Lead & Project Management Platforms

[John Mann]

I'm about to start getting property owner lists from a local title agent and would like to be able to start off on the right foot with managing the data and lead generation.  I've read up on Podio and it seems like a great platform to work from; however, there appears to be a heavy development process to get it working.

What other platforms are out there for someone who is a bit tech savvy and would like to find a platform that I can grow my business on?

Thanks!

[David Robertson]

Here is a list of tools that I think are important to help manage flips/rehabs.

1. Repair Estimation/Budgeting - Ability to create detailed Scopes of Work & repair costs budgets
2. Budget Tracking - Ability to track your actual expenses against your initial budget
3. Scheduling - Ability to create a project plan & track project progress
4. Checklists/To Dos - Ability to track daily to-dos and checklists of items that need to be completed
5. Calendars - Ideally all of your Schedules & To-Dos feed into a Calendar that you can use to manage all of your projects in one location.
6. Document Management - Place to store project documents and photos

Here are some Project Management tools that you might consider:

1. Trello/Asana/Zoho Projects/Basecamp - General project management software that includes tasks, Gantt scheduling, calendars, project forums, document storage & team collaboration tools.  Although, these tools are great for managing tasks/schedules, unfortunately these tools do not have any repair estimation or budget tracking functionalities.
2. Smartsheet/AirTable - Provide spreadsheet style platforms with additional functionalities for uploading documents/images, assigning tasks, calendar, images, etc.  These tools are very customizable, but lack estimation & budget tracking
3. BuilderTrend / Co-Construct - These tools are built specifically for custom homebuilders/remodelers and have a lot of functionality. The biggest flaw is there is a steep learning curve and a lot of the functionality is built for communicating with clients (homeowners), which isn't really applicable for flipping houses.
4. FlipperForce/RealeFlow/FreedomSoft/Fixters - These are real estate specific softwares with varying levels of project management features & functionality
5. Microsoft Office / G-Suite