(will be necessary as lead gen grows)to capture: cash buyers Private money lenders, Flip investors, Buy/Hold investors,wholesalers(required for JV opportunities, collaboration)networking leads, banks, hard money, contractors, landscape, realtors, inspectors, lawyers, cpa, title companies(good to capture these for follow up, networking)once again, thanks for the follow up, i really hadnt thought how i would use the CRM but his makes sense. 

I am working on a probate campaign  & I like to collaborate with an legal expert in the field.  

For those of you that are still confused, I've worked very closely and collaboratively with park management, the property owner's attorneys and still having his behavioral specialist from SPCA working with him.  

Looking for something that allows for dependencies (or 'conditional tasks' as Investorfuse calls them - which I'm checking out) and allows for teams of people to collaborate on a single task. 

Figure it out by collaborating with you PM and collecting data.  

Technology allows us to collaborate with clients all over the US (and world) - for instance, I'm originally from NC, currently live in DC but have several clients throughout NC - the only thing I can't do is shake their hands.

In working for my current company I was able to develop a training manual that is a collaboration of all of the training programs that I have been through under three different companies over the last 7 years.

We utilize various forms of technology to collaborate seamlessly with our clients and rarely have issues.If you are set on using someone local, search the BP forums for investors local to you and reach out to ask for a referral.

When you decide to engage a CPA firm, be sure to also ask about their understanding of working with syndicators, collaboration with attorneys as to the legal documents, and understanding of cost segregation studies.

They have a lot of functionality, but honestly there is a steep learning curve and it is probably overkill for most rehabbers.TeamGantt/Gantter/MS Project - Gantt Scheduling Softwares for creating Gantt Charts & Timelines, & managing tasks.Trello/Zoho Projects/Basecamp/Workflow - General project management software that includes Tasks, Gantt scheduling, calendars, project forums, document storage & team collaboration toolsPodio - Customizable system that allows you to build workflows, track tasks, etc.Smartsheet/AirTable - Provide spreadsheet style platforms with additional functionalities for uploading documents/images, assigning tasks, calendar, images, etc...