I have used Top Producer for years but it is more costly than others and does lack some things. I haven't seen one that I think is perfect and the best one is the one you will use. I'm currently transitioning to KVCore because I get that at no charge with my company and they are consistently making it better and better but it is also a lead generation site with landing pages and squeeze pages. On your own it would be pretty costly. I have heard good things about WiseAgent.
If you have any questions on either of these systems, I'm more than happy to answer them.
I use Contactually through Tom Ferry~ It's user friendly and you can upload all of your contacts to a CSV file where I believe some brokerages that offer a CRM have the right to keep all of your contacts. Contactually has multiple options for follow up capturing best practices. Of course, the BEST CRM is the one you will use.
We just signed on with Chime. So far it is way more powerful than we can tackle. Customer support has been lacking. I think once we get fully trained, it will be great.....whatever you choose, commit and get as much training as you can and just make yourself use the tool. Let me know what you decide. I hope you have a fabulous experience.
I was a bit lost until I started using Top Producer.
There are many CRM programs out there, but this was the first one (as far as I know...using since 1997) that was designed specifically for Realtors. Too many features to review here, but the two items I love are the ability to keep notes on past clients and I can view from any computer, any device, any time.
Mark McNitt MarkKnowsHouston.com 832-567-4357 Bernstein Realty