WINDSOR, Colo., Oct. 13, 2016 /PRNewswire/ -- When Susan Mogren resumed her real estate career in 2011 as a real estate agent, she found an industry profoundly changed by technology, on all fronts. It had been 20 years since she first earned her real estate license, and put her professional ambitions on hold to raise her family.
"My children were my tech support and when they launched, I was on my own," she says. "But I recognized that the right tools could help me as an agent, and enable me to provide the best service to my clients. The tools needed to be simple and set me up for success as an agent."
Topping her list: a contact management/CRM (customer relationship management) system. Mogren's goal was to build her business through referrals; to provide client buyers and sellers with such exemplary real estate services they'd enthusiastically recommend her to family and friends.
She knew there were several specialized real estate CRM solutions, which promised to help organize her career, and keep track of details and interaction with clients and prospects. Susan wasn't looking for any system, however. "It had to be user-friendly, simple to learn and operate, and economical," she explains.
"I was nervous about committing to a CRM because I like automatic pilot and ease of use. I found it hard to know what I would want from a system in the future, as my business grew."
After investigating all her options, Mogren found precisely what she wanted in RealtyJuggler from RealOrganized. "I asked colleagues, and got varied advice, read every testimonial on all types of CRM's and kept coming back to RealtyJuggler," she recalls. From what users said, it alone promised that rare combination she needed: an easy-to-use yet feature-rich solution, affordably priced at just $99 per year.
When she learned RealtyJuggler includes an expenses component, set up for how agents manage the many costs of this career, she was especially intrigued. RealtyJuggler's standing offer of a no-risk 90-day free trial convinced her to give it a try, and she hasn't looked back since.
"I dove in and immediately set up my expenses so I could track what I was doing and see how much it cost me to be a Realtor," she recalls. "Next I added everyone I knew to the contacts category, and use it as my address book, and keep notes and 'touches' in it. It easily allows me to export a full mailing list, or a defined category called 'seniors' or 'neighbors' to send out a smaller mailing." Her contact database now includes hundreds of names, and the more she uses RealtyJuggler, the more she benefits.
That's exactly what the founders of RealOrganized intended when they set out to provide the typical real estate agent with a single system for all his or her business needs. They designed RealtyJuggler as an integrated suite of modules for organizing and managing business finances, marketing, prospecting, documents and correspondence, with contact management/CRM at its core. They also built RealtyJuggler as a cloud service, so agents could always access their vital resources, regardless of device or browser used to connect to the Internet.
That's one benefit Susan did not anticipate when she started, running RealtyJuggler on her Windows desktop computer. "At that point I didn't even know I'd be using an iPad for real estate," she shares. "But when I bought one a year later, and discovered I could use RealtyJuggler on the road, too, the benefits really grew."
Now, as she travels across Massachusetts, she routinely searches and sorts contacts by town on her iPad "to see who I can drop in to see, and refresh my memory on kids' names and dogs' names. If they are not home I leave a small gift, take a picture of it on their front door step, and text them the picture so they know to look for it."
The tech support staff and RealtyJuggler's YouTube tutorials have helped her master different aspects of the program. She now "adds new prospects to the Prospects database at every open house," and recently set up the software to remind her the anniversary of her 'sold' contacts' closing dates.
"I've learned how easily I can export my mailing lists to my marketing people, organize my business, and prioritize my most important contacts in my database," she continues. "There's a lot it does for me, and I haven't even learned to use all its features yet.
"If I need help figuring out how to do something, and I have a time crunch, I call on their patient and friendly support team. They have the answers. RealtyJuggler is a great value and not overly complicated," Mogren says.
With all the ways Mogren now relies on RealtyJuggler, its financial management component remains her favorite feature. "I am hooked on the expenses category and how much easier it makes my life at tax time," she shares.
"For the past 3 years I have sorted all my expenses by category and run a report to give to my accountant at year end. Most Realtors® like to reduce costs to increase profits, and this helps me keep an eye on it," she says. "But whatever I need to do as an agent, RealtyJuggler helps make my job easier."
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SOURCE RealOrganized, Inc.