Btw, right now I'm still using a self-built Excel spreadsheet that works just fine for me.

I don't know much about real estate CRMS although I've had plenty of experience with regular sales platforms, (ie. hubspot, salesforce, zoho, pipedrive, etc)  I didn't want to have to sift through all the cars, but it's looking as though I may to see what fits.   

If you're the kind of person who would benefit from a monthly budget microsoft Excel is probably your best friend . 

. - if you need two stairwells and an elevator, that will of course drive costs way up and it also eats into your floor plate area and can crush layouts on a smaller building, possibly turning your small CMX2.5 lot you'd planned to build 5 stories on into what may as well be a CMX2 lot and allow only 3 stories, since you can't actually fit 2 stairwells, an elevator, a hallway all the way through from front to rear, a small lobby, a mail room, etc.

The driveway is wide enough for 1 car, but long enough to fit 2 cars on it by blocking one in.

I try to read books on different kinds of realestate investing and house fliping and I do think that they are useful but the information never seems to have a correct fit.

@Mike Bator the good ones are, but just like in a baseball, there are those who are proactive and excellent at it just most of us play in a beer league on the weekend

All Homevestor franchisees are good at generating leads (they have an excellent marketing template) but like most wholesalers they generally stink at any "after sale" service like helping with tenants, repairs etc.

I'd like a systematic way, that's more efficient than my current excel sheet, to ensure I'm following up weekly with the same people while keeping notes etc.

It wouldn't hurt if you wanted to do that now as they could provide good information as you move forward and make decisions.Benefits: building a relationship, shopping firms to get the best fit, knowledge regarding big financial decision before they occur, knowing if  you're making any major mistakes, determining if your plans will actually help you tax wise SummaryIt might be too early but only something good can come out of a meeting with a knowledgable tax professional earlier rather than later.