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Updated almost 4 years ago,
Best CRM for tracking prospecting effots
Hello BP community,
My wife and I are investing time and money into lead generation in the south SF bay area. We have been doing driving/walking for dollars and creating a customized list of homes we want to target (homes in disrepair in key neighborhoods). We have a business plan and a JV partner to do the flip. We have an attorney, a CPA, a contractor, and a seasoned local realtor in our network. As more leads come in (with more time/effort/money), our goal is to triage leads into listing the home on mls (once I have my RE license), holding and renting, assigning the contract, or flipping. I am the process of waiting to write my RE license. Can you all help me in recommending a good CRM for monitoring a prospecting campaign that includes direct mail and seo to start (likely to expand/change as we learn and grow)? I signed up for a free trial of a CRM but it was geared toward nurturing leads, not prospecting. Another point to consider is that once I get my RE license, the broker that I choose (currently leaning toward eXp) will likely provide a CRM. Therefore, whatever CRM that I choose should be able to export the progress that we have made in our prospecting campaigns to a new CRM such as KVCore. I would hate to start over...
Your thoughts and suggestions are greatly appreciated!