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Updated over 1 year ago on . Most recent reply

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256
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73
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Kim Hopkins
  • Investor
73
Votes |
256
Posts

Super Simple CRM for Organizing Brokers and On Market Deals

Kim Hopkins
  • Investor
Posted

Hello! 

I need to find a deal to buy this year like yesterday! Not sure it matters, but 4 to $6 million dollar deal, multi-tenant industrial or retail, preferably the former, small tenants around 2,000 ft².

I'm making a list from loopnet and crexi of properties and emailing the brokers.

I just need a very simple CRM that allows me to make a list of brokers, make a list of properties, and connect the two where appropriate.

I just needed to track emails and attach it to the correct person/property so that my VA can send follow-up template emails easily and we can all stay organized.

I know there have been a hundred discussions on CRMs And I've read them all but I can't discern if there is one that stands out as being super simple and free would be awesome too. I'd like to be able to set it up in a couple hours, which probably translates to 8 hours, but that's the intention :-)

thanks!

Kim

Most Popular Reply

User Stats

256
Posts
73
Votes
Kim Hopkins
  • Investor
73
Votes |
256
Posts
Kim Hopkins
  • Investor
Replied
Quote from @Tom Gimer:

Try HubSpot … their free version links with Outlook to keep track of communications as you have described. 


 Thanks Tom! I was just logging on to say that I went with HubSpot (and upgraded within 5 minutes to get the customizable fields :-) 

It is absolutely fantastic!

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