Selecting and implementing a CRM must be viewed as a very critical business decision. Why? The cost of moving to a 2nd choice is incredibly expensive! In this process, the cost of the service is the least expensive. Identifying the issues with legacy products and the add on fees cause me to go ballistic often.
What I did in my selection process. (hint: I hired a software company to validate 14 CRM products including TP to rate the function of each. One currently available CRM was actually deemed "too dangerous to use!")
Consider the following in regards to your business:
1. What are the core business NEEDS the CRM must support? (there's a whole lot of ginger you don't need and shouldn't pay for)
A. Contact database - dual addresses, multiple emails, spouse, pets, special dates, searchable notes, etc)
2. What functions do you want in the CRM ?
A. Email processing and attaching
B. Drip campaign(s) prewritten, customizable, short term, long term, etc
D. Business database
F. Web with simultaneous multiuser
G. Attachments to prospect file
4. DO NOT submit a credit card number until you have completed the trial period and it meets your needs. Some CRM companies business model is simply to get you on auto-billing and stall until your trial period expires.
5. Check lists - listing, implementation, closing
6. Property flyers
7. Lock box tracking
I have two really good suggestions that will conform to your business model. Determine if you are predominately an online marketer or a traditional real estate business. There is a difference and they do require special tools.
ReMax Realtec Group
Palm Harbor, Fl