There is a standard work flow we use in the industry, (for example plumber is first, then HVAC and so forth) and if you follow it, your project will run smoother and your trades will be happier with you.  

Workflow for you and your employees. 

I used software 10 years ago and got annoyed because I wanted to see the numbers working through the process and calculations, and found myself reading through the calculations and workflow afterwards anyway. 

However, I've become overwhelmed with keeping everything flowing and would like a CRM tool (or something similar) to help me with my ever expanding workflow.  

(Absentee owners for example)I use python to go through each parcel number and pull all data available from the county websitePython then creates an item in Podio for that property, recording its address, size, market status, last purchase date and price and much more.Python creates an item entry for each contact listed as an owner and links them to the above property item, along with their address.When I reach 500 new contacts, I export this list and send it to www.batchskiptracing.comI then use a separate Python tool to systematically add all of the new phone numbers found back into the database.Of course, there are further workflows within to set auto reminders for mailers and calls. 

Secondly, make sure you have a robust workflow (this is NOT a passive business) and remember you are now in the hospitality business.  

I am not a sophisticated investor and am interested in learning more about the workflows that other people have for finding potential investments.

@Andrew Bradley  What your saying totally makes sense–that depending on how competitive your market is will dictate your workflow.

Even many veteran companies and individuals who have been in the business for years appear to lack a set workflow and guidance for their clients.

I was wondering what workflows property managers are using to keep both the property owner and the tenant up to date on the status of the issue?