I’m a real estate agent in Australia looking for a user-friendly CRM system for cold calling. I need something that can:
Make call lists
Track call outcomes
Sort leads based on responses
Manage follow-up tasks (like sending letters)
Monitor performance metrics
I’m calling folks in target areas about new listings. My goal is to build rapport and grow my client base. I’ve tried Notion and Monday.com, but they weren’t quite right.
Any suggestions for a simple, non-technical solution? I don’t want to mess with APIs or coding. Thanks for your help!
hey mate, have u looked into Pipedrive? its pretty straightforward n good for real estate. tracks calls, sorts leads, n does followups. no fancy tech stuff needed. i use it for my biz n its ace. might be worth checkin out for ur cold callin. goodluck!
Hey there! Have you checked out HubSpot CRM? It’s pretty user-friendly and might suit your needs. I’m curious, what specific features are most important to you? And how many calls do you typically make in a day? It’d be great to hear more about your workflow to suggest the best fit!
Have you considered Salesforce Essentials? It’s tailored for small businesses and real estate agents. While it might seem complex at first, it’s actually quite intuitive once you get the hang of it. I’ve been using it for my real estate work, and it ticks all your boxes - call lists, outcome tracking, lead sorting, task management, and performance metrics. The mobile app is particularly useful for on-the-go updates. It’s a bit pricier than some alternatives, but the robust features and reliability make it worth the investment in my experience. They offer a free trial, so you could test it out without commitment to see if it suits your needs.