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Updated over 6 years ago on . Most recent reply

User Stats

120
Posts
73
Votes
Tony Lin
  • Rental Property Investor
  • Fremont, CA
73
Votes |
120
Posts

What app do you guys use to track contacts?

Tony Lin
  • Rental Property Investor
  • Fremont, CA
Posted

Hey guys, 

What app/site do you guys use to keep track of potential investors and people who have invested in deals? I'm looking for a few features: 

- Ability to make notes about investors background

- Ability to include contacts into individual deals list

- Ability to create a deal funding funnel to track people going through being interested, coming to webinar, submitting PPM, wiring funds, etc. 

Thanks. 

Most Popular Reply

User Stats

679
Posts
463
Votes
Dan Handford
  • Multifamily Syndicator/Investor
  • Columbia, SC
463
Votes |
679
Posts
Dan Handford
  • Multifamily Syndicator/Investor
  • Columbia, SC
Replied
Originally posted by @Chris Tracy:

We use a Google spreadsheet and Mailchimp.  If someone has or could develop a one stop shopping solution that would be fabulous!

Chris---I sent you an email with a link to check out the contactually software.

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