Posts

Welcome AgentDesks!

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My affiliation with AgentDesks is now official! This is a brand new Real Estate CRM. If you like the idea of doing most of your CRM work on your mobile device Agentdesks should interest you. 80% of the time people use Agentdesks is on the mobile version. Gotta be a reason for that! See comments on mobile version below. Another conceptual aspect of this one is that they see a time when all their users form a community to share referrals from within Agentdesks itself. See that below as well. Another cool tool they have is a chat widget for your web site. They provide the code for your site that creates a Chat Box on your site that alerts you in the CRM. Guess where you can find out more? See below. Agentdesks has half their user base in countries other than North America so some of the terminology used is a little different than you may be used to. Buy hey it’s only words. When we spoke I suggested some terminology changes for some of the fields and they have already made them. It shows their willingness to listen which is a great trait for a CRM vendor.

Check it out here if you like.

WiseAgent Recent Updates

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Just a quick note to let you know some of the more recent improvements to WiseAgent. If you looked at it  a little while ago but did not move forward with it for any of the below reasons, you may want to take another look right here!

  • Mobile – Just added full month view to your calendar on the mobile web app
  • Letters – Emailing letters is now even easier using the Action buttons on the Letter List
  • Transaction Checklist – Select a “parent checklist” to link multiple checklists together (e.g. dual agency or multiple offer situations)
  • Checklist – A source field has been added to the checklists to allow tracking the source of each transaction for the upcoming reports
  • Call List – Now when you complete a call, you can mark that call as completed to record that information for your reports that are coming soon.
  • Status – A status drop-down field has been added to the contact summary page just under the image that will allow you to set the status of each lead / contact. This was added in preparation for the new dashboard and reports coming soon.

Wise Agent Adds Task List to Mobile UI

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Wise Agent has announced that the Task List has been added to their Mobile Interface.  Wise Agent’s feature-rich To-Do List has been raved about as one of the best designed task lists available.  Now, all of these handy features can also be accessed from your phone or tablet!

WiseAgent Mobile task list

Top Producer Mobile can now launch activity plans

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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!