"For CRM I use Daylite software. I am a recent Mac and iPhone guy. Daylite integrates and syncs all that pretty well. There has been a learning curve but most of it I must admit is due to my laziness and procrastination of committing fully. I highly highly recommend using Matthew Bookspan - to help coach you on integration.
He saved me HUGE amounts of money and time by helping me integrate all of my data from different sources, and coach me on how to use it all efficiently. No CRM system is perfect, but I think Daylite is flexible enough to use however you want. But I must say I would never think of doing it without Matthew. Makes it real easy, coaches you via the web and on your schedule."
~ John Coley, Lake Martin Voice Realty
