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#334104 - 04/07/10 09:42 PM Contact Management software ??
CrazyLisa Offline
Junior Member

Registered: 11/14/09
Posts: 5
Loc: CA
Would anyone like to share what contact management system/software they use. I'm becoming very disorganized with followup. I'd like something that helps remind me when to followup with clients who maybe don't qualify, clients I've already closed as well and potential and current clients. Something that did other things like provide websites or monthly newsletters or something would be okay to but not a requirement. Thanks

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#334114 - 04/07/10 10:48 PM Re: Contact Management software ?? [Re: CrazyLisa]
super realtor Online   content
Major Contributor

Registered: 05/01/05
Posts: 8478
Loc: georgia

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#334218 - 04/08/10 09:24 PM Re: Contact Management software ?? [Re: super realtor]
Maui Offline
Moderator
Veteran Member

Registered: 01/13/10
Posts: 726
Loc: Maui, HI
I don't put out newsletters, but my understanding is that constant contact is great software for that. Again, I don't have firsthand experience with it.
_________________________
Visit a Maui Blog , then view our ActiveRain page and Maui Wordpress Blog for local events and market stats. View one of the best values of Maui luxury real estate in this Honua Kai Condo For Sale.

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#334252 - 04/09/10 02:17 PM Re: Contact Management software ?? [Re: CrazyLisa]
DC Realtor Offline
Member

Registered: 09/22/09
Posts: 43
Loc: Kentucky
Busy Agent Pro is a good one.
_________________________
Weichert Realtors ABG Properties

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#334273 - 04/09/10 04:26 PM Re: Contact Management software ?? [Re: DC Realtor]
TB in TX Offline
Major Contributor

Registered: 08/16/07
Posts: 2813
Loc: X
There are several other recent threads about this. Did you use the search function?

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#334276 - 04/09/10 05:20 PM Re: Contact Management software ?? [Re: TB in TX]
closeEscrow Offline
Member

Registered: 02/09/10
Posts: 16
Loc: Louisiana
Start with outlook 2007 that has the add-in BUSINESS CONTACT MANAGEMENT. If you need more info go to microsoft outlook and take a look at the outlook with BSM demo. You will be amazed.

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#334277 - 04/09/10 05:36 PM Re: Contact Management software ?? [Re: closeEscrow]
Ben34105 Offline
Ubiquitous Mod
Major Contributor

Registered: 02/25/05
Posts: 2232
Loc: Florida
I'm another vote for Busy Agent Pro. You get everything for one very reasonable flat fee. If you add up all the services they offer individually BAP is cheaper by a mile. I started with it when I was a new agent and if you actually take the time and use it, it will be a wonderful thing.

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#334290 - 04/09/10 07:34 PM Re: Contact Management software ?? [Re: Ben34105]
Maui Offline
Moderator
Veteran Member

Registered: 01/13/10
Posts: 726
Loc: Maui, HI
BAP is one per market, right? Now you got my curiosity... I will look into it over the weekend. For those who use, what features do you like best? Anything you wish it had that it does not?
_________________________
Visit a Maui Blog , then view our ActiveRain page and Maui Wordpress Blog for local events and market stats. View one of the best values of Maui luxury real estate in this Honua Kai Condo For Sale.

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#334300 - 04/09/10 11:50 PM Re: Contact Management software ?? [Re: Maui]
Michael T. Offline
Junior Member

Registered: 04/09/10
Posts: 1
Loc: Georgia
I personally use Top Producer 8i and couldnt imagine using anything else.

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#334303 - 04/10/10 12:54 AM Re: Contact Management software ?? [Re: Michael T.]
super realtor Online   content
Major Contributor

Registered: 05/01/05
Posts: 8478
Loc: georgia
One per market refers to the exclusive content. I have been using it for years.

You would pay hundreds to thousands of dollars a month elsewhere for everything it does for 67.00 a month.

It is so much more than a contact manager. I don't care personally what people use but it works for me.

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#334319 - 04/10/10 10:37 AM Re: Contact Management software ?? [Re: super realtor]
deepsea Offline
Veteran Member

Registered: 06/14/06
Posts: 607
Loc: Atlanta GA
Outlook with business contact manager. I have been using it for years and it is great. If you buy 2007 you get a free upgrade to 2010 later this year when it comes out. (No I don't work for Microsoft.) It doesn't have cheesie letters like TP but you only pay for it once, no monthly recurring fee.

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#334414 - 04/12/10 10:04 AM Re: Contact Management software ?? [Re: CrazyLisa]
DC Realtor Offline
Member

Registered: 09/22/09
Posts: 43
Loc: Kentucky
Outlook does work well when just starting out on a tight budget.
_________________________
Weichert Realtors ABG Properties

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#334443 - 04/12/10 01:31 PM Re: Contact Management software ?? [Re: DC Realtor]
minna Offline
Member

Registered: 12/04/08
Posts: 299
Loc: USA
I use topproducer also - 8i and website with idx. I wouldnt know what to do without it.
Stay away from their market snapshot. Pricey and useless.

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#334550 - 04/13/10 07:16 PM Re: Contact Management software ?? [Re: minna]
ReCoastalCa Offline
Junior Member

Registered: 02/20/10
Posts: 3
Loc: Oceanside CA
I was running Outlook 2003 and looking to upgrade to a better CM. Looked around at a variety of options was going to go with Outlook 07 but then found Chaos Intellect.
http://www.chaossoftware.com/products.asp

I have only had it running for a couple of months but so far it is working well for me. Not only will it remind you to follow up but you can set up activity series that kick off automatically. For instance I have a series of 8 emails I send to potential buyers, so I input their contact info and assign the email activity task and bang it happens automatically. I have also set up a series of tasks for closings which pop up on the screen as they become due.

This is not a cloud based solution but you can load it on a flash drive and take it with you and easily sync back to your may computer.

Have a look and see what you think.

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#334607 - 04/14/10 09:41 AM Re: Contact Management software ?? [Re: CrazyLisa]
mWoods Offline
Member

Registered: 12/11/09
Posts: 82
Loc: Indianapolis
Actually, Microsoft Outlook probably has all of the features you're looking for. You can schedule tasks for follow-up and the system will give you alerts. There's a wonderful calendar feature as well. I use Office 2007 and it can perform all contact management functions to my satisfaction. Unless you're a big company, it would probably work quite well for you.
_________________________
Mike Woods displays 27,000+ Indianapolis homes for sale in Indianapolis, Indiana. See real estate for sale in 650 cities throughout the United States.

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