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How To Run Your CRE Business From an
iPadBy Craig Johnson, CCIM, and Sue Suredam
An Oregon/SW Washington CCIM Chapter Presentation
• Constant Internet Connection
• File Management App
• Property Research App
• Ability to Attach Files to Email
• Ability to Open and Read Files From Email
• CRM APP
Necessary Tools
Useful Tools
• Presentation App
• Video Editing Tools
• Note Taking Tools (Replace the Legal Pad)
• Note Aggregating Tools
• Document Creation And Editing
Constant Internet Connection
• Necessary for most Apps To Work
• Cellular Enabled iPad Good Choice, 3G, 4G
• Personal Hotspot Also Good
File Management System
• Dropbox (my favorite)
• Skydrive (Microsoft)
• Box.com
• Google Drive
Property Research App• Costar Go
• Loopnet
• Xceligent
Email Capability• Ability to Attach Files and Open Files
• Apps That Will Facilitate This Include Drop Box, PDF Reader Pro, Pages, Numbers, Slide Shark, Key Note
Customer Relationship Manageament APP
• Bento (Apple)
• Act (iTract For Act! App)
• Real Hound (Web Based)
• Client Look (Web Based)
Presentation Apps
• Keynote: Apple App used to build presentations right on the iPad
• Slide Shark: Great App for showing PowerPoint Slide Presentations created elsewhere
Note Taking• Note Taker HD: Great App
For Replacing Your Yellow Legal Pad
• Notes Plus: Similar to Note Taker HD
• Evernote: Terrific App For Assembling Notes in a Number of Different Formats, and Synching to Your Phone and PC
Document Editing and Creation
• CloudOn: Creating and Editing Word, Excel, and Power Point Files
• Documents to Go: Creating and Editing Word, Excel, and Power Point Files
Summary• Can Do Almost Anything On An iPad (or
Tablet PC) That You Can On A Laptop or Desktop
• Create and Edit Information On The Go and Speed Up The Sales Process
• Use Down Time Away From The Office More Effectively