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Lol, thanks everyone for your recommendations. I really appreciate it.
FYI, You can get a discount on Radius Bob through a couple of the uplines here. I think I get mine from Todd King, I think. Lee
One Person Agency
- Thread starter sirk123
- Start date
FYI, You can get a discount on Radius Bob through a couple of the uplines here. I think I get mine from Todd King, I think. Lee
- 742
Google Drive is a good place to start, and free. You can create forms, sheets, documentation etc. You can tie it all together with your calendar and contacts. There are agents I know that 100% of their client is inside of Drive. You will need to upgrade to a paid service like RadiusBob at some point to take advantage of more traditional CRM features though.
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I have used Radius BOB for a few years now and it is quite good for the cost. It started out at $24 per month and recently increased to $34. A lot of nice features like blast email, lots of data fields for tracking, easy to look up and tag clients with different fields. Certainly worth a look.
Wino, I'd like to see if I can get a better deal through one of the folks gere. You say Todd King? Anyone else you know of?
Thanks.
- 26,171
Honestly, I do not remember who I have it through. I have had them for years. I believe it is through Todd. But that may be the FEXQuotes discount.
- 17,077
For a one man agency (in my case husband and wife agency) it's still hard to beat the ACT database installed directly on your PC.
InfinityLeads
Super Genius
The free version of Hubspot and Google Docs like Ninja said.
MoneyNirvana
Super Genius
- 102
i started out with FREECRM years ago until they just couldn't afford me no more & had to let me know that i need to dole out $$$$ or else??????
Beware of the FREE CRM or One Person AGency.
Beware of the FREE CRM or One Person AGency.
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