|
| Real Estate Agent Tool Chest This forum is for tips, methods, techniques, software or any other aids to enhance your real estate business. |
 |
04-09-2007, 10:47 PM
|
#1 (permalink)
|
Status: Junior Real Estate Forum Member
Join Date: Apr 2007
Posts: 2
|
Client Management
I have been through countless demonstrations and training sessions on a wide variety of functionally-rich software tools for Real Estate agents. The trend I am seeing are tools that combine a number of useful functions into one software package. Content Management, client management, search and mapping capabilities, MLS access and lead generation to name a few.
What is happening is that agents start using one of these packages, and use it effectively for sometime. Then a new tool is released and now the agent wants to switch to this new tool.
My question is this - After a year, two or maybe more of using the former tool, is there an easy way to export all of your "life's contact information" into the new tool? Sure you can probably export as a .csv file (excel file) and "maybe" import into the new tool, but is there an easier way that someone has seen or heard?
|
|
|
04-11-2007, 05:27 PM
|
#2 (permalink)
|
Status: VIP Real Estate Forum Member
Join Date: Apr 2005
Posts: 1,131
|
Well, I have heard that Outlook Responder is really efficient. I recently went to a Las Vegas real estate success seminar and the presenter was stuck on this new Outlook that does everything!
|
|
|
04-11-2007, 07:49 PM
|
#3 (permalink)
|
Status: Junior Real Estate Forum Member
Join Date: Apr 2007
Posts: 2
|
This is great. I have not heard of Outlook Responder but I will definitely research it further. Thank you.
|
|
|
04-22-2007, 10:10 AM
|
#4 (permalink)
|
Status: Administrator
Join Date: Apr 2005
Posts: 2,092
|
Hello David,
Just curious as to your discovery... please share with us! 
|
|
|
04-22-2007, 06:53 PM
|
#5 (permalink)
|
Status: Administrator
Join Date: May 2006
Location: in a house
Posts: 374
|
I've used SugarCRM for real estate clients before. Most seem to like it as a web based Contact Management System but UltimateIDX will have some of these features in it so that is the direction I'm pushing people toward.
~ Jared
|
|
|
05-15-2007, 06:06 PM
|
#6 (permalink)
|
Status: VIP Real Estate Forum Member
Join Date: Apr 2005
Posts: 1,056
|
Re: Client Management
Top Producer is a good one to use, but I have also heard about Outlook Responder lately. I went to a success seminar on technology and that was all that they talked about! I am thinking of switching over!
|
|
|
05-15-2007, 07:28 PM
|
#7 (permalink)
|
Status: Administrator
Join Date: May 2006
Location: in a house
Posts: 374
|
Re: Client Management
yep outlook responder is a good choice. Just shy of going full blown with something Like Act! It would be my choice. But for people who are mobile and intend on receiving contacts via their web page and then manage that contact ,,,,,, Well if they cant wait for UltimateIDX then SugarCRM is easy to install and for an individual its what I've suggested to many Realtors.
I'll have to go look at Outlook Responder a bit more so I can get that tutorial on it published.
~ Jared
|
|
|
05-16-2007, 04:16 PM
|
#8 (permalink)
|
Status: Administrator
Join Date: Apr 2005
Posts: 2,092
|
Re: Client Management
Great info guys...
Thanks for sharing and Jared please let us know your thoughts on Outlook once you have had time to research!
Thanks... 
|
|
|
06-03-2007, 07:36 PM
|
#9 (permalink)
|
Status: Junior Real Estate Forum Member
Join Date: Jun 2007
Location: Cedar City, Utah, United States
Posts: 14
|
Re: Client Management
I use and enjoy 360agent.com
|
|
|
 |
| Thread Tools |
|
|
| Display Modes |
Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
|
 |
|
 |
|
|
 |
Member Login
Forum Statistics:
Forum Members: 763
Total Threads: 2,564
Total Posts: 14,250
There are 289 users
currently browsing forums.
Forum Sponsor:
Advertising:
|
 |
 |
|
 |
|