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Real Estate CRM - Customer Contact Management

Database Software & CRM "Broker"

 

      Please visit and follow Real Estate Contact Management on Facebook!         Follow Gary on Twitter         Join me on LinkeIn         Learn about Contact Management on Active Rain

 

The Internet's largest selection of Real Estate Customer Contact Managers, CRMs,

systems, programs, advice and reviews to increase your productivity!

 

"I help you find the Real Estate CM/Contact Manager that fits your needs, not mine."

Gary David Hall

 

In an Active Rain poll of 1,758 agents to determine who made the most money and why, the following came out. See the full article. Now it's not just me saying this :)

 

"CRM or Lead management systems: CRM's (customer relationship management systems or a database) are an integral part of their success. This is the most dramatic difference in the survey. Almost twice as many rich real estate agents use a CRM or lead management system than poor real estate agents.

It's this systematic management of their database that allows rich real estate agents to build a high volume business. This is the most dramatic and visible difference in the entire survey."

Services

Products

 

Choosing and Using a Real Estate Contact Manager or CRM - an eBook PDF download

Customer Relationship Management for Real Estate Licensees and Teams

 

"Gary sent me an advanced copy of his Contact Manager Book. It's an excellent resource on Customer Relationship Management (CRM), easy to read and full of gems. I highly recommend it, whether you are contemplating buying a CRM or you are currently happy with your CRM." John Reilly - CEO & Publisher - Real Town

 

 

Contact Management

 and CRM Solutions

- alphabetical

ACT! for Real Estate EurekaWare RealeSeller
Active Agent for Outlook Howard & Friends RealFutureCRM
AddressTwo IXACT Contact RealtyPromoterSoftware
Advantage Xi * Lead Commander RealtyWare
Agent360 Masterdigm RealTime2020
AgentBusinessBuilder MoreSolds Respond
AgentOffice

MyRealEstateTools

REST
Agent's 1st Choice My Red Tools SharperAgent
Agent Organizer Net Aspects SimpleRemote
AllClients PlanPlusOnline Symplifi
BusyAgentPro Prospects TopProducer
CRMRealEstate RealAgentAccelerator Vision
EasyBroker RealEstateClientManagement  

Products

 Gary uses

 

Eazy Backup

Local backup software. I use it! 

Fabusend

Half Price - $100 off! Realtor Email Letterhead, reinvented: It's email branding and email tracking...and "hot"  Live Links to your web pages (or Facebook, your listings and more!) I use it!

Real Ping

Talk to me now button!

I use it on every page of this site

Carbonite

Web based backup - I use this one too!

HomeActions Newsletter

Truly interesting content that will make people happy! The best sphere of influence newsletter I have seen. I use it!

 

Products

 Gary recommends

 

Agent Office Classes CD

Learn Agent Office from A to Z!

Dave Beson Products

Prospecting & Post closing Follow-up

Trans-Plans

Listing & Closing Plans & Drip Campaigns

 

Lead Booster Club

Keyword rich Blog Content & much

more!

 

RealAgile

Like a FICO score for moving! Save $1,000's on your mailings by only

mailing the people most likely to move.

FrontDeskHQ - a reasonably priced, easy to learn and use front desk and integrated back office software solution for a small or average size office


Gary David Hall started as a Realtor® in 1987 and has been, reviewing, using, and teaching

 Real Estate Contact Management and CRM software databases and programs ever since.

 

Why waste time searching all over the Web, when they're all right here!?

 

There is no "one" contact manager that is right for everyone. Therefore, there is not "one" program that anyone can justifiably call the "best". I review all the programs in great detail on an ongoing basis and get feedback from your peers on many products on a daily basis. I am a reseller/broker for virtually all of them, so I can review your needs and advise you which ones suit you best without bias, based on your comfort level with technology, your current needs, and your future goals.

 

"This Web site is unique, and is a wealth of reviews and information for Realtors®/licensees about Real Estate productivity CRM or contact management database software systems. It remains free through your patronage. Purchasing these programs here, rather than purchasing directly from the provider's sites, enables me to support it, and you." - Gary David Hall

 

 

You lose nothing by purchasing the programs here! All services, support, and benefits are identical to purchasing on the vendor's site. As a matter of fact - in most cases, you are being linked to and buying from the vendor's site.

 

What you gain is:


 

Get more organized, more efficient, and reduce your stress levels with Trans-Plans!!!

If you have an assistant, this is a must have!


 

     Contact Management/CRM Implementation Coaching/Training   

 

"I'm the guy to call when you are ready to grow your business, while having more of a life, with less stress, with less mistakes, with better service, with less staff, with more compliments, with more referrals!"

 


 

Real Estate CRM & Contact Management Database Comparison Matrix

Compare virtually all the database products below across over 350 features!

You can learn more about or purchase almost all of the following Contact Management/CRM programs right here.

Just click on them, or get help here!


 

"Trying to decide which contact manager database to use? Gary adds a 'face' and the value of unbiased personal consultation to your Contact Management database decision."

 

Gary will help you decide which one is best for you - for free. How does that work?

 


"I am proud to be recommended by Howard Brinton's  Star Power Team" - Gary

 


Following is the most comprehensive collection of unbiased information about

Real Estate specific contact management and CRM solutions on the Internet!


 

Choosing and Using a Contact Manager or CRM

Customer Relationship Management for Real Estate Licensees and Teams

An eBook available in a PDF format which contains reference links within it, versus the Kindle version available on Amazon.

 

Considerations when choosing a Real Estate Contact Manager or CRM

A 60 minute Power Point Presentation by Gary David Hall

Prepared for the Real Estate Cyberspace Society's 2009 Cyber Convention

 

Interview for "The Lead Booster Club" by CEO Kathy Goughenour

Kathy interviews Gary for her membership for an hour, with a wide range of questions about

Real Estate Contact Management & CRM Productivity Software

 

Real Estate Contact Management & CRM Comparison Matrix

Compare virtually all the CRM products on the market across over 350 features!

 

YouTube Videos on Contact Management - coming soon!

A series of VLogs (video logs) by Gary David Hall presenting various aspects of Real Estate Contact Management and CRM

 

A History of Contact Management in Real Estate - Article

"...comprehensive, unbiased,........aspects of making a decision on Contact Management I never even thought of.........

far and away the best article of it's kind I've ever seen on the Internet..."

 

The most important thing you need to know about choosing and implementing a CRM

Article

 


 

         

 

Trans-Plans® - Activity Plans & Letters for Top Producer, Agent Office,  Advantage Xi, IXACTContact, RealtyPromoter & Active Agent.  Hit the ground running with activity plans and letters, with drip email/mail campaigns during the listing & closing process. You're getting the tool, now use it! Get yourself and/or your staff organized!!! Learn more...

 

Picture of Active Agent for Outlook

 

Active Agent for Outlook - A Real Estate specific add-on for Outlook that adds functionality to Outlook to help you track contacts and transactions CRM style. Learn more... or ORDER - $289 - discounted!

 

 

 AddressTwo Contact Manager

 

AddressTwo - Wow! This one has grown tremendously since I first sat down with the developer. I just sat with him again, and it's a serious contender for one of the best out there now. The most cost effective of my favorite solutions for teams, and it integrates and stores e-mail with the contacts no matter what e-mail client you use. Learn more or ORDER - $50/mo.-unlimited users

Advantage Xi - Advantage Xi has been around since 1991 in the DOS days, and its power SHOWS!

 

I can use any of these for free. It's not for everyone, but this is the one I have been using since 2006 - Gary.

 

This is remote access capable through their server.

See http://garydavidhall.com/advantagexiSynching.htm

 

I had been meaning to take a look at AdvantageXi for quite some time. I had not known how long they had been around, and did not have a clue how incredibly well thought out it is. When I say it shows, what I mean is that NO ONE could have a product this complete, without the advantage of years of time to do it. It is quite obvious to me that this company listens to what its users are asking for, and they ACT on it.  And they have been listening, and acting, for a very long time.- Learn more or ORDER - $315 - discounted!

 

 

Agent Business Builder

 

 

AgentBusinessBuilder - This one has been around for 15 years, and is Mac COMPATIBLE - Learn more or ORDER - $399

 

 

 

Agent Office - Offline/Desktop Real Estate Specific contact management/agent productivity software to help you track your contacts and transactions. Learn more or ORDER

 

 

 

Agent's 1st Choice - Formerly known as Howard & Friends - this one had LOT's of friends in the 1980's. Learn more or ORDER - $149.95 - discounted!

All Clients' is unique in that their focus is on referrals.  If you are big on building your business by working your database, this one might be the right one for you!   

 

 

 

AllClients - is a unique CRM solution in that their focus is on referrals. If you are big on building your business by working your database, this one might be the right one for you! Learn more or ORDER - $21.95/mo.

 

 

 

 

           ®

 

 

 

 

Busy Agent Pro - The "Gold" package is free, which includes a CRM solution. It costs nothing until you add more goodies. Learn more or ORDER - FREE for Basic, & then $67/mo.

 

 

  

 

 

EasyBroker - Create a website, publish your properties, and generate more leads. Learn more or ORDER - $29.99/mo.

 

 

  

 

 

EurekaWare - Outlook add-on Learn more or ORDER - $99. - discounted!

 

 

  

 

 

FrontDeskHQ - a reasonably priced, easy to learn and use front desk and integrated back office software solution for a small or average size office- Learn more or ORDER - discounted!

 

 

 Ixact Contact

 

IXACT Contact - The primary focus of this product is that it be easy to learn and use, and not be crammed with a lot of things you won't use. You don't have to be computer savvy to build your business with IXACT Contact™. All the features are easy to learn and use. And, because it’s web based, there is no software to install. Learn more or ORDER or FREE Trial - $34.95/mo.

discounted - free trial extended to 60 days!

 

 

  

®

 

 

Masterdigm - Winner of 4 'Best in class' categories, and 3 'Unique Tools' selections in my CRM Comparison Matrix!!! Learn more or ORDER - $639 + $50/mo. - discounted!

 

 

 

MoreSolds - "Best in class" for it's Showing module! - Learn more or ORDER - $24.95/mo. - discounted!

 

                       ®

 

MyRealEstateTools (formerly BrokersHelper) - This product just keeps getting better! MyRealEstateTools' forte is printed and e-mail follow-up. Their unique claim to fame is their ability to print many different post cards to many different people in one day, in English or Spanish, and you still only have a very inexpensive per-piece charge for them. Also known as "My Red Tolls" in Keller Williams. You get their discount here as well. - Learn more or ORDER - $35.00/mo.

MyRed Tools

 

My Red Tools - The Keller Williams version of MyRealEstateTools (formerly Brokers Helper) - Learn more or ORDER - $39.95/mo.

 

 

NetAspects - If you're a broker with 10 or more agents looking for a solution to track your leads, distribute them, and follow up on them - you may have found your answer!  - Learn more or ORDER - $34.95/mo.

 

 

PlanPlusOnline - The operative words on this one are "Completely Customizable". Are you an old Franklin Covey disciple? There are setup wizards to customize almost every aspect of the program! If you're residential, commercial, rental, or all three, - it's like the old Prego commercial - "stick your nose up against the jar - it's in there!". Learn more or ORDER - $25/mo.

 

 

RealFutureCRM - Web based, pretty intuitive as it is not the most complex solution I've seen. May fit your needs if you want to stay relatively  simple. Learn more or ORDER - $159/yr.

 

 

 

RealtyWare - During the time I have been interviewing CRM vendors for my CRM Matrix, I've been hoping to come across something that was intended for an International agent, and for people in other countries. I have also been looking for something that handled rentals as well as sales. Well - I found it! Learn more or ORDER - $299

 

     WP Remix             

RealAgile - If you are currently doing a significant postal mailing to a geographic farm of 2,000 households or more, and/or if you want to dominate such a market with exclusivity, this is as much of a no-brainer as any I have ever seen. Read on, pique your interest, and then contact me so I can help you on your way to saving a tremendous amount of your time and money in your prospecting efforts, while simultaneously increasing your listing inventory dramatically. Learn more or ORDER

 

                  

 

Respond - Years ago, a man by the name of Pat Zaby, came up with a Real Estate specific CRM solution called Prep Prospecting. It was a very good program, and I had every hope and expectation that it was going to go on to become the best of it's kind. Unfortunately, once he sold it, the people who bought it ran it into the ground. Well  Pat is back, with a product called Respond. Prep was a suite. Respond is as well. Respond is like PREP Prospecting, while PREP Presentation's flyers, presentations, brochures, Buyer & Seller Packages and postcards are done in Word, PREP Financial is now in Excel spreadsheets and PREP Presents are now PowerPoints.

If you want to stay with Outlook as your e-mail client, you may want to take a look at this one!  Learn more or ORDER - $299

 

         REST

 

 

REST - Real Estate Success Tools - Based in File Maker, it's MAC compatible! Learn more or ORDER - $399

 

 

Top Producer 7i

 

 

Top Producer 8i - Take your Real Estate contact management online!  Besides tracking your contacts and transactions, Top Producer offers many different tools to help you do more business, faster and more efficiently - The difference between 'Contact Management' & "CRM"! Learn more or ORDER - $39 .95/mo.

 

 

    

 

 

Dave Beson  - LetterWriter Series. Dave has been around a long time. MANY people are using his e-mails/letters.  Learn more or ORDER

 

 

 

Click here to recommend this site to a friend!

 

 


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I've been sing this for a local backup for years, and I love it. It makes it easy to make sure you have all your most important data backed up, because it knows what files to back up! I STRONGLY RECOMMEND THIS SOFTWARE!!!  

eazy backup

Keyword rich Blog content and much more!

  Training for:                

Transaction Management Plans for listings & sales for Top Producer, Agent Office, AA for Outlook, & Generic Letters.

Take charge of your life! Get organized!

Real Ping

You may have called me using this!  Order it here at a discount...

 

Real estate agent network.

 


Real Estate Contact Management Software/Real Estate CRM Software, is my forte.  That's the type of software I personally have used the most, and the longest, as an active Real Estate agent since 1987, and as a Real Estate Contact Management Software consultant, and trainer to thousands of agents all over the world since 1998.


"I just wanted to share with everyone that I spoke with Gary last week about changing my contact management software after he answered a post of mine here (on Real Talk). Gary was easy to talk with, gave me plenty of time to explain my entire situation and set-up, and directed me to several different options giving me pros and cons to each. Ultimately, we arrived at a solution together, which I think is the best for me. Thank you, Gary for your excellent, unbiased help and for taking the time to understand my situation before making recommendations. I highly recommend Gary to everyone here. He is an excellent resource as most who have been members of this listserv know. I sincerely appreciate your consultant approach to my challenge. Thanks, again, Gary!!!"

 

Steve Rupp, Realtor, Broker-Associate, ABR, ASR, CNHS, CRS, e-PRO, GRI, RFS, SRES


A Real Talk post:

JudyB wrote in response to my post about Gary David Hall, and selecting a contact management program…

"…And Gary's one of the "good guys". He's not just a reseller."

To further demonstrate that Gary is "one of the good guys" - after I originally posted Gary's information, he sent an email thanking me. In my response, I mentioned how I was looking forward to the Agent Office training class CD I had ordered and from him, to actually learn all the bells and whistles for the Agent Office program I purchased from him (yes it was last year! About that, the best program is the one you actually will use…). He immediately replied that I should have already received it, and he would find out what happened. Shortly after, I received another email from him, that oops, there was a glitch, and my order was being sent overnight.

My point first of all, was that Gary took the time to send me a "thank you for your kind words" email. And secondly, even though it hadn't occurred to me that I should have already received my package, and I didn't ask him to trace the package, Gary knew that I should have already received the CD. He discovered and fixed the problem; all before I was even aware that there was a problem. Great customer service!  Gary - I wish you could give lessons to (fill in the blank with just about any large chain business). Kudos to you and your great business! Thanks for being one of the good guys out there!

Kris Coutant


 

 

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