What crm/marketing platforms are you using for investment sales?
Sorry in advance if this has been posted already. I am currently using Realnex navigator for my crm and marketing tools. I like the OM publisher (market edge) but the crm and the email campaigns are not great. I find them to not be user friendly at all. I am curious to know what software brokers are using. Currently looking at pipedrive for crm, vertical reaponse for email campaigns and creop for OM creation. TIA
[{"id": "hvavr7l", "text": "I recently stopped using RealNex after many years. It\u2019s come along way from when it was downloaded by disk onto one computer but I agree it\u2019s really not user friendly. I also had numerous occasions where the Outlook sync duplicated my contacts and calendar. Also looking for a new crm just using Outlook for now. Im using The AnalystPro for financial analysis and marketing. Planning on looking into Clientlook for CRM. They have integration with The Analyst Pro, Outlook and Mail Chimp.", "replies": [{"id": "hvawq7i", "text": "What does analyst pro cost? You can build OMs with it correct? I took a glance at client look and it does not look to have a user friendly interface. Pipedrive is not technically for cre but it can be tweeked to serve its purpose. I am planing to talk to buildout but it is saying it requires full brokerage adoption so thats a pass for me. Would love to hear your thoughts on client look or any others you check out.", "replies": [{"id": "hvb0isf", "text": "$600 a year for annual. May be a discount if your CCIM or CCIM Candidate. Yes you can create OM\u2019s and brochures etc. I like their financial analysis tools particularly if your working on investment deals. I used Buildout with a previous company and wasn\u2019t a fan. RealNex is probably still the most fully integrated platform but it really needs to be streamlined. I looked at Clientlook a few years ago at the time it didn\u2019t make sense to change and from what I remember they didn\u2019t have Outlook integration at the time. I use Office 365 so Outllook integration is critical to me.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "hvb0z6a", "text": "Thats cheaper than creop. I will check them out.", "replies": [], "depth": 1}, {"id": "i96bzdq", "text": "I work at SharpLaunch [https://www.sharplaunch.com/](https://www.sharplaunch.com/). Our marketing software has an CRM that also integrates with Salesforce (and CRMs built on Salesforce) and Hubspot.\n\nWith our solution you can build property websites, send emails, track your website performance, facilitate communication through a secure document portal. Here's a live example of our recent client: https://adelphicre.com/properties/paseo-verde/", "replies": [], "depth": 1}]