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Survey: How do you manage your contacts and clients?

Posted by Justin Smith at 13 September, 2006, 4:36 pm

I thought it would be interesting to see how different agents and real estate professionals manage their contacts and clients. As you know this is a service based industry, and the better you can manage your contacts efficiently, the easier your life will be.

So, here is the survey. Just answer the questions in order, and if there are enough people that participate, I will publish the results in a later post.

1. Do you use a database management software like Act!, FileMaker, or other?

2. Do you use an “all in one” software package specifically tailored to the real estate industry like Top Producer or Agent Office?

3. Do you use a smart phone to manage contacts and appointments? If so, which model?

4. Do you use an email delivery system for your newsletters and updates like Topica, Constant Contact, intellicontact etc.

5. Is there an old fashion method that you swear by such as a rolodex or note cards?

6. Another effective method that I can’t think of???
Hopefully this will prompt some healthy discussion on contact management. We can all use help in this area, and the best way to do it is to help each other. Have fun!

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