CRM system

[Jason Smith]

Looking for a great CRM system I'm using freedomsoft right now and it's great but it's lacking some stuff such as saving past leads and responding to them later in the future (auto reminder to my iPhone) I heard great things about salesforce,podio and base but I'm not very good at the tech stuff any suggestions would be greatly appreciated

[Jeff Rightmyer]

alright so I am a huge CRM guy...I have implemented quite a few platforms, for different sizes and purposes...all real estate related. Honestly....for the price, I love contactually for a beginner. That is the platform I set up 9 times for new agents over the past 3 years. It is incredibly easy to get around in, understandable language, programmable drip campaigns and templated emails, and calls to action. App is now better, and will track your calls/text for you to contacts that are within the system.  It has a relatively easy to view and manage pipeline system and (shhh) can be manipulated for multiple users under 1 account if you have an admin or someone doing it constantly. (what I mean by that is drafting templated emails with different signatures and then programing their own campaigns) instead of purchasing a different license for them. My cons are...it bogs down with tasks related to certain programs, so you have to keep up with each and every contact you have attempted to touch (which isnt bad, but your dashboard can become consumed with it) and it does not blast emails to more than 300 people...which was also a big issue for me and newsletters, promotions etc. That being said, I like InfusionSoft and Salesforce as well...but Salesforce has a catch, in my eyes, to be completely useful it needs Pardot...which is minimum $1,000/month. Its basically a great contact and CRM system...without any marketing unless you add on Pardot. InfusionSoft does it all as well, but also carries a heftier price then contactually...

If you are for simplicity, tracking, and just keeping yourself in line...contactually is all you need imho.