CRMS: Excel, Podio, Zoho, REIMobile, Other

[Jose Martinez]

Im tightening my systems and im looking to implement a CRM. Id like to know what everyone is using. I would appreciate any feedback, thanks!

Excel

Podio

Zoho

REIMobile

Other

[Nick Cuttonaro]

Really great information, @Jose MartinezThere's a handful to look into and it really depends on how complicated you'd like to go with organizing data, automating email campaigns, piping data from your marketing funnels directly into a CRM, etc.

All of the options below I've had experience using over the past 7 years. See what works best for you and evaluate in your business. 

1) Infustionsoft - Expensive, will allow you to scale if you're running paid traffic campaigns and looking to automate and segment lists. You probably will not outgrow it but it might be overkill at this stage of the game.

2) Excel Spreadsheets - Nothing beats free and being able to organize how you see fit. You can't run a drip campaign from an Excel spreadsheet but you can segment and import the data into the email service provider of your choice. (i.e. MailChimp, AWeber, GetResponse, OntraPort, etc.)

3) Highrise - I really like this CRM and I think you will too. It's does one thing really well, being a simple and effective CRM to help you stay organized and in control of your contacts and pipeline.

4) Podio - I'd pass on using Podio as a CRM. It's more of a task management tool than anything else. It's really geared toward project management applications.

5) Zoho - Took it for a test drive and it wasn't for me. It does too many things. You might find it useful, so give their free trial a test.

6) Fat Free CRM - If you're technically inclined, you can self-host and customize your own CRM on any domain name you own for free. If you're not tech savvy you could hire a tech on Upwork.com to set you up. There are no monthly fees other than web hosting if you don't currently own a website and the framework is customizable making it more flexible than any other option. 

I haven't tried REImobile yet but it looks interesting and industry focused. Curious to learn which CRM or the combination of solutions you end up going with. Please keep us posted!