Managing Property Lists & CRM Integration: Need Advice

[Cameron Baird]

Hey everyone, I’m looking for some insights on how you’re managing your property lists, either inside or outside of your CRM. My current plan is to generate lists using PropStream, skip trace them, and upload them into our CRM (Resimpli), which we’ll use to execute direct mail and cold calling campaigns. I like the idea of tracking every seller interaction in one place, but now I’m concerned we might end up with way too many properties in our CRM over time.

For those of you who use platforms like PropStream or ListSource, are you calling and mailing directly off those lists without uploading them to your CRM? If so, how do you track how many times you’ve reached out to the same property over the years?

Lastly, for anyone using a CRM, are you able to keep your property data up to date automatically when the home’s status changes (like if it sells or is no longer distressed)? I’d really appreciate any advice or tips on how you’re handling this!