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Updated 10 months ago on . Most recent reply

AnnMarie Bacchus's profile image
AnnMarie Bacchus's profile image
AnnMarie Bacchus
  • Investor
  • from Miami
  • Member since Jun 9, 2023
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AnnMarie Bacchus's profile image
AnnMarie Bacchus's profile image
AnnMarie Bacchus
  • Investor
  • from Miami
  • Member since Jun 9, 2023
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AnnMarie Bacchus
  • Investor
  • Miami
39
Votes |
28
Posts
Starting Out

Do I need to use a CRM?

AnnMarie Bacchus
  • Investor
  • Miami
Posted

Should I use a CRM even if I have a PM? 

I’m conflicted if I need to use a CRM as an investor even though I plan on having a PM. Some books I read state it’s a good idea but not necessary, others say its a very good tool and consider it to be necessary. Looking for thoughts and opinions. Thanks ! 

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Patrick Jackson's profile image
Patrick Jackson's profile image
Patrick Jackson
  • Investor
  • from Orlando, FL
  • Member since Apr 25, 2015
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Patrick Jackson's profile image
Patrick Jackson's profile image
Patrick Jackson
  • Investor
  • from Orlando, FL
  • Member since Apr 25, 2015
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Patrick Jackson
  • Investor
  • Orlando, FL
99
Votes |
301
Posts
Patrick Jackson
  • Investor
  • Orlando, FL
Replied

One of my first investments when I started 18 years ago was to invest in a scalable , versatile CRM. Haven’t looked back since. It’s been my foundational platform. 

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