Investors - Record Management Best-Practices?

[Jake Mazur]

Hey BP!

I'm interested in learning more about how some of you in the community maintain records for your real estate portfolios.  For example, how do you track your properties, tenants, contractors, repair costs, overhead costs, leases, contact information, etc.  Do you track this in Excel, do you subscribe to an over-the-shelf CRM, or do you utilize another method?  

I'm hoping to learn more about what systems some of you have had success with, as well as what has not worked out so well.

Thanks!

Jake

[Jenell Poncabare]

@Jake Mazur I have used Stessa and found it helpful for tracking expenses, tenants, tax docs for my CPA, etc. Here is the link https://www.stessa.com/ I also like that their team is really responsive if you see something that could be improved.