Favorite CRM?
I am a residential agent preparing to make the move to commercial at the first of the year and looking for the biggest bang for the buck CRM.  I use Salesforce with the development I represent now and I am not a fan of the stock platform.  Ideally wanting something that handles CRM needs as well as emailing, reporting etc.  I would love to see everyone’s recommendations as there seems to be an unlimited list of crms out there.  I appreciate it. 
[{"id": "e83nc3j", "text": "Not sure how th heir fees line up for an individual user like yourself but one of the fastest growing crms is juniper square", "replies": [{"id": "e847f5l", "text": "Is JS for brokers though? I thought it was for fund managers. I feel like JS competes with IMS not Apto.", "replies": [{"id": "e84awhj", "text": "You are probably right. When OP said reporting and mailing I was seeing that from my perspective. Whoops. ", "replies": [{"id": "e84b5cj", "text": "Incidentally how do u like JS for funds? Good stuff?", "replies": [{"id": "e84bd4l", "text": "You know I never used it. Everytimme their sales team came through, we weren't at a place to make a change. I think it's very well thought out. Less customizable than other options. But I think that's a good thing. I was impressed but our older mgmt team was too comfortable with other stuff. ", "replies": [], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "e83qge9", "text": "I've used two versions of apto, ideal (NGKF), whatever the Millichap one was circa 2011, a spreadsheet, and I think REA is, in spite of the way it looks, the very best CRM available. Nothing is easier to tailor to your business, and at the end of the day, you're the one that has to be happy with it. ", "replies": [{"id": "e846z2u", "text": "I think REA was bought out by RealNex. I doubt it looks the same anymore. But I have heard the same thing from lots of people. REA was good and extremely purpose-built. Support was very spotty though.\n\nI also remember that thing M&amp;M but can\u2019t remember the name. I think they went out of biz. Marcus now gives agents Salesforce but the established guys shy away from it to protect their databases.", "replies": [], "depth": 2}], "depth": 1}, {"id": "e846jun", "text": "I have worked with several Salesforce-based tools and they are pretty good. The Force.com platform is solid and flexible too.\n\nFor BROKERAGE these are Apto and REThink.\n\nI hear a lot from Apto about new features and such, but I just knew someone who switched from Apto to REThink bc they said Apto wasn\u2019t able to support their users.\n\nFunctionally, however, I don\u2019t see a substantial difference between the two. Underneath they are quite similar.\n\nThere are a ton of smaller ones out there. ClientLook, RealNex, Ascendix, and others.\n\nWith any tool these days you MUST consider the API. I think all the small ones lack an open API so you can use tools like Zapier to connect to other systems. All Force.com apps have a robust API.\n\nAnother worth mentioning is HubSpot. While not specifically for CRE brokerage, it is super flexible and has a robust, free and open API. It\u2019s also free to start so you can test for your purposes very easily. I don\u2019t see too many people using it but I don\u2019t really know why not.", "replies": [], "depth": 1}, {"id": "e850r6l", "text": "Hubspot is great although pricey. Hubspot crm along with its market leading Marketing Automation software is an extremely powerful tool once setup properly. ", "replies": [], "depth": 1}, {"id": "e8cjprt", "text": "Microsoft Dynamics 365 is a great choice and probably one of Salesforce's biggest competitors. So it could be a good replacement for you.\n\nIt's a kind of do-it-all CRM and, being Microsoft, fits in nicely with Office (which I imagine you're already using, eg. Word, Excel, Outlook.) \n\nIt also connects with Power BI for analytics &amp; reporting. Importantly, from what you've said, it's also great value for money. \n\nYou can find more info [here](https://www.perfect-dynamics365.co.uk) on my company's site if you'd like to read up about it, or you can drop me a message.", "replies": [], "depth": 1}, {"id": "e8d62ji", "text": "My favorite CRM is Funnel CRM. we are using this CRM since start of this year.  It's a Simple CRM to Track leads, Manage follow-ups. Less data entry. More Sales. Funnel CRM is a cloud based CRM aimed for growing businesses, agencies, freelancers and consultants. Funnel CRM starts at just $10/m and Pro plan starts at $39.   \n\n\nyou can also signup for 14 day trial period from here.    \n[https://www.funnelcrm.co/](https://www.funnelcrm.co/)", "replies": [], "depth": 1}, {"id": "e8wy2v8", "text": "FYI for anyone in my shoes reading this, I decided I am going to give Clientlook a try.  Lots of great reviews and as a new CRE broker they give you 6 months for free with no commitment.  Figured I will give this a try and then after 6 months be able to make decision to stay with them or try another.", "replies": [{"id": "e9pudzl", "text": "How did you get 6 months? Online only 21-days free trial is available.", "replies": [{"id": "e9se0pl", "text": "If you look at the plans section there is a new broker section. If you\u2019ve been in the business less than 6 months they will give you 6 months free.  You just have to prove you are new. ", "replies": [{"id": "ea1ikuo", "text": "Thank you!", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "e91auox", "text": "I am a salesforce.com consulting partner, and have worked with big CRE names on leveraging the platform. It is a great platform to run a business and use as an ERP, but yea out of the box it will not help greatly with commercial real estate. That said, the way that it is customizable helps you generate higher profits than competitors stuck on a closed / opinionated tool.  Those tools are faster and cheaper but limit your ability to gain profit via automation and machine learning.\n\nWith Salesforce you can use the built in AI to tell you what deals are most likely to close and why without any programming.\n\nIt is a very expensive platform, and customizing it is expensive. So weigh what you want to do and how strategic software and automation and optimizing your business process is. If you just want to do what everyone else is doing, get a solution pre-built for CRE, either a Salesforce add on or another platform.\n\n", "replies": [{"id": "e91ljx7", "text": "Yes, I think cost vs the specific needs I have a purpose built crm is better.  I use Salesforce now with my development position. It\u2019s great but it\u2019s also been customized for our specific needs through the years which has not been cheap. ", "replies": [{"id": "e91m4te", "text": "Yeah its definitely expensive. If software won't help you make an extra 6-7 figures a year go cheap. ", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}]