And you can easily keep track of what stage of the sales process they are in with the CRM. 

Are you on track to hit your goal? 

Be sure that the company specializes in your specific type of property.IRS and industry compliance: Be sure that the firm has a long-standing track record of IRS-compliant cost segregation studies.

The hardest part for first-time investors is managing, finding, and keeping on track with contractors and costs.

I was the first one to build across the tracks .

Materials + Installation should run you around 4-6$ / sf. so your on the right track. 

They're passive losses but I'm tracking my hours to see if I qualify for Real Estate Professional Status. 

We use quickbooks online to track our time, payroll, and income and expense tracking. 

Commonly automation works best on manual, repetitive workflows, especially if you have multiple properties or units that needs to be tracked. 

According to their website, they have significant experience and a track record of successful transactions.