Picking a CRM system for a commercial brokerage
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[{"id": "ff43qdj", "text": "I\u2019ve been checking out Hubspot and am pretty impressed.", "replies": [{"id": "ff4qm3l", "text": "We just switched from Pipedrive. From a pure CRM standpoint Pipedrives MUCH better. But HubSpots marketing suite is tough to beat and we wanted it all under one roof.", "replies": [], "depth": 2}], "depth": 1}, {"id": "ff45ve4", "text": "Big fan of pipedrive. Very user friendly and cheaper than most", "replies": [{"id": "ff46w6p", "text": "What is your role and what do you like about it?", "replies": [], "depth": 2}, {"id": "ff4qj5g", "text": "Agreed. Really like Pipedrive.", "replies": [], "depth": 2}], "depth": 1}, {"id": "ff48uvq", "text": "It depends on your needs. We used infusionsoft. Before that Pipedrive, but you can do alot with proper data management in Google. We picked Infusionsoft (now Keap I think) because we wanted multiple databases with tracking (notes, etc) - a phone app - and then we were already paying into Email marketing - this CRM has a backend automation setup so we were able to eliminate Zaiper and our email services (put them under one). It was $299 to start with then $30ish a user. You can negociate that though. It also allowed me to easily bill the Brokers on what they purchased through Marketing (just treated them like clients).", "replies": [], "depth": 1}, {"id": "ff4a9n8", "text": "What kind of brokerage? Leasing? Sales?", "replies": [], "depth": 1}, {"id": "ff4c7se", "text": "I am a junior agent on a team with 3 other brokers, a financial analyst and a marketing coordinator. The 2 senior brokers are somewhat old school so they do not use a specific CRM but have built their own system of Outlook, Excel and Dropbox that works well for them. I have tried to get them into pipedrive as their team function is supposed to be pretty great but it hasn't happened yet\n\nOur company provides Salesforce for agents but I find it to be clunky and not very user friendly. Pipedrive on the other hand makes it very easy to add deals, people, and organizations to your database. Each deal can be customized with different data points and set up to flow through whatever stage the deal is in. For example: when I call a potential client and set a 1st meeting with them I will create a new deal, name it and add in details such as notes on the convo, info about the building and info about the owner. Then I'll add an activity that is attached to that deal such as \"follow up call/email\". Whenever it is time to do said activity it pops up on my Activity page along with anything else I need to do that day. Once I get financials I move the deal to that section of my pipeline and keep moving it until the deal comes to a point where I can't move it anymore (proposal but no listing, listing, closed deal, ECT...)\n\nI only pay 15$ a month for the basic package but if you have the funds and want to go to some of the higher tiers you can get a bunch of different features (email link, phone link for call counts, ect...)\n\nIf you've got more questions feel free to ask away.", "replies": [], "depth": 1}, {"id": "ff4pl5u", "text": "There is a special package for Salesforce called ReThink CRM. Its a completely custom crm focused on commercial real estate on the force.com platform. It is one of the only CRMs focused on solely commercial real estate.  If you end up going that route and want helping implementing it/doing some customization to the org to fit you needs please let me know. I have spent all of last year doing it for a small brokerage in Austin, TX and would be happy to help you do the same. I work part time as a Salesforce consultant and can help you do implementation, workflows, general admin, or consultant work.", "replies": [], "depth": 1}, {"id": "ff52cex", "text": "Apto", "replies": [], "depth": 1}, {"id": "ff5te9q", "text": "STREAK ... if you're a gmail user", "replies": [], "depth": 1}, {"id": "ff7drd7", "text": "I use Prospect Now. What product type are you working for Commercial Real Estate?", "replies": [], "depth": 1}, {"id": "ff9ow4q", "text": "if you actually use the other tools in realnex it is awesome but the actual crm is pretty average. hubspot is free but not much to it. personally i love the OM builder on realnex so i am just sticking to that. i found apto to be very complex and not user friendly at all but they seem to be the most popular.", "replies": [], "depth": 1}, {"id": "fff16na", "text": "This will answer all your questions:\n\nhttps://vimeo.com/339470942/f27a952aff?fbclid=IwAR3DuWqAyskE2ffztnJRzkeiyxT8osaid58f5jwqap8ulX7Y5NGmYrceWtc", "replies": [], "depth": 1}]