The Bottom Line
Pros
- Simple to use once you learn it.
- Input to database via direct entry, email or voice.
- Drip email and follow-up scheduling built in.
- A lot of bang for the buck.
Cons
- Learning curve can be frustrating, as documentation could be simpler.
Description
- Customer Relationship Management with multiple methods of information entry.
- Send new contacts or other information to the database with email. Forward email to the system to associate with a contact.
- Send messages with your cell phone to the system for later action.
- Track activity/opportunity separate from the contact. One contact can become multiple leads, such as buying and selling.
- Event templates for follow-up and email drip campaigns with template emails.
- Use event templates to quickly set up a schedule of transaction management tasks.
- Receive daily email of your day's activities, as well as a separate list of any overdue tasks.
- Forward emails for association and filing with a contact by sending to an email address with their name in it.
- Strong search functionality to locate information in a number of ways.
Guide Review - Online Real Estate Customer Relationship Management - A Review
I can't remember where I first saw Heap WBP Systems, but it was a good find. In the real estate business, we track a lot of information about a lot of prospects, contacts and customers. Some of us spend more time managing contacts and data than we do making constructive use of it.Heap titles their home page "Manage Your Customer Relationships Simply." And this really is a simple system...once you learn it. I had some frustration with their help documentation and instructions, as they obviously are true geniuses at databases and business. However, they could explain it a little easier to us normal people.
That said, I am very impressed and will continue to use the service for the foreseeable future. At $9 per month, you get a lot of flexibility and power. I've hit the features above, and the fact is that I find the abilities to get information into the system, locate it, and get it out are all very handy. The great value to Realtors is in the follow-up systems. You can create numerous "Event Templates." These are a series of events which you want to occur at pre-set intervals. This includes reminding you to email or call a prospect or customer, as well as email templates for fully automated drip email campaigns. Once a new lead or customer is entered, you can activate one or more of the templates and all the prompts, events and automated emails will be placed in the calendar. When the system sends out an automated email, it is checked off as complete.
Contact information, messages and data can all be sent to the system via email, without logging in. You can also send messages to the database with Jott.com on your cell phone. There's more, but you'll just have to take the 30 day trial and play with it to see if this solution is for you.
