Rental Property Investor · Madison, AL · Member since 2019 · 487 posts · 658 votes
BP's,
I am looking to ditch the excel spreadsheets and invest in a software program to help manage my REI's to allow for scalability. Below are some features I a looking for.
Custom KPI tracker: For example, expenses vs. profit or ROI%.
CRM: I would love for the software to have a way to manage new and existing contacts.
Tracking payments and work orders: I am currently working to shift my rental portfolio and plan to use the same PM office for all rentals. Instead of sending monthly texts or calls, I would like a system that shows real-time updates. For example, 123 elm has active work order, and PM is tracking, ETA for repair 12DEC21.
Modularity: I am also planning to get Mail-chimp, a landing page, and use Calendly. I would prefer the software to be compatible with other system.
All that being said, does anyone have recommendations I could look into.
If you're looking for a solid base that would be able to integrate with other systems, Podio is decent. You would have to build out a lot of the integrations yourself or hire it out via GlobiFlow (free with paid Podio account). This is a drag and drop automator specifically for Podio.
I chose to build my own CRM because I want extreme control over the mass prospecting I do out of my CRM as well. If you're only managing your existing or inbound leads, you don't need to get fancy.