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Updated almost 7 years ago on . Most recent reply

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Alesia Albert
  • New to Real Estate
  • Boulder, CO
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Keeping Real Estate Records?

Alesia Albert
  • New to Real Estate
  • Boulder, CO
Posted
So I've been mulling this question over in my head for a few days now, and I decided to just post it here instead of driving myself bonkers. (Plus everyone here has been absolutely amazing at answering any and all questions). So I'm trying to create a system or method that enables me to keep track of any new properties, new prospects (buyers and sellers), or even real estate agents to I come in contact with. While this info may be not valuable to some... I believe that the brillance is in the follow up. If I am going to be dealing with the same agent or many more agents over the course of the year, what would be the best way to organize a database to store this information. I know many well say Excel, but I want to see if other more experienced investors had any creative ideas??

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Aaron K.
  • Specialist
  • Riverside, CA
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Aaron K.
  • Specialist
  • Riverside, CA
Replied

There are CRMs available but most of those cost money, and for your purposes I don't see the value over Excel.

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