(778) 668-9320 scott.dawson@verico.ca

Today’s YYRREChat was a huge success! We had a record number of participants and a great discussion going on. If you missed out on today’s chat you can see the full transcript here. I also encourage you to check out the Twitter list of participants in the weekly #YVRREChat and connect with them on Twitter and offline.

This weeks discussion was CRM’s (Customer Relationship Management), scheduling and organization. We had tweets flying fast and furious with each person recommending some great solutions they use for their day to day business. I took the time to compile a list of applications, websites and tools that everyone recommended on today’s chat so it will be easier to find a tool that might help you become more organized and efficient in 2011.

If you have a program, product of piece of hardware you can’t live without feel free to leave a comment and I will add it to the list.

Mobile Solutions:

  • iPhone Contacts – Contacts is the built in contact program on the Apple iPhone you can also setup contacts to sync with your Google Contacts
  • iPhone Calendar – The built in calendar on the Apple iPhone just like with contacts you can also setup the calendar to sync with your Google Calendar
  • 2do iPhone/iPad App – Available on the iTunes App store for $6.99, 2do app was designed to work around your fingers. 2Do surrounds you with your projects and actions, grouped the way you like them, sorted the way you need them and reminding you at the time you want them done.
  • iPhone Notes – A simple note taking program on the iPhone. Notes also allows you to email your notes and also sync them with your Mac via iTunes.
  • Remember the Milk – A task management program for the iPhone and Android.
  • CRM’s

  • Sugar CRM – Commercial open source customer relationship management (CRM).
  • Gomax Solutions – Subscription based CRM and website for mortgage brokers.
  • Solve 360 CRM – CRM to help manage your client interactions and keep your team coordinated
  • Salesforce – Cloud based CRM
  • Ixact – Online contact management system for Realtors and Brokers
  • Web Solutions:

  • Gmail – Free online email accounts which has great spam filters and search capabilities.
  • Google Calendar – With Google Calendar, it’s easy to keep track of life’s important events all in one place.
  • Tungle – Tungle.me is a scheduling application that syncs with your existing calendar.
  • Cloud Based Document Management

  • Google Documents – Create, share and store documents online.
  • Dropbox – Dropbox allows you to sync your files online and across your computers automatically.
  • Software:

  • Microsoft Outlook – Email and Calendar software from Microsoft.
  • Microsoft Excel – Spreadsheet software from Microsoft.
  • Email Newsletters

  • Mailchimp – Online email newsletter marketing service. If you get my email newsletter I use Mailchimp to send it.
  • Old School

  • Pen & Paper – Sometimes the best solution is the simplest.
  • Thanks again to all those that participate in our Twitter chats and I look forward to next weeks chat.