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Updated over 1 year ago on . Most recent reply
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Super Simple CRM for Organizing Brokers and On Market Deals
Hello!
I need to find a deal to buy this year like yesterday! Not sure it matters, but 4 to $6 million dollar deal, multi-tenant industrial or retail, preferably the former, small tenants around 2,000 ft².
I'm making a list from loopnet and crexi of properties and emailing the brokers.
I just need a very simple CRM that allows me to make a list of brokers, make a list of properties, and connect the two where appropriate.
I just needed to track emails and attach it to the correct person/property so that my VA can send follow-up template emails easily and we can all stay organized.
I know there have been a hundred discussions on CRMs And I've read them all but I can't discern if there is one that stands out as being super simple and free would be awesome too. I'd like to be able to set it up in a couple hours, which probably translates to 8 hours, but that's the intention :-)
thanks!
Kim
Most Popular Reply
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Quote from @Tom Gimer:
Try HubSpot … their free version links with Outlook to keep track of communications as you have described.
Thanks Tom! I was just logging on to say that I went with HubSpot (and upgraded within 5 minutes to get the customizable fields :-)
It is absolutely fantastic!