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Updated about 4 years ago on . Most recent reply

What is your favorite CRM? Any good free ones for starting out?
I’m just starting out in investing. Looking for a good CRM so I can stay organized and create flow.
Most Popular Reply

I'm an ex software developer for Boeing. I used Podio for about 2 years with my own custom automations. What @Calvin Ozanick said about your CRM not mattering is partly true. What matters most to closing deals is that you are consistent, hustle and stay organized. However, the quantity of deals closed is throttled by your organization, even if you have all of the hustle and consistency in the world.
This is where CRMs come into play. They allow you to widen the bottleneck that is a consequence of your own human organization abilities. So I would argue that to be a full time investor or agent, CRMs are unimportant. But to be a highly successful one, it is extremely important.
I couldn't find one that did everything I wanted on a national scale, so I created one. It automates text and mail campaigns with a sleek and simple user interface. If you want to learn more about it, shoot me a message. Not here to pitch my product (it's in beta with me alone). I just like talking systems and software.