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Updated about 8 years ago, 09/26/2016

User Stats

389
Posts
193
Votes
Joshua Martin
  • Investor
  • Milwaukee, WI
193
Votes |
389
Posts

Agent CRM

Joshua Martin
  • Investor
  • Milwaukee, WI
Posted

Hey Gang,

  So I've had my license for a several weeks, but finally signed on with a broker. As every new agent starts out trying to work their sphere, I'm wondering if anyone has good free software for doing this and keep track of your sphere and the people that you add to it? Something that can keep track of dates and notify me of when to follow up -- I just know I won't be able to keep track doing it on my own.

  Is podio my only option for this kind of thing? If so, that's fine, but I'm just wondering if there's other options out there as my broker's seems hyper-limited.

Thanks for the input.

JTM

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