What CRM tool/website do you use as a commercial RE broker and why?
Looking to find the most user friendly interface with the best tools.
[{"id": "iz5bouk", "text": "I use a combination of Excel and Hubspot. Hubspot is really good but I like to have a back up on excel.", "replies": [{"id": "iz5sc07", "text": "This 100%", "replies": [{"id": "iz69l6j", "text": "Never heard of Hubspot.  Off to Google\u2026", "replies": [{"id": "iz6e443", "text": "Haha old school?", "replies": [{"id": "iz75osq", "text": "Guilty!  We still have \u201cimmediate possession available\u201d signs in the basement of my office, where nothing has changed in well over 50 years.", "replies": [], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "iz5h72d", "text": "Excel, Word and Outlook", "replies": [{"id": "iz5nc1b", "text": "My guy. since Covid I have had to get used to using sharepoint instead of having everything on the server. Think this is the future. \n\nAlso last couple places are building ms dataverse, basically power apps, to build company wide crm systems with a 3rd party ascendix overlay. Which makes sense for property managers ect for invoice control, but brokers have all kinds of weird shit that works for them. So keep on, keeping on", "replies": [], "depth": 2}, {"id": "iz68ccv", "text": "Why Excel and not another CRM software?", "replies": [{"id": "iz7xwav", "text": "because it works, and you can customize the fields at any point in time without a technical degree or having to talk to somebody that doesn\u2019t understand your business, but acts like their software is superior to everything.", "replies": [{"id": "izeu3e8", "text": "Thanks!", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "iz62ejt", "text": "Check out valterra. We used to use sfdc/apto at my last gig", "replies": [{"id": "iz66yz1", "text": "I did a quick search and can\u2019t find their website. Do you know what it is?", "replies": [{"id": "iz6exgr", "text": "Valterra.io", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "iz6pyrj", "text": "Rethink CRM. Prepare for scale. If you use excel and outlook for everything it will be an absolute nightmare to scale and convert to a CRM later. Just eat it and start off with a CRM, you\u2019ll thank me later", "replies": [], "depth": 1}, {"id": "iz73otv", "text": "I use Copper CRM. It is the only CRM that is natively integrated with G Suite. If you are a G Suite user, it works perfectly. Contact database, prospects, leads, pipeline management, project management, tasks, and more.", "replies": [], "depth": 1}, {"id": "iz75084", "text": "Pipedrive as its simple to use, has great customer service, and one of the cheapest.", "replies": [], "depth": 1}, {"id": "iz7fi8q", "text": "realnex is worth checking out.", "replies": [], "depth": 1}, {"id": "iz7n3zp", "text": "Salesforce.   I use it because that's what I'm required to use.    Rethink is a better version of Salesforce if you want a premium CRE focused CRM.  \n\nIf you want something user friendly with lots of integrations, check out Hubspot.   It's what we use for my wife's business.", "replies": [], "depth": 1}, {"id": "iz878b6", "text": "Did any two commenters have the same answer aside from Excel?", "replies": [], "depth": 1}, {"id": "iz8gpj7", "text": "I am not a commercial RE broker, but I have many customers like you, they used CRM we provided.\n\nOne is called WhatsApp Social CRM, which can help enterprises, companies, teams, sellers and merchants to achieve digital marketing growth, and also help employees to follow up customers efficiently. Merchants are efficient in customer operations, data management and classification, and employee management.  \n\n\nAnother one is called Facebook Social CRM, we used it to get more traffic by controlling thousands of accounts to send post, repost, share, comment everywhere. And we also used it to find leads accurately with data collecting functions, then we can use it to monitor our competitors' page and get leads from them.   \n\n\nHere is my page on FB: https://www.facebook.com/profile.php?id=100087574072690", "replies": [], "depth": 1}, {"id": "j01aph9", "text": "I can recommend the same we use in our company - EspoCRM. It has a really intuitive and user-friendly interface. The platform can be used to optimize customer data organization, track deal flow, monitor sales performance in reports and even send marketing campaigns. Besides that, you can easily integrate it with your email account to sync communication with customers and send emails directly from the CRM.", "replies": [], "depth": 1}]