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Updated over 9 years ago on . Most recent reply

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Jeffrey Santos
  • San Pedro, CA
0
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How should i organize my leads?

Jeffrey Santos
  • San Pedro, CA
Posted

Hi everyone, i have a difficult task and that is staying ORGANIZE. I do wholesaling here in California, but i'm having a difficult time staying organize. When ever i think i have a lead i save the address on google drive but i want to know if there is a way i can save the address and a picture that way i wont forget how the property looks likes. Also any tips on how to keep track of the owner?? For example what if an owner doesnt want to sell at the moment, how can i remind my self to keep track of that particular owner? I know it sounds ridiculous but its difficult to keep track specially since i talk to alot of people. Thank you for your time. 

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1,023
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Jim Pellerin
  • Real Estate Consultant
  • USA
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1,023
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Jim Pellerin
  • Real Estate Consultant
  • USA
Replied

Sounds like you need a Customer Relationship Management (CRM) system. There are a lot of them out there. 

I use Base CRM. You can setup Leads and Customers. And there is a whole sales cycle you can define. The simple way I use it is I define the person as a Lead/Contact, and then I define the Property as a Deal. There is an interface to Gmail, and Google Docs. And you can track all your emails, phone calls, tasks, etc. You can also set reminders for future activities so you don't forget.

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