Section 8 is a tool, not a cure-all.It can be a great program if you screen the tenants well. 

BP has various tools to help you analyze your deals (rentals, flips, wholesale, etc). : https://www.biggerpockets.com/investment-calculators7.

Conservative debt is a tool to generate higher returns and build wealth.  

If you really don't value your agent's ability and think you can do it better, it's likely best that you 1) interview more to find one that you do trust, 2) go through the listing agent, directly, if you're that comfortable with handling your side on your own, or 3) maybe get your license so you can control your side of negotiations with the proper tools needed (MLS access with agent info, showings, contracts, tax records, uploaded listing docs like surveys, disclosures, broker assistance for questions, etc.).

We're looking at moving to a new PMS that has some CRM capabilities built into it.

Specifically, I'm looking to use their Self-Directed IRA tool in effort to start investing in real state after retirement; Lord willing 2027. 

Debt is a great tool, but you have to be very careful with it.

Quickbooks is great if you're looking for a tool to manage your own books.

Anyone has used it and can comment on the accuracy of the tool?

Meanwhile these same service providers don't explain the legal process which ties into how the insurance coverage truly works let alone explain how to utilize additional insured status, indemnification clauses amongst many other tools at your disposal  because that is not a profitable business for these service providers to be in.