Contacts to Contracts

Does Everyone Need a CRM? NO! Unless - you want to grow your business while having more of a life with: less stress less mistakes better service less staff more compliments and more referrals!

What We Will Cover Auto-population of leads Lead notification Buyer searches within CRM Mobile capabilities Follow-up media Social media E-mail storage with contact E-mail backend capabilities AddressTwo WiseAgent IXACTCONTACT Top Producer Leading Agent

Auto-population of Leads Web form customizable or limited fields? Relationships with whom? E-mail parsing re-route the e-mail to your CRM This is the kind of thing that enables you to put off getting an assistant longer!

Lead Notification How are you notified of a new lead? Email and or text How/where is the lead displayed? Have to do a search? Special section to display Get leads quickly and respond quickly!

Buyer Home Search Can you store buyer preferences? Can you then search against those preferences?

Mobile Capabilities Type of phone interface: Sychronization Shared database - exchange service Mobile user interface View lead on phone?

Follow-up E-mail Drip Campaigns Activity Plans Postal Mailings

Social Media Facebook Twitter LinkedIn Google+ Klout

E-mail Storage Stored or just viewable? With Contact? With Transaction Forward or BCC Works with any e-mail Works with Gmail Works with Outlook

Evaluating E-mail Results Backend included in CRM? Maximum per month? Third party e-mail service - Additional fee? Unsubscribes register in contact screen of CRM?

Comparisons and Hot Features

$34.95/mo./license $49.95/mo. includes e-mail backend & campaign manager Auto-population of leads: Web form Customizable E-mail parsing Yes - $195 if not already set up Hubspot set up Lead notification E-mail Yes, Text No Leads display on desktop as new leads Buyer preferences Store preferences No Search preferences No

Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Lead on phone No Follow-up Capability to build action plans but none included Social media interface None E-mail storage Addy adds e-mails by forward or BCC E-mail backend Robust with add-on for $15/mo.

Address Two Mobile User Interface

Auto-population of leads: Web form not customizable 8 fields Zillow Tech Connect Yes E-mail parsing coming very soon Lead notification E-mail Yes, Text no Leads display on home screen/desktop view Buyer preferences Store preferences yes Search preferences - no $34.95/mo./agent $24.95/mo./assistant

Phone Interface: Phone s native address book and calendar share data from exchange service Lead on phone - no Follow-up Drip campaigns, Activity plans, Newsletter Social media interface None E-mail storage Forward or BCC Coming very soon E-mail backend Best in Class! 1,000 Mass e-mail/mo. free

How leads appear on desktop

Options to handle incoming leads

Blast e-mail backend - Best in class!

Monthly Newsletter

$24.95/mo./agent up to 5 users but must share everything $24.95/mo./assistant Auto-population of leads: Web form Best in Class! Customizable Zillow Tech Connect Yes E-mail parsing No API available for any web site vendor Lead notification E-mail Yes, Text Yes Lead displays on home screen/desktop view as new call Buyer preferences Store preferences Yes Search preferences - No

Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Lead on phone Shows as new call due Follow-up Drip campaigns, Activity plans, Customizable Newsletter Social media interface Best in Class! Facebook, Twitter, & LinkedIn very interactive E-mail storage Rapportive enables quick copy/paste into WA contact notes E-mail backend Using free MailChimp up to 2,000 contacts or paid Constant Contact

Social Media Interface - Best in class!

WiseAgent Mobile User Interface

WiseAgent - Partners Best in Class!

Currently - $34.95/mo./license Auto-population of leads: Web form Customizable Zillow Tech Connect Yes E-mail parsing No Auto-populate from 86 different lead gen pages & web sites, FiveStreet lead distribution Lead notification E-mail Yes, Text Yes Lead displays in Sales Pipeline on desktop & phone Buyer preferences Store preferences Yes Search preferences Yes

Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Best in Class! Lead on phone Sales Pipeline prompts note and follow-up Follow-up Drip campaigns, Activity plans, Customizable Newsletter Social media interface Facebook & Twitter E-mail storage View with any IMAP enabled e-mail client or use TPs internal to store E-mail backend Unlimited free with no backend, Free MailChimp up to 2,000 contacts, or Bomb Bomb

Currently - $34.95/mo./license

Top Producer Social Media

Top Producer Realtor.com Interface

Top Producer Buyer Preference Search

Top Producer Mobile User Interface Best in Class!

Auto-population of leads: Web form Customizable E-mail parsing Yes Lead notification E-mail Yes, Text Yes Leads display after clicking on graphic Buyer preferences Store preferences Yes Search preferences Yes $50/mo./license

Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Lead on phone No Follow-up Workflows most powerful but only four drip campaigns set up Social media interface Facebook & Twitter E-mail storage View with any IMAP e-mail client or use TPs internal to store E-mail backend Using free MailChimp or Bomb Bomb

Leading Agent Mobile User Interface

Best Good of luck finding luck! the right solution for your needs! If you need help contact me. That s what I do! Gary@GaryDavidHall.com http://garydavidhall.com 215.813.2495 or Toll Free on my Web site!