All Forum Posts by: Sandra Reid

Hi there,

Looking for advice on a good CRM. I am starting out so I would like a platform that helps me stay in contact with my network while I learn the business and that can grow with me as I build up. 

Thanks Sandra

We currently own and manage one rental property and the tenant pays us via Venmo and we use excel to track expenses. As we scale our portfolio, we want to make sure we have good systems in place for accounting, tenant communication and payment.

What systems do you use? Do you have any thoughts about Stessa, Cozy, Quickbooks, Tellus, SimplifyEM, Rentec, others?

Do you have a bank account for each property? Do you split out security deposits vs operating capital accounts for each property?

@Tim Swierczek. Hi there, I’m new to investing and would love to connect and chat about MN if you have time. Looking forward to hearing from you. All the best Sandra

@Raquel Doheny. I know this post said you’re a newbie but it’s super old so thought I’d reach out to see how it all went with the MN market for you. Looking forward to hearing from you. All the best Sandra

@Nicholas Moucha. I see that this post is older so wondering if you’re still in town. We’re newer to investing and would love to connect with other investors in town. Have a great evening Sandra & Jonah

@Travis Fjerstad. Hi there, would love to chat with you about your Dodgecity properties. That area was just recommend to us. If you’ve time let us know. Have a great evening Sandra & Jonah

@Nathan Platter Hi there, would love to connect sometime about the cities. Looking for a duplex/tri or quad in the cities or surrounding neighborhoods. All the best Sandra & Jonah

@Ryan Mosch. Hi Ryan and Ashly, we would love to connect with you and your Bookclub. We’re in Rochester too. I’ll check out your fb too. Looking forward to connecting Sandra and Jonah

@Josh Nabors. Hey Josh, my husband and I live in Rochester, MN and would love to connect. Your post is quite old so not sure if you’re still around but hopefully you are! Sandra & Jonah

@David Edwards We thought the same too but we did speak with a lender yesterday who would do 20% but I think we’re going to pass on this deal and keep looking. Hope you have a great day and that’s for chiming in!