Lead Management & CRM Tools 2020

[Bernard Chouinard]

With the economy doing well prior to COVID-19 the booming market allowed for many new investors to jump in and start making a profit. With that comes more and more investor tools that didn't exist 10 years ago. I find myself looking for a better way to manage my leads, tracking not only the source but what my last step was if it be mailer 1, mailer 2 or even calls. However I find myself a little over whelmed with all the options. I tried Propelio but found the CMA to be lacking, I did bring this to their attention as it would hardly pull recent solds without going crazy with the criteria. I spoke with the team there and pointed out recent sold that were not showing up in their CMA's but with some more search found this to be a common complaint.

I then moved on to PropStream and I have to be honest I didn't give it much to really say much about it.  Propelio, Propstream, RealFlow, REIPRo, Basic Excel, Mojo Dialer, the list goes on for ever.  I would love a TRUE unbiased comparison of these tools to determine the best one to use. 

What are your thoughts?  What is your process of tracking leads and what tools to do you use to better manage? 

[Bernard Chouinard]

Podio is great, I was using it when I first started certain great for allowing automation and great integrations with 3rd party tools.  The problem I have with Podio is you do have to invest heavily in the initial customizations.  My topic was more around the out of the box all in one tool that covers CRM, list building, owner information etc.