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Updated almost 7 years ago on . Most recent reply

CRM Model - Do you use them?
I am VERY new to the game (just officially licensed yesterday) but I have been reading a lot on BP since I started the RE journey 8-9 months ago. I have decided to sign with a smaller broker per recommendation of a realtor I know. Since its a smaller brokerage I am obviously not getting the training I would with someone like KW. Since I am now official; my first question is do any of you use a CRM type database to maintain your leads and/or goals? A simple Google search provided me with a few recommendations, zoho and insightly being a few but I would love to hear from you.
Thanks in advance!
Most Popular Reply

Jessica - Congrats on getting your license! Smaller brokerages are a great way to go. And I will say that the best CRM is the one that you USE! Streak offers a simple, free version. Agile has a real estate specific free version I've dabbled with. Buffini Referral Maker has recently made some huge upgrades and is worth looking into (don't believe their pricing, they'll offer you a discount). And LionDesk is a VERY powerful and reasonably priced one. It all depends on what you want to use it for. Axia Mortgage (if they're in your area) also offers realtors a free CRM with lots of flyer templates, etc.
Good luck!