Favorite CRMs

Dana,

My favorite didn't make your list. It's "Outlook" and I advocate it all the time. :)

Steve

I love Salesforce.com and it get gets better and better with each new release.  Now seemlessly integrates with Google Docs. For mgmt, it really helps create great reports to monitor pipeline of deals and track perfomance of sales staff. Very customizable.  We use the built it contracts database too and the Library allows us to store training documents and other commonly used docs that all users can access. The "email to salesforce" function is really cool and allows us to have an audit trail for every email that goes out to clients or vendors. There is an Outlook integration tool as well. Like a lot of software, you get out of it what you put into it.

Dana, I too, used Outlook - now I use gmail and all of googles tools which are awesome. I am, however, checking into your other ideas. Thanks for sharing....;-)

Hi everyone! If you're not tech savvy and are looking for a system that is truly easy to learn and use, IXACT Contact may be a great fit. The problem with a program like Outlook is that it's not a true contact management system and has not been specifically designed for realtors. A true real estate contact management system, like IXACT Contact, allows you to create drip email campaigns, easily, track and manage client communication history, create activity plans, and run reports to understand your prospects and clients better.

I invite you to try the system out for yourself for free for 5 weeks. It's completely risk free. Our URL is www.ixactcontact.com

Dana,   OK I found your post here and the information.  Already a help while I am also looking at different programs that fit my real estate needs.  Thank you!

Dana:

I use Google tools too.  It is one of the programs you are reviewing?  I'll keep watching for your results.  Thanks.

Dana,

Few good options missing from the list:

SugarCRM (http://www.sugarcrm.com/crm/), fully-featured but costly

Zoho's CRM (http://www.zoho.com/crm), free for limited use, the interface is somewhat clunky but gets the job done

OpenCRX (http://www.opencrx.org/), free and self-hosted (meaning you have to install on your own web sever), not as comprehensive as some of the paid options, but is a good free option

another good one i heard to check out for crm is advantage xi

Dana- One that was recommended to me that I have been checking out is Rest.  It is pricey, but looks to be a fully functioning CRM and does everything Top Producer does, except it does not have a cma included. I have been a TP user for 10 yrs., but now that I have a mac and they do not support Apple products I am looking for another product. 

how is realty juggler, i heard that a pretty nice little crm for on 8 bucks a month

I'm still a fan of Microsoft Outlook on the desktop and laptop.  I use the task manager and calendar for reminders. You can modify it, it integrates with my Samsung GII and wife's HTC Android.  For the Phones, we use Gmail, but only when we are on the go.