Agent2Agent in Woodstock>Question Details

Nelson Himiob,  in 30188

what is the best Real Estate Contact Management Software? Need help!!!!

Asked by Nelson Himiob, 30188 Mon Jan 17, 2011

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Referral Maker from Brian Buffini!
1 vote Thank Flag Link Mon Mar 31, 2014
Avoid Real Hound, I downloaded the software and it corrupted the Windows Operating System. Their technical support refused to return my calls, but they did of e-mail screen shots from the Microsoft support site to my now broken OutLook. The operating system had to be re-installed and the entire nightmare cost 2 full business days. Avoid this company
Flag Tue Apr 29, 2014
We use Top Producer 8i. Some like it some don't. Truth be told, it comes down to making the time to use it properly.

#1 complaint is that they claim it is mac friendly - but it totally is not. Any editing of any "standard pre-written Letter/Email" must be done in windows (wont even work with firefox on a mac).

#1 like - their mobile "app" (quotes because it is not really an app but web based mobile connection), is pretty sweet.

If anyone knows of a great one that is 100% mac friendly please do tell.
1 vote Thank Flag Link Mon Feb 18, 2013 is mobile friendly. you can find it at
Flag Wed Jun 24, 2015
taking the time is the problem. it is so cumbersome. I liked it before it went web based. Hated it since and would not recommend it to anyone.
Flag Wed Mar 4, 2015
Great to know I was considering this system. Will reconsider if not MAC friendly
Flag Sun Oct 27, 2013
REthink is really good. It is run on salesforce which is the number one crm in the country. Check it out it is a bit pricey but definitely worth it.
1 vote Thank Flag Link Sat Feb 16, 2013
The best one is the one you will actually use! I've tried TP and a couple others over the years and keep coming back to simply using Outlook. It's free and effective.
1 vote Thank Flag Link Tue Jan 18, 2011
If you add to many notes to Outlook 2010, it begins to truncate and you loose data. For that reason I'm leaving Microsoft Outlook 2010. If you add links and email addresses in your outlook notes, they get duplicated over and over again taking up precious space. No one, not Dell, not Microsoft, not Intermedia, or anyone can help me stop the problem in Outlook 2010. I've got to find a new Contact management program. Even Microsoft will tell you that Outlook is for email, not contact management
Flag Sat Jun 6, 2015
Hi Nelson,

It all depends on what you want to track and what information to store. You need to ask yourself what is the intent? demographics, notes, homes seen, trickle marketing.....etc.

In addition to being a Realtor I have been a training clients on the use of computer applications since '94 and I have found in my experience that creating custom Excel workbooks, or an Access database can serve contact management needs just was well, if not better, as the packaged applications. Most people have Excel and Access already on their computer but aren't using them!

You may find that you don't need to purchase additional software - you coulld utilize what you already have.

Best regards,
1 vote Thank Flag Link Tue Jan 18, 2011
I use Outlook 2016 and One Note and One Drive and a Blackberry Classic with Blend. I have all my contacts on my phone, laptop and desktop synced via office 365. This works for me and would probably only consider changing to either Gmail if they ever get a similar product or adding something to outlook that does not create bugs or dual databases.
0 votes Thank Flag Link Sun Jan 31, 2016 offers a contact list feature. It is a free digital signature software, which is great because you'll also be signing document back and forth as a real estate agent.
Web Reference:
0 votes Thank Flag Link Fri Jun 26, 2015
I recommend using PlanPlusOnline It is great for lead management and transaction management.
0 votes Thank Flag Link Wed Jun 24, 2015
How about the Efficient Address Book?it is one of the best contact management programs with 100% positive feedback.
0 votes Thank Flag Link Tue Jul 29, 2014
How about the Efficient Address Book?it is one of the best contact management programs with 100% positive feedback.
0 votes Thank Flag Link Tue Jul 29, 2014
A free SharePoint site with is the best option to manage your contacts.
0 votes Thank Flag Link Tue Jul 29, 2014
Referral Maker seems like a good one. I have still been using excel to track things.
0 votes Thank Flag Link Thu Apr 10, 2014
I would just like to share my very unfortunate experience with Real Hound. The software download corrupted the operating system on my computer. I had to have the computer re-imaged. The entire mess resulted in 4 days of lost productivity.
Their idea of technical support is to copy a screen shot from the Microsoft support site and e-mail it to you. Avoid this company.
0 votes Thank Flag Link Thu Apr 10, 2014
I love 'Referral Maker' by Buffini and and Company. It is awesome!
0 votes Thank Flag Link Mon Mar 31, 2014
Top Producer 8i seems to be a very popular system, but IXACT Contact is becoming the TP alternative in many circles. TP seems to be too much system for many and that is where IXACT steps up. IXACT has a simplified user interface but with fewer bells and whistles. If you get overwhelmed with bells and whistles, IXACT may be a good alternative. IXACT also has a 6 month free trial for new agents (less that 1yr as an agent).
0 votes Thank Flag Link Wed Mar 5, 2014
On my response, it should read TP instead of TO. Spell checker got me.
Greg in El Paso
0 votes Thank Flag Link Sat Feb 8, 2014
I have used To off and on for 15 years. I am currently off again. Just too much input and effort to utilize the entire program. I have been using Realty Juggler for 2 years. Excellent for the price. Now I am looking for something that will do more.
#1 thing is to use something! Contact management in extremely important. For building and retaining client base.
Greg Crutcher , We Sell Homes in El Paso, Tx
0 votes Thank Flag Link Sat Feb 8, 2014
Yes, Borino swears by Realty Juggler. 90 Days Free and you don't need to put your credit card down. I'm going to try it out since I have nothing to lose. -- Greg, what are the limitations?
Flag Wed Mar 5, 2014
I like Wise Agent its very inexpensive and they partner with other affiliates that coincide with their CRM database!
0 votes Thank Flag Link Sat Feb 8, 2014
this question posted in jan 2011. ---------- Since that time so much has changed. The crm that will carry you where you need to be is 'Sales Force' $$$$$ (mentioned by others) SugarCRM. ----------------- I hired Oatka Data solutions to validate 14 CRMs including biggies like Top Producer 8i. --------------The agent who does not validate the CRM they buy is making a big mistake. Some of the products and services sold to agents are simply too dangerous to use. Commit to execute a validation plan during the trial period. Failure to do so will result in getting stuck in the 'auto-billing' cycle for 12 months.
0 votes Thank Flag Link Wed Feb 5, 2014
I can't find any info on Oatka Data Solutions. Is there a website or contact?
Flag Wed Apr 16, 2014
We recently released a collection of vintage computer products with extra free bundled deals of collectibles. We will soon add a collection of Top Producer and Top Presenter real estate software from 1996 which includes user manuals, background information an d programs on 3.5" diskettes. Watch for the inclusion of Top Producer and Top Presenter soon.
0 votes Thank Flag Link Wed Feb 5, 2014
We also have a rare collection of Top Producer Volume 1 and 2 Clip Art with manual and about ten disk programs including a flyer creator.
Flag Sat Feb 8, 2014
Tried HappyFox yet? I can show you why nothing works better than it. Reach out to me at
0 votes Thank Flag Link Wed Jun 19, 2013
Great question. I've been struggling with this too.
0 votes Thank Flag Link Mon Feb 18, 2013
I'm partial to Real Pro--because it all integrated with my website and works seamlessly and almost effortlessly for me.
0 votes Thank Flag Link Sun Feb 17, 2013
We use TP also. It has been incredibly useful but as stated in another answer - the best on is the one you use! If you are going to use many of the advantages of TP it is well worth the money you pay for it. If you don't - use a free one. If you are considering TP make sure and watch some of the videos, do the webinars and talk to an agent that can give you the details of what they offer. We do not use their IDX or Market Snapshot as our own MLS has a great one, so why pay for theirs.
0 votes Thank Flag Link Fri Feb 15, 2013
Not sure if many use Google Apps, but it is my favorite. I have my domain set up with google apps, and have gmail custom/branded for me. It also syncs with my outlook for better customer/contact management. It can also integrate with great apps like mail-chimp, or constant contact, and many other useful apps like fresh books(free quick-books).

I never tried TopProducer simply because I can't see myself paying 40 dollars a month. I am new and still working on my client base, so cant afford to experiment.
0 votes Thank Flag Link Thu Feb 14, 2013
I've used Outlook for many years and have customized it to match my processes. As a former software development manager, I learned early that writing down my requirements and processes so that I can match my hardware, software, people, and facilities to the way I work - not the other way around - is the key to productivity. I highly recommend writing out a "requirements document" and brainstorming it with your team before looking at any software.
0 votes Thank Flag Link Wed Jun 15, 2011

I spoke my my marketing person and she did confirm that has clients nation wide and would be happy to help you. Let me know if you would like her information.
0 votes Thank Flag Link Wed Jun 15, 2011
I use Microsoft Outlook and I love it. It's free and very comprehensive. You can separate your clients in as many categories as you like and still have them altogether as well. You can send emails or newsletters through it as well. The feature I most like is that I am able to make daily notes right in the system under each individual client. This feature is essential when doing short sales and other distressed properties. It has all your activity in one central place.

I also just started using Constant Contact for my newsletters and they are extremely reasonable. You can do it yourself or hire someone to do it for you. I work with a very wonderful gal that takes care of my newsletter and although very experienced, she works at a very reasonable cost. If you would like her info, email me separately and I'll get you in touch with her. I'm sure she could help you via the internet and phone. No need for long drawn out sales pitch appointments.
Web Reference:
0 votes Thank Flag Link Wed Jun 15, 2011
Real Estate Client Management (RECM) if you use Microsoft Outlook. RECM is an Outlook Add-In that is pretty tightly integrated with Outlook's core functionality (email, tasks, appointments, etc.) which makes it pretty easy. Functionally it provides Client, Seller, and Buyer forms that help you manage the entire transaction process and everyone associated with the deal. It also has a campaign tool that lets you build Action Plans and Drip Email Campaigns.
0 votes Thank Flag Link Wed Jun 15, 2011
All of the software packages have their advantages and disadvantges. Unfortunately, until you actually use them you don't understand what those advantages and disadvantages are for your individual use. Some offer a free 30 day trial that gives you some time to check out the features and design. I am currently trying (for 30 days) Eurekaware which plugs into Microsolf Outlook.
In truth, using any Contact Management system will be a great advantage for you, so don't drive yourself crazy trying ot find the "perfect one"
0 votes Thank Flag Link Tue Jan 18, 2011
Hi Nelson,

I am trying out realtyjuggler. It comes with a 90 day free trial and it's web based so no matter if you have access to your own computer or not you can still use the program. I am a new agent and haven't tried alot of different things but this does look promising. Oh and it's $99/year after your trial period.
0 votes Thank Flag Link Tue Jan 18, 2011
This was very helpful. I checked it out and I'm giving it a try. Looks like the best one I have seen for Contact Management, Bulk Emailing and Print Mail...all-in-one. Plus you cannot beat that price. Cheers!
Flag Wed Feb 13, 2013
Hi Nelson,

You can download a free 30 day trial of this software to try it before you buy it.

It integrates with Outlook and works with Windows 7, Vista or XP.


Chris Cole
0 votes Thank Flag Link Mon Jan 17, 2011
Hi Nelson-
Im a huge fan of Top Producer 8i for my data base management,it has served me very well and increased my closings.

Best wishes,
Jory Blake
Keller Williams Realty of Riverside
Web Reference:
0 votes Thank Flag Link Mon Jan 17, 2011
Can anyone tell me you got a decent number of leads / closed transactions based on these CRMs? Which crm helped you best?
Flag Wed Jul 15, 2015
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