Looking for alternatives to Top Producer for a CRM. Thoughts? Looking to keep cost down.

Asked by Michael Consoli, North Andover, MA Wed Jan 9, 2013

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Your Solar R…, Agent, Silver Spring, MD
Fri Jan 11, 2013
View this site and let me know what you think.
Market leader works for me.
0 votes
Annette Law…, Agent, Palm Harbor, FL
Fri Jan 11, 2013
The most significant cost in moving to a new CRM is in the testing, training and setup. These costs don't disappear and dwarf the actually monthly costs. If you don't start the process properly you WILL BUY the third one you try...because of frustration and the aforementioned costs.
You really, really, really need to know what and where your business is going in the next five years.
What role do you expect your CRM to play? Will is be your contact repository or will your CRM be the communication catalyst of your enterprise? What do you REALLY need to stay in touch with your database? What granularity would be most beneficial to your business regarding your business direction? Do you need multiple address, email addresses, gender, pet names, anniversary dates, birith dates and mortgage data?
Are you oblivious, aware or resistant to new technologies that are beyond early implementer phases and are now the engine behind the curtain that is keeping the 'biggies' in business?
You need to analyze what you need and create the proper test database (CSV file) to validate the system you choose to put on trail. Without a specific testing program, you have volunteered for the trial and error program and will MOST CERTAINLY exceed the allotted trail period.
I currently use WiseAgent.com Low cost, they don't nickle and dime and the features they provide you should be using. The stuff only 15% of agents use is not present. Free trail without credit card. Tell 'em Annette sent you.
For advanced resources you should take a real close look at SugarCRM. You will like the price. They do have a free (limited features) version for real estate professionals. This selection will change the trajectory of your goals for the next few years. As you might imagine, getting outside the box of tradition will require more focus on the part of the professional.
Finally, Hubspot would merit a look. This is a one-liner by design.
All three of these companies offer way too much to attempt to bulletize here.
Start right. Analyze your needs, want and direction.
Create your test database.
Then give each one of these a call with your bullet list.
You only want to do this once every five years. How you start WILL determine how you finish.

Best of success,
Annette Lawrence, Broker/Associate
Remsx Realtec Group
Palm Harbor, FL
0 votes
wow...my eyes are now wide open to thinking about the future. THANK YOU for the detailed information. I truly appreciate it. I think I looked at sugarcrm a couple of years ago for my non-profit organization. I may have to relook at that one. If I'm still selling and making money in 5 years and need a new database, I suppose it's a necessary evil that I can't get upset with. I've been selling for a number of years , but just opened my own office, so I'm much smaller, therefore need to capitalize on all contacts that I make.
Thanks again for the note.
Flag Fri Jan 11, 2013
Richard Gaas…, , Outside U.S.
Thu Jan 10, 2013
Try IXACT Contact. It's easier to learn/ use than Top Producer and it comes with a monthly email newsletter.
0 votes
Thank you Richard. I appreciate you sharing that info. I'll take a look at it along with the others.
Flag Thu Jan 10, 2013
Scott A. Nel…, , 02155
Wed Jan 9, 2013
I've been having good luck with the Google product Base CRM, if you like the google/android world it integrates so many tools. Even the free version is well done. Single licence is around $15/mo. It's worth checking out.
0 votes
Thanks Scott. Appreciate the info. I finally just gave up the blackberry, so this may work well with the new android.
Flag Wed Jan 9, 2013
Jennifer Eri…, Agent, Wilmington, MA
Wed Jan 9, 2013
I've tried them all - I am using MoreSolds right now. RealtyJuggler has a lot of features and is only $99 a year but I found I was not using everything. WiseAgent is a nice one - I liked that. I have not found one yet that was exactly what I wanted but MoreSolds is very cheap, easy to use and was designed by an agent. It is all going to depend on what features are most important to you - I would suggest looking at MoreSolds and WiseAgent.
0 votes
Thank you for the info. I'll definitely check these out.
Flag Wed Jan 9, 2013
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