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Results (560)
Andrew Jordan Staying Organized with Follow Ups. CRM software suggestions
27 September 2018 | 2 replies

Hi everyone, this is my first post. I’m new to real estate investing. I work full time, so I really want to be as organized as possible to stay on top of things. Can anyone recommend software or CRM to keep detailed c...

Jesse Fifield Transitioning from rentals to sales
17 February 2020 | 4 replies

Best advice and resources for an experienced Boston rental agent making the jump to residential sales. Best way to manage previous rental clients? CRM recommendations? Any strategies would be appreciated!

Lennon Lee CRM for Investor Relations
18 February 2018 | 3 replies

Hey everyone!

I started my company early 2017 and we are a private equity investment firm focused on multifamily real estate.

I’ve been using a simple investor tracker excel worksheet to manage and follow the capit...

Janette Tarbell Lead Generation CRM
26 June 2023 | 3 replies

Hey, y’all!  What lead generation software/CRM are y’all using for wholesale & flip deals?  We’ve trialed Propstream, REI tools, Snap Flip Bank, & Propwire. I’m doing text message campaigns, voicemail campaign...

Matthew Swanson Best Real Estate Technology You Use
17 November 2023 | 5 replies

Hi Everyone,I’m curious to hear about everyone’s favorite software/technology they use for real estate.Not looking for anything specific, could be for  Sales, Prospecting, Databasing, CRM, Management, Financial, etc.I...

Joe Rodriguez Real Estate Leads Management Software
11 January 2021 | 3 replies

I'm looking into options for a new Real Estate leads management software. Something very basic, just enough to input client information and keep track of my leads. What are your recommendations?

Mike G. What CRM software do you think is the best
10 September 2024 | 23 replies

The question: which CRM software is the best and most functional for a marketing investor that will give me the best bang for my buck?

Tell me what you use, why you use it, the scale or size of your operation and wha...

Jason Sherrod Contact management in the note business
22 May 2018 | 7 replies

While watching @Scott Carson YouTube videos he recommends getting something that can manage your contacts as you network. After doing some searching online Mail Chimp caught my attention. Is there something other than...

Lennon Lee Investor Relations / Private Equity Firms oriented CRM
16 February 2018 | 6 replies

Hey everyone!

I started my company early 2017 and we are a private equity investment firm focused on multifamily real estate.

I’ve been using a simple investor tracker excel worksheet to manage and follow the capit...

Kyle Curtin Use 1 CRM account for multiple projects, not multiple accounts!
13 February 2023 | 2 replies

Happy Friday guys! Friendly piece of advice when using a CRM for anything, don’t make multiple accounts/databases for different projects. Try to use one account, and just use different “tags” or “properties” within th...