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Updated about 10 years ago on . Most recent reply

User Stats

59
Posts
19
Votes
Yishi Garrard
  • Residential Real Estate Agent
  • Tucson, AZ
19
Votes |
59
Posts

CRM Software for tracking wholesale process

Yishi Garrard
  • Residential Real Estate Agent
  • Tucson, AZ
Posted

Hi all,

Does anyone have any good recommendations on CRM software to use to track the wholesale process? Specifically, my team is hoping to find a good system that we can use to track everything from when we first drive by a run down home, we can make a note of that and enter it into the system, and from there we can track when we make the phone calls, the direct mail intervals, face to face meeting, all the way to closing. It would also be nice to track conversion rates, etc.  

So far we have looked at Insightly and Reesio, and both seem like decent solutions, with Reesio being targeted specifically toward real estate brokerages to track transactions and clients, but neither of them seem to be quite a good enough fit for wholesaling. 

Does anyone have any other strong recommendations that would be a good fit for wholesale deal tracking? Our team is pretty tech savvy, so our top priority is functionality, followed by user friendliness.

Thanks very much!

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