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Updated almost 4 years ago on .

User Stats

244
Posts
167
Votes
Zach Westerfield
  • Warner Robins, GA
167
Votes |
244
Posts

Best CRM: Podio or Dynamics 365?

Zach Westerfield
  • Warner Robins, GA
Posted

Im looking for a CRM and management software suite that I can grow into. I for a few years I have been using a combination of excel, microsoft project, office 365 products, and deal machine. I want to find a CRM I can grow into as my business expands, and keep as many functions as possible on one platform. 

My current business functions are

- Renovation management

- Deal acquisition (marketing and finding new deals)

- property management

- Investor relations

As I continue to scale, I am starting to develop an investor network, and currently have been using Hubspot to manage that. I have been using Dealmachines CRM and excel for marketing and deal management, and microsoft project and excel for rehab management. I believe platforms exist to combined a lot of these functions into one platform, and grow into as I add partners/employees to take on these roles. 

Im looking for any advice or experience people may have, I dont mind paying for the right service but a lot of the better ones have a learning curve so I would like to make an informed decision and plunge into learning it. 

  • Zach Westerfield