Super Simple CRM for Organizing Brokers and On Market Deals

Commercial Real Estate Investing
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Super Simple CRM for Organizing Brokers and On Market Deals

Kim Hopkins
Investor · Member since 2018 · 260 posts · 74 votes

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

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  • Tom GimerBusiness Member
    DMV · Member since 2017 · 3k+ posts · 3k+ votes
    3y

    Try HubSpot … their free version links with Outlook to keep track of communications as you have described. 

    Gimer Law517 Reviews
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  • Kim Hopkins
    OP
    Investor · Member since 2018 · 260 posts · 74 votes
    3y
    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!

    1Reply
  • Don KonipolBusiness Member
    Investor · The Woodlands TX / Avon, CT · Member since 2009 · 6k+ posts · 10k+ votes
    3y
    Quote from @Kim Hopkins:

    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

    Outlook will do what you need. 
    Private Mortgage Financing Partners, LLC
    WebsiteView Page
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