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Updated almost 2 years ago on . Most recent reply

User Stats

29
Posts
11
Votes
Preston Porter
  • Real Estate Broker
  • Alamosa, CO
11
Votes |
29
Posts

Google Contacts and CRM management for a Brokerage

Preston Porter
  • Real Estate Broker
  • Alamosa, CO
Posted

Currently, all of our contacts since 1991 are stored and managed in Google Contacts (around 4,000 contacts).  We use Pipedrive as a CRM.

I have 2 staff and 4 total agents (including myself).  The agents are working individually for the most part and our contacts have become unmanageable.

As past and new clients come through, we typically update contact information on our global (shared) Google contacts list.  As we grow, this seems like it will become unwieldy.  In many cases we have several different versions of many different contacts...


Do any other small (non-franchised) brokers out there deal with any of this?  I know some (if any) of the residual value of my brokerage is in that database, but I don't know how to maximize the value, maintain the list, prune it when necessary, etc.

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