Top 10 features to look for in a CRM

While everyone has their preferences of what are the most important features to them, the following should be basic requirements for everyone. Each of the following is a topic which I have written about extensively in my book, but the following is a brief description of each. E-mail stored with the contact record – This is […]

Not using all of your CRMs features. That’s OK.

There is a common complaint with agents feeling that if they don’t use all the features of a CRM, that they are spending more money than they should for features they don’t use. Developers have to build a CRM to suit the needs of the many, so there will undoubtedly be features that not everyone […]

Web based versus Desktop Contact Manager/CRM Solutions

A statement is often made that having a Web based CRM is clearly superior to a desktop CRM. The reality is that there are pros and cons to both. While there are many arguments over which is better and why, let’s address a few of the most common misconceptions. The first thing to do to […]

Computer hardware and software purchases are not independent decisions

When smart phones first gained popularity, people started buying them without first finding out what CRMs would synch with them. When Mac started doing its marketing push and agents started going out and buying Mac desktops and laptops, they bought them and then came to me to find out if the CRM they had been […]

Respond is out, InTouch is in

Sorry to announce that the Real Estate CRM “Respond” from Pat Zaby’s Systems & Seminars is no longer being offered due to issues with MS Office 2010.   So as not to be the bearer of only bad tidings, I’ll take this same opportunity to announce that Pat’s focus is now on a new project […]

A Brief History of CRM & who will survive? – Part 2

Revised Feb, 2015 So what determines which CRMs will survive? One trend that is clear is that the desktop applications business model (vs web based/SAAS) cannot support a product in this niche. A one time fee for the purchase of the software is simply not enough money. They also charge for support and upgrades but […]