My problem is I do not want to have to sift through 10000 leads one by one to get rid of the DNC and litigators prior to exporting into my CRM. 

For agents that are used to only using the MLS, you can also export clean marketing packages.

If you want to capture specific information not provided in the accompanying software, just export to spreadsheet and add columns for your info.

If they have other listings that they are not selling, they obviously would need to maintian control of their account.If you do this - the current owner will want to export ALL past financial transaction data and save it on their computer for tax-time.  

Examples of businesses with significant tax complexities: oil & gas, import/export, cannabis, bars/restaurants.

Fortunately the platforms (at least in my experience) will show a "Have Not Synced in xxxxx hours" warning to let you know there is a problem, at which point you just export/import new calendar links as needed.With more properties and platforms, a more elegant solution might make sense, but this has worked well for me.

As someone who's managed 15 rental properties on old school Quicken then over to creative categorization/tagging in Mint exported to Excel at year end, I have always been told I am doing it wrong by ignoring QuickBooks.

I am curious if you get it directly out of your accounting system or if you export it to Excel and modify for investor reporting purposes. 

It is a subscription based service but you can run all sorts of queries, export lists, get phone numbers, etc.

The 20% of the snags that would take 80% of the effort I will skip.Probably the best benefit of this is that after closing 1-2 deals 80% of the work is already done for organizing paid marketing methods like mailings, since I will already be well versed in creating databases from spreadsheets, and importing/exporting spreadsheets to/from my database.I certainly can't afford to take a big chunk of time off because it takes a lot to get these systems set up and the kinks worked out.