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Contact Management
  #1  
Old 09-29-2006, 08:58 AM
rickrc rickrc is offline
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Default Contact Management

Would love to get feedback on peoples opinion on different Contact Managements Systems, Outlook, TopProducer, Online Agent and such.
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  #2  
Old 09-29-2006, 09:11 AM
tim tim is offline
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there is a great topic....
some use goldmine.
TopProducer7i has the largest market share and seems to work best for most agents. Back when we were selling between 100-200 units per year we would use 7i only to manage the database...everything else was paper. All the process etc. Check lists. we found 7i to cranky to use daily.
Would love to know others are using...
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  #3  
Old 09-29-2006, 12:07 PM
lorraine lorraine is offline
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Quote:
Originally Posted by rickrc View Post
Would love to get feedback on peoples opinion on different Contact Managements Systems, Outlook, TopProducer, Online Agent and such.

Have been using Online Agent for over 10 years and have 26,000 contacts. Its worked very well for our team. We are now affiliated with Keller Williams which supports Top Producer. Agents who are using it seem satisfied and like the ability to use it from anywhere that has a broadband connection. The larger teams are staying with Oline Agent because as you add more team members it is much less expensive and they are satisfied with its performance.

Fred Leonard
The Lorraine Leonard Team
Stamford, CT
www.LorraineLorraine.com
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  #4  
Old 09-29-2006, 01:31 PM
domb domb is offline
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Quote:
Originally Posted by rickrc View Post
Would love to get feedback on peoples opinion on different Contact Managements Systems, Outlook, TopProducer, Online Agent and such.

Have used online agent for over 11 years....something like that....have had to archive three times since we went over 85000 contacts twice.....Allan Domb
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  #5  
Old 09-29-2006, 02:07 PM
tim tim is offline
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For those who dont know who the last poster is....#1 agent...in the entire country. SO, it seems that we have our answer

Tim
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Anyone using/tried ANY of these products?
  #6  
Old 09-29-2006, 08:26 PM
stephanie stephanie is offline
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Cool Anyone using/tried ANY of these products?

Active Agent? (It's an 'add on/overlay' to Outlook)
Jim Casey's product - (forget the name of it)?
The Wise Agent?
360agent?
Salesforce?

My personal quest for two years has been to find a program that could accomodate DATA Management AND LEAD Management.... no such luck yet.
Still searching though!
(Unless we all decided to have a program designed to fit our needs - for both data & lead management AND built for team environment - allowing leads to be automatically filled into the admin panel - to avoid all the data entering that we all do with internet leads nowadays.... anyone have thoughts or suggestions?)

Thanks - Stephanie Evelo - REMAX Advanced Teams - www.homes4friends.com

ps. I've used Online Agent for over 10 years + .... tried TP7i for lead management only -- clunky to use... hoping they will improve it's speed and user friendliness -- but in meantime - sticking with Online Agent....

Last edited by stephanie : 09-29-2006 at 08:36 PM.
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  #7  
Old 10-01-2006, 12:09 PM
William William is offline
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Strickly ONLINE Agent user for over 10 years, we also have archived twice (meaning storing old data so system runs faster) What constantly surprises me though is the number of agents using strictly for database and not using the plan function for day to day activities and the simplicity of seeing a whole client or listing contact with one view. Bill Renaud the Canadian Referral Source
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Online agent
  #8  
Old 10-02-2006, 04:37 AM
nate nate is offline
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Default Online agent

I have been a heavy user of Online aget as well buy I have been having some issues with the sync fuction to my Treo 650.
Does anyone use a program to be able to use Online agent over the web?
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Treo 650
  #9  
Old 10-02-2006, 12:18 PM
tammy tammy is offline
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Default Treo 650

I am also heavy on line agent user and having problem to sync like you. Love to have input from anyone about this issue.
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  #10  
Old 10-03-2006, 03:06 AM
mike mike is offline
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Quote:
Originally Posted by rickrc View Post
Would love to get feedback on peoples opinion on different Contact Managements Systems, Outlook, TopProducer, Online Agent and such.

This is Mike Parker. We use Pat Zaby's Respond with Microsft Exchange Server, it is web base. We have about 14,000 contacts in it. Works well.
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