We have 4-6 people that will put hands on these documents: account manager, operations manager, underwriting staff, administrative manager, auditor, and we need a more efficient workflow.

The long and short of it is, if you want to get started, I would start with something small and make sure you can handle tenants, structuring a deal that makes financial sense and setting up a system/workflow.

Would you say a good workflow is like:Talk to potential seller on phone and schedule appt -> see house and take pics -> go back to home/office and estimate repair costs and run the numbers -> meet up again asap and sign the contract if the #'s work and they accept the offer?

(Smaller investor - holding properties in just one entity)My Must-haves:- manage multi portfolios- document management- auto import/connections to bank accounts- ability to handle tenant payments within the system (there are many varying levels of this across the spectrum, I just need a subset)- end of year/reporting/tax prep help- maintenance request workflow (with tenant and contractor logins/communication)What I really like about stessa - - low cost- the dashboards- unit listing and application/screeningwhat i do not like about stessa- sometimes broken-ness of bank connectivity- they went from free to paid and took away features and didnt grandfather existing users- lack of maintenance trackingI have not tried the application screening process in stessa yet.

As you progress your workflow and process will become much quicker.

Training was simple, I used to do all of that myself so it was just a matter of showing what I do, creating workflow charts, screenshots, etc.Your case sounds much different.

CRM and Workflow Automation in one package.

I am looking for a software that can help me maintain the workflow of my rehab properties. 

Prospects will contact you several ways nowadays. calls,text, emails, chat, and webforms. which all need to be integrated into a CRM for ease of work flow.

What is working well is I am able to design my own apps to manage my work flows.