Advantage Xi

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This is the only desktop (no monthly fee) CRM I recommend any more. I have been using it since 1996. - Gary

Advantage Xi has been around since 1991 in the DOS days, and has continued to consistently improve the entire time!

I had been meaning to take a look at Advantage Xi 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. No one could have a product this complete, without the advantage of many years of time to do it. Imagine a company that listens to each suggestion from its users, and implements 90% of them within weeks, for almost two decades. 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 - Gary

Some of my favorite features:

• It is one of  the most intuitive (it makes sense) CRM solutions I have seen yet!

• Synchs with Google to virtually any phone, e-mail, address book, and calendar

• Social Media tab opens the contact's Facebook and Twitter page right in the contact screen

• It synchs with Outlook! Including categories and notes.

• That said, you won't want to use Outlook any more - Advantage's e-mail software does some things that Outlook can't.

• Use Advanatge's e-mail rules/filters that you create, to add incoming Web leads as a contact, categorize them, and then launch a follow-up plan based on keywords in the e-mail To:, From:, subject, or content.

• Will do merges with MS Word & Publisher, although it has its own internal word processor and desktop publisher.

• 100% customizable reports

• Referral tree with lifetime value function that shows you how much money a referrer has made you.

• If you want something that has more bells and whistles than you can count - this is it! DO NOT take that to mean that it is difficult to learn. It is not. It's just that the more you dig, the more you find.

• I use it myself. With a DroidX and Google, I can receive an e-mail on the Droid, reply to it, and both e-mails are automatically stored with the contact in Advantage. I can also add a calendar item with an alarm in any of the three, and it will synch to the others.

Success Stories - You really should read these - they're not just fluff!

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I'm a big believer, particularly with CRM, in considering the Big Picture. Xi excels at about 90% of what I want a CRM to do. There is another 7-8% where it handles what I need. And, yes, there is about 2-3% where it could do a lot better (and much of that 2-3% is something that Xi cannot do by itself...it relies on other systems and services which are not themselves fully developed or capable). No doubt it is because I have used so many other CRM products that I'm such a huge fan of this one. I know the alternatives and on the whole, this beats the competition for what I want and need hands down – warts and all.

Judi Bryan - Power User

I send out follow-up e-mails to ask what people think of the CRMs they purchase from me. This is a recent one after 2 months of use of Advantage. - Gary

This is the best CRM for real estate I've used.  Ten years as an agent and I have used MS Outlook, Top Producer, Agent Office and wasn't happy with any of them.  XI blows them all away.  I'm just learning all of the features of XI and using the video tutorials.  It's very powerful, yet easy to use, I find new things each day.  I do mortgages as well so I might be doing that add-on.  So far, so good!

Sherri Moro

A recent post on the Yahoo user group for Advantage Xi:

"We also use Google Apps. It's GREAT! We use our email address, NOT @Gmail, but bill at nazaroff.com

We have Google Apps for $150 for 3 users a year. We have started using Xi with the sync and that works great. We have Android smart phones and all emails sync to Xi even when we send from our Droids.

Another thing that we use for storing documents/files is Zumo Drive. It acts like a local drive BUT syncs in the cloud, so all 3 of us can have access to the same files from Advantage Xi, or when we change or add a file it syncs on all the computers. We even have an app for our smart phones.

We have 3 laptops syncing to Xi's server so that we can all keep in sync. We are all pretty much Virtual with very little paper! All PDF's as much as we can are with Docusign.

Stenya - our transaction coordinator has her Advantage Xi set up to sync Tasks also.

Just a BIG plug for Xi - I have pretty much used all or tried all and we keep COMING BACK to Xi - We are NOT looking any more as Xi is it - NOTHING is as powerful and flexible as Xi!"

Bill Nazaroff

I am very happy with the software thus far, what I am still most impressed with is the customer service. They have made several updates based on suggestions and I find they are very helpful in answering questions. Each week I am tackling something within the system: full database is uploaded, mail merge, this week I am doing an email blast from the site, so all is moving along smoothly.

Tara Farnsworth