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Updated about 13 years ago on . Most recent reply

User Stats

54
Posts
3
Votes
Julie Groth
  • Wholesaler
  • New Orleans, LA
3
Votes |
54
Posts

Contact Management Software

Julie Groth
  • Wholesaler
  • New Orleans, LA
Posted

I searched the forums here but couldn't find this. In an effort to INCREASE my efficiency and to keep me of top of tasks that I know I should be doing but don't.

The 'efficiency and tracking' that I want to become better at has to do with networking and keeping track of all the people in my funnel. These people would be: my cash buyers, realtors (that I'm pursing to get pocket leads), potential money partners, sellers that have told me to call back later, my Rolodex of people I've met...

I'd like some good system that does the following:
-Person's name with notes about them (kids name, favorite sport..)
-Organize them by category (commercial realtor, cash buyer...)
-Keeps track of my interaction with them. Like, took to lunch on April 25th, sent email about upcoming event...
-IMPORTANT---schedule an interaction with them at a specific time in the future. Like "May 1-take Joe to lunch" or "email all buyers every 60 days" with a mass email that doesn't look like a mass email.

I know there is ACT and Goldmine as powerful contact management systems. Seems like what I want is sort of simple...maybe? Do i need something that robust? I also am switching to MAC so, maybe, there is an Apple product?

Thanks for the replies!

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