Finally! A CRM for my demographic!

Real Estate Agent with RLAH Real Estate AB95346

I just found an email about an ActiveRain webinar scheduled for next Tuesday on my favorite CRM - IxactContact.  My strong recommendation?  Check it out - if you don't already use it.!

Last year, I realized that I needed a CRM for grown ups. I'd been using a patchwork combination of MAC applications, Contacts, Calandar and Reminders,  that were designed more for personal use than operating a business.

So I started to call around to the various companies that were sending me email and some recommended by colleagues.  Here's how it ususally went.

I would make the call, and a cocky-sounding youngster would answer the phone.

"Our CRM is really great because it's so easy to use - like, my five-year-old little brother can figure it out!" 

Since I am not a five-year-old boy, this didn't impress me each time I heard it, especially after I signed on to each allegedly simple site to check it out.  

Then I remembered hearing about Ixact Contact from several colleagues, and these were women who, like me, were helping to increase the average age of the average Realtor.

So I called their number and a grownup sounding woman answered.  She listened to and thoughtfully answered  a few questions I asked about the product, and then wow!

"OK, we beta tested our CRM on a group of actual Realtors in a local office - my mother was one of them."  And at that point, she had me!

I also learned that their very inexpensive package also included a web site, as well as the ability to create and send email blasts and newsletters. They have a library of very well-written materials you can send to FSBOs, expired listings, and lots of ways to keep in touch with your base.  They also help to keep you organized.  And while I don't need it a lot (yes, it actually is easy to use), they have an excellent help desk.

A while back, I started to send my "Monday Morning Coffee" to everyone in my base, sort of like a blog post, but geared to my sphere of influence.  Once a week on Monday morning, everyone in the system (old and current buyers and sellers, aunts and uncles, siblings , nephews, cousins, neighbors, prospects from Open Houses - you get the idea) get a copy of something they seem to enjoy reading.

And I hear from them, whether they want to buy a house or not!  And quite often, the calls generated by this weekly contact are resulting in listings and referrals.  

So there if I can use this, anyone can figure it out!  And I may hang out for the Webinar just for fun!  


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Sheri Sperry - MCNE®
Coldwell Banker Realty - Sedona, AZ
(928) 274-7355 ~ YOUR Solutions REALTOR®

Hi Patricia Kennedy - I will second your recommendation!  I have been using it for 4 years.  

Nov 28, 2018 05:39 PM #1
Paul S. Henderson, REALTOR®, CRS
Fathom Realty Washington LLC - Tacoma, WA
South Puget Sound Washington Agent/Broker!

I am shopping for a new CRM for the new year and thanks to you; I think I might have found one Patricia Kennedy 

Nov 28, 2018 05:51 PM #2
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Hi Pat, glad you found a CRM that works for your business.  I like your idea of Monday morning coffee emails.

Nov 28, 2018 05:51 PM #3
Indy Home Vault
Indy Home Vault - Westfield, IN
Indy Home Vault

This is awesome! I might get one too!

Nov 28, 2018 05:56 PM #4
Sally K. & David L. Hanson
EXP Realty 414-525-0563 - Brookfield, WI
WI Real Estate Agents - Luxury - Divorce

Great fit for you....makes life sooo much easier !

Nov 28, 2018 06:03 PM #5
Kathy Streib
Room Service Home Staging - Delray Beach, FL
Home Stager - Palm Beach County,FL -561-914-6224

Hi Pat- Staying organized is so important for making the most of your database. Good endorsement from you!


                     You've been featured in the Group Bananatude!

Nov 28, 2018 06:09 PM #6
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

That is great Pat. I pay too much for mine so am trying to make some decisions and cut costs. Maybe I'll tune in too.

Nov 28, 2018 07:35 PM #7
Jon Zolsky, Daytona Beach, FL
Daytona Condo Realty, 386-405-4408 - Daytona Beach, FL
Buy Daytona condos for heavenly good prices

Your Monday morning coffee emails seem a very good idea. Thank you for an idea

Nov 28, 2018 08:01 PM #8
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Pat nice to see you and at the same time providing such a valuable post, will have to check it out, not sure if I will have time to be on the webinar, Endre

Nov 28, 2018 10:30 PM #9
James Dray
Fathom Realty - Bentonville, AR
Exceptional Agents, Outstanding Results

Morning Pat.

Frankly I've never hear of them before now.  I'll check them out, thanks

Nov 29, 2018 01:56 AM #10
Kat Palmiotti
406-270-3667,, Broker, Blackstone Realty Group - brokered by eXp Realty - Kalispell, MT
The House Kat

Interesting info - I'll check them out as well.

Nov 29, 2018 03:17 AM #11
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

Thanks so much for sharing your recommendation of IXACT Contact Patricia! We're so lucky to have great customers like you.

Nov 29, 2018 06:09 AM #12
Debb Janes EcoBroker and Bernie Stea JD
ViewHomes of Clark County - Nature As Neighbors - Camas, WA
REALTORS® in Clark County, WA

Thanks for sharing this Patricia. We currently use Realty Juggler, but maybe it's time for an upgrade - or a change. D 

Dec 01, 2018 07:59 AM #13
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Hi Pat, always nice to read when someone finds a product to help keep them organized for their business.

Dec 12, 2018 07:21 AM #14
MaryBeth Mills Muldowney
TradeWinds Realty Group LLC - Braintree, MA
Massachusetts Broker Owner

Hi Patricia Kennedy, timely posting, new year - new contact management system on my list!  Thank you and Happy and Prosperous New Year!

Dec 28, 2018 12:37 PM #15
Debe Maxwell, CRS | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

Hi Patricia! I love IXACT and have been using it for about a year now. I'm SO glad I made the change and yes, it's one of the best out there. 

Hope you're doing well! 

Feb 23, 2019 08:32 PM #16
Joyce Marsh
Joyce Marsh Real Estate LLC - Daytona Beach, FL
Joyce Marsh Real Estate LLC - Luxury Real Estate

I’ve been searching for a new and easy to use system myself. I’m happy to hear your recommendation and will check into it further. I also really like your Monday Morning Coffee idea and would love to subscribe to yours.  I know this is an older post but a good one! Hope you are doing well Patricia Kennedy

Mar 14, 2019 04:20 AM #17
Laura Cerrano
Feng Shui Manhattan Long Island - Locust Valley, NY
Certified Feng Shui Expert, Speaker & Researcher

The number one rule of marketing is to find a problem to solve or a niche to serve or both. Right on!

Sep 03, 2020 10:29 PM #20
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