Software for Note Management

[George Dean]

I am curious.. what software do you use to management your note business? I can see as your number of notes increase, this can be a project management nightmare if one tries to use just excel!

For example: a software that shows you..... Which notes are in the due diligence stage, which as in Loss Mitigation, which ones are in the foreclosure,... your tasks for today/this week.... as you move a property from one stage to another smart automation applies tags, triggers emails, ....

Then, when you click a property, it gives you all the information. Who you bought it from. what you paid, who you joint ventured with, all the emails that involve that property, a link to your collateral file, ....

I have Infusionsoft for another business. I am not sure this is a great solution.

I've heard of folks using Pipedrive. I like the graphical nature of pipedrive.

Your insight would be appreciated.

Thanks,

George