

5,579,448
On our AR ZOOM call today, our speaker, Andrea Bedard, prefers Folio. I am going to try it as well.
-
Debra Leisek
Homer, AK
-
Andrea Bedard
Silver Spring, MD
-
Kathleen Daniels, Prob...
San Jose, CA
921,504
TAke a look at WiseAgent.com
Checklists and note fields that are searchable are some of the features that make WiseAgent agile.
I used TRELLO but project/task management software like Trello is overkill for agent work.
-
Debe Maxwell, CRS
Charlotte, NC
-
Lyn Sims
Schaumburg, IL
-
Doug Dawes
Topsfield, MA
3,455,231
I wish you all the best with this. No doubt you will receive many suggestions from other AR members.
I own and manage a boutique brokerage of one. The systems I use are self-created and work well for me. The only person I assign tasks to is ... me.
-
Debe Maxwell, CRS
Charlotte, NC
-
Doug Dawes
Topsfield, MA
-
Kathleen Daniels, Prob...
San Jose, CA
1,550,080
Hubspot may be worth checking out. It's geared towards project management (though many use it as a CRM) and has dates, Gantt charts and the like.
-
Debe Maxwell, CRS
Charlotte, NC
-
Doug Dawes
Topsfield, MA
-
Kathleen Daniels, Prob...
San Jose, CA
1,286,311
Keller Williams has their own proprietary product for such things.
-
Debe Maxwell, CRS
Charlotte, NC
-
Kathleen Daniels, Prob...
San Jose, CA
6,805,806
I use google calendar, however I have heard of others who use the fuctions for this included in some transaction software like dotloop, command, skyslope, and others to do this.
-
Bob Crane
Stevens Point, WI
1,034,109
I am a fan of Folio! It may not be exactly what you are looking for, but I've found it very helpful. You can create a timeline, add comments to each milestone, attach documents and share it with parties involved with the transaction. When it's all done and the transaction settled, the entire thing is archived (in case you need to come back to it later) and with a yearly subscription you can download a pdf of all your emails.
The only thing I am not sure of is whether or not you can assign tasks.
Thank you Debe Maxwell, CRS for making me aware of this question. Very timely!
-
Debra Leisek
Homer, AK
5,596,103
So happy to be retired, parked and reading! Good luck!
-
Kathleen Daniels, Prob...
San Jose, CA
8,277,980
939,698
934,320
I don't have a good suggestion, wish I had a perfect system. Whatever you choose, the key is to use it and be consistent with it. I find that some of the systems are too time-consuming to manage; require a lot of minute input.
-
Debe Maxwell, CRS
Charlotte, NC
1,878,528
This is always the question of the month. What CRM do you use? Can't really give any good advice.
-
Debe Maxwell, CRS
Charlotte, NC