IXACT Contact adds two huge features!

IXACT Contact has been coming along very nicely in it’s five years of life. It has continued to add great features over the years and now there are two really significant ones that I’ve been waiting for. I think they are two that you need to have to compete with the big boys, but even more importantly, to be a great CRM. I’ll let their announcement cover it from here.

“With our new Email Correspondence Capture, REALTORS® can now capture all email correspondence with their clients and prospects right into IXACT Contact! No more copying and pasting emails into the contact history or having to type in manual notes!

This new feature will help agents get more organized and free up time. And next time they’re on the phone with a contact, they’ll benefit from the convenience of being able to see all past email correspondence with them. Now, everything they would need to see about a client or prospect is in one consolidated system – IXACT Contact.

With our new Lead Capture via Email, Realtors can now capture all the leads they receive via email automatically into IXACT Contact. Lead Capture via Email is a simple and versatile method for capturing leads from a wide variety of sources, including existing forms built into one’s website and third party lead vendors. In addition, Realtors can set-up their lead capture process to automatically assign new leads to a specific group and auto-responder drip email campaign. They can even have all new leads automatically added to the distribution list for their monthly e-Newsletter.

This new feature saves agents time and helps them become more organized. All of their leads will automatically be flowed to their database – saving them time and letting them view all of their leads in one consolidated place.”

I offer an extended free trial of 60 days if you want to take a look at it – just click here!

What’s with all the negative PR on Top Producer?

First let me say that I am not trying to sell everyone on Top Producer. My whole business model exists to help people find the CRM that is best for their individual needs. I work with buyers. You work with buyers. You don’t care which house a buyer picks as long as it is not a terrible mistake for them. I don’t care which of the 40+ CRMs I have that you buy from me as long as it is not a terrible mistake.  Top Producer is not for everyone. Also, on some points I am speaking to agents who are full time, serious and making enough to invest back into your business. There is so much negative PR out there about Top Producer and some of it was well deserved, years ago. It’s really been a while since they have deserved much criticism other than the corporate mentality that still exists in some regards. The one year contract is also something I have been beating them up about for years but hey, what do I know? :)

Also note that if you are reading comments online about Top Producer, is there a date on them? Top Producer has been around since 1989. There are volumes of very old comments and opinions that are about issues that have not existed for years. Many comments have no date on them. Until the last couple years I was not recommending Top Producer very often because I felt there were still too many holes in the feature set. That is no longer the case. What prompted this post is that it is not uncommon now for me to recommend Top Producer to someone and get a reaction along the lines of “I don’t know, I’ve heard a lot of bad things about Top Producer.” I then have to explain to them why they probably have that perception. Some of it is from online. Some of it is from personal comments. Let’s look at some of the reasons Top Producer has come under fire over the years.

Before we get into past reasons, let’s look at the top two current reasons.

1) “Top Producer is way too complicated. There’s so much in there that I’ll never use.”

It’s not too complicated. It is simply more than the person who is making the statement wants. There is a big difference. Far and away the biggest reason for this complicated statement is that the majority of agents don’t want much. They really don’t want much more than a glorified Rolodex. They get Top Producer and say it’s far too complicated. It is not too complicated for everyone. It is too complicated for the person who doesn’t want or need it, or is intimidated by it. The sad part is that if they learned to use most of the features available in it, they would dramatically improve almost every aspect of their business and make much more money in less time. But you can lead a horse to water… So the It’s too complicated” statement is only true if you want a simple CRM.

What comes hand-in-hand with that comment is that the learning curve is very steep. It does take a while to learn it, but not because it is difficult, but rather that there is a lot to it. The first time you wrote a letter in MS Word it wasn’t that tough to learn right? But what if you wanted to learn everything there is to know about Word? How long would it take? Does that mean you should stay away from Word because the learning curve is too steep? No, it just means that both Top Producer and Word take a while to learn if you want to master all of it.

2) It’s too expensive. The least expensive real estate CRM is $99/yr. It’s a one or two person company though so is the price worth the risk? Time will tell. The next cheapest that is relatively comparable in features is $25/mo. The next is $35/mo. and there are several that are $80 – $90/mo. Top Producer is $35-40/mo. Top Producer is as good a bang for the buck as any CRM out there. CRMs are pretty much all online now and they charge a monthly fee. Running most of your business with one software product that costs $35/mo. is pretty darn cheap. Other industries would laugh at us complaining about pricing like that. Then I hear “Yeah but if I have two other agents and two assistants it costs $125/mo.” Uh, yeah, but if you have a team of five, how much money are you making? What percentage of your monthly income is $125? And by the way, how much do you spend a month on your car? Everyone has understandably been in cost cutting mode for some years now, but CRM has always been a money maker when used correctly. I have no problem saying it is impossible not do at least one extra deal as a result of the organization and follow up that comes with using a CRM. And then you have people who say “I want a CRM that does A, B, C, E, F , G, H, I and J, but I don’t want D, so why should I pay for D.” If you want all the bells and whistles except one, you get a powerful CRM with all the bells and whistles. That’s like saying I want a top of the line Mercedes but I don’t want cruise control. Too bad. You’re getting it. If you don’t want it, don’t use it.

But when did it become popular to beat up on Top Producer and why?

It all started when they moved from a desktop application to web based! How dare they! I know I’m going to make some enemies here but please. Time marches on. Virtually all software is moving online. There were more people using Top Producer 6i (the last desktop version) than any other Real Estate CRM. They spent good money on it, some over a period of almost 15 years. But when Top Producer decided to move to the Web and charge a monthly fee, many people went ballistic and started spewing venom about Top Producer online and it lasted for years. It was of a magnitude the likes of which I have never seen. The reality is that Top Producer took care of those 6i users for three or four years after they stopped selling it. Over ten years later there are still people using it, and they are no doubt unhappy campers that it is no longer supported. Quickbooks stopped supporting my version three years after I got it and that wasn’t even because they went online. they just do it routinely. I wasn’t happy but I didn’t go online and do my best to make it sound like Quickbooks were a bunch of crooks. So that was the first negative barrage about Top Producer online.

Once Top Prodcuer went online the infamous mantra of they hold your data hostage began. I have written pages just on this misconception alone but I’ll keep it short. The reality of this one is that they exported 236 fields, more than any other CRM at the time and still more than most. The real issue was that no other CRM could import more than just the contact information. The kicker is that that is true of virtually all CRMs. They usually just don’t import more than the contact fields so every time you move from one CRM to another, you lose all the transaction history, letter and e-mail templates, and a good deal of other information. So this issue was never specific to Top Producer, but because they had far more users than all the rest of the CRMs combined, they were the ones that were nailed for it. There will be people out there who will argue the finer details of these statements, but the bottom line is that all CRMs have the same issues with regards to this.

They dramatically changed their interface when it changed from version 7i to 8i. A lot of people did not like that. I agree that it was a mistake by Top Producer to change the interface so dramatically, but in it’s defense, they did so because they they had to re-design it to accommodate a better product in the long run. There are still many users on 7i despite the fact that there is so much more that 8i does. People don’t like change, so they went online by the scores and complained. Initially 8i was said to not be intuitive and I would have to agree. It was also said to be difficult to use, meaning it took too many clicks to accomplish simple tasks. This was also true to a degree. They made a lot of changes over the last couple years. Now – I find it to be as intuitive as any of them in most cases. I also no longer agree that it is difficult to use. I routinely ask people to be specific when they say that. Most never answer. Recently one person answered and said that “it takes too many clicks to add a contact”. I counted. It was two. I think these kind of complaints come primarily from people who have never used a CRM before and have no perspective with which to evaluate what they have. Or if you have used one and it was a much simpler one, of course a much more powerful one will take more clicks in some cases.

Another criticism that used to be true was that it was too slow. That also used to be true. I recently ran some time tests against it’s three primary competitors. It was as fast as the rest, and faster than one.

Here’s another one that’s been around for years. This is the one that is the most insidious because they have an agenda and you don’t know it because they don’t tell you. The scenario is this. An agent gets Top Producer to trial it. You have to actually purchase it to try it. They bill your card for the first months fee. You then get 30 days to decide whether or not you want to keep it. If you cancel within 30 days you get your money back. If you do not cancel within 30 days they will hold you to the contract. What commonly happens is that an agent gets the trial and knows they have 30 days and are then into a year contract. But then they get busy and forget about it. 70 days later they call and want to cancel. TP won’t let them. They get irate and go online and start spewing anything negative they can think of about Top Producer. Is the year contract antiquated in Top Producer’s competitor’s market? Sure. But is the agent in the wrong, or Top Producer? Clearly the agent is blaming Top Producer for their own mistake. Remember this when you are reading online comments about Top Producer.

And finally, Top Producer has never been one to spend money on a person to monitor and respond to online statements and criticisms. They still don’t. Take the seven year old comment that says “I tried Top Producer but it’s way too slow.” If Top Producer had a social media manager, they would come across this comment and could respond and say “Unfortunately we did have an issue with speed seven years ago, but it has long since been resolved. I’ll be happy to demonstrate it to you by showing it to you live if you like!” It is in my opinion that it is exponentially more expensive to ignore the problem than it would be to pay someone to prevent it. Had they proactively responded to criticisms as they had been made for the last decade online, they would most certainly enjoy a more favorable reputation than they do now. It has been common place for a few years now for companies to have someone who does just that. It’s a shame. As is usually the case, people are generally more likely to get angry and go online and complain than they are to be happy and go on and praise. There have been plenty of happy Top Producer users over the years that you just don’t hear from. Maybe they’re too happy and busy making more money to bother. Bear in mind that it is inevitable that you will see more comments both positive and negative about Top Producer than most or all of the other CRMs combined. Why? Because they have had more users than all the rest combined for most if not all of the years since it came out.

P.S. – Although I enjoy sharing this kind of information, I also need to make a living. If this article has prompted you to take a look at Top Producer or any other CRM, please do me the kindness of contacting me or visiting my site to trial or purchase them.

As always, I can not be beat on price or terms on any of the 30+ CRMs on my site.

WiseAgent Mobile Interface!

Synching has always been the way to view your CRM data on your phone. Unfortunately there tend to be inherent problems with it. Sometimes the synch doesn’t work well, especially with calendar items. It also doesn’t offer any more than the address book and calendar and on occasion some to-do’s. A mobile interface is not a synch.  It is looking at the live database on the CRM’s servers so there are no synching issues. This is the way the industry is trending and it’s a welcome change.

Not only does the WiseAgent mobile interface give you more than just contact and calendar (calendar coming very soon) information, but provides a call list as well. Another significant difference is that if you really want to access information that is not in the other mobile buttons, you can go directly to the standard site from it.

Another feature that I think maybe WiseAgent mobile interface can claim a very first in the industry for, is for you lefties! The interface can be set for lefties which means you can choose on which side the check boxes appear. Pretty cool!

I offer WiseAgent with an extended free trial and I include my Trans-Plans Listing and Closing E-mails/Letters. Just click here for more details.

IXACTContact now officially offers team capability!

A great product just keeps getting better. You were always able to use one logon for several people, but you had to share everything including the calendar. That’s fine for some small teams but not for others. Now you have a choice. Below are features that have been added.

For a specially negotiated 60 day free trial – click here.

 

IXACT Contact® – Teams Feature List

  • Calendar and task list for each team member
  • Visibility to other team member’s calendar and task list (if authorized by team owner)
  • Private appointments and tasks hidden from other team members
  • Ability to create appointments and tasks for other team members
  • Ability to re-assign existing appointments and tasks to other team members
  • Team member restrictions on importing, deleting, exporting or wirelessly synching contacts
  • Visibility to the team member that entered each contact
  • Assignment of buyer agent from list of team members
  • Assignment of Keep in Touch event, as well as each related tasks, to a selected team member
  • Assignment of individual activity plan tasks to a selected team member, including selection of team member branding for emails and letter tasks
  • Visibility to team member assignments in contact pending activities and activity history lists
  • Assignment of applicable listing agent, seller closing agent, and buyer closing agent to active business listing from a list of team members
  • Ability to add all key date calendar appointments and reminders for active business listings to additional team member calendar
  • Set up of separate email header and email/letter signature for each team member
  • Set up a separate website lead capture form for each team member
  • Selection of team member branding to use when creating mass emails or letters
  • Sharing of all mass email and letter templates and uploaded images library across all team members
  • Team-member specific, or aggregated, task and appointment reports
  • Team-member specific, or aggregated, active business transaction reports
  • Wireless synchronization available to all team members
  • Each team member will sync their own calendar and task list
  • All team members will sync the entire team contact database

Pricing:

 Team Leader $34.95/month

 Team Member $24.95/month

Teams Capability is coming to IXACT Contact

Below is their announcement.

“The TEAMS Module is still on track for release to production around the end of this month. We are currently planning to launch TEAMS in two phases. Phase 1 will be a “soft launch” to our existing customer base and to prospects who have requested notification when TEAMS is available. In May we’ll do a “hard launch” entailing all the PR and marketing communications we normally do to promote major new enhancements such as this.”

I offer  IXACTContact with an extended free trial. For more information go to http://IXACTContact.GaryDavidHall.com

Top Producer – Meet DropBox & Google Drive

One by one Top Producer is filling any holes they had left. One glaring such hole has been the lack of the ability to store documents in the CRM. So what they did was teamed up with DropBox and Google Drive to accomplish that. Now there is a box on the contact screen that looks like this:

I’ve been pushing them to add the capability to store documents in the CRM for years, but the response was always that they had too many users and that it would take too much server space. Since that is no longer an issue, – Voila!

Top Producer Mobile can now launch activity plans

Product Announcement. Top Producer has now added the ability to launch activity plans from the contact screen in the mobile version. So now if you get a lead call, say from a hot buyer, you can launch the “Two Month High Touch Buyer Prospecting Plan” right from your phone! Pretty cool!

WiseAgent hooks up with Contactually

Wise Agent is excited to announce our new integration with Contactually – helping you “gain more customers by building a relationship network.” Merge all your connections with friends, followers, and more, then have those contacts automatically sync to your Wise Agent account. The integration will also help you manage the history you have built with your contacts, whether from Facebook or Twitter messages, or emails, everything will be accessible from your Wise Agent “client summary” page.

IXACT Contact extends support hours

Just a quick note. IXACT Contact has announced that they have extended their support hours. They are now available from 9:00 AM to 8:00 PM EST. This should make the west cost people happy!

Where is the “one” best Top Producer User Group?

I have never found the “one” forum/user group to go to for Top Producer users that had a lot of good activity. The one on Active Rain gets very little participation. The one TP provides does not get used. Not sure why. They probably simply do not promote it enough. I am going to try to provide it for you TP users. I have created a Community for Real Estate CRMs here in the form of a Forum for each product. If you are a Top Producer user, please go to the forum and ask a question or state a need. Please subscribe and lets get it rolling so there is somewhere comprehensive for TP users to go.

I am announcing this on many other venues across the net so let’s see what happens!