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Updated over 11 years ago on . Most recent reply
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Database Management
Hello Investors:
What is an inexpensive or free way to manage all of your marketing leads. I know that it is best for someone else to manage them, however I am trying to weigh it out ....stretch my funds in other words.
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Originally posted by Jacquelyn Swint:
What is an inexpensive or free way to manage all of your marketing leads. I know that it is best for someone else to manage them, however I am trying to weigh it out ....stretch my funds in other words.
Hi Jacquelyn,
I used to use Excel, but with more and more lists to manage, it got complicated. I really didn't want probate leads mixed in with expired listings or absentee owners because each had a different set of rules for a drip campaign.
If you have the skills, Access is a better alternative to Excel, but if not, check this out:
http://www.strugglinginvestor.com/free-rei-lead-management-software/
Keeps track of leads, mailings, integrates with your calendar, and will hold document templates for mail merge. I can keep using Excel to build my lists, then import them. It down loads and is ready to use in minutes, and thee are video tutorials to help with the learning curve.
I am not affiliated with Scott Costello or the Struggling Investor in any way, but I like what he's done, and its free.