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Ambassador
5,228,997
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC
The RIGHT CHARLOTTE REALTOR!

Brivity - and that buy/sell information is a part of the CRM.

Jul 30, 2017 09:37 PM
Rainmaker
1,617,916
Harry F. D'Elia III
WEDO Real Estate and Beyond, LLC - Phoenix, AZ
Investor , Mentor, GRI, Radio, CIPS, REOs, ABR

one that works

Jul 03, 2017 06:14 AM
Rainmaker
1,157,785
FN LN
Toronto, ON

A proprietary CRM.

Jun 30, 2016 10:34 PM
Rainmaker
989,552
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

My website and my spreadsheet

Jun 30, 2016 09:29 PM
Rainmaker
3,071,489
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Top Producer 8i

Jun 30, 2016 09:01 PM
Rainmaker
7,834,939
Roy Kelley
Retired - Gaithersburg, MD

I used Top Producer for many years.

Jun 30, 2016 08:36 PM
Rainmaker
4,319,419
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Leanne Carpenter - the one I like and is complete (including what you want to see in that CRM) is Buffini & Company 's ReferralMaker Pro.

Jun 30, 2016 04:34 PM
Ambassador
5,048,708
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

I use WiseAgent and update client statuses as needed. I use a variety of categories to classify them and for searching or sending emails

Jun 30, 2016 10:44 AM
Rainmaker
1,466,207
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Leanne Carpenter I use ACT!. It does the job for me.

Jun 30, 2016 03:11 AM
Ambassador
6,392,879
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

I just use outlook, far from perfect but it is cheap and I dont have time to learn or fill a more complex system.

Jun 30, 2016 02:24 AM
Rainmaker
4,800,082
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I use Top Producer to handle these tasks.

Jun 30, 2016 02:13 AM
Rainmaker
921,504
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

I use WiseAgent.com.

Contacts are designated buyer/seller/both/other.

WiseAgent allows the creation of unlimited categories if greater granularity is needed. I use this to be able to search real estate agents in FL, outside of Florida, in my region, in my area and other things.

When the check clears the bank the buyer/seller is moved to past client status and is communicated to in a different manner.

I use a different CRM for inbound marketing purposes.

Jun 30, 2016 02:02 AM
Ambassador
3,344,906
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Outlook and excel spreadsheet ... it works for me.  No need to complicate things that are simple and easy to use. 

Jun 30, 2016 02:00 AM
Rainmaker
1,725,896
Sandy Padula & Norm Padula, JD, GRI
HomeSmart Realty West & Florida Realty Investments - , CA
Presence, Persistence & Perseverance

We use our own, but Sandy is transitioning to Brian Buffini's System in California

Jun 30, 2016 01:35 AM