G SUITE as your CRM

By
Real Estate Agent with RE/MAX SL 3397530

In last 6 months I left my Office 365 Exchange account looking to find a great Google/ Android Crm

what I found after trying them all is they all lack something.

Most do not allow me to use my Hangouts Dialer 

Most do not Sync fully with Google Contacts

Many are Expensive and still lacking in features

 

So I found out that I can just use Google Contacts, Reminders, Mail Merge, Hangouts Dialer and Google Voice and Evernote to accomplish a simpler and in many ways better Crm. Wizy.io is my mail merge free app. Best of all these are all free or included in my GSuite Subscription.

 

By using Inbox Reminders for my follow up system with Contacts has allowed me to use my email inbox as a to-do and follow up system as well. Everything all in one place! My brain prefers to work this way

Instead of placing your follow up in the Calendar and cluttering that up, you get awesome reminders in your inbox that you can snooze, schedule for another date or mark as done. This is frankly better for me than any of the crms out there that just add another task to your to do list.

 

Since I use hangout dialer and Google Voice I simply click on contacts phone number and I start dialing from my pc ( only Prosperworks has hangout dialer that I could find)

Feel free to question me on these tools inbox picture

 

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Topic:
Real Estate Technology & Tools
Tags:
googleascrm
google contacts as crm
using gsuite as crm
google apps as crm
google inbox as crm
google crm
android crm

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Rainmaker
428,602
Francine Viola
Coldwell Banker Evergreen Olympic Realty, Olympia WA - Olympia, WA
Realtor, In Tune with your Real Estate Needs

I'm like you - I like everything to be in one spot.  I'll need to check out this reminder function; that seems like that would really fit my business!

Nov 30, 2016 02:48 PM #1
Rainer
20,669
Ron McCord
RE/MAX - Fort Lauderdale, FL
Multi Family Specialist South Florida

I love having everything in my Inbox vs Checking other places like Calendar, a To do list. Reminders are fun to use also Merry Xmas

Nov 30, 2016 02:51 PM #2
Rainer
292,734
Jim Smith
The Property Management Company - Round Rock, TX
Broker,CRS,GRI,RMP,CNE,TRLP

Ron:  So, to clarify, are you no longer using Outlook as your email service?  Does the Google Suite work alongside Outlook, or must you use the Google Mail service?

Dec 01, 2016 06:19 AM #3
Rainer
20,669
Ron McCord
RE/MAX - Fort Lauderdale, FL
Multi Family Specialist South Florida

This is correct I stopped using Outlook and moved all in on G Suite, and am using google voice as well! You can use outlook with gmail but contact syncing I dont recommend. and I have that set up but I primarily stay in Google Inbox which is a fantastic email program but still need to use gmail here and there as developers have not had enough time to build extensions yet for inbox.

Dec 01, 2016 07:16 AM #4
Rainer
20,669
Ron McCord
RE/MAX - Fort Lauderdale, FL
Multi Family Specialist South Florida

As an Update I am not using Reminders as a follow up system for contacts as it clutters up the email inbox, I use inbox now for email and tasks ( reminders things to do!) I Use Evernote for the follow up which is awesome, I wrote a more detailed breakdown here https://realtortech.quora.com/Google-Contacts-as-Crm-1

Aug 24, 2017 10:55 AM #5
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Rainer
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Ron McCord

Multi Family Specialist South Florida
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