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#28627 - 01/17/06 06:49 AM Best Mobile devices and Contact Management
EmancipationProclimation Offline
Junior Member

Registered: 01/16/06
Posts: 2
Loc: Ipswich, MA
Greeting from Ipswich, Mass. My name is Kevin.I just got my salesperson license. I'm a newbie in real estate.
What is your PIM (Personal Information Manager)/Contact software preference? If you use the contact software on a handheld, what is your handheld device?

I have just learned of a nice software/handheld solution called Pathfinder. It is remote mls accessing. This is in the Boston area. I don't know if it is available nationwide.
Best wishes to you. Keep in touch, Kevin

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#28628 - 01/22/06 12:48 PM Re: Best Mobile devices and Contact Management
www.suehead.com Offline
Junior Member

Registered: 01/22/06
Posts: 5
Loc: Orange County California
I use Outlook (not express) and although it doesn't handle the MLS info, it is usefull since you can sync with handhelds... You just need to keep it updated. That is the hard part. I used GoldMine for a while but it got real complicated so i went to Outlook.
www.suehead.com
_________________________
Sue Head is dedicated to serving all of your Real Estate needs in Southern California. Find out more about Orange County , Los Angeles County and Riverside County . Feel free to Contact Me anytime.

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#28629 - 01/23/06 07:27 AM Re: Best Mobile devices and Contact Management
EmancipationProclimation Offline
Junior Member

Registered: 01/16/06
Posts: 2
Loc: Ipswich, MA
Great, Suehead! Nice to hear from you. If I come across anything else possibly useful to us, I'll let you know. Best wishes, Kevin

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#28630 - 01/28/06 06:44 PM Re: Best Mobile devices and Contact Management
Heading for the Top20 Offline
Member

Registered: 12/30/05
Posts: 228
Loc: Rochester, NY
I used to use Outlook ... it works fine I guess. It really depends on what you want to get out of it.

I would recommend that if you are new now's the best time to truly do it right. I just started about 8 months ago and went with Agent Office. It's offline and is Real Estate Specific. Very important in my mind. It manages people (agents, contacts, etc), it also manages properties (very important) you can arrange and track who showed your property, it reminds you to follow up with the agents and makes it simple as their name and number shows up when it's time to call them (of course you have to input it and use it)

That's the most important thing ... the best contact management system is the one that you use. If you're new ... why not use one that's specific to our industry and still syncs with the handhelds.

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#28631 - 02/10/06 11:02 AM Re: Best Mobile devices and Contact Management
gcarey Offline
Junior Member

Registered: 02/10/06
Posts: 7
Loc: Auburn ME
www.Wiseagent.com

monthly subscription service, but i LOVE it. real estate specific password protected complete contact management system along with forms, property tracking, referal management.. you name it and this solution has it.

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#28632 - 03/15/06 08:29 PM Re: Best Mobile devices and Contact Management
Jamessells Offline
Member

Registered: 06/07/05
Posts: 16
Loc: Easton PA
I have been using outlook with good results. I had used ACT when I was in the mortgage business, I liked that better, because I could customize it fairly quickly. I heard recently that ACT is comming out with a custom program for Real Estate. Has anyone heard anything?

James


www.firstyearinrealestate.com
www.jameskaleda.com
www.jamessells.com
www.eastonparealestate.com
www.EastonPAHomes.com
www.westeaston.com
_________________________
Austin Real Estate

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#28633 - 03/16/06 06:41 AM Re: Best Mobile devices and Contact Management
Jim Kimmons Offline
Member

Registered: 05/30/05
Posts: 252
Loc: Taos New Mexico
If you like Outlook, the 2003 version is actually quite customizable for real estate. For an example of custom fields creation and a link to the Microsoft help for that purpose check this link.
_________________________
Jim Kimmons
About Real Estate Business
http://realestate.about.com

www.about.com
About.com is Part of the New York Times Company
866-503-2260

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#28634 - 03/16/06 08:11 AM Re: Best Mobile devices and Contact Management
pcdoc Offline
Member

Registered: 02/25/06
Posts: 45
Loc: western NC
Although not certified by Sage Software, I've performed a number of installations for ACT!

http://www.act.com/Home/index.cfm

Those that take the time to learn the capabilities and use it fully integrated as a CRM tool seem to be very happy with the product.

One caveat, networking ACT! is a chore for the first-timer.

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#28635 - 04/18/06 08:46 AM Re: Best Mobile devices and Contact Management
RockSolid Offline
Member

Registered: 09/29/05
Posts: 287
Loc: New Hampshire
My vote is also for Outlook 2003. We use it to track all of our foreclosure leads, and we've done extensive modification through add-ins and scripting.

Every day, new foreclosure leads get put into Outlook as new contacts. I then use a custom add-in to validate all the addresses, and print out all my envelopes and personalized marketing letters with the click of a button.

It's flexible and powerful. We've actually toyed with the idea of turning this into a product. If there is any interest in helping to design it (features, look-n-feel, etc.), let me know.
_________________________
MikeCallaghan
Senior Foreclosure Consultant
RockSolid Financial LLC
Foreclosure Survival Kit and
Foreclosure Assistance Starter Kit (NEW)

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