You can start with something as simple as a phone-based contacts manager like CJournal or as advanced as SalesForce with integrated email and leads tracking or as new as Drip for getting out of the box quickly.

The app is integrated with a database of nationwide remodel costs provided by Craftsman Data (they've been providing cost data for more than 50 years).

Anything less than the highest of integrity is a quick way to lose investors!

(I'm assuming this is related to the WDI...they can screw up structural integrity.

There are TONS of integrations so if you are savvy with Zapier I am sure you could utilize it for whatever investment purposes you need.

But I want to own RE.Here's my planPhase 1: I have and am still in the process of completely transitioning my team to start generating Off Market CRE Deals Phase 2: Assign the Deals / Partner (#1 this allows me to create solid relationships - I provide the 1. deal +  2. hustle and they provide the knowledge; or the buyer if its a JV) (#2 this allows me to get really good at finding deals in CRE)(#3 this allows me to see what exit strategy and asset class I like best)Phase 3: Vertically Integrate, Start Taking Down Deals & Operating with Own Capital using Creative Finance Strategies (was initially thinking (NNN - Industrial, Retail, Office)I'm still committed to it, however, I am having second thoughts because there was someone I was really looking up to doing NNN who claimed to go from 0-150M in 3 years, I will not name him, however, it seems like he might be in trouble.

Purpose is to have Key Integrity so only you & Tenant have Keys and You know where all the Keys are! 

It is all about reputation, integrity and customer service in that game. 

That what I was thinking, but it should be integration between quickbooks and clickup  Do you use any?  

I have tried mint, but have not had much joy as they don't support integration for all my financial institutions.