What contact management software to use

rdavis85 · 01-16-2008, 08:45 AM

What software do you use for managing contacts and mailing lists?

CHUMPS FROM OXFORD · 01-16-2008, 08:58 AM

I don't think this has ever been discussed before. This should be interesting...

healthagent · 01-16-2008, 09:25 AM

Excel

Newby · 01-16-2008, 09:33 AM

Originally Posted by rdavis85

What software do you use for managing contacts and mailing lists?

Lots of agents on here use Your Insurance Office and love the ease of use and great support from Frank. One agent AL3 hates Frank and hates Your Insurance Offce since he hates Frank. (P.S. Everybody else likes Frank and learns a lot from his knowlege.)

Some of the rest of us use ACT. I like how customizable ACT is and all the add-on features available for it.

healthagent · 01-16-2008, 09:37 AM

I use YIO for my clients and prospects who wants quotes. For for just raw leads I just use an Excel spreadsheet. When I call my leads and someone qualifies and wants quotes then they go into YIO.

healthagent · 01-16-2008, 09:38 AM

And I know we new messed up and said "YIO." I feel like it's a Money Python movie "HE SAID THE WORD!" which means we now have to listen to Als' diatribe

senior-advisor-indiana · 01-16-2008, 11:20 AM

Originally Posted by Newby

Lots of agents on here use My Insurance Office and love the ease of use and great support from Frank. One agent AL3 hates Frank and hates My Insurance Offce since he hates Frank. (P.S. Everybody else likes Frank and learns a lot from his knowlege.)

Some of the rest of us use ACT. I like how customizable ACT is and all the add-on features available for it.

When did Frank come out with My Insurance Office? I must have the old version.

I use YIO and am happy with the service and features.

Krono · 01-16-2008, 12:52 PM

Hand me the popcorn.

Munch...munch...munch...

senior-advisor-indiana · 01-16-2008, 01:37 PM

Al must be holding back?????

James · 01-16-2008, 02:06 PM

Now for the "Old School", can't go wrong with OCS and the point system.

GreenSky · 01-16-2008, 02:46 PM

Do I dare post anything?

Rick

James · 01-16-2008, 02:51 PM

Originally Posted by GreenSky

Do I dare post anything?

Rick

LOL, you that rascally rabbit that Elmer Fudd is looking for?

djs · 01-16-2008, 03:20 PM

Originally Posted by GreenSky

Do I dare post anything?

Rick

You are limited to saying how much you like SugarCRM, and how it has a robust database that requires being backed up every hour. Al then has to respond with how much better YIO is, since it's targeted at insurance.

Oh, I may have this backwards

Dan

Newby · 01-16-2008, 04:39 PM

Originally Posted by rdavis85

What software do you use for managing contacts and mailing lists?

Since AL isn't responding I'll do my best impression of him trying to sound unbiased about YIO.

Al- YIO is OK if you're a simple-minded twit with very VERY deep pockets. It costs a whole $295 and comming up with THAT kind of dough would mean actually getting out of bed and working.

I think you're much better off to use EXNUS 2008 which allows you to not only enter all contact data but track your own bowel movements and convert them to next weeks grocery list. And best of all ...it's FREE!

Frank Stastny · 01-16-2008, 04:41 PM

Krono,

Would you pass the popcorn please. I'd take another cold one also if it is handy.

The sequels are usually not as good as the original but this still might be somewhat entertaining.

senior-advisor-indiana · 01-16-2008, 09:59 PM

Nice impression Newby. Most of my clients track their bowel movements.

retread · 01-16-2008, 10:10 PM

Originally Posted by rdavis85

What software do you use for managing contacts and mailing lists?

Sorry, rdavis85, but if you are wondering what is going on with this post, the fellas are having a little bit of fun.

This subject has always led to a robust argument, so to get an answer, do a search and be prepared for a long list of posts.

senior-advisor-indiana · 01-16-2008, 10:15 PM

You can get YIO through me for $250 but you have to put all your contracts through me.

al3 · 01-16-2008, 10:41 PM

Originally Posted by Newby

Since AL isn't responding I'll do my best impression of him trying to sound unbiased about YIO.

Al- YIO is OK if you're a simple-minded twit with very VERY deep pockets. It costs a whole $295 and comming up with THAT kind of dough would mean actually getting out of bed and working.

I think you're much better off to use EXNUS 2008 which allows you to not only enter all contact data but track your own bowel movements and convert them to next weeks grocery list. And best of all ...it's FREE!

Why do I get the feeling that everyone here is a tuxedo... and I'm a pair of brown shoes!

I no longer post on tech issues in this venue since my opinion is not valued... it's ridiculed.

I'm not the brightest person in the forum but I know when people are laughing at me and not with me.

It's OK. I don't mind the ridicule, but I see no reason to take the time and use the brain cells to make the effort anymore to post on tech subjects. I would just get my ass handed to me (again) by Rick and Frank and Senior and Newby and a hundred and one others.

If the original poster (or anyone else) wants my opinion on database systems and CRMs... after 35 years in the computer industry... they can PM me.

I think that meets with everyone's approval. YMMV.

Al

senior-advisor-indiana · 01-16-2008, 10:50 PM

I am not laughing at Al. Really I'm not.