Real Estate Client Database Software

I wish active campaign integrated with space craft. Review collected by and hosted on G2.com.

Make sure the software integrates with your current web software. Review collected by and hosted on G2.com.

Establishing a sales funnel. Connecting and reconnecting with clients and contacts. Review collected by and hosted on G2.com.

Too complicated to use, and very expensive. I feel guilty for not using all of the features and dumb for not know how to use them Review collected by and hosted on G2.com.

If you have someone talented and willing to learn to use HubSpot, it is an absolutely amazing system. For the individual user, however, it is too expensive and too difficult Review collected by and hosted on G2.com.

Integration and automation of various social media, CRM and back office functions Review collected by and hosted on G2.com.

Nothing disliked so far. Perhaps a few case studies in addition to the testimonials would make it easier (faster) to be convinced. Not easily found online - the big players (Sales Force, ZOHO etc) dominate CRM search enquiries. Review collected by and hosted on G2.com.

Take advantage of the free 30 Day trial period before committing to far more costly alternatives.

Consider your needs and the features of a CRM that you need. Review collected by and hosted on G2.com.

A mounting number of client and prospect contacts needed to be managed and brought under admin control. Scheduling re-visits and maintaining note taking (records) for each contact was a priority. Review collected by and hosted on G2.com.

As with any system, there will always be something it is weaker in. This is not the kind of program to build SEO with. The platform is many other great things and it includes a blog section but isn't the best set up for creating SEO. Review collected by and hosted on G2.com.

KvCore is a great tool, but as with anything, it isn't a magic wand. You can use it as tool to build your business and it will help you do that, but it can't do it for you. Review collected by and hosted on G2.com.

I have found it to be very useful in recruiting new agents. Having a good CRM with auto email, texting and reminders of calls has proven to be a great asset. Review collected by and hosted on G2.com.

There is nothing about the program that we dislike at this point in time. Review collected by and hosted on G2.com.

Great product at a great price point. Review collected by and hosted on G2.com.

Lead management, Appointments, Follow-Up reminders, communication logging, email and some sales automation Review collected by and hosted on G2.com.

I really wish there was a better listing management tool - a way to effectively manage active listings, marketing, and seller communication. Review collected by and hosted on G2.com.

If you are considering making Boomtown your new CRM, you MUST take advantage of all the training to fully appreciate everything this platform has to offer. Review collected by and hosted on G2.com.

We desperately needed a CRM that our agents would actually USE. Our agents love the interface and actually go in and update contacts on a regular basis. This is the first time, in 20+ years, that we have had such high-level agent participation in our CRM - which is IMPERATIVE for a well-ran real estate team. Review collected by and hosted on G2.com.

We are frm the DACH region and I would like to have a german-speaking support for the software for our collegues. Or german-speaking webinar-videos for the usecases for all of this functions.

The second thing that I have missed was a pre-defined setup for a business, that is related to individuals instead of companies. It took a lot of initial affords to rearrange all the Account / Contact - Structure of the programm for using pipeliner as CRM for "human" clients meanly and not for company-accounts. Review collected by and hosted on G2.com.

Try it. It´s a very intuitive software. Review collected by and hosted on G2.com.

The customer-database ist totally clean since we use pipeliner. We have had so many Excel-Sheets, Access-Sheets and self created forms and files before. I don´t miss this time.

With more staff we cann easily manage processes and customer relations with pipeliner. Unfortunatly we don´t use the full power of all functions. But we are learning daily... :-) Review collected by and hosted on G2.com.

We opted to have the website option for a custom website. Overall we like the look of the site and it is easy to manage. However, the home search functionality needs improvement. The search tool is not intuitive and is not feature rich. We are hoping to see some improvements to this feature. Review collected by and hosted on G2.com.

This is a reliable system that offers a good set of features and is also very reasonably priced. Their customer service and support is really good - I have used both their phone tech support and their videos to resolve questions or issues and have been pleased with the results. I would recommend taking a look and doing business with them if you find their system meets your needs. Review collected by and hosted on G2.com.

Lead tracking is always the hardest thing to keep up with. So the CRM is helping us to auto-capture leads from the website and from our Realtor.com leads that come in. This means less data entry and better tracking.

We also use the social media posting service which is feeding content to some of our pages to help drive traffic. That helps free up our time from having to either generate content ourselves or find sources and do the posting. Review collected by and hosted on G2.com.

For us, it's more about being able to integrate our marketing outreach as well in a more cohesive manner. Adding more features that will help us have a holistic approach in reaching our customers and not relying on others (ie Infusionsoft, ActiveCampaign) then that addition will definitely help a ton. Because currently our sales team and accounts team definitely find it valuable but I would also love to live in a day where the marketing team also heavily relies on it for our email outreach to potential customers/clients. Currently, it does suit a lot of small to medium businesses however if we're to recommend it to a growing company like ours, then additional features are definitely needed so Copper can cater to the needs of bigger businesses. Review collected by and hosted on G2.com.

IF you're already in G Suite and had experienced a lot of hardships in maintaining and managing your sales pipeline and customer relationship then Copper is definitely for you. It's value for your money and adapting your team to it will be a breeze. Review collected by and hosted on G2.com.

We are able to really see the customer journey clearer with Copper. We also see within a few clicks the health of our sales pipeline. Review collected by and hosted on G2.com.

I dont have anything highlighted to say as this is a great tool for my business growth Review collected by and hosted on G2.com.

I am solving multiple problems with the help of this crm starting from following up with the leads and if any of my employee leaves the job, I can easily allocate the leads that was taken care by them to other person in minutes and since this has got the facility to records the complete history of communication happened with the lead, it will be really easy for the new employee to take it further without having to start from the beginning. And it does mutliple functions like project management, task management, invoice creation and payment management, etc., Review collected by and hosted on G2.com.

It is suitable for both mobile devices and desktop PCs, we are a very versatile work team and we give ourselves the opportunity to work through our mobiles, being able to solve any need from wherever we are, but we do not have all the tools functionalities that the desktop version does offer us, can be a disadvantageous feature, in this way we try to make the most of both provisions taking into account their offers and limitations. Review collected by and hosted on G2.com.

With this powerful software you have the possibility to obtain more productivity and balance working hours. This is made possible by adding powerful CRM functionality to all applications that are used in the business every day, having the ability to fully combine with Gmail, placing the full-featured CRM alongside emails, as well as being you can dock with other G Suite apps, LinkedIn, and more. It is a very powerful tool with functionalities suitable for the entire organization and any department that makes it up, especially the sales, marketing and customer service teams, who are most benefited from the strategies that may arise from its use. Review collected by and hosted on G2.com.

We now make the hard work much easier, we can share emails, templates and offers, organize tasks and track team performance achieving much more effective collaboration, we generate reports and in turn forecasts of the actions taken and steps to be taken. continue to later automate the routine tasks of each member of the work group. We complete any record with different fields to manage various processes necessary for our day to day. Review collected by and hosted on G2.com.

The most basic issues associated with Nimble is that it does not grantee us whether the email has reached the concerned client or not. Further while sending the messages, I am always restricted to certain applications only. In addition I think more new features should be associated with it, it is a one feature tool yet. Review collected by and hosted on G2.com.

Nimble is so far the best ever tool for the beginners to strengthen their customer relations. It will help to grab more business possibilities, through its quality services you will always equipped with the right piece of information and forget the double checking. Review collected by and hosted on G2.com.

I am unlashing the marketing world through Nimble that offers storage for the important contact’s information through the different social applications. This tool has widened my horizon of social interaction that has also affected my business, more people more requirement. Review collected by and hosted on G2.com.

Occasionally, we have to await a bit for support on an item that is not with FAQ due to their HQ in EU. They have resolved every question and offered ideas to streamline our workflow. Review collected by and hosted on G2.com.

Using Salesflare, we've launched and restructured multiple sales teams. We've managed the onboarding and offboarding of team members - ensuring that the clients and prospects are properly managed throughout the process. Review collected by and hosted on G2.com.

I have not found any downsides to Brivity. With any technology, it does glitch every now and then. Review collected by and hosted on G2.com.

If you don't have a CRM, then you definitely need to spend the time to talk with a sales rep. If you do have a CRM, take a side by side comparison and I believe that Brivity will have more features than any current CRM that is out there. They have great customer service and I recommend you watch any of their videos or masterminds. Review collected by and hosted on G2.com.

Staying in touch with database, communication with admin and team members and transaction tasks and documents all in one place. It's a one stop shop and a great way to stay organized and we can continue to grow with it as a team. Review collected by and hosted on G2.com.

Customer resolution is completely unresponsive. I have been trying to get an issue resolved and have had an active case open since October 2020. I have been told each time by customer success reps that "I can't believe no one has called you back yet, I will leave a message for the manager right now and you will get a call back today." I'm starting to believe that there are no managers! Review collected by and hosted on G2.com.

I purchased the company from my broker. I have a new tax ID number and therefore need a new Appfolio account open and all of the accounts downloaded to the new company. Really confused why this is so difficult. I'm sure a different company would be happy to open a new account for me! Review collected by and hosted on G2.com.

The only thing I don't like is the inconsistency of data that gets sent back about your open rates when you send out a tracked campaign. Sometimes you can't tell if an email got opened or not. Review collected by and hosted on G2.com.

The more info you add to it, the better it works. Review collected by and hosted on G2.com.

Pipeline deals helps me keep all of my contacts organized and helps me keep track of the multiple deals that I have going. It's been a really useful tool. I like being able to send and receive emails from it as well. Review collected by and hosted on G2.com.

One should not dislike any tool as long as its profitable and easy to manage. You can have different thoughts on pricing and other reliability issue but so far we have nothing to complain about. Review collected by and hosted on G2.com.

We recommend this tool for the newly established businesses and those who are already using other tools, can also go for a trial with their database. It will be a superb experience for sure. Review collected by and hosted on G2.com.

Our sales team has got its advantage in lead synchronization and re-targeting for the conversion. Our client base is not specific to any industry so its further easy to create a DB for the sales uses. The appointments and client meetings have never been that easier. In all, it has resolved many problems for us. Review collected by and hosted on G2.com.