It would give you a nice introduction into the workflow and process of a transaction.

All forms have different workflows and staffing. 

Try to get a feel for the workflow and ease of use.Look for experience, affordability, and a personality that you click with.

You will also find Construction Management software built specifically for homebuilders and remodelers like BuilderTrend & Co-Construct.Podio, AirTable or SmartSheet could also be a good solution because they are very customizable, but will take some work to get up and running.Here's a summary of other products you might want to consider for project management below:General Business Task ManagementTrello/Zoho Projects/Basecamp/Workflow - Feature-rich project management software that includes Tasks, Gantt scheduling, calendars, project forums, document storage & team collaboration tools.  

I'm hoping to hear from experienced investors about your daily work flow and what tools you use to stay organized when looking at tons of data and properties all day long. 

I've managed long distance properties for several years and built workflows that allow me to screen applicants, schedule their appointments, and provide both automated remote access and follow-up on their showings from multiple states away.

Ideally I’d love to have 3-4 property managers/investors that I can work with consistently, where we both understand each other’s work flow and there’s no headaches/surprises sprung on one another.

Looking for recommendations in workflow when it comes to utilizing these tools.

While the world embraces tech tools to automate workflows and tasks, reduce errors, and thereby increasing precision, the Appraiser is basically doing the same thing they did 80+ years ago.  

Additionally I believe this will allow management companies a greater opportunity to centralize some of their leasing activity workflow as a larger percentage of leasing traffic shifts to an online touring model.