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Irena Popile…, Real Estate Pro in Staten Island, NY

Can anyone reccomend a good and easy contact management system? Thank you very much

Asked by Irena Popilevsky, Staten Island, NY Sat Apr 24, 2010

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3 is not the prettiest but relatively cheap and extremely user friendly
0 votes Thank Flag Link Sat Apr 24, 2010
I've got to ditto Gerard's recommendation of Outlook. I've tried RE-oriented systems (TopProducer and clones) and other general contact management programs (GoldMine and clones). The best thing about Outlook is that you can configure it any way you want. The Business Contact Manager that comes with it allows you to track clients, projects and marketing campaigns. If you want to expand further, you can use Microsoft OneNote to assemble contact info, letters, notes, and other stuff into one handy folder. I'm using OneNote to store entire transaction files so that I don't have to dig the paper files out of storage when a question comes up about a past transaction (disclaimer: the OneNote electronic file doesn't meet the electronic format requirement for storage of files subject to state audits, so I keep the hard copies nearby).
0 votes Thank Flag Link Sat Apr 24, 2010
Why not Microsoft Outlook? This is an often overlooked source for contact management - and it is often already on your computer!

Good Luck!

Gerard Dunn
Associate Broker
Serving Maryland, DC and Northern Virginia
0 votes Thank Flag Link Sat Apr 24, 2010
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