Want to try our pick for Best Overall Real Estate CRM, LionDesk? For free? Get a 2-week trial here: app.theclose.com/goto/liondesk-theclose-wiatbrecf2022-youtube/ Check out our Real Estate CRM Buyer's Guide here: theclose.com/best-real-estate-crm/
Hello Chris, I hope you're doing well. I know this is a video from 2022, but I wanted to ask if you have reviewed Pipedrive. I've been in the industry for over twenty-five years but have never used a CRM. I'm thinking about one now, but there are too many choices. Frankly, I am about to through a dart and see where it lands.
Hi Chris, great video. Question for you. I see that you rated Propertybase as your best recommended CRM for Team Leads/Brokers, but in checking out your previous walkthrough video of Propertybase you showed that there is only very basic reporting and really no way to dig in deeper. Have they updated that portion of their system from the time of that video (Mar 2021) to this video (Dec 2021)? If so, can you comment on that?
My Outlook contacts are in specific folders. What CRM program will work with this set up so I can export Outlook to the CRM program in the same Group Settings?
Great question. Unfortunately, we didn't test that specific functionality when reviewing CRMs, so I don't have answers on that exact question. However, I would be the support teams of the individual CRMs would be able to help you there. Good luck! Chris
Watching this Video 09/2023. Clicked on your link for the "6 month" free trial for new agents. It is now a "5 week" free trial, and the price is $45 per month afterwards. ($38 if you pay annualized) Still a great video - thanks.
Thoughts on BT? We've used it for many years and have been happy but I can only compare it to the smaller less impressive models that we used before. Thoughts on it compared to Propertybase that you mention in this video?
Need more comparisons. Cinc, Real Geeks, FUB, etc. More detailed. Which is easier to use? Price vs benefits? If they sell leads, good lead costs? Don't want bad leads that cost fifty cents. Really take on the challenge. Want efficiency. Prefer to see the NOTes without having to dig for them. Thanks. Stan
Hi Gerald - Thanks for the question. If I had to pick a Contactually analog, I'd probably go with with IXACT Contact or Propertybase. But, take that advice with a grain of salt because I know Contactually has gone through some changes since being acquired by Compass, so I haven't been on their platform for close to two years now and am not familiar with what they are currently offering. But, in terms of features, those are my two recommendations for something similar! Good luck! Chris
@@TheCloseDotCom appreciate the response. I will check that one out along with Top Producer even though they have the 12-month commitment. Contactually is closing shop and I want to make sure I am replacing with the best thing on the market.
@@geraldmack668 Let us know what you think! We have some resources you can check out as well. Here's a Top Producer walk-through: theclose.com/top-producer-crm-review/
I'm a fan of KV Core! Unfortunately, we only have so much room in each rundown, so not everyone can be included, but I'll definitely be looking at them again for the next update. Thanks! Chris
I have used Top Producer for over 20 years...you didnt differentiate between Top Producer 8i and X...I have stayed with top producer 8i for so long becuase it was great for prospecting out of your data base. You seletct the Contact Type and then select all and do a mass open when brigns up the full contact...all your notes, names addresses, email and the like. It is important to be able to see your last conversation before you make a call. Then when you are done you can hit an arrow to move to the left or right to move to the next contact. It amazes me that the most important things as a Sucessful Real Estate Agent is to make calls everyday and all the CRMs out there do not make it easy and efficient to make calls....Stupid in my opion; however Top Producer Was Sold to a new company and they moves 8i onto a new server which is ABSOLUTELY TERRIBLE! THE SYSTEM NEVER OPERATES VERY WELL VERY LONG AND THERE CUSTOMER SERVICES IS ALL CHAT BASED WHICH ALSO SUCKS.....I do like the intergation with MOJO however their solution is to move to Top Producer X which is not NEARLY AS EFFICIENT TO MAKE PROSPECTING CALLS AS 8i.....I wish there was another database which was geared toward making calls and all the information is above the fold....As a Real Estate Coach I am dissappointed you would not talk about the poor performace in making calls. Email, texting, and mailings without makings calls is really not near as effective.
Want to try our pick for Best Overall Real Estate CRM, LionDesk? For free? Get a 2-week trial here: app.theclose.com/goto/liondesk-theclose-wiatbrecf2022-youtube/
Check out our Real Estate CRM Buyer's Guide here: theclose.com/best-real-estate-crm/
Hello Chris, I hope you're doing well. I know this is a video from 2022, but I wanted to ask if you have reviewed Pipedrive. I've been in the industry for over twenty-five years but have never used a CRM. I'm thinking about one now, but there are too many choices. Frankly, I am about to through a dart and see where it lands.
Hi Chris, great video. Question for you. I see that you rated Propertybase as your best recommended CRM for Team Leads/Brokers, but in checking out your previous walkthrough video of Propertybase you showed that there is only very basic reporting and really no way to dig in deeper. Have they updated that portion of their system from the time of that video (Mar 2021) to this video (Dec 2021)? If so, can you comment on that?
I really don't hear anyone mention Chime CRM which I was a huge fan of before the price hike and I am entertaining Follow Up Boss as a possibility.
I like Chime, but they didn't quite make the cut for me in terms of the top products on the market right now.
Chris
Hey what software would you recommend for a Triple Net Investor, ive been looking for software to help me stay organized but dont know where to start
Great question! I'm not an expert in the sort of investing platforms you're looking for, so I can't help, but wish you the best of luck!
Chris
Looking for a crm for apartment locating only.
My Outlook contacts are in specific folders. What CRM program will work with this set up so I can export Outlook to the CRM program in the same Group Settings?
Great question. Unfortunately, we didn't test that specific functionality when reviewing CRMs, so I don't have answers on that exact question. However, I would be the support teams of the individual CRMs would be able to help you there.
Good luck!
Chris
Watching this Video 09/2023. Clicked on your link for the "6 month" free trial for new agents. It is now a "5 week" free trial, and the price is $45 per month afterwards. ($38 if you pay annualized) Still a great video - thanks.
Whats your opinion on Sierra Interactive? Do you think Real Geeks is better?
We don't have a review of Sierra Interactive just yet. But we do cover Real Geeks in this article: theclose.com/best-real-estate-crm/
Please clarify: Does Property Base have lead generation? Thx. Great info.
Yes. Propertybase has lead generation tools. Check out the full review here: theclose.com/propertybase-review/
Follow Up Boss, Chime, Brivity
Please talk about the Kvcore
We'll add it to the list!
We did just do a review here: theclose.com/kvcore-review/
Thoughts on BT? We've used it for many years and have been happy but I can only compare it to the smaller less impressive models that we used before. Thoughts on it compared to Propertybase that you mention in this video?
You may want to check our article: theclose.com/best-real-estate-crm/
Need more comparisons. Cinc, Real Geeks, FUB, etc. More detailed. Which is easier to use? Price vs benefits? If they sell leads, good lead costs? Don't want bad leads that cost fifty cents. Really take on the challenge. Want efficiency. Prefer to see the NOTes without having to dig for them. Thanks. Stan
Check our article for more info: theclose.com/best-real-estate-crm/
Wise Agent, KvCore, CINC, DeltaNET 6
Great video
Thank you! Hadn't heard of Ixact but it's what's we need!
Awesome! You can start your free trial here: app.theclose.com/goto/ixact-contact-theclose-emailonly/
@@TheCloseDotCom Awesome! Very much appreciate the link!! We're going to make the absolute most of it🥳
Which CRM would you say best mimics Contactually?
Hi Gerald -
Thanks for the question. If I had to pick a Contactually analog, I'd probably go with with IXACT Contact or Propertybase. But, take that advice with a grain of salt because I know Contactually has gone through some changes since being acquired by Compass, so I haven't been on their platform for close to two years now and am not familiar with what they are currently offering.
But, in terms of features, those are my two recommendations for something similar!
Good luck!
Chris
@@TheCloseDotCom appreciate the response. I will check that one out along with Top Producer even though they have the 12-month commitment. Contactually is closing shop and I want to make sure I am replacing with the best thing on the market.
@@geraldmack668 Let us know what you think! We have some resources you can check out as well. Here's a Top Producer walk-through: theclose.com/top-producer-crm-review/
And a Propertybase pricing + review article: theclose.com/propertybase-go-review/
Wise agent Or Realvolve
Also great choices!
Chris
they do not answer the phone
Why not Salesforce?
Great question! We picked only products that were made specifically for real estate agents.
@@TheCloseDotCom Salesforce has JUNGO for Agents
@@chessrealestate We'll check it out. Thanks for the info!
You need a CRM if you're going to be a business owner. Otherwise you'll always start and always fizzle out.
KV Core was left off
I'm a fan of KV Core! Unfortunately, we only have so much room in each rundown, so not everyone can be included, but I'll definitely be looking at them again for the next update.
Thanks!
Chris
Kv kore is junk
I have used Top Producer for over 20 years...you didnt differentiate between Top Producer 8i and X...I have stayed with top producer 8i for so long becuase it was great for prospecting out of your data base. You seletct the Contact Type and then select all and do a mass open when brigns up the full contact...all your notes, names addresses, email and the like. It is important to be able to see your last conversation before you make a call. Then when you are done you can hit an arrow to move to the left or right to move to the next contact. It amazes me that the most important things as a Sucessful Real Estate Agent is to make calls everyday and all the CRMs out there do not make it easy and efficient to make calls....Stupid in my opion; however Top Producer Was Sold to a new company and they moves 8i onto a new server which is ABSOLUTELY TERRIBLE! THE SYSTEM NEVER OPERATES VERY WELL VERY LONG AND THERE CUSTOMER SERVICES IS ALL CHAT BASED WHICH ALSO SUCKS.....I do like the intergation with MOJO however their solution is to move to Top Producer X which is not NEARLY AS EFFICIENT TO MAKE PROSPECTING CALLS AS 8i.....I wish there was another database which was geared toward making calls and all the information is above the fold....As a Real Estate Coach I am dissappointed you would not talk about the poor performace in making calls. Email, texting, and mailings without makings calls is really not near as effective.
Thanks for this insight. Much appreciated!
TPX is terrible. They dumbed down the platform and got rid of the ability to create labels and letters. Saying goodbye to TP after 24 years!
thanks.. followup boss /w Ylopo. Excellent!!
We'll put that on our next to check out next!