In my experience the basics for a functional RE based CRM are:Custom Fields for Data Objects (Leads, Prospects, Applications, Buildings, Units, etc...)A Screening Engine (background/credit checks, employment verification, etc)Online Rental Application (this should automatically run the application through screening)Ability to mass email/sms leads and tenants to provide informationSurveys/Inspection formsI've been building real estate CRM tools for years.

Making the connection in person is completely different from an online interaction.

I'm diving into QuickBooks Online for the first time and could use some guidance.

Is there an online platform on which we can do this or do you track this in a excel sheet ? 

BP offers free online videos and educational courses for you to watch and learn from.

I am going to have my tenant pay rent online directly into my new checking account.

The market here is very investor-friendly with affordable property prices and a robust rental market.Expanding to new areas can be challenging, but here are a few tips that have worked for me and my clients:Research Extensively: Before diving in, thoroughly research potential markets.

I do recommend creating social profiles to strengthen your brand online.

Online videos on social media platforms, educating your clients about nuances in private lending, coming on a popular blog to help people with financing issues, and connecting with others in your industry that specialize in something else. 

Looking forward to a robust discussion and learning from your experiences!