web-based. Cost is about $200/annually and integrates with Android OS which we have already committed to with our phones, tablets, calenders, gmail accts, etc.

Option 2- insightly: This is a google app so we will need to start working more with google services, but as stated above that is not a bad thing as we are already moving in that direction with our mobile tech. It is of course free which is great, but not made specifically for real estate.

Option 3- Solve 360: This is also a google app, minimal cost ($10/user avg). It seems to be deeply integrated with gmail, with client contact, details, history within gmail. Other indications are that it has a good email campaign system and automatically handles lead capture from our web-forms.

If any of you can part with your wisdom on this topic and in particular about these CRMs I would be glad to buy you a cup of the best coffee in So Cal next time you're in town!

Thanks in advance


Posted by

Andrew McGrath - South Coast Metro Orange County

Comments (10)

Connie Harvey
Pilkerton Realtors - Brentwood, TN
Realtor - Nashville TN Real Estate

Andrew, I wish I could answer your question, but I'm going to have to go study each of these first. I'm looking forward to reading what the other AR members say.

May 08, 2011 01:15 AM
Donna Malone
Waterfront, Luxury, Family, Affordable, Cottage, Deals - Bridgewater, NS
Homes and Property for Sale Nova Scotia

Sorry, I can't add an opinion but I will keep checking back to see what kind of feedback you get.

May 08, 2011 04:01 AM
Janna Scharf
Keller Williams Realty Coeur d'Alene - Coeur d'Alene, ID
Coeur d'Alene Idaho Real Estate Expert

Sorry. I'm no help either.  Don't know a thing about any of them.  Good luck in your research....

May 08, 2011 02:45 PM
Retired Notworking
Tallahassee, FL

I've had Realty Juggler for about a year, but am probably going to switch to something that's easier to use/understand. The system isn't bad, but it's not polished.

May 08, 2011 03:09 PM
Christine Donovan
Donovan Blatt Realty - Costa Mesa, CA
Broker/Attorney 714-319-9751 DRE01267479 - Costa M

Andrew - I was hoping that you would have some people commenting with insight as this is a big issue.  I'll stay tuned.

May 08, 2011 06:19 PM
Doug Bullwinkel
Envoy Mortgage,NMLS ID 6666 - Sacramento, CA
Mortgage Loan Originator NMLS #281609

I think we're all waiting for the answer to your question.  It doesn't look like AR members have had a lot of experience with these sites.

May 21, 2011 12:48 PM
Andrew McGrath
Donovan Group Realty - Santa Ana, CA

Hi Christine and Doug, I was definately hoping for some more insight from our fellow AR members. Either we as a group are not using this type of software (which I would be surprised by) or others are unwilling to share what they  know.

I will have to test drive some of these and than share my findings with the group


May 21, 2011 01:37 PM
Tricia La Motte, CRS
661-212-2896 - Santa Clarita, CA
Santa Clarita Real Estate - Guiding the Way Home!

Hi Andrew,

I just found your post...which CRM did you finally with? I am currently testing RealtyJuggler and also looking into Insight.ly and Solve360.

Thanks, Tricia

Jul 26, 2012 06:21 AM
Andrew McGrath
Donovan Group Realty - Santa Ana, CA

Hello Tricia,

We've settled on RealtyJuggler as the best option for us. Easy import and control of prospect groups. The icons and layout are pretty intuitive. Setting up campaigns and notifications were also straightforward as well.


Jul 26, 2012 07:20 AM
Tricia La Motte, CRS
661-212-2896 - Santa Clarita, CA
Santa Clarita Real Estate - Guiding the Way Home!

Hi Andrew,

That's very helpful! I have been looking through RealtyJuggler, and will be going with that one also.  This is after MANY years of Top Producer, and trying out a number of CRMs. Happy to hear that setting up campaigns went well!


Jul 26, 2012 09:00 AM