Wholesaling CRM Tool Recommendations

[Remi Oguntoye]

Hi BP. I am launching the website for my wholesaling business next week. I plan to direct mail in multiple markets through joint venture partnerships. I’m wondering what CRM tools are best for wholesaling. I understand that I can do much of the monitoring and tracking of follow up using excel spreadsheets. However, I have my aim of building the business in a systematizabal and scalable manner from the outset. For that reason I think it may be better to get the crm tool on the front end. 

What are the pros and cons of starting with excel then switching to CRM tool? At what point did you make the switch, if you went this route?

Please advise. I am open to all feedback and coaching from experienced wholesalers. Looking forward to the discussion to follow. 

[Michael Quarles]

Originally posted by @Remi Oguntoye:

Hi BP. I am launching the website for my wholesaling business next week. I plan to direct mail in multiple markets through joint venture partnerships. I’m wondering what CRM tools are best for wholesaling. I understand that I can do much of the monitoring and tracking of follow up using excel spreadsheets. However, I have my aim of building the business in a systematizabal and scalable manner from the outset. For that reason I think it may be better to get the crm tool on the front end. 

What are the pros and cons of starting with excel then switching to CRM tool? At what point did you make the switch, if you went this route?

Please advise. I am open to all feedback and coaching from experienced wholesalers. Looking forward to the discussion to follow. 

 Hello and good to meet you. 

As for a CRM we developed our own. 

I wanted a CRM with phones text email RVM websites all in one however it wasn’t available so I created it. 

One touch dialing out of our CRM is awesome.  

Home sellers seem to like the shortcode text feature. Let’s face it.  Being able to text HOUSE to 818181 is cool. 

We use to use infusionsoft and RingCentral and eztexting and mailchimp and services to try and get those services to communicate however it was expensive and didn’t work.  

Happy house hunting