CRM/Program for keeping track of brokers/owners/deals

[Abe M.]

Hi All, 

Can anyone recommend any CRM or tool primarily to keep track of my list of brokers? I'd like a systematic way, that's more efficient than my current excel sheet, to ensure I'm following up weekly with the same people while keeping notes etc. Thanks!

[Cody Lewis]

My recommendation would be to continue to use Excel, a note taking app, and a reminder app. I've looked into several real estate CRM tools and most of them are lacking in features. CRM's are typically "add-ons" for real estate software making them half baked. 

If you're looking for something like Excel that's more cloud based, I would look at AirTable. One column I added to mine that was helpful was a "Last Call Date". It turns red if the date is more than 2 weeks old reminding me (in case I forgot to add a reminder) to call the person.