1. Money
You can opt-out at any time. Please refer to our privacy policy for contact information.

Protecting Your Real Estate Contact Management Data

Have data exports on your hard drive in case of an emergency.


There are a great number of really good online solutions for real estate contact management. It's convenient to have access to your contacts and prospects from any internet computer.

From time to time we find that we've outgrown a system, or perhaps a newer and better one comes to market. If you want to change real estate contact management solutions, you'll need to export your contacts and prospects with all data fields in order to import them into the new system.

When you're looking at a system at the very beginning, find the import and export utilities and make sure that they facilitate easy export of all data in a standard .txt or .csv text file format. Almost any system will import these file types. If the only export method offered is some proprietary file format, you might want to look elsewhere, as your future use of the data may be severely compromised. In other words, don't get trapped into a system you'll have to keep because it won't output your data for import into a new system.

Another VERY important thing to do is the frequent export of your data onto your local hard drive and/or other backup media. Don't assume that this very popular online contact management solution is profitable and will always be there. It's a horror story you'll hear about now and then when a real estate agent finds that they can no longer log in to their solution because they've gone out of business. Having a recent export of your data stored will keep you from losing your biggest asset..

Part of the Contact Management Training Series - The Whole Series:

The Importance of a Good System
Contacts and Prospects - The Difference
Don't Use The MLS Solution
Protecting Your Contact Data is Critical
Using a Prospect Type Field for Efficiency
Sourcing Prospects for Profit
Using a Status Field to Help with Marketing

©2014 About.com. All rights reserved.