How do you keep track of it all?

[Annette Hibbler]

Hi BP,

I have a long list of properties, clients and potential clients. I speak with many throughout the course of a day and was wondering if there was a better way to keep track of all this info.

I currently use a spreadsheet to keep track of properties and leads. I also use Evernote to help me keep track of more active leads, who I called and our last conversation, etc. The property spreadsheet gives me the specs for each listing, how much I've offered, any counteroffers, inspection findings, notes, quick claim or warranty deed, closing dates and much more. I also have a separate folder that holds all the photos we take of each property.

So, I was wondering if there is a better way of doing all this? Any suggestions?

[Dawn Anastasi]

There are CRM systems that could be used to keep track of those type of things. Essentially, a property would be an "opportunity" and a company would be a lead or perhaps a vendor. All CRMs have places to store notes and documents.