Have you used this CRM? Rate it – but please be professional. Thanks!
Leading Agent’s Vital Statistics:
Out of beta & started selling: 2012 (but are adding to an existing series of real estate related products)
Parent company: Status 5 Studios, Inc.
What kind of sales is this for?: Residential, agent, teams, brokerages, customizable
Support: 9:00 – 5:00 EST by email or phone
Have you used this CRM? Rate it – but please be professional. Thanks!
There are a number of things I like about Leading Agent’s dashboard. First and foremost is the fact that you can customize almost everything in this CRM including the Dashboard.
Across the top you see various tabs such as Home, Contacts, Seller Transactions, Buyer Transactions, etc. But – note the image below on the right. There you see all the tabs available to be placed at the top, so you pick what you want.
Another thing I like is that my tasks for the day are right there, as are my appointments. I used to prefer looking at an actual calendar but I am finding that I now prefer seeing a list by day and time. The calendar view is still available with one click on the day, week, or month on the right where the calendar is.
Moving to the left side of the page you have a number of choices for frequently used actions and something I have grown to be very dependent upon, the Recent Items list. As far as I’m concerned it is one of the best uses of screen real estate that there is and it should be on every CRM’s desktop.
At the bottom are your new leads and contacts you should be following up with today.
Overall this is one of my top three favorite desktops/dashboards/home pages.
Unique or Notable Features
♥Customizability – Best in Class! What can I say about Leading Agent/Salesforce in this context? It might be a bit of an exaggeration to say there is nothing you can’t modify to the way you like it, but it would not be much of one. And there are thousands of software guys out there that can modify it for you. On top of that you have the Salesforce App Exchange which allows you to add functionality that Leading Agent/Salesforce does not already have. It takes time to learn how to do all these modifications and in the long run it’s not very difficult but you do need to be ready to invest some serious time on this one. It depends upon your priorities. I always tell people that there is no perfect CRM. This one is not either. BUT – you can make it perfect for you if you want to take the time. That can not be said of virtually any of the rest of them. The only one that comes close that is not based in Salesforce is Tribus.
Email Campaign Reporting/Back-end – Staying in touch with groups of people with emails is a great way to make sure people don’t forget you, or to simply get some information out to them. To do it right though, you need to know things like; How many people received the email?; How many opened it?; How many clicked on a link in the email; Or how many times did they click on that link? These are just a few pieces of information which are commonly referred to as campaign reporting or back-end statistics. If you send 500 people an email and find that only 2% opened it, something needs to change. So you experiment and change the subject line. Lo and behold the open rate jumps up to 22%! Was it just because you changed the subject line? It can happen. But you won’t know it if you don’t have campaign reporting available to you. Even if you do have it, it has to be laid out well so you can make sense of what they mean. Leading Agent enables this feature by utilizing the Salesforce campaign reporting.
Salesforce allows you to do any regular outgoing emailing without limit. For blast emails to groups there is a limit of 1,000/day, but it allows mailings to be scheduled. I use that feature and it’s sweet!
Phone/Tablet – Leading Agent uses the Salesforce mobile app which is the best on the market. It has a nice clean interface (see below) and does anything I would want to do from the road. If need be I can also pull up the full blown site as well. There really isn’t much else to say other than that you really couldn’t ask for anything better. I did give Top Producer Best in Class for their mobile interface but it is only because they have features in the CRM that Salesforce does not and they are also available on the phone .
New Lead Display – At the bottom of the screen under Imported and Synchronized Contacts.
♥Geographic Farm Social Interaction – Best in Class! This is brand new and very cool! You can create socially enabled neighborhood pages within Leading Agent that is in a format very similar to Facebook so people will be able to easily adopt it. It’s like having a Facebook page for a geographic farm but you’re in total control. Getting established in a geographihc farm can take years and there are many things you can do to help establish yourself as the defacto agent in a neighborhood. This may be the very best one! Check out the video to learn more. Not in Propertybase.
Social Networking – Once you link the contact to their social network from within the contact record, it takes you to their profile and you can go from there. Facebook, Twitter and Klout are all free, but LinkedIn makes you go to the premium plan to link from Salesforce.
How does Leading Agent stack up with other popular features?
Phone/tablet: Covered above
Lead capture: Leading Agent provides a contact form for your web site, but it also provides an email parsing service that will auto-populate virtually any lead from anywhere as long as you get it in an email. All you have to do is tell your lead provider to change the email address that they are currently sending the leads to (yours), to one provided by Leading Agent. From then on they just populate into Leading Agent.
New lead display: Covered above
Lead notification – By email or text from Leading Agent.
Team capabilities: Leading Agent’s is as powerful as anything anywhere. Remember – Salesforce is the largest CRM in the world and mostly used by large companies and sales teams so there isn’t much you can’t do with it.
Buyer home search: Buyer preferences for their new home can be entered into the contact record and you can add as many fields as you like and re-arrange them to suit your needs. The search function in Leading Agent/Salesforce is as good as you can get so you can search any of those fields any way you want.
Internal email software: No
E-mail stored with contact record: I use Leading Agent it in conjunction with Gmail and Cirrus Insight and I can’t imagine how you could be more efficient with email. The way I use it, I just click a button on incoming or outgoing emails in Gmail and it will store the email with the contact and/or the attachments.
Blast email: Covered above
Email campaign reporting: Yes
Capable of building email drip campaigns: Yes
Capable of building activity plans: Yes
Included template content: Not one of it’s strengths as far as included template content. A buyer and seller follow-up campaign comprised of 20+ emails is included. That said, the power provided to create templates and activity plans/drip campaigns is more than any other CRM’s.
Social media: Covered above
Call center: Leading Agent doesn’t come with one per se but between the customizablility and the AppExchange you can make it happen.
Lockbox manager: There are fields for the information and you can expand on that if you like.
If you’re on the fence about it, don’t be bashful. I’ll be happy to do a live online screen sharing demo to show you some of the great features of this CRM. – Gary David Hall
Do a screen sharing session with me and see this product or any others in which you may be interested.
30 Day free trial with no credit card required. This link for the trial and the link for the purchase are the same. There is no reason not to start with a trial so you start here.
$60/mo. per person billed annually. $69/mo. billed quarterly.
There is an annual contract because it is based in Salesforce and they have the requirement
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