What todo when you get a TON of Calls on a Rental Property? (Or how to Organize/Scale your process of tracking peoples interest in your property)

[David Gonzalez]

My Goal:

• To create a process to handle Rental inquiries and to cut down the time it takes for me to respond. I need a process that allows me to document my interaction (for legal reasons), track who I responded to and be able to see who to follow up with.

My Problem Summarized

• I get a ton of responses from multiple sources (i.e. Signs, Zillow/Trulia, CL etc)
• I have to manually enter their information into a database (Name, Phone#, Property Interested, Looking to Move etc)
• I do not have an effective way to track applicants in the process so I can follow up with them.

I know my solution lies with using a CRM (Customer Relationship Software).

Please let me know:

• 1.What CRM do you use
• 2.Any Additional Software you use to minimize inputting/transferring data into the system
• 3.Any Software that automatically logs phone calls & emails and assigns them to a contact (that would be a big plus!)
• 4.How you connect the applications with the CRM
• 5.Rules/Guidelines you use to keep the system humming and to increase response time
• 6.Any other things I should know/think about when designing this system

Thank you in advance for reading this post and for any advice you’re able to share. I am sure that I am not the only person with this issue and any advice you can give will help the BP community be more productive!