I'm looking for information on how agents are tracking their prospects and leads. I've seen software that does with varying degrees of detail, but I'm interested to hear what others consider the "sweet spot"?

How do you track leads?

What information do you consider essential to know about each lead? For example, buyer vs. seller?

How do you follow up and work to convert leads to customers?

Thanks for the advice!

As corney and hokey as it sounds I have a big spiral and clipboard that I carry with me everywhere with all my notes (and only that I can read) and I carry over tasks day to day on what I need to do... as much as a techno sav. as I am, I just can't find it as easy as grabbing pen and paper and jotting it down, and while I enter leads/prospects into my Top Producer the pad and paper always trump anything else IMO.

Josh

I use The ACT software

here is a link to there site http://www.act.com/

Top Producer is great. If you are a touchy-feely sort, you can also just use index cards and a tickler file with days of the week/ month - just moving your card from space to space reminding you of what your next action step is with each client.

I use Top Producer. Some teams use Salesforce.com, but it's a pretty robust system. Top Producer may be better for smaller operations.

I was using Top Producer until recently. I was paying $33/month plus $16 a month for "remote". Now I use Outlook for FREEEEE!

I use 3 x 5 cards. Don't laugh (lol). Super handy. Never have boot-up probs.

ColdCaller, I'm not laughing... in fact, its high tech nowadays! You've got the Hipster PDA:

http://www.43folders.com/2004/09/03/introducing-the-hipster-pda/

For those using TopProducer: do you have to be a customer to download leads from your realtor.com website or is there also a way for people using AO, ACT!, Goldmine, etc.?

Thanks again!

Powermarketing center.com

Dee in Austin -Why aren't you on board anymore??

I like that idea LOL Plus you don't lose contacts if the HD ceases to work.

I use outlook 2003 , works great , i can use flags to determine levels of interest , and have information about the buyer/seller attached to the file.......and it was free with my laptop!

Outlook 2003, with heavy use of categories and custom fields. I have even written macros that allow me to print envelopes and personalized letters with the click of a mouse. Plus, it automatically syncs with my PocketPC. Plus it's included with Office.

Speaking of Outlook, does anyone know how to create what I would call an "action plan", like when you get a new prospect, a plan you "append" to them that has you do certain things on certain days (without sitting and setting up 40 reminders for each prospect you get each time.)

Let me know if this does or doesn't make sense.

Josh

Josh,

I'm a pretty avid Outlook user, and I personally don't know of any way. I do understand what you are looking for though. If you figure out a way, let me know!

Anyone use Eurekaware? I was using it as an Outlook add-in but was running into all sorts of strange issues. I uninstalled it and I am now using plain old Outlook. Anyone have good ideas on how to best customize Outlook 2003 for RE?