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Updated almost 10 years ago on . Most recent reply

User Stats

41
Posts
15
Votes
Thomas Neely
  • Accountant
  • Saint Louis , MO
15
Votes |
41
Posts

Anyone keeping a customer database?

Thomas Neely
  • Accountant
  • Saint Louis , MO
Posted

Hello Everyone!

I wanted to ask is there anyone keeping a customer database? Since I have started in real estate investing; any potential renter is keep in an Excel file. So anytime I have someone looking, asking or even mention the word rent I try to gather their information. I only keep basic information such as; name, phone number, email, desired location and notes about that person. The rewards for having this information speaks for it's self. I wanted to get some feedback on you're filing and retention system. Also, I want to know the information that you gather from the potential customer.

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