I’m a huge fan of 37 signals and their suite of products. None of them are geared specifically for real estate agents, but the products works so well (and are gorgeous to boot) that I find myself looking for ways to use them for real estate.
One tool, Highrise, is their CRM for managing contacts, “cases”, “deals”, notes, tasks, etc. One feature has kept me from using it as my single, CRM solution for real estate. It does not have the ability to define a preset list of tasks or task templates.
It’s pretty simple, you create a template of tasks using their control panel. Then, when you’re ready to apply a task template to a contact, you login (just stay logged in), search for the contact, and apply the plan.
Voila! The list of tasks has been added to the contact. Why hasn’t 37 Signals included this natively? No clue. There’s already a huge list of people dying for this feature, dating back since 2010.
You can sign up for a free 30 day trial using your subdomain name with Highrise, and your API token (found in the settings area). There is an option to sign in using your Highrise username and password, but I suggest using your API token in case anything funky happens and you need to cancel. You can easily reset your API token in Highrise for security purposes.
Other Features and Pricing
You can also do a few additional things like place all your contacts on a map, find duplicates, and even apply task templates to “cases”. I don’t find these features nearly as useful as the contact task templates, however. That would be the single most awesome reason to use their service.
Unfortunately, the service isn’t free. For $5 a month, you can have one user sign in to add templates to tasks and cases. This is all you really should need, but just in case, they offer more expensive monthly options for 2 and 3+ users up to $13 per month.